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Portfolio (Quarterly) Guide ↗

Bell Investment Advisors, Inc

· CIK 0001890149
13F Portfolio $639M AUM 1,860 positions Filed Apr 17, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 172 New 494 Added 522 Reduced 114 Exited
Page 45 of 93  ·  1,860 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
881 JOYY JOYY INC Communication Services 105.0 $6K 0.00% +44.0 +72.1% $58.39 -4.0%
882 MILLROSE PPTYS INC 218.0 $6K 0.00% +14.0 +6.9% $28.00
883 RKLB ROCKET LAB CORP Industrials 95.0 $6K 0.00% -10.0 -9.5% $64.22 +109.1%
884 EHC ENCOMPASS HEALTH CORP Healthcare 63.0 $6K 0.00% +53.0 +530.0% $96.73 +8.0%
885 SANM SANMINA CORP Technology 47.0 $6K 0.00% -37.0 -44.0% $129.66 +78.3%
886 CCJ CAMECO CORP Energy 56.0 $6K 0.00% $108.62 -3.0%
887 MATX MATSON INC Industrials 37.0 $6K 0.00% $163.95 +11.5%
888 BGC BGC GROUP INC Financial Services 617.0 $6K 0.00% $9.78 +13.8%
889 ZM ZOOM COMMUNICATIONS INC Technology 75.0 $6K 0.00% +33.0 +78.6% $80.40 +23.7%
890 YOU CLEAR SECURE INC Technology 123.0 $6K 0.00% $48.41 +28.1%
891 PRVA PRIVIA HEALTH GROUP INC Healthcare 288.0 $6K 0.00% +261.0 +966.7% $20.57 +12.7%
892 LEN LENNAR CORP Consumer Cyclical 68.0 $6K 0.00% -16.0 -19.1% $86.85 +2.3%
893 OMC OMNICOM GROUP INC Communication Services 78.0 $6K 0.00% -183.0 -70.1% $75.32 -2.1%
894 TLK TELEKOMUNIKASI IND Communication Services 314.0 $6K 0.00% +165.0 +110.7% $18.68 -6.6%
895 DINO HF SINCLAIR CORP Energy 94.0 $6K 0.00% $62.39 +9.6%
896 CUBE CUBESMART Real Estate 160.0 $6K 0.00% -16.0 -9.1% $36.65 +9.4%
897 SII SPROTT INC Financial Services 41.0 $6K 0.00% -126.0 -75.5% $142.90 -11.0%
898 SITE SITEONE LANDSCAPE SUPPLY INC Industrials 44.0 $6K 0.00% $133.11 -14.4%
899 GGG GRACO INC Industrials 69.0 $6K 0.00% $84.65 -11.0%
900 XENE XENON PHARMACEUTICALS INC Healthcare 100.0 $6K 0.00% $58.15 -6.0%
Page 45 of 93  ·  1,860 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 32.4%
Financial Services 14.1%
Communication Services 12.2%
Industrials 10.0%
Healthcare 7.7%
Consumer Defensive 7.4%
Consumer Cyclical 6.4%
Energy 6.0%
Utilities 1.5%
Basic Materials 1.3%