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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 78 of 91  ·  1,820 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1541 ITRI ITRON INC Technology 11.0 $952.0 $86.55 +15.6%
1542 CPS COOPER-STANDARD HOLDINGS INC Consumer Cyclical 35.0 $947.0 $27.06 +3.6%
1543 KAI KADANT INC Industrials 3.0 $943.0 $314.33 -0.3%
1544 TBBK BANCORP INC DEL Financial Services 15.0 $940.0 $62.67 +7.2%
1545 RXO RXO INC Industrials 34.0 $939.0 $27.62 -18.4%
1546 GIL GILDAN ACTIVEWEAR INC Consumer Cyclical 18.0 $929.0 $51.61 +8.8%
1547 FDS FACTSET RESH SYS INC Financial Services 4.0 $921.0 -1.0 -20.0% $230.25 +30.3%
1548 INDB INDEPENDENT BK CORP MASS Financial Services 11.0 $921.0 -8.0 -42.1% $83.73 +0.0%
1549 VAC MARRIOTT VACATIONS WORLDWIDE Consumer Cyclical 9.0 $917.0 $101.89 +10.5%
1550 TDOC TELADOC HEALTH INC Healthcare 108.0 $916.0 $8.48 -24.7%
1551 BAYTEX ENERGY CORP 229.0 $916.0 $4.00
1552 GMAB GENMAB A/S Healthcare 33.0 $907.0 -303.0 -90.2% $27.48 +21.7%
1553 JEF JEFFERIES FINANCIAL GROUP IN Financial Services 18.0 $900.0 $50.00 +4.7%
1554 BEN FRANKLIN RESOURCES INC Financial Services 27.0 $899.0 $33.30 +3.0%
1555 HWC HANCOCK WHITNEY CORPORATION Financial Services 12.0 $897.0 $74.75 +0.8%
1556 FBNC FIRST BANCORP N C Financial Services 14.0 $896.0 $64.00 +1.1%
1557 AUR AURORA INNOVATION INC Technology 131.0 $894.0 $6.82 -8.6%
1558 BTG B2GOLD CORP Basic Materials 238.0 $891.0 $3.74 +47.4%
1559 MADISON SQUARE GARDEN ENTMT 11.0 $890.0 $80.91
1560 TDS TELEPHONE & DATA SYS INC Communication Services 24.0 $889.0 $37.04 -9.3%
Page 78 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%