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Portfolio (Quarterly) Guide ↗

Bell Investment Advisors, Inc

· CIK 0001890149
13F Portfolio $681M AUM 1,820 positions Filed Aug 7, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 77 New 511 Added 495 Reduced 117 Exited
Page 58 of 91  ·  1,820 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1141 CAVA CAVA GROUP INC Consumer Cyclical 43.0 $3K $78.49 -8.4%
1142 ADT ADT INC DEL Industrials 519.0 $3K -146.0 -21.9% $6.50 +14.1%
1143 ENVA ENOVA INTL INC Financial Services 14.0 $3K $240.79 +2.9%
1144 FEDERATED HERMES INC 61.0 $3K -32.0 -34.4% $55.23
1145 SLG SL GREEN RLTY CORP Real Estate 65.0 $3K $51.78 +13.1%
1146 EXLS EXLSERVICE HLDGS INC Technology 130.0 $3K $25.86 +45.6%
1147 CF CF INDUSTRIES HOLD Basic Materials 31.0 $3K -5.0 -13.9% $108.29 +19.4%
1148 VAL VALARIS LTD Energy 46.0 $3K $72.61 +18.2%
1149 AKR ACADIA RLTY TR Real Estate 159.0 $3K +23.0 +16.9% $20.91 +2.0%
1150 H HYATT HOTELS CORP Consumer Cyclical 17.0 $3K $193.88 -7.1%
1151 ESI ELEMENT SOLUTIONS INC Basic Materials 69.0 $3K -7.0 -9.2% $47.75 -26.7%
1152 FAF FIRST AMERN FINL CORP Financial Services 48.0 $3K +7.0 +17.1% $68.60 +5.3%
1153 QS QUANTUMSCAPE CORP Consumer Cyclical 435.0 $3K -71.0 -14.0% $7.56 -24.3%
1154 WB WEIBO CORP Communication Services 453.0 $3K -96.0 -17.5% $7.26 -3.6%
1155 CMB.TECH NV 234.0 $3K $13.99
1156 BMRN BIOMARIN PHARMACEUTICAL INC Healthcare 57.0 $3K -102.0 -64.2% $57.23 +13.7%
1157 RCI ROGERS COMMUNICATIONS INC Communication Services 100.0 $3K -14.0 -12.3% $32.50 +12.0%
1158 TRU TRANSUNION Industrials 45.0 $3K +8.0 +21.6% $72.16 +17.6%
1159 TOST TOAST INC Technology 116.0 $3K -51.0 -30.5% $27.83 +31.9%
1160 MDGL MADRIGAL PHARMACEUTICALS INC Healthcare 6.0 $3K +1.0 +20.0% $537.00 -4.7%
Page 58 of 91  ·  1,820 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 37.7%
Financial Services 14.5%
Industrials 10.5%
Healthcare 8.1%
Communication Services 7.3%
Consumer Defensive 7.2%
Consumer Cyclical 5.9%
Energy 4.8%
Utilities 1.6%
Basic Materials 1.3%