Bell Asset Management Ltd Diversified Active

CIK: 0001681004 · Show all filings

Period: Q4 2020 (← Previous) (Next →)

Filing Date: Feb 12, 2021

Total Value ($000): $456,983 (100.0% shares, 0.0% debt)

Holdings (60)

GOOGL ALPHABET INC 4.5%
Value ($000) $20,692 Shares 11,806 Est. Cost $56.16 Unrealized +48.7%
UNH UNITEDHEALTH GROUP INC 3.5%
Value ($000) $16,132 Shares 46,003 Est. Cost $217.04 Unrealized +42.0%
JNJ JOHNSON & JOHNSON 3.1%
Value ($000) $14,367 Shares 91,286 Est. Cost $114.40 Unrealized +11.5%
MSFT MICROSOFT CORP 3.0%
Value ($000) $13,708 Shares 61,630 Est. Cost $164.02 Unrealized +25.6%
FISV FISERV INC 2.8%
Value ($000) $12,974 Shares 113,947 Est. Cost $91.20 Unrealized +18.2%
ORCL ORACLE CORP 2.8%
Value ($000) $12,614 Shares 194,994 Est. Cost $44.83 Unrealized +23.8%
CSCO CISCO SYS INC 2.5%
Value ($000) $11,427 Shares 255,358 Est. Cost $35.30 Unrealized -0.1%
META FACEBOOK INC 2.5%
Value ($000) $11,243 Shares 41,159 Est. Cost $181.08 Unrealized +50.3%
EA ELECTRONIC ARTS INC 2.3%
Value ($000) $10,341 Shares 72,011 Est. Cost $112.87 Unrealized +11.1%
KR KROGER CO 2.2%
Value ($000) $10,069 Shares 317,041 Est. Cost $24.10 Unrealized +20.6%
SCI SERVICE CORP INTL 2.1%
Value ($000) $9,643 Shares 196,402 Est. Cost $39.99 Unrealized +18.7%
G GENPACT LIMITED 2.1%
Value ($000) $9,603 Shares 232,179 Est. Cost $36.30 Unrealized +2.1%
VZ VERIZON COMMUNICATIONS INC 2.1%
Value ($000) $9,417 Shares 160,291 Est. Cost $37.94 Unrealized +15.9%
CHKP CHECK POINT SOFTWARE TECH LT 2.1%
Value ($000) $9,384 Shares 70,602 Est. Cost $112.46 Unrealized +8.7%
CTSH COGNIZANT TECHNOLOGY SOLUTIO 2.0%
Value ($000) $9,355 Shares 114,157 Est. Cost $62.97 Unrealized +11.7%
CERNER CORP 1.9%
Value ($000) $8,861 Shares 112,906 Est. Cost $59.64 Unrealized
HCA HCA HEALTHCARE INC 1.8%
Value ($000) $8,440 Shares 51,317 Est. Cost $122.86 Unrealized +13.8%
FLEETCOR TECHNOLOGIES INC 1.8%
Value ($000) $8,384 Shares 30,728 Est. Cost $242.92 Unrealized
COR AMERISOURCEBERGEN CORP 1.8%
Value ($000) $8,146 Shares 83,326 Est. Cost $71.42 Unrealized +25.1%
HSY HERSHEY CO 1.8%
Value ($000) $8,112 Shares 53,251 Est. Cost $118.73 Unrealized +10.3%
BR BROADRIDGE FINL SOLUTIONS IN 1.7%
Value ($000) $7,905 Shares 51,598 Est. Cost $95.13 Unrealized +39.9%
ACN ACCENTURE PLC IRELAND 1.7%
Value ($000) $7,838 Shares 30,008 Est. Cost $143.63 Unrealized +55.3%
MRSH MARSH & MCLENNAN COS INC 1.7%
Value ($000) $7,678 Shares 65,623 Est. Cost $82.58 Unrealized +27.4%
PEP PEPSICO INC 1.6%
Value ($000) $7,478 Shares 50,428 Est. Cost $99.58 Unrealized +21.7%
ZBRA ZEBRA TECHNOLOGIES CORPORATI 1.6%
Value ($000) $7,439 Shares 19,356 Est. Cost $269.17 Unrealized +25.0%
HON HONEYWELL INTL INC 1.6%
Value ($000) $7,365 Shares 34,625 Est. Cost $117.22 Unrealized +39.7%
LOW LOWES COS INC 1.6%
Value ($000) $7,270 Shares 45,295 Est. Cost $90.91 Unrealized +62.8%
TSCO TRACTOR SUPPLY CO 1.6%
Value ($000) $7,097 Shares 50,485 Est. Cost $20.85 Unrealized +23.5%
AXP AMERICAN EXPRESS CO 1.5%
Value ($000) $7,022 Shares 58,076 Est. Cost $93.92 Unrealized +10.6%
ARISTA NETWORKS INC 1.5%
Value ($000) $6,860 Shares 23,610 Est. Cost $235.21 Unrealized
V VISA INC 1.5%
Value ($000) $6,713 Shares 30,693 Est. Cost $122.07 Unrealized +61.6%
MCO MOODYS CORP 1.5%
Value ($000) $6,703 Shares 23,094 Est. Cost $241.43 Unrealized +11.0%
HD HOME DEPOT INC 1.5%
Value ($000) $6,701 Shares 25,229 Est. Cost $155.79 Unrealized +55.6%
ICLR ICON PLC 1.4%
Value ($000) $6,590 Shares 33,799 Est. Cost $160.08 Unrealized +22.1%
POOL POOL CORP 1.4%
Value ($000) $6,510 Shares 17,477 Est. Cost $229.72 Unrealized +43.1%
AMGN AMGEN INC 1.4%
Value ($000) $6,276 Shares 27,297 Est. Cost $166.06 Unrealized +18.2%
MA MASTERCARD INCORPORATED 1.3%
Value ($000) $5,993 Shares 16,791 Est. Cost $164.48 Unrealized +96.6%
TTC TORO CO 1.3%
Value ($000) $5,970 Shares 62,951 Est. Cost $74.83 Unrealized +18.1%
CHD CHURCH & DWIGHT INC 1.3%
Value ($000) $5,878 Shares 67,381 Est. Cost $65.84 Unrealized +26.6%
MCD MCDONALDS CORP 1.3%
Value ($000) $5,823 Shares 27,136 Est. Cost $137.67 Unrealized +40.4%
BAH BOOZ ALLEN HAMILTON HLDG COR 1.2%
Value ($000) $5,661 Shares 64,938 Est. Cost $68.17 Unrealized +13.1%
BDX BECTON DICKINSON & CO 1.2%
Value ($000) $5,544 Shares 22,158 Est. Cost $202.75 Unrealized +5.8%
ORLY OREILLY AUTOMOTIVE INC 1.2%
Value ($000) $5,533 Shares 12,226 Est. Cost $21.41 Unrealized +41.0%
JKHY HENRY JACK & ASSOC INC 1.2%
Value ($000) $5,509 Shares 34,011 Est. Cost $149.01 Unrealized 0.0%
SPGI S&P GLOBAL INC 1.2%
Value ($000) $5,498 Shares 16,725 Est. Cost $214.75 Unrealized +50.5%
CBRE CBRE GROUP INC 1.2%
Value ($000) $5,495 Shares 87,612 Est. Cost $55.21 Unrealized +2.4%
YETI YETI HLDGS INC 1.2%
Value ($000) $5,444 Shares 79,512 Est. Cost $30.43 Unrealized +94.5%
CRL CHARLES RIV LABS INTL INC 1.2%
Value ($000) $5,355 Shares 21,431 Est. Cost $145.88 Unrealized +63.3%
BKNG BOOKING HOLDINGS INC 1.2%
Value ($000) $5,341 Shares 2,398 Est. Cost $1847.87 Unrealized +2.8%
ZTS ZOETIS INC 1.1%
Value ($000) $5,241 Shares 31,666 Est. Cost $85.59 Unrealized +81.6%
NKE NIKE INC 1.1%
Value ($000) $5,111 Shares 36,130 Est. Cost $56.46 Unrealized +118.2%
ALGN ALIGN TECHNOLOGY INC 1.0%
Value ($000) $4,781 Shares 8,946 Est. Cost $216.53 Unrealized +107.6%
EL LAUDER ESTEE COS INC 1.0%
Value ($000) $4,649 Shares 17,465 Est. Cost $127.57 Unrealized +75.3%
ECL ECOLAB INC 1.0%
Value ($000) $4,593 Shares 21,230 Est. Cost $176.61 Unrealized +11.8%
CL COLGATE PALMOLIVE CO 0.9%
Value ($000) $4,245 Shares 49,641 Est. Cost $57.24 Unrealized +28.3%
COST COSTCO WHSL CORP NEW 0.9%
Value ($000) $4,178 Shares 11,089 Est. Cost $205.00 Unrealized +69.5%
MTD METTLER TOLEDO INTERNATIONAL 0.9%
Value ($000) $4,075 Shares 3,576 Est. Cost $610.00 Unrealized +79.8%
FOXF FOX FACTORY HLDG CORP 0.8%
Value ($000) $3,826 Shares 36,197 Est. Cost $90.86 Unrealized 0.0%
AVY AVERY DENNISON CORP 0.8%
Value ($000) $3,662 Shares 23,607 Est. Cost $90.97 Unrealized +46.0%
IDXX IDEXX LABS INC 0.7%
Value ($000) $3,221 Shares 6,444 Est. Cost $260.97 Unrealized +71.5%