Institutions / Bell Asset Management Ltd

Bell Asset Management Ltd

CIK 1681004 ยท Institution ยท as of Dec 31, 2025
Portfolio value
$374.13M
Positions
59
As of
Dec 31, 2025

Top holdings

CompanyClassValueShares% of portfolio
NVIDIA Corpโ€”$30.93M164,5198.3%
Alphabet Inc.โ€”$25.50M81,1806.8%
Microsoft Corpโ€”$25.44M52,3766.8%
Amazon.com Incโ€”$19.27M83,0915.2%
Apple Inc.โ€”$19.06M69,8155.1%
Broadcom Inc.โ€”$11.50M33,0523.1%
Meta Platforms Incโ€”$9.45M14,2682.5%
Visa Incโ€”$8.70M24,6832.3%
JPMorgan Chase & Coโ€”$8.42M26,0042.3%
Accenture plcโ€”$6.54M24,2871.7%
Mastercard Incโ€”$6.50M11,3271.7%
Motorola Solutions, Inc.โ€”$6.18M16,1111.7%
Marsh & McLennan Companies, Inc.โ€”$6.04M32,3251.6%
Waste Management Incโ€”$5.96M26,9721.6%
PROCTER & GAMBLE Coโ€”$5.87M40,7931.6%
Oracle Corpโ€”$5.85M29,7991.6%
Aon plcโ€”$5.67M15,9411.5%
Paylocity Holding Corpโ€”$5.64M36,7641.5%
S&P Global Inc.โ€”$5.55M10,5621.5%
Unitedhealth Group Incโ€”$5.48M16,5431.5%
Thermo Fisher Scientific Inc.โ€”$5.07M8,7091.4%
Uber Technologies, Incโ€”$4.96M60,5761.3%
Home Depot, Inc.โ€”$4.77M13,7821.3%
Fortune Brands Innovations, Inc.โ€”$4.67M92,6761.2%
BJ's Wholesale Club Holdings, Inc.โ€”$4.66M51,4561.2%

Activity

Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes โ€” what it's buying and selling.
No quarter-over-quarter changes yet โ€” position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.