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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 51 of 93  ·  1,860 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1001 ELPC COMPANHIA PARANAENSE DE ENER Utilities 380.0 $5K 0.00% +59.0 +18.4% $11.94 -0.5%
1002 VAL VALARIS LTD Energy 46.0 $5K 0.00% -6.0 -11.5% $98.04 +11.8%
1003 NCNO NCINO INC Technology 301.0 $5K 0.00% NEW $14.98 +5.7%
1004 SBS COMPANHIA DE SANEAMENTO BASI Utilities 147.0 $4K 0.00% -1.0 -0.7% $30.55 -80.8%
1005 MT ARCELORMITTAL SA LUXEMBOURG Basic Materials 86.0 $4K 0.00% $51.99 +23.3%
1006 APLD APPLIED DIGITAL CORP Technology 187.0 $4K 0.00% $23.74 +102.2%
1007 HQY HEALTHEQUITY INC Healthcare 53.0 $4K 0.00% -39.0 -42.4% $83.58 +3.4%
1008 CSW INDUSTRIALS INC 17.0 $4K 0.00% $260.59
1009 TOST TOAST INC Technology 167.0 $4K 0.00% +56.0 +50.5% $26.51 -12.0%
1010 ITOT ISHARES TR 31.0 $4K 0.00% $142.45 +13.8%
1011 APA APA CORPORATION Energy 104.0 $4K 0.00% $42.44 -9.7%
1012 INVH INVITATION HOMES INC Real Estate 177.0 $4K 0.00% +47.0 +36.1% $24.85 +16.8%
1013 LAUR LAUREATE ED INC Consumer Defensive 126.0 $4K 0.00% -23.0 -15.4% $34.84 -5.4%
1014 FRSH FRESHWORKS INC Technology 546.0 $4K 0.00% +430.0 +370.7% $8.03 +12.9%
1015 RCI ROGERS COMMUNICATIONS INC Communication Services 114.0 $4K 0.00% -9.0 -7.3% $38.46 -6.0%
1016 ADT ADT INC DEL Industrials 665.0 $4K 0.00% -213.0 -24.3% $6.57 +6.5%
1017 SSL SASOL LTD Basic Materials 336.0 $4K 0.00% +71.0 +26.8% $12.96 +0.5%
1018 GPK GRAPHIC PACKAGING HLDG CO Consumer Cyclical 437.0 $4K 0.00% -31.0 -6.6% $9.94 +1.0%
1019 PAG PENSKE AUTOMOTIVE GRP INC Consumer Cyclical 29.0 $4K 0.00% -10.0 -25.6% $149.55 +8.1%
1020 TKC TURKCELL ILETISIM Communication Services 717.0 $4K 0.00% $6.03 -0.3%
Page 51 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%