Bell Asset Management Ltd Diversified Active

CIK: 0001681004 · Show all filings

Period: Q4 2021 (← Previous) (Next →)

Filing Date: Feb 11, 2022

Total Value ($000): $620,264 (100.0% shares, 0.0% debt)

Holdings (55)

MSFT MICROSOFT CORP 6.6%
Value ($000) $40,867 Shares 121,513 Est. Cost $204.35 Unrealized +53.4%
GOOGL ALPHABET INC 4.8%
Value ($000) $29,735 Shares 10,264 Est. Cost $60.05 Unrealized +138.0%
AMZN AMAZON COM INC 4.8%
Value ($000) $29,699 Shares 8,907 Est. Cost $167.30 Unrealized +2.3%
UNH UNITEDHEALTH GROUP INC 3.0%
Value ($000) $18,775 Shares 37,389 Est. Cost $244.88 Unrealized +72.4%
EA ELECTRONIC ARTS INC 2.5%
Value ($000) $15,346 Shares 116,344 Est. Cost $124.99 Unrealized +5.2%
LOW LOWES COS INC 2.4%
Value ($000) $14,969 Shares 57,913 Est. Cost $127.96 Unrealized +71.8%
V VISA INC 2.3%
Value ($000) $14,267 Shares 65,835 Est. Cost $170.53 Unrealized +22.0%
JNJ JOHNSON & JOHNSON 2.3%
Value ($000) $13,987 Shares 81,761 Est. Cost $119.03 Unrealized +21.9%
MA MASTERCARD INCORPORATED 2.2%
Value ($000) $13,866 Shares 38,590 Est. Cost $275.07 Unrealized +22.8%
COR AMERISOURCEBERGEN CORP 2.2%
Value ($000) $13,464 Shares 101,317 Est. Cost $77.97 Unrealized +50.2%
G GENPACT LIMITED 2.1%
Value ($000) $13,244 Shares 249,508 Est. Cost $36.89 Unrealized +29.1%
FISV FISERV INC 2.1%
Value ($000) $13,220 Shares 127,369 Est. Cost $95.04 Unrealized +8.8%
UNP UNION PAC CORP 2.0%
Value ($000) $12,671 Shares 50,297 Est. Cost $193.08 Unrealized +11.3%
HCA HCA HEALTHCARE INC 2.0%
Value ($000) $12,458 Shares 48,489 Est. Cost $131.48 Unrealized +79.5%
ACN ACCENTURE PLC IRELAND 2.0%
Value ($000) $12,291 Shares 29,650 Est. Cost $151.56 Unrealized +126.5%
VZ VERIZON COMMUNICATIONS INC 1.9%
Value ($000) $12,023 Shares 231,381 Est. Cost $39.28 Unrealized +2.8%
YETI YETI HLDGS INC 1.9%
Value ($000) $11,808 Shares 142,552 Est. Cost $59.91 Unrealized +53.2%
NKE NIKE INC 1.9%
Value ($000) $11,576 Shares 69,452 Est. Cost $90.66 Unrealized +70.5%
HD HOME DEPOT INC 1.8%
Value ($000) $11,453 Shares 27,598 Est. Cost $183.74 Unrealized +86.8%
FBIN FORTUNE BRANDS HOME & SEC IN 1.8%
Value ($000) $11,397 Shares 106,611 Est. Cost $72.91 Unrealized +10.9%
POOL POOL CORP 1.8%
Value ($000) $11,336 Shares 20,028 Est. Cost $279.41 Unrealized +78.1%
ORCL ORACLE CORP 1.8%
Value ($000) $11,096 Shares 127,238 Est. Cost $48.39 Unrealized +83.7%
AMGN AMGEN INC 1.7%
Value ($000) $10,704 Shares 47,580 Est. Cost $181.78 Unrealized +1.9%
CTSH COGNIZANT TECHNOLOGY SOLUTIO 1.6%
Value ($000) $10,111 Shares 113,961 Est. Cost $63.81 Unrealized +17.9%
ADBE ADOBE SYSTEMS INCORPORATED 1.6%
Value ($000) $10,027 Shares 17,683 Est. Cost $498.40 Unrealized +25.4%
JKHY HENRY JACK & ASSOC INC 1.6%
Value ($000) $9,856 Shares 59,022 Est. Cost $149.17 Unrealized +3.0%
CHD CHURCH & DWIGHT CO INC 1.5%
Value ($000) $9,408 Shares 91,785 Est. Cost $71.84 Unrealized +20.2%
SPGI S&P GLOBAL INC 1.5%
Value ($000) $9,398 Shares 19,915 Est. Cost $239.80 Unrealized +84.2%
BAH BOOZ ALLEN HAMILTON HLDG COR 1.5%
Value ($000) $9,357 Shares 110,350 Est. Cost $71.62 Unrealized +8.6%
TTC TORO CO 1.5%
Value ($000) $9,259 Shares 92,673 Est. Cost $86.42 Unrealized +15.2%
CSCO CISCO SYS INC 1.5%
Value ($000) $9,240 Shares 145,810 Est. Cost $39.26 Unrealized +28.6%
CRL CHARLES RIV LABS INTL INC 1.5%
Value ($000) $9,196 Shares 24,408 Est. Cost $225.24 Unrealized +72.5%
MRSH MARSH & MCLENNAN COS INC 1.5%
Value ($000) $9,031 Shares 51,957 Est. Cost $84.88 Unrealized +84.0%
TSCO TRACTOR SUPPLY CO 1.5%
Value ($000) $9,026 Shares 37,828 Est. Cost $22.80 Unrealized +78.6%
KR KROGER CO 1.4%
Value ($000) $8,716 Shares 192,575 Est. Cost $27.77 Unrealized +38.6%
KEYS KEYSIGHT TECHNOLOGIES INC 1.4%
Value ($000) $8,469 Shares 41,011 Est. Cost $148.16 Unrealized +26.3%
ARISTA NETWORKS INC 1.3%
Value ($000) $8,260 Shares 57,464 Est. Cost $181.22 Unrealized
ECL ECOLAB INC 1.3%
Value ($000) $8,228 Shares 35,073 Est. Cost $190.31 Unrealized +13.2%
ZBRA ZEBRA TECHNOLOGIES CORPORATI 1.3%
Value ($000) $8,030 Shares 13,492 Est. Cost $314.61 Unrealized +80.5%
MCO MOODYS CORP 1.3%
Value ($000) $8,028 Shares 20,555 Est. Cost $242.77 Unrealized +53.4%
PEP PEPSICO INC 1.3%
Value ($000) $7,985 Shares 45,969 Est. Cost $104.15 Unrealized +37.7%
COST COSTCO WHSL CORP NEW 1.3%
Value ($000) $7,906 Shares 13,926 Est. Cost $255.30 Unrealized +91.2%
SCI SERVICE CORP INTL 1.2%
Value ($000) $7,730 Shares 108,888 Est. Cost $40.28 Unrealized +65.0%
AMEDISYS INC 1.2%
Value ($000) $7,698 Shares 47,555 Est. Cost $151.68 Unrealized
CERNER CORP 1.2%
Value ($000) $7,638 Shares 82,248 Est. Cost $61.28 Unrealized
ZTS ZOETIS INC 1.2%
Value ($000) $7,541 Shares 30,900 Est. Cost $101.34 Unrealized +107.7%
HON HONEYWELL INTL INC 1.2%
Value ($000) $7,138 Shares 34,232 Est. Cost $127.62 Unrealized +45.0%
EW EDWARDS LIFESCIENCES CORP 1.1%
Value ($000) $7,110 Shares 54,884 Est. Cost $85.65 Unrealized +36.2%
BR BROADRIDGE FINL SOLUTIONS IN 1.1%
Value ($000) $7,045 Shares 38,533 Est. Cost $103.19 Unrealized +58.6%
AXP AMERICAN EXPRESS CO 1.1%
Value ($000) $7,045 Shares 43,063 Est. Cost $105.57 Unrealized +53.3%
HSY HERSHEY CO 1.1%
Value ($000) $7,012 Shares 36,244 Est. Cost $121.67 Unrealized +34.4%
FOXF FOX FACTORY HLDG CORP 1.1%
Value ($000) $6,839 Shares 40,207 Est. Cost $102.92 Unrealized +62.7%
MTD METTLER TOLEDO INTERNATIONAL 1.1%
Value ($000) $6,560 Shares 3,865 Est. Cost $725.27 Unrealized +108.4%
EL LAUDER ESTEE COS INC 0.9%
Value ($000) $5,876 Shares 15,873 Est. Cost $149.81 Unrealized +112.1%
CBRE CBRE GROUP INC 0.8%
Value ($000) $5,249 Shares 48,378 Est. Cost $55.21 Unrealized +85.6%