Bell Asset Management Ltd Diversified Active

CIK: 0001681004 · Show all filings

Period: Q1 2020 (← Previous) (Next →)

Filing Date: May 14, 2020

Total Value ($000): $320,853 (100.0% shares, 0.0% debt)

Holdings (61)

GOOGL ALPHABET INC 4.1%
Value ($000) $13,045 Shares 11,227 Est. Cost $54.93 Unrealized +22.4%
UNH UNITEDHEALTH GROUP INC 3.4%
Value ($000) $10,887 Shares 43,655 Est. Cost $207.67 Unrealized +20.3%
JNJ JOHNSON & JOHNSON 2.8%
Value ($000) $9,017 Shares 68,765 Est. Cost $110.42 Unrealized +8.8%
META FACEBOOK INC 2.7%
Value ($000) $8,799 Shares 52,749 Est. Cost $175.05 Unrealized +11.1%
CSCO CISCO SYS INC 2.6%
Value ($000) $8,318 Shares 211,594 Est. Cost $35.31 Unrealized +3.9%
ORCL ORACLE CORP 2.5%
Value ($000) $7,913 Shares 163,735 Est. Cost $43.67 Unrealized +8.8%
MSFT MICROSOFT CORP 2.4%
Value ($000) $7,617 Shares 48,295 Est. Cost $156.34 Unrealized 0.0%
BDX BECTON DICKINSON & CO 2.2%
Value ($000) $7,029 Shares 30,593 Est. Cost $202.16 Unrealized +11.3%
CERNER CORP 2.2%
Value ($000) $6,912 Shares 109,737 Est. Cost $59.00 Unrealized
CHKP CHECK POINT SOFTWARE TECH LT 2.1%
Value ($000) $6,796 Shares 67,599 Est. Cost $111.94 Unrealized -4.3%
HD HOME DEPOT INC 2.1%
Value ($000) $6,698 Shares 35,875 Est. Cost $151.18 Unrealized +25.8%
BKNG BOOKING HLDGS INC 2.1%
Value ($000) $6,627 Shares 4,926 Est. Cost $1847.87 Unrealized -6.6%
DIS DISNEY WALT CO 2.0%
Value ($000) $6,484 Shares 67,117 Est. Cost $107.54 Unrealized +14.9%
CTSH COGNIZANT TECHNOLOGY SOLUTIO 2.0%
Value ($000) $6,343 Shares 136,495 Est. Cost $62.97 Unrealized -13.5%
AXP AMERICAN EXPRESS CO 2.0%
Value ($000) $6,285 Shares 73,417 Est. Cost $93.50 Unrealized +15.1%
ORLY O REILLY AUTOMOTIVE INC NEW 1.9%
Value ($000) $6,231 Shares 20,698 Est. Cost $21.00 Unrealized +21.7%
G GENPACT LIMITED 1.9%
Value ($000) $5,947 Shares 203,668 Est. Cost $36.63 Unrealized -0.6%
BR BROADRIDGE FINL SOLUTIONS IN 1.9%
Value ($000) $5,945 Shares 62,687 Est. Cost $93.19 Unrealized +10.7%
SPGI S&P GLOBAL INC 1.8%
Value ($000) $5,889 Shares 24,031 Est. Cost $184.31 Unrealized +41.7%
ACN ACCENTURE PLC IRELAND 1.8%
Value ($000) $5,710 Shares 34,974 Est. Cost $139.37 Unrealized +27.0%
TSCO TRACTOR SUPPLY CO 1.8%
Value ($000) $5,699 Shares 67,408 Est. Cost $17.01 Unrealized -3.9%
ULTA ULTA BEAUTY INC 1.7%
Value ($000) $5,474 Shares 31,155 Est. Cost $246.14 Unrealized +1.3%
ARISTA NETWORKS INC 1.7%
Value ($000) $5,364 Shares 26,483 Est. Cost $239.39 Unrealized
KR KROGER CO 1.7%
Value ($000) $5,342 Shares 177,345 Est. Cost $20.29 Unrealized +27.7%
CRL CHARLES RIV LABS INTL INC 1.6%
Value ($000) $5,277 Shares 41,813 Est. Cost $140.87 Unrealized +6.5%
HSIC HENRY SCHEIN INC 1.6%
Value ($000) $5,271 Shares 104,337 Est. Cost $58.73 Unrealized +8.0%
CBRE CBRE GROUP INC 1.6%
Value ($000) $5,209 Shares 138,140 Est. Cost $55.35 Unrealized -0.2%
PEP PEPSICO INC 1.6%
Value ($000) $5,191 Shares 43,220 Est. Cost $88.58 Unrealized +27.3%
ICLR ICON PLC 1.6%
Value ($000) $5,092 Shares 37,439 Est. Cost $154.38 Unrealized +3.7%
HON HONEYWELL INTL INC 1.6%
Value ($000) $5,025 Shares 37,562 Est. Cost $117.03 Unrealized +16.7%
EA ELECTRONIC ARTS INC 1.6%
Value ($000) $4,994 Shares 49,857 Est. Cost $101.84 Unrealized +0.5%
MCD MCDONALDS CORP 1.6%
Value ($000) $4,987 Shares 30,158 Est. Cost $137.67 Unrealized +24.8%
FISV FISERV INC 1.6%
Value ($000) $4,986 Shares 52,490 Est. Cost $78.78 Unrealized +41.0%
V VISA INC 1.5%
Value ($000) $4,700 Shares 29,171 Est. Cost $118.51 Unrealized +52.5%
VZ VERIZON COMMUNICATIONS INC 1.4%
Value ($000) $4,590 Shares 85,426 Est. Cost $34.89 Unrealized +17.5%
LOW LOWES COS INC 1.4%
Value ($000) $4,560 Shares 52,995 Est. Cost $78.09 Unrealized +25.8%
COR AMERISOURCEBERGEN CORP 1.4%
Value ($000) $4,542 Shares 51,325 Est. Cost $64.32 Unrealized +16.0%
ILMN ILLUMINA INC 1.3%
Value ($000) $4,297 Shares 15,732 Est. Cost $290.03 Unrealized -3.6%
SBUX STARBUCKS CORP 1.3%
Value ($000) $4,267 Shares 64,900 Est. Cost $47.93 Unrealized +48.1%
HCA HCA HEALTHCARE INC 1.3%
Value ($000) $4,266 Shares 47,475 Est. Cost $123.42 Unrealized 0.0%
MA MASTERCARD INC 1.3%
Value ($000) $4,229 Shares 17,509 Est. Cost $156.08 Unrealized +84.4%
SCI SERVICE CORP INTL 1.3%
Value ($000) $4,220 Shares 107,893 Est. Cost $37.72 Unrealized +23.3%
ZTS ZOETIS INC 1.3%
Value ($000) $4,198 Shares 35,674 Est. Cost $82.11 Unrealized +52.6%
CL COLGATE PALMOLIVE CO 1.3%
Value ($000) $4,125 Shares 62,160 Est. Cost $57.24 Unrealized +7.5%
MRSH MARSH & MCLENNAN COS INC 1.3%
Value ($000) $4,046 Shares 46,795 Est. Cost $73.45 Unrealized +32.5%
SEIC SEI INVESTMENTS CO 1.2%
Value ($000) $3,944 Shares 85,103 Est. Cost $56.67 Unrealized -3.0%
MTD METTLER TOLEDO INTERNATIONAL 1.2%
Value ($000) $3,858 Shares 5,587 Est. Cost $606.91 Unrealized +22.9%
CHD CHURCH & DWIGHT INC 1.2%
Value ($000) $3,851 Shares 60,000 Est. Cost $52.07 Unrealized +27.2%
IDXX IDEXX LABS INC 1.2%
Value ($000) $3,769 Shares 15,559 Est. Cost $260.97 Unrealized 0.0%
POOL POOL CORPORATION 1.2%
Value ($000) $3,742 Shares 19,016 Est. Cost $193.51 Unrealized +2.9%
MCO MOODYS CORP 1.1%
Value ($000) $3,550 Shares 16,784 Est. Cost $231.38 Unrealized 0.0%
ECL ECOLAB INC 1.1%
Value ($000) $3,513 Shares 22,541 Est. Cost $176.33 Unrealized 0.0%
NKE NIKE INC 1.1%
Value ($000) $3,492 Shares 42,205 Est. Cost $53.49 Unrealized +60.6%
COST COSTCO WHSL CORP NEW 1.0%
Value ($000) $3,288 Shares 11,533 Est. Cost $175.96 Unrealized +57.9%
AVY AVERY DENNISON CORP 1.0%
Value ($000) $3,286 Shares 32,258 Est. Cost $90.77 Unrealized +22.1%
EL LAUDER ESTEE COS INC 1.0%
Value ($000) $3,232 Shares 20,286 Est. Cost $127.57 Unrealized +39.9%
AMGN AMGEN INC 0.9%
Value ($000) $2,983 Shares 14,715 Est. Cost $140.64 Unrealized +29.6%
RAYTHEON CO 0.8%
Value ($000) $2,710 Shares 20,662 Est. Cost $175.32 Unrealized
YETI YETI HLDGS INC 0.8%
Value ($000) $2,651 Shares 135,819 Est. Cost $29.65 Unrealized 0.0%
ALGN ALIGN TECHNOLOGY INC 0.8%
Value ($000) $2,497 Shares 14,357 Est. Cost $215.40 Unrealized +11.2%
SYF SYNCHRONY FINL 0.6%
Value ($000) $2,044 Shares 127,044 Est. Cost $27.40 Unrealized -8.1%