Bell Asset Management Ltd Diversified Active

CIK: 0001681004 · Show all filings

Period: Q3 2022 (← Previous) (Next →)

Filing Date: Nov 10, 2022

Total Value ($000): $493,105 (100.0% shares, 0.0% debt)

Holdings (57)

MSFT MICROSOFT CORP 4.8%
Value ($000) $23,880 Shares 102,535 Est. Cost $205.18 Unrealized +25.2%
GOOGL ALPHABET INC 4.8%
Value ($000) $23,759 Shares 248,396 Est. Cost $108.03 Unrealized +1.9%
AMZN AMAZON COM INC 3.2%
Value ($000) $15,933 Shares 140,999 Est. Cost $127.07 Unrealized -0.5%
UNH UNITEDHEALTH GROUP INC 2.7%
Value ($000) $13,237 Shares 26,210 Est. Cost $244.88 Unrealized +102.2%
V VISA INC 2.6%
Value ($000) $12,717 Shares 71,587 Est. Cost $172.93 Unrealized +14.7%
COR AMERISOURCEBERGEN CORP 2.5%
Value ($000) $12,447 Shares 91,972 Est. Cost $104.00 Unrealized +33.7%
JNJ JOHNSON & JOHNSON 2.5%
Value ($000) $12,360 Shares 75,661 Est. Cost $123.75 Unrealized +23.6%
MA MASTERCARD INCORPORATED 2.4%
Value ($000) $11,702 Shares 41,155 Est. Cost $278.61 Unrealized +16.7%
VZ VERIZON COMMUNICATIONS INC 2.3%
Value ($000) $11,498 Shares 302,828 Est. Cost $38.87 Unrealized -8.0%
FISV FISERV INC 2.3%
Value ($000) $11,334 Shares 121,130 Est. Cost $95.55 Unrealized +6.7%
ORCL ORACLE CORP 2.2%
Value ($000) $10,742 Shares 175,899 Est. Cost $55.02 Unrealized +27.5%
KR KROGER CO 2.1%
Value ($000) $10,291 Shares 235,228 Est. Cost $37.94 Unrealized +16.2%
ZBRA ZEBRA TECHNOLOGIES CORPORATI 2.0%
Value ($000) $10,059 Shares 38,392 Est. Cost $362.34 Unrealized -14.6%
ZTS ZOETIS INC 2.0%
Value ($000) $9,706 Shares 65,453 Est. Cost $138.56 Unrealized +16.5%
G GENPACT LIMITED 2.0%
Value ($000) $9,704 Shares 221,712 Est. Cost $37.47 Unrealized +17.0%
ACN ACCENTURE PLC IRELAND 2.0%
Value ($000) $9,661 Shares 37,548 Est. Cost $181.28 Unrealized +51.5%
CHD CHURCH & DWIGHT INC 1.9%
Value ($000) $9,456 Shares 132,368 Est. Cost $77.90 Unrealized +6.3%
EA ELECTRONIC ARTS INC 1.9%
Value ($000) $9,300 Shares 80,376 Est. Cost $124.99 Unrealized -0.7%
HCA HCA HEALTHCARE INC 1.8%
Value ($000) $9,035 Shares 49,160 Est. Cost $133.34 Unrealized +45.2%
LOW LOWES COS INC 1.8%
Value ($000) $9,023 Shares 48,044 Est. Cost $129.12 Unrealized +41.2%
TTC TORO CO 1.8%
Value ($000) $9,009 Shares 104,180 Est. Cost $85.74 Unrealized -0.2%
FOXF FOX FACTORY HLDG CORP 1.8%
Value ($000) $8,809 Shares 111,389 Est. Cost $103.33 Unrealized -10.4%
SBUX STARBUCKS CORP 1.8%
Value ($000) $8,634 Shares 102,469 Est. Cost $77.66 Unrealized +0.9%
HON HONEYWELL INTL INC 1.7%
Value ($000) $8,466 Shares 50,701 Est. Cost $139.79 Unrealized +16.0%
CTSH COGNIZANT TECHNOLOGY SOLUTIO 1.7%
Value ($000) $8,433 Shares 146,817 Est. Cost $63.26 Unrealized -2.1%
POOL POOL CORP 1.7%
Value ($000) $8,400 Shares 26,397 Est. Cost $303.55 Unrealized +12.3%
HD HOME DEPOT INC 1.7%
Value ($000) $8,343 Shares 30,236 Est. Cost $191.86 Unrealized +41.1%
TSCO TRACTOR SUPPLY CO 1.7%
Value ($000) $8,323 Shares 44,774 Est. Cost $27.00 Unrealized +35.9%
CRL CHARLES RIV LABS INTL INC 1.7%
Value ($000) $8,314 Shares 42,247 Est. Cost $241.98 Unrealized -10.8%
ADBE ADOBE SYSTEMS INCORPORATED 1.6%
Value ($000) $7,757 Shares 28,188 Est. Cost $467.55 Unrealized -19.1%
TXN TEXAS INSTRS INC 1.6%
Value ($000) $7,708 Shares 49,797 Est. Cost $156.35 Unrealized -3.0%
CSCO CISCO SYS INC 1.6%
Value ($000) $7,649 Shares 191,226 Est. Cost $39.50 Unrealized +1.4%
EL LAUDER ESTEE COS INC 1.5%
Value ($000) $7,459 Shares 34,548 Est. Cost $209.69 Unrealized +14.7%
AMGN AMGEN INC 1.5%
Value ($000) $7,429 Shares 32,961 Est. Cost $181.78 Unrealized +19.9%
FBIN FORTUNE BRANDS HOME & SEC IN 1.5%
Value ($000) $7,320 Shares 136,334 Est. Cost $70.91 Unrealized -27.7%
MASI MASIMO CORP 1.5%
Value ($000) $7,309 Shares 51,780 Est. Cost $169.50 Unrealized -13.8%
KEYS KEYSIGHT TECHNOLOGIES INC 1.4%
Value ($000) $7,148 Shares 45,425 Est. Cost $149.20 Unrealized +7.3%
NKE NIKE INC 1.4%
Value ($000) $7,111 Shares 85,547 Est. Cost $94.87 Unrealized +7.1%
MRSH MARSH & MCLENNAN COS INC 1.4%
Value ($000) $6,954 Shares 46,578 Est. Cost $86.43 Unrealized +76.3%
AXP AMERICAN EXPRESS CO 1.3%
Value ($000) $6,558 Shares 48,613 Est. Cost $115.37 Unrealized +25.6%
ARISTA NETWORKS INC 1.3%
Value ($000) $6,390 Shares 56,604 Est. Cost $179.31 Unrealized
YETI YETI HLDGS INC 1.3%
Value ($000) $6,349 Shares 222,628 Est. Cost $57.58 Unrealized -27.6%
SPGI S&P GLOBAL INC 1.2%
Value ($000) $6,154 Shares 20,154 Est. Cost $242.35 Unrealized +43.5%
PG PROCTER AND GAMBLE CO 1.2%
Value ($000) $6,072 Shares 48,097 Est. Cost $130.59 Unrealized 0.0%
BAH BOOZ ALLEN HAMILTON HLDG COR 1.2%
Value ($000) $6,007 Shares 65,041 Est. Cost $71.81 Unrealized +23.6%
SCI SERVICE CORP INTL 1.2%
Value ($000) $5,960 Shares 103,221 Est. Cost $43.25 Unrealized +52.3%
ECL ECOLAB INC 1.2%
Value ($000) $5,837 Shares 40,414 Est. Cost $188.26 Unrealized -17.1%
JKHY HENRY JACK & ASSOC INC 1.2%
Value ($000) $5,733 Shares 31,456 Est. Cost $149.17 Unrealized +25.8%
BR BROADRIDGE FINL SOLUTIONS IN 1.1%
Value ($000) $5,531 Shares 38,323 Est. Cost $109.54 Unrealized +39.8%
EW EDWARDS LIFESCIENCES CORP 1.1%
Value ($000) $5,390 Shares 65,232 Est. Cost $89.76 Unrealized +7.2%
COST COSTCO WHSL CORP NEW 1.0%
Value ($000) $5,009 Shares 10,606 Est. Cost $255.30 Unrealized +95.1%
MCO MOODYS CORP 1.0%
Value ($000) $4,933 Shares 20,292 Est. Cost $252.02 Unrealized +12.0%
VEEV VEEVA SYS INC 0.9%
Value ($000) $4,665 Shares 28,291 Est. Cost $211.83 Unrealized -5.7%
PEP PEPSICO INC 0.9%
Value ($000) $4,495 Shares 27,534 Est. Cost $104.15 Unrealized +48.3%
MTD METTLER TOLEDO INTERNATIONAL 0.9%
Value ($000) $4,215 Shares 3,888 Est. Cost $738.23 Unrealized +68.3%
CBRE CBRE GROUP INC 0.9%
Value ($000) $4,203 Shares 62,259 Est. Cost $64.61 Unrealized +22.7%
IDXX IDEXX LABS INC 0.6%
Value ($000) $3,185 Shares 9,776 Est. Cost $407.78 Unrealized -9.9%