Bell Asset Management Ltd Diversified Active

CIK: 0001681004 · Show all filings

Period: Q2 2024 (← Previous) (Next →)

Filing Date: Aug 13, 2024

Total Value ($000): $712,939 (100.0% shares, 0.0% debt)

Holdings (63)

GOOGL ALPHABET INC 7.0%
Value ($000) $49,869 Shares 273,782 Est. Cost $111.38 Unrealized +50.2%
MSFT MICROSOFT CORP 6.4%
Value ($000) $45,615 Shares 102,059 Est. Cost $280.96 Unrealized +48.5%
AAPL APPLE INC 6.0%
Value ($000) $42,490 Shares 201,736 Est. Cost $185.12 Unrealized 0.0%
UNH UNITEDHEALTH GROUP INC 3.9%
Value ($000) $28,000 Shares 54,982 Est. Cost $374.14 Unrealized +26.5%
V VISA INC 2.4%
Value ($000) $17,422 Shares 66,376 Est. Cost $223.10 Unrealized +21.4%
MA MASTERCARD INCORPORATED 2.4%
Value ($000) $17,384 Shares 39,406 Est. Cost $362.42 Unrealized +24.6%
FISV FISERV INC 2.4%
Value ($000) $16,990 Shares 113,994 Est. Cost $111.05 Unrealized +36.3%
AMZN AMAZON COM INC 2.3%
Value ($000) $16,644 Shares 86,126 Est. Cost $151.39 Unrealized +21.3%
AON AON PLC 2.3%
Value ($000) $16,184 Shares 55,128 Est. Cost $298.49 Unrealized -2.0%
PEP PEPSICO INC 2.0%
Value ($000) $14,567 Shares 88,324 Est. Cost $144.37 Unrealized +12.4%
COR CENCORA INC 2.0%
Value ($000) $14,398 Shares 63,905 Est. Cost $151.21 Unrealized +51.2%
JNJ JOHNSON & JOHNSON 2.0%
Value ($000) $14,183 Shares 97,038 Est. Cost $130.55 Unrealized +8.3%
ACN ACCENTURE PLC IRELAND 2.0%
Value ($000) $14,111 Shares 46,507 Est. Cost $236.25 Unrealized +26.7%
ADBE ADOBE INC 1.9%
Value ($000) $13,881 Shares 24,987 Est. Cost $489.39 Unrealized -1.1%
NKE NIKE INC 1.9%
Value ($000) $13,324 Shares 176,779 Est. Cost $97.53 Unrealized -8.0%
G GENPACT LIMITED 1.7%
Value ($000) $12,036 Shares 373,898 Est. Cost $37.01 Unrealized -14.8%
BKNG BOOKING HOLDINGS INC 1.6%
Value ($000) $11,694 Shares 2,952 Est. Cost $3229.22 Unrealized +13.2%
PCTY PAYLOCITY HLDG CORP 1.6%
Value ($000) $11,393 Shares 86,411 Est. Cost $177.10 Unrealized -12.6%
KEYS KEYSIGHT TECHNOLOGIES INC 1.5%
Value ($000) $10,917 Shares 79,833 Est. Cost $150.97 Unrealized -3.2%
HUM HUMANA INC 1.5%
Value ($000) $10,818 Shares 28,951 Est. Cost $440.05 Unrealized -25.0%
ZTS ZOETIS INC 1.5%
Value ($000) $10,425 Shares 60,134 Est. Cost $149.43 Unrealized +9.3%
HCA HCA HEALTHCARE INC 1.4%
Value ($000) $10,023 Shares 31,196 Est. Cost $178.94 Unrealized +79.3%
ORCL ORACLE CORP 1.4%
Value ($000) $9,926 Shares 70,295 Est. Cost $70.15 Unrealized +74.3%
MRSH MARSH & MCLENNAN COS INC 1.4%
Value ($000) $9,786 Shares 46,442 Est. Cost $111.27 Unrealized +79.9%
EW EDWARDS LIFESCIENCES CORP 1.3%
Value ($000) $9,503 Shares 102,882 Est. Cost $79.84 Unrealized +10.9%
CRL CHARLES RIV LABS INTL INC 1.3%
Value ($000) $9,258 Shares 44,817 Est. Cost $233.93 Unrealized -3.1%
CSCO CISCO SYS INC 1.3%
Value ($000) $9,007 Shares 189,590 Est. Cost $40.99 Unrealized +10.5%
KO COCA COLA CO 1.2%
Value ($000) $8,822 Shares 138,599 Est. Cost $55.06 Unrealized +7.0%
BR BROADRIDGE FINL SOLUTIONS IN 1.2%
Value ($000) $8,719 Shares 44,258 Est. Cost $129.84 Unrealized +48.7%
ADP AUTOMATIC DATA PROCESSING IN 1.2%
Value ($000) $8,713 Shares 36,504 Est. Cost $206.53 Unrealized +14.6%
AXP AMERICAN EXPRESS CO 1.2%
Value ($000) $8,438 Shares 36,441 Est. Cost $128.49 Unrealized +76.9%
TMO THERMO FISHER SCIENTIFIC INC 1.2%
Value ($000) $8,349 Shares 15,098 Est. Cost $533.89 Unrealized +6.7%
ROK ROCKWELL AUTOMATION INC 1.1%
Value ($000) $8,174 Shares 29,695 Est. Cost $262.45 Unrealized 0.0%
JKHY HENRY JACK & ASSOC INC 1.1%
Value ($000) $7,986 Shares 48,105 Est. Cost $152.92 Unrealized +6.2%
SCI SERVICE CORP INTL 1.1%
Value ($000) $7,887 Shares 110,881 Est. Cost $53.79 Unrealized +31.9%
MSI MOTOROLA SOLUTIONS INC 1.1%
Value ($000) $7,850 Shares 20,335 Est. Cost $277.38 Unrealized +27.8%
HD HOME DEPOT INC 1.1%
Value ($000) $7,843 Shares 22,783 Est. Cost $209.49 Unrealized +56.4%
SPGI S&P GLOBAL INC 1.1%
Value ($000) $7,756 Shares 17,390 Est. Cost $269.25 Unrealized +57.4%
POOL POOL CORP 1.1%
Value ($000) $7,696 Shares 25,042 Est. Cost $315.83 Unrealized +11.8%
QCOM QUALCOMM INC 1.1%
Value ($000) $7,669 Shares 38,502 Est. Cost $182.37 Unrealized 0.0%
WMS ADVANCED DRAIN SYS INC DEL 1.1%
Value ($000) $7,643 Shares 47,653 Est. Cost $87.56 Unrealized +89.3%
MSCI MSCI INC 1.1%
Value ($000) $7,571 Shares 15,716 Est. Cost $481.31 Unrealized +1.1%
ARISTA NETWORKS INC 1.1%
Value ($000) $7,551 Shares 21,546 Est. Cost $177.08 Unrealized
TSCO TRACTOR SUPPLY CO 1.0%
Value ($000) $7,459 Shares 27,626 Est. Cost $32.94 Unrealized +58.8%
EL LAUDER ESTEE COS INC 1.0%
Value ($000) $7,416 Shares 69,703 Est. Cost $193.50 Unrealized -34.4%
MTD METTLER TOLEDO INTERNATIONAL 1.0%
Value ($000) $7,280 Shares 5,209 Est. Cost $1145.56 Unrealized +19.4%
BJ BJS WHSL CLUB HLDGS INC 1.0%
Value ($000) $7,217 Shares 82,162 Est. Cost $68.65 Unrealized +18.0%
MCD MCDONALDS CORP 1.0%
Value ($000) $7,194 Shares 28,228 Est. Cost $257.98 Unrealized -1.1%
ZBRA ZEBRA TECHNOLOGIES CORPORATI 1.0%
Value ($000) $7,166 Shares 23,195 Est. Cost $334.56 Unrealized -9.1%
HLI HOULIHAN LOKEY INC 1.0%
Value ($000) $7,135 Shares 52,907 Est. Cost $99.37 Unrealized +28.8%
YETI YETI HLDGS INC 1.0%
Value ($000) $6,938 Shares 181,874 Est. Cost $50.62 Unrealized -23.1%
FDS FACTSET RESH SYS INC 1.0%
Value ($000) $6,840 Shares 16,754 Est. Cost $436.65 Unrealized -4.4%
CTSH COGNIZANT TECHNOLOGY SOLUTIO 1.0%
Value ($000) $6,836 Shares 100,534 Est. Cost $62.02 Unrealized +6.5%
A AGILENT TECHNOLOGIES INC 0.9%
Value ($000) $6,671 Shares 51,458 Est. Cost $119.85 Unrealized +15.3%
MCO MOODYS CORP 0.9%
Value ($000) $6,241 Shares 14,827 Est. Cost $259.15 Unrealized +51.6%
VEEV VEEVA SYS INC 0.9%
Value ($000) $6,205 Shares 33,904 Est. Cost $202.66 Unrealized -2.1%
TTC TORO CO 0.8%
Value ($000) $5,830 Shares 62,342 Est. Cost $95.84 Unrealized -8.0%
AMGN AMGEN INC 0.7%
Value ($000) $5,237 Shares 16,762 Est. Cost $201.24 Unrealized +38.8%
VRRM VERRA MOBILITY CORP 0.7%
Value ($000) $4,967 Shares 182,613 Est. Cost $25.80 Unrealized 0.0%
ULTA ULTA BEAUTY INC 0.6%
Value ($000) $4,575 Shares 11,856 Est. Cost $406.48 Unrealized 0.0%
FBIN FORTUNE BRAND INNOVATIONS I 0.6%
Value ($000) $4,518 Shares 69,569 Est. Cost $69.92 Unrealized 0.0%
COST COSTCO WHSL CORP NEW 0.6%
Value ($000) $4,496 Shares 5,289 Est. Cost $308.13 Unrealized +151.1%
LULU LULULEMON ATHLETICA INC 0.6%
Value ($000) $4,201 Shares 14,064 Est. Cost $334.33 Unrealized 0.0%