Bell Asset Management Ltd Diversified Active

CIK: 0001681004 · Show all filings

Period: Q2 2018 (← Previous) (Next →)

Filing Date: Aug 13, 2018

Total Value ($000): $414,445 (100.0% shares, 0.0% debt)

Holdings (63)

AAPL APPLE INC 3.4%
Value ($000) $14,274 Shares 76,929 Est. Cost $39.08 Unrealized +9.4%
GOOGL ALPHABET INC 3.1%
Value ($000) $12,717 Shares 11,235 Est. Cost $51.52 Unrealized +4.8%
JNJ JOHNSON & JOHNSON 3.0%
Value ($000) $12,624 Shares 103,794 Est. Cost $110.63 Unrealized -9.0%
META FACEBOOK INC 2.8%
Value ($000) $11,809 Shares 60,628 Est. Cost $178.57 Unrealized +0.5%
VZ VERIZON COMMUNICATIONS INC 2.8%
Value ($000) $11,506 Shares 228,166 Est. Cost $31.99 Unrealized +0.7%
ORCL ORACLE CORP 2.7%
Value ($000) $11,015 Shares 249,402 Est. Cost $43.31 Unrealized -5.0%
UNH UNITEDHEALTH GROUP INC 2.6%
Value ($000) $10,597 Shares 43,093 Est. Cost $187.21 Unrealized +13.3%
PEP PEPSICO INC 2.3%
Value ($000) $9,329 Shares 85,491 Est. Cost $87.86 Unrealized -7.0%
GOOG ALPHABET INC 2.2%
Value ($000) $9,312 Shares 8,327 Est. Cost $50.52 Unrealized +6.2%
HON HONEYWELL INTL INC 2.1%
Value ($000) $8,574 Shares 59,381 Est. Cost $113.42 Unrealized +0.1%
DIS DISNEY WALT CO 2.1%
Value ($000) $8,532 Shares 81,219 Est. Cost $97.64 Unrealized -0.5%
AXP AMERICAN EXPRESS CO 2.0%
Value ($000) $8,221 Shares 83,695 Est. Cost $85.93 Unrealized +3.1%
SBUX STARBUCKS CORP 1.9%
Value ($000) $8,016 Shares 163,694 Est. Cost $47.64 Unrealized +0.9%
HSIC SCHEIN HENRY INC 1.9%
Value ($000) $7,963 Shares 109,364 Est. Cost $55.40 Unrealized +1.7%
NKE NIKE INC 1.9%
Value ($000) $7,762 Shares 97,188 Est. Cost $51.78 Unrealized +23.3%
BKNG BOOKING HLDGS INC 1.9%
Value ($000) $7,689 Shares 3,784 Est. Cost $1933.58 Unrealized +7.2%
COR AMERISOURCEBERGEN CORP 1.8%
Value ($000) $7,653 Shares 89,537 Est. Cost $63.39 Unrealized +7.1%
BFH ALLIANCE DATA SYSTEMS CORP 1.8%
Value ($000) $7,382 Shares 31,578 Est. Cost $156.82 Unrealized -4.5%
ORLY O REILLY AUTOMOTIVE INC NEW 1.8%
Value ($000) $7,339 Shares 26,763 Est. Cost $14.89 Unrealized +16.9%
CTSH COGNIZANT TECHNOLOGY SOLUTIO 1.7%
Value ($000) $6,996 Shares 88,355 Est. Cost $65.14 Unrealized +8.1%
MCD MCDONALDS CORP 1.7%
Value ($000) $6,991 Shares 44,506 Est. Cost $135.53 Unrealized 0.0%
EA ELECTRONIC ARTS INC 1.7%
Value ($000) $6,971 Shares 49,313 Est. Cost $108.08 Unrealized +16.8%
SNA SNAP ON INC 1.6%
Value ($000) $6,808 Shares 42,261 Est. Cost $131.50 Unrealized -5.4%
CL COLGATE PALMOLIVE CO 1.6%
Value ($000) $6,781 Shares 104,380 Est. Cost $59.05 Unrealized -7.5%
HD HOME DEPOT INC 1.6%
Value ($000) $6,779 Shares 34,664 Est. Cost $145.50 Unrealized +6.5%
CERNER CORP 1.6%
Value ($000) $6,735 Shares 112,383 Est. Cost $59.93 Unrealized
SPGI S&P GLOBAL INC 1.6%
Value ($000) $6,542 Shares 32,011 Est. Cost $158.49 Unrealized +16.6%
V VISA INC 1.6%
Value ($000) $6,537 Shares 49,238 Est. Cost $104.38 Unrealized +16.9%
LOW LOWES COS INC 1.5%
Value ($000) $6,396 Shares 66,763 Est. Cost $71.24 Unrealized +10.5%
MCK MCKESSON CORP 1.5%
Value ($000) $6,369 Shares 47,632 Est. Cost $139.76 Unrealized -1.4%
BDX BECTON DICKINSON & CO 1.5%
Value ($000) $6,291 Shares 26,197 Est. Cost $186.56 Unrealized +6.4%
MA MASTERCARD INCORPORATED 1.5%
Value ($000) $6,288 Shares 31,923 Est. Cost $142.19 Unrealized +26.8%
AMGN AMGEN INC 1.5%
Value ($000) $6,252 Shares 33,790 Est. Cost $138.21 Unrealized +1.5%
ACN ACCENTURE PLC IRELAND 1.5%
Value ($000) $6,246 Shares 38,092 Est. Cost $128.56 Unrealized +8.4%
SCI SERVICE CORP INTL 1.5%
Value ($000) $6,140 Shares 171,144 Est. Cost $35.79 Unrealized +3.5%
ZTS ZOETIS INC 1.5%
Value ($000) $6,097 Shares 71,408 Est. Cost $64.45 Unrealized +23.3%
SYF SYNCHRONY FINL 1.4%
Value ($000) $5,869 Shares 175,413 Est. Cost $28.34 Unrealized +0.1%
SEE SEALED AIR CORP NEW 1.4%
Value ($000) $5,719 Shares 134,410 Est. Cost $39.73 Unrealized -3.7%
CSCO CISCO SYS INC 1.4%
Value ($000) $5,687 Shares 131,855 Est. Cost $27.97 Unrealized +24.2%
IFF INTERNATIONAL FLAVORS&FRAGRA 1.3%
Value ($000) $5,577 Shares 44,884 Est. Cost $121.31 Unrealized -11.8%
FISV FISERV INC 1.3%
Value ($000) $5,564 Shares 74,918 Est. Cost $67.07 Unrealized +8.3%
SEIC SEI INVESTMENTS CO 1.3%
Value ($000) $5,552 Shares 88,589 Est. Cost $60.16 Unrealized -0.1%
EL LAUDER ESTEE COS INC 1.3%
Value ($000) $5,543 Shares 38,755 Est. Cost $114.40 Unrealized +17.5%
COST COSTCO WHSL CORP NEW 1.3%
Value ($000) $5,519 Shares 26,345 Est. Cost $156.95 Unrealized +13.3%
DLTR DOLLAR TREE INC 1.3%
Value ($000) $5,426 Shares 63,683 Est. Cost $98.66 Unrealized -6.5%
DG DOLLAR GEN CORP NEW 1.3%
Value ($000) $5,323 Shares 53,864 Est. Cost $77.43 Unrealized +12.5%
INGR INGREDION INC 1.3%
Value ($000) $5,235 Shares 47,173 Est. Cost $131.99 Unrealized -10.9%
MRSH MARSH & MCLENNAN COS INC 1.3%
Value ($000) $5,185 Shares 63,107 Est. Cost $72.21 Unrealized 0.0%
CELGENE CORP 1.2%
Value ($000) $5,169 Shares 64,927 Est. Cost $105.64 Unrealized
MASI MASIMO CORP 1.2%
Value ($000) $4,975 Shares 50,822 Est. Cost $87.17 Unrealized +9.1%
IT GARTNER INC 1.2%
Value ($000) $4,904 Shares 36,808 Est. Cost $122.33 Unrealized +4.6%
TXN TEXAS INSTRS INC 1.1%
Value ($000) $4,594 Shares 41,569 Est. Cost $87.28 Unrealized 0.0%
TSCO TRACTOR SUPPLY CO 1.1%
Value ($000) $4,387 Shares 57,211 Est. Cost $11.33 Unrealized +9.1%
CHD CHURCH & DWIGHT INC 1.0%
Value ($000) $4,219 Shares 79,178 Est. Cost $44.10 Unrealized 0.0%
QCOM QUALCOMM INC 1.0%
Value ($000) $4,162 Shares 73,994 Est. Cost $49.00 Unrealized -6.3%
PG PROCTER AND GAMBLE CO 1.0%
Value ($000) $4,105 Shares 52,461 Est. Cost $67.87 Unrealized -8.9%
GILD GILEAD SCIENCES INC 0.9%
Value ($000) $3,841 Shares 54,092 Est. Cost $55.90 Unrealized -5.7%
WDFC WD-40 CO 0.8%
Value ($000) $3,495 Shares 23,840 Est. Cost $101.18 Unrealized +21.0%
ARISTA NETWORKS INC 0.7%
Value ($000) $2,917 Shares 11,304 Est. Cost $258.05 Unrealized
MTD METTLER TOLEDO INTERNATIONAL 0.6%
Value ($000) $2,585 Shares 4,457 Est. Cost $570.48 Unrealized 0.0%
NVDA NVIDIA CORP 0.5%
Value ($000) $2,197 Shares 9,253 Est. Cost $6.01 Unrealized 0.0%
AAP ADVANCE AUTO PARTS INC 0.5%
Value ($000) $2,029 Shares 14,911 Est. Cost $80.79 Unrealized +32.3%
RAYTHEON CO 0.3%
Value ($000) $1,134 Shares 5,855 Est. Cost $193.68 Unrealized