Bell Asset Management Ltd Diversified Active

CIK: 0001681004 · Show all filings

Period: Q3 2023 (← Previous) (Next →)

Filing Date: Nov 13, 2023

Total Value ($000): $607,631 (100.0% shares, 0.0% debt)

Holdings (63)

MSFT MICROSOFT CORP 6.8%
Value ($000) $41,249 Shares 130,637 Est. Cost $280.96 Unrealized +15.5%
GOOGL ALPHABET INC 5.5%
Value ($000) $33,373 Shares 255,031 Est. Cost $105.95 Unrealized +21.2%
UNH UNITEDHEALTH GROUP INC 4.2%
Value ($000) $25,388 Shares 50,355 Est. Cost $363.72 Unrealized +29.2%
JNJ JOHNSON & JOHNSON 2.3%
Value ($000) $14,141 Shares 90,796 Est. Cost $128.38 Unrealized +19.4%
HON HONEYWELL INTL INC 2.2%
Value ($000) $13,262 Shares 71,788 Est. Cost $158.30 Unrealized +9.8%
CSCO CISCO SYS INC 2.0%
Value ($000) $12,441 Shares 231,421 Est. Cost $40.57 Unrealized +24.0%
COR CENCORA INC 2.0%
Value ($000) $11,983 Shares 66,586 Est. Cost $107.68 Unrealized +68.1%
ACN ACCENTURE PLC IRELAND 1.9%
Value ($000) $11,775 Shares 38,341 Est. Cost $208.64 Unrealized +45.9%
G GENPACT LIMITED 1.9%
Value ($000) $11,401 Shares 314,957 Est. Cost $37.86 Unrealized -5.3%
MTD METTLER TOLEDO INTERNATIONAL 1.8%
Value ($000) $10,732 Shares 9,685 Est. Cost $1145.56 Unrealized +7.0%
TSCO TRACTOR SUPPLY CO 1.7%
Value ($000) $10,461 Shares 51,520 Est. Cost $32.94 Unrealized +26.2%
V VISA INC 1.7%
Value ($000) $10,387 Shares 45,161 Est. Cost $192.06 Unrealized +23.0%
CTSH COGNIZANT TECHNOLOGY SOLUTIO 1.7%
Value ($000) $10,350 Shares 152,793 Est. Cost $62.02 Unrealized +7.1%
SCI SERVICE CORP INTL 1.7%
Value ($000) $10,214 Shares 178,746 Est. Cost $53.79 Unrealized +17.4%
AON AON PLC 1.7%
Value ($000) $10,194 Shares 31,441 Est. Cost $294.65 Unrealized +10.4%
FISV FISERV INC 1.7%
Value ($000) $10,190 Shares 90,210 Est. Cost $98.25 Unrealized +25.3%
KEYS KEYSIGHT TECHNOLOGIES INC 1.6%
Value ($000) $9,986 Shares 75,476 Est. Cost $151.06 Unrealized -2.0%
PEP PEPSICO INC 1.6%
Value ($000) $9,957 Shares 58,766 Est. Cost $137.50 Unrealized +21.6%
CRL CHARLES RIV LABS INTL INC 1.6%
Value ($000) $9,859 Shares 50,307 Est. Cost $235.10 Unrealized -12.7%
ARISTA NETWORKS INC 1.6%
Value ($000) $9,850 Shares 53,552 Est. Cost $177.08 Unrealized
MSI MOTOROLA SOLUTIONS INC 1.6%
Value ($000) $9,581 Shares 35,192 Est. Cost $277.38 Unrealized 0.0%
KO COCA COLA CO 1.6%
Value ($000) $9,439 Shares 168,617 Est. Cost $55.06 Unrealized +1.2%
TXN TEXAS INSTRS INC 1.5%
Value ($000) $9,361 Shares 58,870 Est. Cost $157.09 Unrealized +1.1%
ZTS ZOETIS INC 1.5%
Value ($000) $9,320 Shares 53,572 Est. Cost $139.36 Unrealized +27.0%
EL LAUDER ESTEE COS INC 1.5%
Value ($000) $9,159 Shares 63,364 Est. Cost $200.89 Unrealized -20.9%
HCA HCA HEALTHCARE INC 1.5%
Value ($000) $9,155 Shares 37,217 Est. Cost $159.55 Unrealized +68.2%
MA MASTERCARD INCORPORATED 1.5%
Value ($000) $9,101 Shares 22,988 Est. Cost $297.20 Unrealized +33.3%
AXP AMERICAN EXPRESS CO 1.5%
Value ($000) $8,992 Shares 60,275 Est. Cost $128.49 Unrealized +23.7%
PCTY PAYLOCITY HLDG CORP 1.5%
Value ($000) $8,830 Shares 48,599 Est. Cost $188.75 Unrealized +6.4%
EW EDWARDS LIFESCIENCES CORP 1.4%
Value ($000) $8,802 Shares 127,043 Est. Cost $83.83 Unrealized -4.1%
POOL POOL CORP 1.4%
Value ($000) $8,717 Shares 24,478 Est. Cost $309.59 Unrealized +13.7%
NKE NIKE INC 1.4%
Value ($000) $8,713 Shares 91,121 Est. Cost $100.38 Unrealized -2.1%
BJ BJS WHSL CLUB HLDGS INC 1.4%
Value ($000) $8,712 Shares 122,073 Est. Cost $69.00 Unrealized -2.5%
HUM HUMANA INC 1.4%
Value ($000) $8,568 Shares 17,611 Est. Cost $456.59 Unrealized 0.0%
MRSH MARSH & MCLENNAN COS INC 1.4%
Value ($000) $8,317 Shares 43,703 Est. Cost $86.43 Unrealized +113.6%
KR KROGER CO 1.4%
Value ($000) $8,264 Shares 184,674 Est. Cost $38.46 Unrealized +16.1%
AMGN AMGEN INC 1.3%
Value ($000) $7,986 Shares 29,715 Est. Cost $201.24 Unrealized +15.2%
ZBRA ZEBRA TECHNOLOGIES CORPORATI 1.3%
Value ($000) $7,955 Shares 33,633 Est. Cost $339.90 Unrealized -20.1%
HD HOME DEPOT INC 1.3%
Value ($000) $7,948 Shares 26,305 Est. Cost $209.49 Unrealized +44.6%
ADP AUTOMATIC DATA PROCESSING IN 1.3%
Value ($000) $7,932 Shares 32,970 Est. Cost $204.80 Unrealized +12.9%
TMO THERMO FISHER SCIENTIFIC INC 1.3%
Value ($000) $7,718 Shares 15,247 Est. Cost $533.89 Unrealized -0.9%
FOXF FOX FACTORY HLDG CORP 1.2%
Value ($000) $7,571 Shares 76,411 Est. Cost $103.34 Unrealized +3.5%
WMS ADVANCED DRAIN SYS INC DEL 1.2%
Value ($000) $7,467 Shares 65,602 Est. Cost $87.56 Unrealized +37.9%
TTC TORO CO 1.2%
Value ($000) $7,448 Shares 89,631 Est. Cost $96.33 Unrealized 0.0%
AMZN AMAZON COM INC 1.2%
Value ($000) $7,408 Shares 58,277 Est. Cost $125.01 Unrealized +7.2%
ADBE ADOBE INC 1.2%
Value ($000) $7,392 Shares 14,496 Est. Cost $467.55 Unrealized +12.2%
JKHY HENRY JACK & ASSOC INC 1.2%
Value ($000) $7,381 Shares 48,834 Est. Cost $152.92 Unrealized +2.2%
HLI HOULIHAN LOKEY INC 1.2%
Value ($000) $7,252 Shares 67,696 Est. Cost $99.37 Unrealized 0.0%
BR BROADRIDGE FINL SOLUTIONS IN 1.2%
Value ($000) $7,174 Shares 40,066 Est. Cost $122.57 Unrealized +38.9%
LOW LOWES COS INC 1.2%
Value ($000) $7,160 Shares 34,448 Est. Cost $144.06 Unrealized +49.2%
ORCL ORACLE CORP 1.1%
Value ($000) $6,733 Shares 63,563 Est. Cost $56.45 Unrealized +99.8%
COST COSTCO WHSL CORP NEW 1.1%
Value ($000) $6,609 Shares 11,699 Est. Cost $308.13 Unrealized +72.7%
SBUX STARBUCKS CORP 1.0%
Value ($000) $6,289 Shares 68,910 Est. Cost $85.21 Unrealized +8.5%
VZ VERIZON COMMUNICATIONS INC 1.0%
Value ($000) $6,219 Shares 191,878 Est. Cost $36.52 Unrealized -20.6%
YETI YETI HLDGS INC 1.0%
Value ($000) $5,881 Shares 121,955 Est. Cost $56.42 Unrealized -21.2%
CL COLGATE PALMOLIVE CO 1.0%
Value ($000) $5,866 Shares 82,489 Est. Cost $69.71 Unrealized +1.7%
MCO MOODYS CORP 0.9%
Value ($000) $5,514 Shares 17,441 Est. Cost $259.15 Unrealized +28.8%
SPGI S&P GLOBAL INC 0.9%
Value ($000) $5,502 Shares 15,058 Est. Cost $242.35 Unrealized +59.2%
MSCI MSCI INC 0.8%
Value ($000) $5,081 Shares 9,902 Est. Cost $473.00 Unrealized +8.0%
MASI MASIMO CORP 0.8%
Value ($000) $4,810 Shares 54,853 Est. Cost $157.07 Unrealized -25.9%
BKNG BOOKING HOLDINGS INC 0.8%
Value ($000) $4,731 Shares 1,534 Est. Cost $2979.20 Unrealized 0.0%
CHD CHURCH & DWIGHT CO INC 0.7%
Value ($000) $4,409 Shares 48,122 Est. Cost $77.90 Unrealized +19.5%
VEEV VEEVA SYS INC 0.7%
Value ($000) $3,969 Shares 19,510 Est. Cost $210.93 Unrealized -4.5%