Bell Asset Management Ltd Diversified Active

CIK: 0001681004 · Show all filings

Period: Q1 2022 (← Previous) (Next →)

Filing Date: May 13, 2022

Total Value ($000): $581,028 (100.0% shares, 0.0% debt)

Holdings (57)

MSFT MICROSOFT CORP 6.4%
Value ($000) $37,283 Shares 120,926 Est. Cost $204.35 Unrealized +42.6%
AMZN AMAZON COM INC 5.2%
Value ($000) $30,490 Shares 9,353 Est. Cost $166.69 Unrealized -7.3%
GOOGL ALPHABET INC 4.9%
Value ($000) $28,475 Shares 10,238 Est. Cost $60.05 Unrealized +124.5%
UNH UNITEDHEALTH GROUP INC 3.1%
Value ($000) $17,950 Shares 35,198 Est. Cost $244.88 Unrealized +84.2%
V VISA INC 2.5%
Value ($000) $14,531 Shares 65,522 Est. Cost $170.53 Unrealized +23.2%
JNJ JOHNSON & JOHNSON 2.5%
Value ($000) $14,419 Shares 81,357 Est. Cost $119.03 Unrealized +27.5%
FISV FISERV INC 2.4%
Value ($000) $13,973 Shares 137,800 Est. Cost $95.51 Unrealized +6.0%
MA MASTERCARD INCORPORATED 2.4%
Value ($000) $13,731 Shares 38,420 Est. Cost $275.07 Unrealized +27.8%
EA ELECTRONIC ARTS INC 2.3%
Value ($000) $13,241 Shares 104,661 Est. Cost $124.99 Unrealized +1.9%
HCA HCA HEALTHCARE INC 2.1%
Value ($000) $12,081 Shares 48,205 Est. Cost $131.48 Unrealized +84.6%
ORCL ORACLE CORP 2.0%
Value ($000) $11,831 Shares 143,008 Est. Cost $51.55 Unrealized +49.3%
VZ VERIZON COMMUNICATIONS INC 2.0%
Value ($000) $11,719 Shares 230,063 Est. Cost $39.28 Unrealized +5.6%
G GENPACT LIMITED 2.0%
Value ($000) $11,713 Shares 269,191 Est. Cost $37.41 Unrealized +17.5%
LOW LOWES COS INC 2.0%
Value ($000) $11,646 Shares 57,599 Est. Cost $127.96 Unrealized +66.8%
AMGN AMGEN INC 2.0%
Value ($000) $11,448 Shares 47,342 Est. Cost $181.78 Unrealized +11.8%
ACN ACCENTURE PLC IRELAND 1.9%
Value ($000) $11,041 Shares 32,741 Est. Cost $167.33 Unrealized +90.4%
YETI YETI HLDGS INC 1.8%
Value ($000) $10,625 Shares 177,138 Est. Cost $60.82 Unrealized +6.2%
ZBRA ZEBRA TECHNOLOGIES CORPORATI 1.8%
Value ($000) $10,357 Shares 25,035 Est. Cost $381.38 Unrealized +20.5%
NKE NIKE INC 1.7%
Value ($000) $10,084 Shares 74,937 Est. Cost $93.68 Unrealized +40.8%
BAH BOOZ ALLEN HAMILTON HLDG COR 1.7%
Value ($000) $9,641 Shares 109,755 Est. Cost $71.62 Unrealized +6.5%
COR AMERISOURCEBERGEN CORP 1.6%
Value ($000) $9,469 Shares 61,202 Est. Cost $77.97 Unrealized +74.7%
FBIN FORTUNE BRANDS HOME & SEC IN 1.6%
Value ($000) $9,179 Shares 123,573 Est. Cost $72.79 Unrealized -1.0%
ADBE ADOBE SYSTEMS INCORPORATED 1.6%
Value ($000) $9,136 Shares 20,051 Est. Cost $496.36 Unrealized -3.1%
POOL POOL CORP 1.6%
Value ($000) $9,022 Shares 21,337 Est. Cost $289.48 Unrealized +53.3%
CRL CHARLES RIV LABS INTL INC 1.5%
Value ($000) $8,886 Shares 31,293 Est. Cost $243.53 Unrealized +26.6%
UNP UNION PAC CORP 1.5%
Value ($000) $8,676 Shares 31,754 Est. Cost $193.08 Unrealized +19.4%
JKHY HENRY JACK & ASSOC INC 1.5%
Value ($000) $8,441 Shares 42,836 Est. Cost $149.17 Unrealized +11.6%
CTSH COGNIZANT TECHNOLOGY SOLUTIO 1.4%
Value ($000) $8,284 Shares 92,386 Est. Cost $63.81 Unrealized +29.2%
HD HOME DEPOT INC 1.4%
Value ($000) $8,201 Shares 27,399 Est. Cost $183.74 Unrealized +70.9%
AMEDISYS INC 1.4%
Value ($000) $8,133 Shares 47,207 Est. Cost $151.68 Unrealized
CSCO CISCO SYS INC 1.4%
Value ($000) $8,096 Shares 145,193 Est. Cost $39.26 Unrealized +28.1%
SPGI S&P GLOBAL INC 1.4%
Value ($000) $8,093 Shares 19,731 Est. Cost $239.80 Unrealized +64.4%
ZTS ZOETIS INC 1.4%
Value ($000) $7,938 Shares 42,093 Est. Cost $124.99 Unrealized +52.2%
ARISTA NETWORKS INC 1.4%
Value ($000) $7,929 Shares 57,050 Est. Cost $181.22 Unrealized
TTC TORO CO 1.4%
Value ($000) $7,880 Shares 92,173 Est. Cost $86.42 Unrealized +7.7%
MRSH MARSH & MCLENNAN COS INC 1.4%
Value ($000) $7,868 Shares 46,169 Est. Cost $84.88 Unrealized +75.1%
TSCO TRACTOR SUPPLY CO 1.4%
Value ($000) $7,859 Shares 33,677 Est. Cost $22.80 Unrealized +81.0%
MCO MOODYS CORP 1.3%
Value ($000) $7,720 Shares 22,881 Est. Cost $251.15 Unrealized +29.5%
TXN TEXAS INSTRS INC 1.3%
Value ($000) $7,651 Shares 41,700 Est. Cost $157.28 Unrealized 0.0%
HON HONEYWELL INTL INC 1.3%
Value ($000) $7,636 Shares 39,245 Est. Cost $133.08 Unrealized +28.0%
EW EDWARDS LIFESCIENCES CORP 1.3%
Value ($000) $7,443 Shares 63,227 Est. Cost $89.15 Unrealized +25.8%
KEYS KEYSIGHT TECHNOLOGIES INC 1.3%
Value ($000) $7,300 Shares 46,209 Est. Cost $150.23 Unrealized +10.9%
SCI SERVICE CORP INTL 1.2%
Value ($000) $7,124 Shares 108,229 Est. Cost $40.28 Unrealized +56.4%
ECL ECOLAB INC 1.2%
Value ($000) $7,075 Shares 40,074 Est. Cost $188.97 Unrealized -5.0%
FOXF FOX FACTORY HLDG CORP 1.2%
Value ($000) $7,057 Shares 72,049 Est. Cost $112.01 Unrealized +10.2%
BR BROADRIDGE FINL SOLUTIONS IN 1.2%
Value ($000) $7,019 Shares 45,075 Est. Cost $109.03 Unrealized +31.5%
COST COSTCO WHSL CORP NEW 1.2%
Value ($000) $6,992 Shares 12,142 Est. Cost $255.30 Unrealized +96.2%
AXP AMERICAN EXPRESS CO 1.2%
Value ($000) $6,877 Shares 36,778 Est. Cost $105.57 Unrealized +62.7%
EL LAUDER ESTEE COS INC 1.2%
Value ($000) $6,813 Shares 25,018 Est. Cost $198.21 Unrealized +42.4%
PEP PEPSICO INC 1.2%
Value ($000) $6,711 Shares 40,095 Est. Cost $104.15 Unrealized +42.5%
CHD CHURCH & DWIGHT INC 1.1%
Value ($000) $6,612 Shares 66,531 Est. Cost $71.84 Unrealized +32.4%
VEEV VEEVA SYS INC 1.1%
Value ($000) $6,479 Shares 30,495 Est. Cost $216.93 Unrealized 0.0%
CBRE CBRE GROUP INC 1.0%
Value ($000) $5,634 Shares 61,555 Est. Cost $64.25 Unrealized +51.6%
MTD METTLER TOLEDO INTERNATIONAL 0.9%
Value ($000) $5,273 Shares 3,840 Est. Cost $725.27 Unrealized +99.0%
KR KROGER CO 0.9%
Value ($000) $5,112 Shares 89,110 Est. Cost $27.77 Unrealized +64.4%
MASI MASIMO CORP 0.8%
Value ($000) $4,690 Shares 32,225 Est. Cost $192.01 Unrealized 0.0%
SBUX STARBUCKS CORP 0.8%
Value ($000) $4,441 Shares 48,820 Est. Cost $85.95 Unrealized 0.0%