Bell Asset Management Ltd Diversified Active

CIK: 0001681004 · Show all filings

Period: Q4 2022 (← Previous) (Next →)

Filing Date: Feb 13, 2023

Total Value ($000): $534,110 (100.0% shares, 0.0% debt)

Holdings (60)

MSFT MICROSOFT CORP 4.9%
Value ($000) $26,119 Shares 108,911 Est. Cost $206.87 Unrealized +13.1%
GOOGL ALPHABET INC 4.8%
Value ($000) $25,624 Shares 290,419 Est. Cost $106.05 Unrealized -11.1%
VZ VERIZON COMMUNICATIONS INC 3.0%
Value ($000) $16,065 Shares 407,733 Est. Cost $36.78 Unrealized -16.4%
JNJ JOHNSON & JOHNSON 2.5%
Value ($000) $13,284 Shares 75,198 Est. Cost $123.75 Unrealized +26.9%
COR AMERISOURCEBERGEN CORP 2.5%
Value ($000) $13,223 Shares 79,795 Est. Cost $104.00 Unrealized +47.6%
AMZN AMAZON COM INC 2.4%
Value ($000) $12,774 Shares 152,076 Est. Cost $125.01 Unrealized -21.0%
CSCO CISCO SYS INC 2.3%
Value ($000) $12,288 Shares 257,934 Est. Cost $40.01 Unrealized +3.6%
UNH UNITEDHEALTH GROUP INC 2.3%
Value ($000) $12,143 Shares 22,903 Est. Cost $244.88 Unrealized +104.3%
KR KROGER CO 2.2%
Value ($000) $11,728 Shares 263,074 Est. Cost $38.46 Unrealized +11.4%
ZTS ZOETIS INC 2.2%
Value ($000) $11,573 Shares 78,967 Est. Cost $139.36 Unrealized +2.8%
ORCL ORACLE CORP 2.2%
Value ($000) $11,555 Shares 141,366 Est. Cost $55.02 Unrealized +33.0%
V VISA INC 2.1%
Value ($000) $11,337 Shares 54,567 Est. Cost $172.93 Unrealized +13.9%
MA MASTERCARD INCORPORATED 2.0%
Value ($000) $10,886 Shares 31,306 Est. Cost $278.61 Unrealized +16.1%
ACN ACCENTURE PLC IRELAND 2.0%
Value ($000) $10,797 Shares 40,463 Est. Cost $187.25 Unrealized +41.0%
EL LAUDER ESTEE COS INC 2.0%
Value ($000) $10,730 Shares 43,246 Est. Cost $209.96 Unrealized +0.5%
ZBRA ZEBRA TECHNOLOGIES CORPORATI 2.0%
Value ($000) $10,595 Shares 41,319 Est. Cost $354.98 Unrealized -27.2%
CHD CHURCH & DWIGHT CO INC 2.0%
Value ($000) $10,582 Shares 131,268 Est. Cost $77.90 Unrealized -5.1%
FISV FISERV INC 1.9%
Value ($000) $10,350 Shares 102,402 Est. Cost $95.55 Unrealized +4.2%
CTSH COGNIZANT TECHNOLOGY SOLUTIO 1.9%
Value ($000) $10,040 Shares 175,561 Est. Cost $62.02 Unrealized -10.2%
G GENPACT LIMITED 1.8%
Value ($000) $9,520 Shares 205,535 Est. Cost $37.47 Unrealized +16.1%
HCA HCA HEALTHCARE INC 1.8%
Value ($000) $9,477 Shares 39,492 Est. Cost $133.34 Unrealized +63.6%
ADBE ADOBE SYSTEMS INCORPORATED 1.8%
Value ($000) $9,402 Shares 27,937 Est. Cost $467.55 Unrealized -31.6%
ICLR ICON PLC 1.7%
Value ($000) $9,229 Shares 47,513 Est. Cost $198.26 Unrealized 0.0%
CRL CHARLES RIV LABS INTL INC 1.7%
Value ($000) $9,120 Shares 41,856 Est. Cost $241.98 Unrealized -9.8%
BR BROADRIDGE FINL SOLUTIONS IN 1.7%
Value ($000) $8,958 Shares 66,786 Est. Cost $120.22 Unrealized +12.0%
KO COCA COLA CO 1.5%
Value ($000) $8,250 Shares 129,695 Est. Cost $54.92 Unrealized 0.0%
TXN TEXAS INSTRS INC 1.5%
Value ($000) $8,158 Shares 49,379 Est. Cost $156.35 Unrealized -2.8%
POOL POOL CORP 1.5%
Value ($000) $7,916 Shares 26,184 Est. Cost $303.55 Unrealized -0.0%
FBIN FORTUNE BRANDS INNOVATIONS I 1.4%
Value ($000) $7,722 Shares 135,215 Est. Cost $70.91 Unrealized -29.7%
MASI MASIMO CORP 1.4%
Value ($000) $7,654 Shares 51,732 Est. Cost $169.50 Unrealized -18.8%
MRSH MARSH & MCLENNAN COS INC 1.4%
Value ($000) $7,640 Shares 46,168 Est. Cost $86.43 Unrealized +80.4%
CHKP CHECK POINT SOFTWARE TECH LT 1.4%
Value ($000) $7,601 Shares 60,252 Est. Cost $124.78 Unrealized 0.0%
HON HONEYWELL INTL INC 1.4%
Value ($000) $7,480 Shares 34,905 Est. Cost $139.79 Unrealized +27.9%
PG PROCTER AND GAMBLE CO 1.4%
Value ($000) $7,433 Shares 49,042 Est. Cost $130.57 Unrealized -0.6%
NKE NIKE INC 1.4%
Value ($000) $7,430 Shares 63,502 Est. Cost $94.87 Unrealized +0.5%
EA ELECTRONIC ARTS INC 1.4%
Value ($000) $7,276 Shares 59,552 Est. Cost $124.99 Unrealized -1.2%
TSCO TRACTOR SUPPLY CO 1.4%
Value ($000) $7,219 Shares 32,088 Est. Cost $27.00 Unrealized +48.9%
AXP AMERICAN EXPRESS CO 1.3%
Value ($000) $7,127 Shares 48,237 Est. Cost $115.37 Unrealized +23.4%
ECL ECOLAB INC 1.3%
Value ($000) $7,036 Shares 48,336 Est. Cost $180.65 Unrealized -21.5%
KEYS KEYSIGHT TECHNOLOGIES INC 1.3%
Value ($000) $6,993 Shares 40,877 Est. Cost $149.20 Unrealized +14.3%
ARISTA NETWORKS INC 1.3%
Value ($000) $6,930 Shares 57,104 Est. Cost $179.31 Unrealized
AON AON PLC 1.3%
Value ($000) $6,766 Shares 22,544 Est. Cost $285.70 Unrealized 0.0%
EW EDWARDS LIFESCIENCES CORP 1.3%
Value ($000) $6,713 Shares 89,973 Est. Cost $86.27 Unrealized -10.7%
SPGI S&P GLOBAL INC 1.3%
Value ($000) $6,688 Shares 19,969 Est. Cost $242.35 Unrealized +32.5%
HD HOME DEPOT INC 1.2%
Value ($000) $6,582 Shares 20,837 Est. Cost $191.86 Unrealized +46.6%
SBUX STARBUCKS CORP 1.2%
Value ($000) $6,581 Shares 66,339 Est. Cost $77.66 Unrealized +12.7%
SCI SERVICE CORP INTL 1.2%
Value ($000) $6,505 Shares 94,079 Est. Cost $43.25 Unrealized +54.0%
AMGN AMGEN INC 1.2%
Value ($000) $6,500 Shares 24,749 Est. Cost $181.78 Unrealized +33.5%
LOW LOWES COS INC 1.2%
Value ($000) $6,473 Shares 32,490 Est. Cost $129.12 Unrealized +45.7%
COST COSTCO WHSL CORP NEW 1.1%
Value ($000) $5,714 Shares 12,516 Est. Cost $287.88 Unrealized +62.8%
MTD METTLER TOLEDO INTERNATIONAL 1.0%
Value ($000) $5,572 Shares 3,855 Est. Cost $738.23 Unrealized +81.3%
JKHY HENRY JACK & ASSOC INC 1.0%
Value ($000) $5,477 Shares 31,200 Est. Cost $149.17 Unrealized +18.8%
TTC TORO CO 1.0%
Value ($000) $5,092 Shares 44,978 Est. Cost $85.74 Unrealized +23.6%
MCO MOODYS CORP 0.9%
Value ($000) $5,059 Shares 18,157 Est. Cost $252.02 Unrealized +5.7%
FOXF FOX FACTORY HLDG CORP 0.9%
Value ($000) $4,979 Shares 54,580 Est. Cost $103.33 Unrealized -10.0%
PEP PEPSICO INC 0.9%
Value ($000) $4,929 Shares 27,282 Est. Cost $104.15 Unrealized +54.5%
CBRE CBRE GROUP INC 0.9%
Value ($000) $4,745 Shares 61,658 Est. Cost $64.61 Unrealized +14.3%
YETI YETI HLDGS INC 0.9%
Value ($000) $4,640 Shares 112,322 Est. Cost $57.58 Unrealized -34.8%
VEEV VEEVA SYS INC 0.8%
Value ($000) $4,538 Shares 28,123 Est. Cost $211.83 Unrealized -19.3%
IDXX IDEXX LABS INC 0.6%
Value ($000) $3,294 Shares 8,074 Est. Cost $407.78 Unrealized -4.8%