Bell Asset Management Ltd Diversified Active

CIK: 0001681004 · Show all filings

Period: Q2 2023 (← Previous) (Next →)

Filing Date: Aug 11, 2023

Total Value ($000): $584,528 (100.0% shares, 0.0% debt)

Holdings (62)

GOOGL ALPHABET INC 5.0%
Value ($000) $29,366 Shares 245,330 Est. Cost $105.06 Unrealized +8.7%
UNH UNITEDHEALTH GROUP INC 3.3%
Value ($000) $19,470 Shares 40,508 Est. Cost $337.90 Unrealized +37.6%
MSFT MICROSOFT CORP 2.8%
Value ($000) $16,488 Shares 48,416 Est. Cost $206.87 Unrealized +48.5%
VZ VERIZON COMMUNICATIONS INC 2.8%
Value ($000) $16,191 Shares 435,347 Est. Cost $36.52 Unrealized -14.6%
CSCO CISCO SYS INC 2.6%
Value ($000) $15,067 Shares 291,213 Est. Cost $40.57 Unrealized +12.2%
ACN ACCENTURE PLC IRELAND 2.6%
Value ($000) $14,997 Shares 48,599 Est. Cost $208.64 Unrealized +34.0%
COR AMERISOURCEBERGEN CORP 2.5%
Value ($000) $14,852 Shares 77,181 Est. Cost $107.68 Unrealized +57.0%
JNJ JOHNSON & JOHNSON 2.4%
Value ($000) $13,770 Shares 83,193 Est. Cost $126.11 Unrealized +18.1%
BR BROADRIDGE FINL SOLUTIONS IN 2.2%
Value ($000) $12,935 Shares 78,093 Est. Cost $122.57 Unrealized +18.2%
KR KROGER CO 2.1%
Value ($000) $12,266 Shares 260,983 Est. Cost $38.46 Unrealized +17.0%
HON HONEYWELL INTL INC 2.1%
Value ($000) $12,222 Shares 58,902 Est. Cost $154.90 Unrealized +13.3%
CTSH COGNIZANT TECHNOLOGY SOLUTIO 1.9%
Value ($000) $11,370 Shares 174,168 Est. Cost $62.02 Unrealized -4.3%
EL LAUDER ESTEE COS INC 1.9%
Value ($000) $11,367 Shares 57,885 Est. Cost $204.86 Unrealized -1.6%
G GENPACT LIMITED 1.8%
Value ($000) $10,380 Shares 276,271 Est. Cost $38.14 Unrealized +1.6%
FISV FISERV INC 1.8%
Value ($000) $10,267 Shares 81,385 Est. Cost $95.55 Unrealized +23.2%
AMGN AMGEN INC 1.7%
Value ($000) $10,167 Shares 45,792 Est. Cost $201.24 Unrealized +6.2%
PFE PFIZER INC 1.7%
Value ($000) $10,104 Shares 275,450 Est. Cost $36.27 Unrealized -8.4%
PEP PEPSICO INC 1.7%
Value ($000) $9,955 Shares 53,745 Est. Cost $134.73 Unrealized +26.6%
TXN TEXAS INSTRS INC 1.7%
Value ($000) $9,672 Shares 53,725 Est. Cost $156.92 Unrealized +1.4%
CRL CHARLES RIV LABS INTL INC 1.7%
Value ($000) $9,651 Shares 45,904 Est. Cost $237.96 Unrealized -16.4%
AXP AMERICAN EXPRESS CO 1.6%
Value ($000) $9,578 Shares 54,984 Est. Cost $125.57 Unrealized +24.4%
ZTS ZOETIS INC 1.6%
Value ($000) $9,425 Shares 54,727 Est. Cost $139.36 Unrealized +20.6%
WMS ADVANCED DRAIN SYS INC DEL 1.6%
Value ($000) $9,380 Shares 82,443 Est. Cost $87.56 Unrealized +6.5%
KEYS KEYSIGHT TECHNOLOGIES INC 1.6%
Value ($000) $9,271 Shares 55,367 Est. Cost $152.14 Unrealized +2.0%
KO COCA COLA CO 1.6%
Value ($000) $9,259 Shares 153,746 Est. Cost $54.99 Unrealized +4.3%
POOL POOL CORP 1.6%
Value ($000) $9,248 Shares 24,685 Est. Cost $309.59 Unrealized +6.4%
TSCO TRACTOR SUPPLY CO 1.6%
Value ($000) $9,131 Shares 41,298 Est. Cost $30.80 Unrealized +42.0%
HCA HCA HEALTHCARE INC 1.6%
Value ($000) $9,102 Shares 29,992 Est. Cost $133.34 Unrealized +104.1%
ZBRA ZEBRA TECHNOLOGIES CORPORATI 1.6%
Value ($000) $9,078 Shares 30,686 Est. Cost $346.47 Unrealized -19.0%
SCI SERVICE CORP INTL 1.5%
Value ($000) $8,909 Shares 137,931 Est. Cost $51.01 Unrealized +31.0%
AON AON PLC 1.5%
Value ($000) $8,895 Shares 25,768 Est. Cost $287.91 Unrealized +10.7%
MRSH MARSH & MCLENNAN COS INC 1.5%
Value ($000) $8,614 Shares 45,800 Est. Cost $86.43 Unrealized +97.2%
PG PROCTER AND GAMBLE CO 1.5%
Value ($000) $8,579 Shares 56,540 Est. Cost $131.17 Unrealized +7.7%
V VISA INC 1.4%
Value ($000) $8,408 Shares 35,405 Est. Cost $179.90 Unrealized +24.8%
AMZN AMAZON COM INC 1.4%
Value ($000) $8,326 Shares 63,866 Est. Cost $125.01 Unrealized -8.7%
MA MASTERCARD INCORPORATED 1.4%
Value ($000) $8,263 Shares 21,009 Est. Cost $287.88 Unrealized +28.5%
ADBE ADOBE SYSTEMS INCORPORATED 1.4%
Value ($000) $8,184 Shares 16,736 Est. Cost $467.55 Unrealized -13.8%
CHD CHURCH & DWIGHT CO INC 1.4%
Value ($000) $8,164 Shares 81,452 Est. Cost $77.90 Unrealized +17.2%
EW EDWARDS LIFESCIENCES CORP 1.4%
Value ($000) $8,156 Shares 86,465 Est. Cost $85.46 Unrealized +1.7%
HD HOME DEPOT INC 1.4%
Value ($000) $8,143 Shares 26,214 Est. Cost $209.49 Unrealized +31.9%
MTD METTLER TOLEDO INTERNATIONAL 1.4%
Value ($000) $8,046 Shares 6,134 Est. Cost $1099.34 Unrealized +27.9%
ARISTA NETWORKS INC 1.4%
Value ($000) $7,944 Shares 49,020 Est. Cost $176.45 Unrealized
FOXF FOX FACTORY HLDG CORP 1.3%
Value ($000) $7,563 Shares 69,700 Est. Cost $103.00 Unrealized -0.7%
NKE NIKE INC 1.3%
Value ($000) $7,547 Shares 68,383 Est. Cost $101.09 Unrealized +10.1%
JKHY HENRY JACK & ASSOC INC 1.3%
Value ($000) $7,456 Shares 44,561 Est. Cost $152.60 Unrealized -1.5%
ORCL ORACLE CORP 1.3%
Value ($000) $7,383 Shares 61,993 Est. Cost $55.02 Unrealized +82.5%
LOW LOWES COS INC 1.2%
Value ($000) $7,090 Shares 31,415 Est. Cost $137.22 Unrealized +44.1%
BJ BJS WHSL CLUB HLDGS INC 1.2%
Value ($000) $7,016 Shares 111,354 Est. Cost $69.16 Unrealized 0.0%
FBIN FORTUNE BRANDS INNOVATIONS I 1.2%
Value ($000) $6,869 Shares 95,464 Est. Cost $70.91 Unrealized -14.3%
ADP AUTOMATIC DATA PROCESSING IN 1.2%
Value ($000) $6,850 Shares 31,164 Est. Cost $203.27 Unrealized 0.0%
MASI MASIMO CORP 1.1%
Value ($000) $6,677 Shares 40,575 Est. Cost $171.38 Unrealized +1.6%
TMO THERMO FISHER SCIENTIFIC INC 1.1%
Value ($000) $6,250 Shares 11,979 Est. Cost $535.25 Unrealized 0.0%
SBUX STARBUCKS CORP 1.1%
Value ($000) $6,221 Shares 62,804 Est. Cost $84.51 Unrealized +15.1%
SPGI S&P GLOBAL INC 1.1%
Value ($000) $6,149 Shares 15,339 Est. Cost $242.35 Unrealized +47.6%
PCTY PAYLOCITY HLDG CORP 1.0%
Value ($000) $6,090 Shares 33,003 Est. Cost $183.04 Unrealized 0.0%
CL COLGATE PALMOLIVE CO 1.0%
Value ($000) $5,794 Shares 75,211 Est. Cost $69.59 Unrealized +4.8%
COST COSTCO WHSL CORP NEW 1.0%
Value ($000) $5,776 Shares 10,729 Est. Cost $287.88 Unrealized +69.2%
MCO MOODYS CORP 0.9%
Value ($000) $5,536 Shares 15,920 Est. Cost $252.02 Unrealized +23.1%
MSCI MSCI INC 0.8%
Value ($000) $4,634 Shares 9,874 Est. Cost $473.00 Unrealized 0.0%
YETI YETI HLDGS INC 0.7%
Value ($000) $4,319 Shares 111,189 Est. Cost $57.58 Unrealized -32.7%
VEEV VEEVA SYS INC 0.6%
Value ($000) $3,523 Shares 17,819 Est. Cost $211.83 Unrealized -13.9%
IDXX IDEXX LABS INC 0.5%
Value ($000) $3,127 Shares 6,227 Est. Cost $407.78 Unrealized +17.5%