Bell Asset Management Ltd Diversified Active

CIK: 0001681004 · Show all filings

Period: Q1 2018 (← Previous) (Next →)

Filing Date: Apr 30, 2018

Total Value ($000): $499,362 (100.0% shares, 0.0% debt)

Holdings (59)

JNJ JOHNSON & JOHNSON 3.4%
Value ($000) $17,202 Shares 102,961 Est. Cost $110.63 Unrealized -2.0%
AAPL APPLE INC 3.3%
Value ($000) $16,690 Shares 76,301 Est. Cost $39.08 Unrealized +3.4%
ORCL ORACLE CORP 2.8%
Value ($000) $13,741 Shares 230,389 Est. Cost $43.49 Unrealized +1.8%
GOOGL ALPHABET INC 2.7%
Value ($000) $13,639 Shares 10,087 Est. Cost $51.24 Unrealized +7.4%
VZ VERIZON COMMUNICATIONS INC 2.5%
Value ($000) $12,453 Shares 199,758 Est. Cost $31.96 Unrealized +3.3%
UNH UNITEDHEALTH GROUP INC 2.4%
Value ($000) $11,929 Shares 42,756 Est. Cost $187.21 Unrealized +7.4%
SBUX STARBUCKS CORP 2.3%
Value ($000) $11,246 Shares 149,004 Est. Cost $47.60 Unrealized +2.3%
GOOG ALPHABET INC 2.2%
Value ($000) $11,112 Shares 8,261 Est. Cost $50.52 Unrealized +8.5%
IBM INTERNATIONAL BUSINESS MACHS 2.2%
Value ($000) $10,874 Shares 54,361 Est. Cost $102.11 Unrealized +5.1%
DIS DISNEY WALT CO 2.1%
Value ($000) $10,539 Shares 80,488 Est. Cost $97.64 Unrealized +3.4%
PEP PEPSICO INC 2.1%
Value ($000) $10,243 Shares 71,982 Est. Cost $89.02 Unrealized +0.3%
BKNG BOOKING HLDGS INC 2.0%
Value ($000) $10,173 Shares 3,751 Est. Cost $1933.58 Unrealized 0.0%
COR AMERISOURCEBERGEN CORP 2.0%
Value ($000) $9,989 Shares 88,876 Est. Cost $63.39 Unrealized +16.6%
ORLY O REILLY AUTOMOTIVE INC NEW 2.0%
Value ($000) $9,837 Shares 30,502 Est. Cost $14.89 Unrealized +13.6%
META FACEBOOK INC 1.9%
Value ($000) $9,712 Shares 46,623 Est. Cost $178.31 Unrealized 0.0%
SEE SEALED AIR CORP NEW 1.9%
Value ($000) $9,685 Shares 173,611 Est. Cost $39.73 Unrealized -1.4%
AAP ADVANCE AUTO PARTS INC 1.9%
Value ($000) $9,604 Shares 62,140 Est. Cost $80.79 Unrealized +24.3%
HSIC SCHEIN HENRY INC 1.9%
Value ($000) $9,509 Shares 108,529 Est. Cost $55.40 Unrealized 0.0%
LOW LOWES COS INC 1.9%
Value ($000) $9,337 Shares 81,615 Est. Cost $71.24 Unrealized +15.0%
CTSH COGNIZANT TECHNOLOGY SOLUTIO 1.8%
Value ($000) $9,189 Shares 87,559 Est. Cost $65.14 Unrealized +8.4%
NKE NIKE INC 1.8%
Value ($000) $9,059 Shares 104,591 Est. Cost $51.78 Unrealized +15.2%
OMC OMNICOM GROUP INC 1.8%
Value ($000) $8,937 Shares 94,331 Est. Cost $53.58 Unrealized +5.4%
AXP AMERICAN EXPRESS CO 1.8%
Value ($000) $8,833 Shares 72,635 Est. Cost $85.53 Unrealized +1.7%
MCK MCKESSON CORP 1.7%
Value ($000) $8,670 Shares 47,211 Est. Cost $139.76 Unrealized +4.8%
CHKP CHECK POINT SOFTWARE TECH LT 1.7%
Value ($000) $8,622 Shares 66,577 Est. Cost $108.60 Unrealized -5.1%
SCI SERVICE CORP INTL 1.7%
Value ($000) $8,358 Shares 169,873 Est. Cost $35.79 Unrealized +7.3%
HON HONEYWELL INTL INC 1.7%
Value ($000) $8,292 Shares 44,014 Est. Cost $113.37 Unrealized +3.6%
SNA SNAP ON INC 1.6%
Value ($000) $8,055 Shares 41,877 Est. Cost $131.50 Unrealized +2.1%
IFF INTERNATIONAL FLAVORS&FRAGRA 1.6%
Value ($000) $7,939 Shares 44,478 Est. Cost $121.31 Unrealized -2.7%
INGR INGREDION INC 1.6%
Value ($000) $7,870 Shares 46,822 Est. Cost $131.99 Unrealized +1.4%
DLTR DOLLAR TREE INC 1.6%
Value ($000) $7,807 Shares 63,105 Est. Cost $98.66 Unrealized +6.2%
CL COLGATE PALMOLIVE CO 1.5%
Value ($000) $7,733 Shares 82,746 Est. Cost $60.22 Unrealized -0.8%
EA ELECTRONIC ARTS INC 1.5%
Value ($000) $7,725 Shares 48,872 Est. Cost $108.08 Unrealized +9.0%
ZTS ZOETIS INC 1.5%
Value ($000) $7,705 Shares 70,767 Est. Cost $64.45 Unrealized +14.9%
V VISA INC 1.5%
Value ($000) $7,610 Shares 48,797 Est. Cost $104.38 Unrealized +9.9%
ACN ACCENTURE PLC IRELAND 1.5%
Value ($000) $7,554 Shares 37,749 Est. Cost $128.56 Unrealized +9.5%
CELGENE CORP 1.5%
Value ($000) $7,496 Shares 64,449 Est. Cost $105.64 Unrealized
AMGN AMGEN INC 1.5%
Value ($000) $7,454 Shares 33,538 Est. Cost $138.21 Unrealized +4.5%
BDX BECTON DICKINSON & CO 1.5%
Value ($000) $7,335 Shares 25,964 Est. Cost $186.56 Unrealized +4.3%
CSCO CISCO SYS INC 1.5%
Value ($000) $7,307 Shares 130,678 Est. Cost $27.97 Unrealized +19.6%
MA MASTERCARD INCORPORATED 1.4%
Value ($000) $7,224 Shares 31,637 Est. Cost $142.19 Unrealized +15.1%
SEIC SEI INVESTMENTS CO 1.4%
Value ($000) $7,192 Shares 73,641 Est. Cost $60.18 Unrealized +11.7%
FISV FISERV INC 1.4%
Value ($000) $6,902 Shares 74,242 Est. Cost $67.07 Unrealized +4.8%
SYF SYNCHRONY FINL 1.4%
Value ($000) $6,752 Shares 154,468 Est. Cost $28.34 Unrealized +7.6%
DG DOLLAR GEN CORP NEW 1.3%
Value ($000) $6,511 Shares 53,388 Est. Cost $77.43 Unrealized +12.1%
SPGI S&P GLOBAL INC 1.3%
Value ($000) $6,389 Shares 25,651 Est. Cost $151.96 Unrealized +13.4%
DUN & BRADSTREET CORP DEL NE 1.3%
Value ($000) $6,377 Shares 41,806 Est. Cost $118.40 Unrealized
EL LAUDER ESTEE COS INC 1.2%
Value ($000) $5,853 Shares 29,987 Est. Cost $108.54 Unrealized +15.6%
ICLR ICON PLC 1.2%
Value ($000) $5,811 Shares 37,726 Est. Cost $115.23 Unrealized -0.5%
COST COSTCO WHSL CORP NEW 1.2%
Value ($000) $5,776 Shares 23,514 Est. Cost $154.45 Unrealized +9.6%
MASI MASIMO CORP 1.2%
Value ($000) $5,775 Shares 50,363 Est. Cost $87.17 Unrealized 0.0%
HD HOME DEPOT INC 1.1%
Value ($000) $5,741 Shares 24,708 Est. Cost $141.67 Unrealized +9.2%
TSCO TRACTOR SUPPLY CO 1.1%
Value ($000) $5,504 Shares 66,987 Est. Cost $11.33 Unrealized +8.9%
PG PROCTER AND GAMBLE CO 1.1%
Value ($000) $5,374 Shares 51,990 Est. Cost $67.87 Unrealized 0.0%
QCOM QUALCOMM INC 1.1%
Value ($000) $5,296 Shares 73,307 Est. Cost $49.00 Unrealized +5.9%
GILD GILEAD SCIENCES INC 1.1%
Value ($000) $5,268 Shares 53,599 Est. Cost $55.90 Unrealized +5.4%
BFH ALLIANCE DATA SYSTEMS CORP 1.0%
Value ($000) $5,166 Shares 18,616 Est. Cost $161.71 Unrealized +5.7%
IT GARTNER INC 1.0%
Value ($000) $4,875 Shares 31,792 Est. Cost $121.44 Unrealized +2.9%
WDFC WD-40 CO 0.9%
Value ($000) $4,512 Shares 26,281 Est. Cost $101.18 Unrealized +10.4%