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Portfolio (Quarterly) Guide ↗

Bell Investment Advisors, Inc

· CIK 0001890149
13F Portfolio $632M AUM Filed Feb 24, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 1802 New
Page 83 of 91  ·  1,802 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1641 ANGI ANGI INC Communication Services 53.0 $686.0 NEW $12.94 -59.4%
1642 NHC NATIONAL HEALTHCARE CORP Healthcare 5.0 $686.0 NEW $137.20 +42.0%
1643 MD PEDIATRIX MEDICAL GROUP INC Healthcare 32.0 $685.0 NEW $21.41 +6.2%
1644 CHDN CHURCHILL DOWNS INC Consumer Cyclical 6.0 $683.0 NEW $113.83 -23.8%
1645 NOA NORTH AMERN CONSTR GROUP LTD Energy 47.0 $676.0 NEW $14.38 +5.1%
1646 VTS VITESSE ENERGY INC Energy 35.0 $675.0 NEW $19.29 -5.0%
1647 HAFN HAFNIA LTD Industrials 126.0 $672.0 NEW $5.33 +66.3%
1648 ALLO ALLOGENE THERAPEUTICS INC Healthcare 486.0 $666.0 NEW $1.37 +36.8%
1649 TALO TALOS ENERGY INC Energy 60.0 $662.0 NEW $11.03 +48.2%
1650 ARM ARM HOLDINGS PLC Technology 6.0 $656.0 NEW $109.33 +96.1%
1651 MYRG MYR GROUP INC DEL Industrials 3.0 $656.0 NEW $218.67 +101.5%
1652 SLAB SILICON LABORATORIES INC Technology 5.0 $654.0 NEW $130.80 +65.6%
1653 VSH VISHAY INTERTECHNOLOGY INC Technology 45.0 $653.0 NEW $14.51 +150.2%
1654 INGN INOGEN INC Healthcare 97.0 $652.0 NEW $6.72 -5.7%
1655 KBR KBR INC Industrials 16.0 $644.0 NEW $40.25 -19.4%
1656 ACLS AXCELIS TECHNOLOGIES INC Technology 8.0 $643.0 NEW $80.38 +76.1%
1657 NPO ENPRO INC Industrials 3.0 $643.0 NEW $214.33 +45.4%
1658 PRVA PRIVIA HEALTH GROUP INC Healthcare 27.0 $641.0 NEW $23.74 -0.9%
1659 SFNC SIMMONS 1ST NATL CORP Financial Services 34.0 $641.0 NEW $18.85 +9.9%
1660 GTM ZOOMINFO TECHNOLOGIES INC Technology 63.0 $641.0 NEW $10.17 -61.9%
Page 83 of 91  ·  1,802 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 30.6%
Financial Services 16.5%
Communication Services 15.5%
Industrials 10.7%
Healthcare 8.3%
Consumer Cyclical 6.8%
Energy 3.9%
Consumer Defensive 3.7%
Real Estate 1.4%
Utilities 1.4%