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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 61 of 91  ·  1,820 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1201 BOOT BOOT BARN HLDGS INC Consumer Cyclical 18.0 $3K $164.28 -1.5%
1202 RGTI RIGETTI COMPUTING INC Technology 153.0 $3K $19.32 -15.3%
1203 CBSH COMMERCE BANCSHARES INC Financial Services 51.0 $3K $57.76 +1.5%
1204 CFG CITIZENS FINL GROUP INC Financial Services 42.0 $3K +8.0 +23.5% $70.07 +0.2%
1205 OZK BANK OZK LITTLE ROCK ARK Financial Services 56.0 $3K $52.11 -5.3%
1206 LVS LAS VEGAS SANDS CORP Consumer Cyclical 63.0 $3K -58.0 -47.9% $46.19 +1.7%
1207 HTH HILLTOP HLDGS INC Financial Services 75.0 $3K $38.79 -0.3%
1208 CAE CAE INC Industrials 116.0 $3K $25.06 -1.3%
1209 CCEP COCA-COLA EUROPACIFIC PARTNE Consumer Defensive 29.0 $3K $100.10 +10.0%
1210 RPM RPM INTL INC Basic Materials 26.0 $3K -14.0 -35.0% $111.15 -4.3%
1211 FIVE FIVE BELOW INC Consumer Cyclical 16.0 $3K $179.81 +46.1%
1212 AQN ALGONQUIN POWER & UTILITIES Utilities 490.0 $3K +98.0 +25.0% $5.86 -2.9%
1213 XLP SELECT SECTOR SPDR TR 34.0 $3K NEW $84.12 +4.0%
1214 BURL BURLINGTON STORES INC Consumer Cyclical 9.0 $3K +1.0 +12.5% $316.89 +4.3%
1215 PPL PPL CORP Utilities 78.0 $3K $36.36 -3.6%
1216 BNL BROADSTONE NET LEASE INC Real Estate 137.0 $3K $20.67 +2.6%
1217 FRME FIRST MERCHANTS CORP Financial Services 64.0 $3K +12.0 +23.1% $43.70 -4.1%
1218 HTHT H WORLD GROUP LTD Consumer Cyclical 67.0 $3K -95.0 -58.6% $41.73 +16.6%
1219 TFX TELEFLEX INCORPORATED Healthcare 22.0 $3K $126.77 +9.1%
1220 AMN AMN HEALTHCARE SVCS INC Healthcare 86.0 $3K $32.37 +6.6%
Page 61 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%