Bell Asset Management Ltd Diversified Active

CIK: 0001681004 · Show all filings

Period: Q3 2024 (← Previous) (Next →)

Filing Date: Nov 13, 2024

Total Value ($000): $545,863 (100.0% shares, 0.0% debt)

Holdings (64)

MSFT MICROSOFT CORP 7.1%
Value ($000) $38,893 Shares 90,385 Est. Cost $280.96 Unrealized +50.6%
GOOGL ALPHABET INC 6.5%
Value ($000) $35,219 Shares 212,357 Est. Cost $111.38 Unrealized +49.7%
AMZN AMAZON COM INC 4.1%
Value ($000) $22,339 Shares 119,887 Est. Cost $160.14 Unrealized +13.9%
AAPL APPLE INC 3.3%
Value ($000) $17,918 Shares 76,901 Est. Cost $185.12 Unrealized +19.9%
UNH UNITEDHEALTH GROUP INC 3.0%
Value ($000) $16,122 Shares 27,574 Est. Cost $374.14 Unrealized +46.6%
FISV FISERV INC 2.7%
Value ($000) $14,864 Shares 82,736 Est. Cost $111.05 Unrealized +48.5%
NVDA NVIDIA CORPORATION 2.4%
Value ($000) $12,953 Shares 106,664 Est. Cost $118.07 Unrealized 0.0%
ACN ACCENTURE PLC IRELAND 2.3%
Value ($000) $12,755 Shares 36,085 Est. Cost $236.25 Unrealized +36.6%
MA MASTERCARD INCORPORATED 2.2%
Value ($000) $11,799 Shares 23,895 Est. Cost $362.42 Unrealized +27.4%
V VISA INC 2.1%
Value ($000) $11,211 Shares 40,774 Est. Cost $223.10 Unrealized +20.0%
QCOM QUALCOMM INC 2.0%
Value ($000) $11,066 Shares 65,075 Est. Cost $177.79 Unrealized -3.7%
PEP PEPSICO INC 2.0%
Value ($000) $10,828 Shares 63,674 Est. Cost $144.37 Unrealized +12.8%
CSCO CISCO SYS INC 2.0%
Value ($000) $10,739 Shares 201,779 Est. Cost $41.34 Unrealized +13.2%
COR CENCORA INC 1.9%
Value ($000) $10,417 Shares 46,281 Est. Cost $151.21 Unrealized +51.9%
ADBE ADOBE INC 1.7%
Value ($000) $9,370 Shares 18,096 Est. Cost $489.39 Unrealized +12.1%
BKNG BOOKING HOLDINGS INC 1.7%
Value ($000) $9,225 Shares 2,190 Est. Cost $3229.22 Unrealized +17.5%
JNJ JOHNSON & JOHNSON 1.7%
Value ($000) $9,067 Shares 55,948 Est. Cost $130.55 Unrealized +16.9%
KEYS KEYSIGHT TECHNOLOGIES INC 1.6%
Value ($000) $8,575 Shares 53,955 Est. Cost $150.97 Unrealized -5.7%
WMS ADVANCED DRAIN SYS INC DEL 1.5%
Value ($000) $8,331 Shares 53,009 Est. Cost $94.37 Unrealized +64.2%
PCTY PAYLOCITY HLDG CORP 1.5%
Value ($000) $8,298 Shares 50,300 Est. Cost $177.10 Unrealized -14.1%
HCA HCA HEALTHCARE INC 1.5%
Value ($000) $7,927 Shares 19,504 Est. Cost $178.94 Unrealized +102.4%
ORCL ORACLE CORP 1.4%
Value ($000) $7,877 Shares 46,224 Est. Cost $70.15 Unrealized +103.9%
NKE NIKE INC 1.4%
Value ($000) $7,748 Shares 87,646 Est. Cost $97.53 Unrealized -22.1%
ULTA ULTA BEAUTY INC 1.4%
Value ($000) $7,536 Shares 19,367 Est. Cost $394.30 Unrealized -4.9%
ROK ROCKWELL AUTOMATION INC 1.3%
Value ($000) $7,247 Shares 26,993 Est. Cost $262.45 Unrealized -1.1%
AON AON PLC 1.3%
Value ($000) $7,075 Shares 20,450 Est. Cost $298.49 Unrealized +8.7%
ZTS ZOETIS INC 1.3%
Value ($000) $7,075 Shares 36,210 Est. Cost $149.43 Unrealized +21.3%
POOL POOL CORP 1.3%
Value ($000) $6,835 Shares 18,139 Est. Cost $315.83 Unrealized +7.2%
TMO THERMO FISHER SCIENTIFIC INC 1.2%
Value ($000) $6,786 Shares 10,970 Est. Cost $533.89 Unrealized +10.3%
HD HOME DEPOT INC 1.2%
Value ($000) $6,686 Shares 16,500 Est. Cost $209.49 Unrealized +68.3%
FDS FACTSET RESH SYS INC 1.2%
Value ($000) $6,528 Shares 14,196 Est. Cost $436.65 Unrealized -4.2%
ADP AUTOMATIC DATA PROCESSING IN 1.2%
Value ($000) $6,527 Shares 23,585 Est. Cost $206.53 Unrealized +22.7%
AXP AMERICAN EXPRESS CO 1.2%
Value ($000) $6,458 Shares 23,811 Est. Cost $128.49 Unrealized +90.8%
FBIN FORTUNE BRAND INNOVATIONS I 1.2%
Value ($000) $6,451 Shares 72,051 Est. Cost $70.08 Unrealized +6.3%
MRSH MARSH & MCLENNAN COS INC 1.2%
Value ($000) $6,441 Shares 28,870 Est. Cost $111.27 Unrealized +94.9%
EW EDWARDS LIFESCIENCES CORP 1.2%
Value ($000) $6,423 Shares 97,327 Est. Cost $79.84 Unrealized -9.0%
BR BROADRIDGE FINL SOLUTIONS IN 1.2%
Value ($000) $6,284 Shares 29,222 Est. Cost $129.84 Unrealized +57.5%
ZBRA ZEBRA TECHNOLOGIES CORPORATI 1.1%
Value ($000) $6,209 Shares 16,767 Est. Cost $334.56 Unrealized +0.4%
MCD MCDONALDS CORP 1.1%
Value ($000) $6,206 Shares 20,380 Est. Cost $257.98 Unrealized +3.4%
ARISTA NETWORKS INC 1.1%
Value ($000) $6,159 Shares 16,046 Est. Cost $177.08 Unrealized
JKHY HENRY JACK & ASSOC INC 1.1%
Value ($000) $6,144 Shares 34,805 Est. Cost $152.92 Unrealized +8.6%
BJ BJS WHSL CLUB HLDGS INC 1.1%
Value ($000) $6,139 Shares 74,427 Est. Cost $68.65 Unrealized +23.2%
SPGI S&P GLOBAL INC 1.1%
Value ($000) $6,022 Shares 11,657 Est. Cost $269.25 Unrealized +81.9%
G GENPACT LIMITED 1.1%
Value ($000) $6,008 Shares 153,237 Est. Cost $37.01 Unrealized -4.0%
EL LAUDER ESTEE COS INC 1.1%
Value ($000) $5,924 Shares 59,423 Est. Cost $193.50 Unrealized -52.3%
HUM HUMANA INC 1.1%
Value ($000) $5,860 Shares 18,502 Est. Cost $440.05 Unrealized -20.7%
TSCO TRACTOR SUPPLY CO 1.1%
Value ($000) $5,818 Shares 19,997 Est. Cost $32.94 Unrealized +59.5%
CRL CHARLES RIV LABS INTL INC 1.1%
Value ($000) $5,746 Shares 29,171 Est. Cost $233.93 Unrealized -11.2%
CTSH COGNIZANT TECHNOLOGY SOLUTIO 1.0%
Value ($000) $5,585 Shares 72,363 Est. Cost $62.02 Unrealized +17.5%
YETI YETI HLDGS INC 1.0%
Value ($000) $5,415 Shares 131,969 Est. Cost $50.62 Unrealized -22.5%
SCI SERVICE CORP INTL 0.9%
Value ($000) $5,124 Shares 64,914 Est. Cost $53.79 Unrealized +41.3%
MSCI MSCI INC 0.9%
Value ($000) $5,113 Shares 8,772 Est. Cost $481.31 Unrealized +10.8%
VRRM VERRA MOBILITY CORP 0.9%
Value ($000) $5,113 Shares 183,871 Est. Cost $25.80 Unrealized +8.9%
HLI HOULIHAN LOKEY INC 0.9%
Value ($000) $5,037 Shares 31,876 Est. Cost $99.37 Unrealized +47.6%
KO COCA COLA CO 0.9%
Value ($000) $5,002 Shares 69,605 Est. Cost $55.06 Unrealized +19.2%
LULU LULULEMON ATHLETICA INC 0.9%
Value ($000) $4,733 Shares 17,441 Est. Cost $320.98 Unrealized -17.3%
MTD METTLER TOLEDO INTERNATIONAL 0.8%
Value ($000) $4,435 Shares 2,957 Est. Cost $1145.56 Unrealized +22.5%
MSI MOTOROLA SOLUTIONS INC 0.8%
Value ($000) $4,395 Shares 9,774 Est. Cost $277.38 Unrealized +48.1%
NFLX NETFLIX INC 0.8%
Value ($000) $4,392 Shares 6,192 Est. Cost $66.88 Unrealized 0.0%
VEEV VEEVA SYS INC 0.8%
Value ($000) $4,313 Shares 20,551 Est. Cost $202.66 Unrealized -2.5%
TTC TORO CO 0.7%
Value ($000) $3,911 Shares 45,095 Est. Cost $95.84 Unrealized -6.2%
MCO MOODYS CORP 0.6%
Value ($000) $3,348 Shares 7,055 Est. Cost $259.15 Unrealized +77.0%
COST COSTCO WHSL CORP NEW 0.6%
Value ($000) $3,333 Shares 3,760 Est. Cost $308.13 Unrealized +179.7%
AMGN AMGEN INC 0.5%
Value ($000) $2,492 Shares 7,733 Est. Cost $201.24 Unrealized +55.6%