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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 88 of 91  ·  1,820 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1741 AGCO AGCO CORP Industrials 4.0 $479.0 NEW $119.75 -10.8%
1742 PYPL PAYPAL HLDGS INC Financial Services 11.0 $475.0 -44.0 -80.0% $43.18 +42.5%
1743 WHR WHIRLPOOL CORP Consumer Cyclical 12.0 $474.0 NEW $39.50 +2.2%
1744 BILL BILL HOLDINGS INC Technology 13.0 $471.0 -11.0 -45.8% $36.23 +32.0%
1745 HTFL HEARTFLOW INC Healthcare 16.0 $470.0 NEW $29.38 +69.4%
1746 DRS LEONARDO DRS INC Industrials 11.0 $470.0 -7.0 -38.9% $42.73 -4.7%
1747 SNY SANOFI SA Healthcare 11.0 $470.0 -355.0 -97.0% $42.73 +7.3%
1748 ENS ENERSYS Industrials 2.0 $468.0 -1.0 -33.3% $234.00 -18.9%
1749 FIZZ NATIONAL BEVERAGE CORP Consumer Defensive 15.0 $468.0 +1.0 +7.1% $31.20 +3.8%
1750 CSIQ CANADIAN SOLAR INC Energy 29.0 $465.0 $16.03 -9.3%
1751 UGP ULTRAPAR PARTICIPACOES SA Energy 92.0 $462.0 NEW $5.02 +34.2%
1752 HUT 8 CORP 4.0 $462.0 NEW $115.50
1753 FISV FISERV INC Technology 9.0 $442.0 -41.0 -82.0% $49.11 +7.1%
1754 WD WALKER & DUNLOP INC Financial Services 8.0 $438.0 $54.75 -26.5%
1755 TU TELUS CORPORATION Communication Services 41.0 $434.0 -188.0 -82.1% $10.59 -6.5%
1756 OLED UNIVERSAL DISPLAY CORP Technology 5.0 $433.0 -15.0 -75.0% $86.60 -0.9%
1757 EQPT EQUIPMENTSHARE COM INC Industrials 22.0 $433.0 NEW $19.68 -6.0%
1758 FCFS FIRSTCASH HOLDINGS INC Financial Services 2.0 $433.0 -1.0 -33.3% $216.50 +4.1%
1759 WRD WERIDE INC Technology 74.0 $431.0 $5.82 +10.7%
1760 MENS JYONG BIOTECH LTD Healthcare 206.0 $427.0 -267.0 -56.5% $2.07 +5.2%
Page 88 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%