Bell Asset Management Ltd Diversified Active

CIK: 0001681004 · Show all filings

Period: Q1 2019 (← Previous) (Next →)

Filing Date: Apr 11, 2019

Total Value ($000): $581,843 (100.0% shares, 0.0% debt)

Holdings (61)

GOOGL ALPHABET INC 3.2%
Value ($000) $18,738 Shares 15,922 Est. Cost $52.60 Unrealized +6.5%
VZ VERIZON COMMUNICATIONS INC 3.2%
Value ($000) $18,474 Shares 312,431 Est. Cost $33.66 Unrealized +15.7%
UNH UNITEDHEALTH GROUP INC 3.1%
Value ($000) $17,753 Shares 71,798 Est. Cost $204.42 Unrealized +11.4%
JNJ JOHNSON & JOHNSON 3.0%
Value ($000) $17,254 Shares 123,427 Est. Cost $110.48 Unrealized -0.1%
META FACEBOOK INC 2.8%
Value ($000) $16,098 Shares 96,574 Est. Cost $170.46 Unrealized -7.3%
ORCL ORACLE CORP 2.7%
Value ($000) $15,704 Shares 292,387 Est. Cost $43.31 Unrealized +6.4%
PEP PEPSICO INC 2.4%
Value ($000) $13,733 Shares 112,058 Est. Cost $88.58 Unrealized +4.4%
DIS DISNEY WALT CO 2.2%
Value ($000) $12,740 Shares 114,743 Est. Cost $100.98 Unrealized +6.8%
HON HONEYWELL INTL INC 2.2%
Value ($000) $12,680 Shares 79,787 Est. Cost $115.10 Unrealized +5.3%
ACN ACCENTURE PLC IRELAND 2.1%
Value ($000) $12,262 Shares 69,664 Est. Cost $135.64 Unrealized +4.8%
AXP AMERICAN EXPRESS CO 2.0%
Value ($000) $11,733 Shares 107,344 Est. Cost $88.02 Unrealized +8.9%
CTSH COGNIZANT TECHNOLOGY SOLUTIO 1.9%
Value ($000) $11,297 Shares 155,924 Est. Cost $65.55 Unrealized -3.6%
HD HOME DEPOT INC 1.9%
Value ($000) $10,862 Shares 56,607 Est. Cost $148.24 Unrealized +4.4%
CL COLGATE PALMOLIVE CO 1.8%
Value ($000) $10,748 Shares 156,817 Est. Cost $57.24 Unrealized -3.9%
AAPL APPLE INC 1.8%
Value ($000) $10,514 Shares 55,351 Est. Cost $40.60 Unrealized -0.4%
BDX BECTON DICKINSON & CO 1.8%
Value ($000) $10,221 Shares 40,929 Est. Cost $195.80 Unrealized +8.6%
HSY HERSHEY CO 1.7%
Value ($000) $10,089 Shares 87,861 Est. Cost $85.27 Unrealized +8.8%
BKNG BOOKING HLDGS INC 1.7%
Value ($000) $10,077 Shares 5,775 Est. Cost $1896.90 Unrealized -7.5%
COR AMERISOURCEBERGEN CORP 1.7%
Value ($000) $10,072 Shares 126,654 Est. Cost $64.32 Unrealized -2.1%
MCD MCDONALDS CORP 1.7%
Value ($000) $9,834 Shares 51,783 Est. Cost $136.40 Unrealized +13.3%
GIS GENERAL MLS INC 1.7%
Value ($000) $9,714 Shares 187,712 Est. Cost $33.08 Unrealized +8.2%
SPGI S&P GLOBAL INC 1.7%
Value ($000) $9,694 Shares 46,041 Est. Cost $163.82 Unrealized +11.5%
CSCO CISCO SYS INC 1.7%
Value ($000) $9,670 Shares 179,102 Est. Cost $30.53 Unrealized +29.4%
MA MASTERCARD INC 1.7%
Value ($000) $9,660 Shares 41,029 Est. Cost $156.08 Unrealized +32.8%
V VISA INC 1.6%
Value ($000) $9,517 Shares 60,929 Est. Cost $110.54 Unrealized +24.3%
AVY AVERY DENNISON CORP 1.6%
Value ($000) $9,458 Shares 83,697 Est. Cost $90.77 Unrealized +0.8%
CERNER CORP 1.6%
Value ($000) $9,419 Shares 164,634 Est. Cost $58.90 Unrealized
IFF INTERNATIONAL FLAVORS&FRAGRA 1.6%
Value ($000) $9,347 Shares 72,579 Est. Cost $117.46 Unrealized -6.0%
KO COCA COLA CO 1.6%
Value ($000) $9,256 Shares 197,526 Est. Cost $37.78 Unrealized 0.0%
GOOG ALPHABET INC 1.6%
Value ($000) $9,155 Shares 7,803 Est. Cost $51.05 Unrealized +9.1%
SBUX STARBUCKS CORP 1.5%
Value ($000) $9,002 Shares 121,089 Est. Cost $47.52 Unrealized +24.7%
LOW LOWES COS INC 1.5%
Value ($000) $8,968 Shares 81,925 Est. Cost $74.54 Unrealized +18.1%
TXN TEXAS INSTRS INC 1.5%
Value ($000) $8,894 Shares 83,850 Est. Cost $86.40 Unrealized -1.2%
DLTR DOLLAR TREE INC 1.5%
Value ($000) $8,860 Shares 84,348 Est. Cost $94.81 Unrealized +3.5%
MRSH MARSH & MCLENNAN COS INC 1.5%
Value ($000) $8,733 Shares 92,998 Est. Cost $73.20 Unrealized +8.4%
SEIC SEI INVESTMENTS CO 1.5%
Value ($000) $8,668 Shares 165,898 Est. Cost $56.89 Unrealized -19.6%
EA ELECTRONIC ARTS INC 1.5%
Value ($000) $8,656 Shares 85,169 Est. Cost $103.58 Unrealized -11.0%
COST COSTCO WHSL CORP NEW 1.5%
Value ($000) $8,500 Shares 35,102 Est. Cost $175.96 Unrealized +12.7%
NKE NIKE INC 1.4%
Value ($000) $8,394 Shares 99,681 Est. Cost $53.17 Unrealized +41.8%
RAYTHEON CO 1.4%
Value ($000) $8,319 Shares 45,691 Est. Cost $186.49 Unrealized
HSIC HENRY SCHEIN INC 1.4%
Value ($000) $8,251 Shares 137,262 Est. Cost $56.65 Unrealized +6.5%
SYF SYNCHRONY FINL 1.4%
Value ($000) $8,232 Shares 258,056 Est. Cost $26.73 Unrealized -5.2%
MTD METTLER TOLEDO INTERNATIONAL 1.4%
Value ($000) $7,899 Shares 10,925 Est. Cost $589.28 Unrealized +10.3%
BFH ALLIANCE DATA SYSTEMS CORP 1.4%
Value ($000) $7,895 Shares 45,122 Est. Cost $151.78 Unrealized -20.7%
ORLY O REILLY AUTOMOTIVE INC NEW 1.3%
Value ($000) $7,820 Shares 20,140 Est. Cost $14.89 Unrealized +62.5%
EL LAUDER ESTEE COS INC 1.3%
Value ($000) $7,680 Shares 46,389 Est. Cost $117.43 Unrealized +14.6%
INGR INGREDION INC 1.3%
Value ($000) $7,668 Shares 80,977 Est. Cost $118.76 Unrealized -20.4%
ZTS ZOETIS INC 1.3%
Value ($000) $7,480 Shares 74,302 Est. Cost $66.51 Unrealized +29.2%
FISV FISERV INC 1.3%
Value ($000) $7,475 Shares 84,669 Est. Cost $69.29 Unrealized +19.1%
DG DOLLAR GEN CORP NEW 1.2%
Value ($000) $7,257 Shares 60,831 Est. Cost $80.97 Unrealized +31.2%
SEE SEALED AIR CORP NEW 1.2%
Value ($000) $7,182 Shares 155,921 Est. Cost $37.28 Unrealized -1.9%
SCI SERVICE CORP INTL 1.2%
Value ($000) $7,172 Shares 178,642 Est. Cost $36.90 Unrealized +13.1%
MCK MCKESSON CORP 1.2%
Value ($000) $7,065 Shares 60,351 Est. Cost $135.41 Unrealized -13.4%
BR BROADRIDGE FINL SOLUTIONS IN 1.2%
Value ($000) $6,897 Shares 66,515 Est. Cost $89.16 Unrealized 0.0%
AMGN AMGEN INC 1.1%
Value ($000) $6,362 Shares 33,490 Est. Cost $138.91 Unrealized +11.3%
ARISTA NETWORKS INC 0.9%
Value ($000) $5,081 Shares 16,158 Est. Cost $243.33 Unrealized
GD GENERAL DYNAMICS CORP 0.8%
Value ($000) $4,806 Shares 28,393 Est. Cost $159.91 Unrealized -10.1%
GILD GILEAD SCIENCES INC 0.8%
Value ($000) $4,577 Shares 70,409 Est. Cost $55.33 Unrealized -8.1%
MASI MASIMO CORP 0.7%
Value ($000) $4,153 Shares 30,030 Est. Cost $88.20 Unrealized +42.3%
CHD CHURCH & DWIGHT INC 0.7%
Value ($000) $4,070 Shares 57,137 Est. Cost $46.61 Unrealized +30.0%
NVDA NVIDIA CORP 0.7%
Value ($000) $4,054 Shares 22,575 Est. Cost $5.12 Unrealized -24.9%