Bell Asset Management Ltd

data from 30/09/2025

Capitalization

$ 365.875 M -19.33 %

Average holding period

15 ans

Performance

$ 477.412 M 99.12 %

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in Bell Asset Management Ltd

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2025/09/30 NVDA NVIDIA CORPORATION 7.73% 28.264 M $ 151485 2024/09/30 6.317 M $ 18.10 %
2025/09/30 MSFT MICROSOFT CORP 6.96% 25.457 M $ 49150 2020/03/31 1.287 M $ 4.13 %
2025/09/30 AAPL APPLE INC 6.81% 24.907 M $ 97816 2024/06/30 4.642 M $ 24.11 %
2025/09/30 GOOGL ALPHABET INC 6.19% 22.642 M $ 93139 2017/12/31 11.169 M $ 37.94 %
2025/09/30 AMZN AMAZON COM INC 4.91% 17.975 M $ 81866 2021/06/30 19.357 K $ 0.08 %
2025/09/30 META META PLATFORMS INC 2.82% 10.322 M $ 14055 2025/03/31 -68.412 K $ -0.50 %
2025/09/30 V VISA INC 2.05% 7.493 M $ 21949 2017/12/31 -272.730 K $ -3.85 %
2025/09/30 MMC MARSH & MCLENNAN COS INC 2.01% 7.368 M $ 36561 2018/06/30 -646.672 K $ -7.83 %
2025/09/30 AVGO BROADCOM INC 1.90% 6.968 M $ 21121 2024/12/31 1.745 M $ 19.68 %
2025/09/30 AON AON PLC 1.86% 6.802 M $ 19075 2022/12/31 -4.505 K $ -0.05 %
2025/09/30 UNH UNITEDHEALTH GROUP INC 1.80% 6.571 M $ 19029 2017/12/31 932.640 K $ 10.68 %
2025/09/30 ACN ACCENTURE PLC IRELAND 1.64% 6.011 M $ 24374 2017/12/31 -1.303 M $ -17.49 %
2025/09/30 UBER UBER TECHNOLOGIES INC 1.60% 5.838 M $ 59590 2025/03/31 365.320 K $ 5.01 %
2025/09/30 FI FISERV INC 1.60% 5.836 M $ 45267 2017/12/31 -2.219 M $ -25.22 %
2025/09/30 NFLX NETFLIX INC 1.52% 5.552 M $ 4631 2024/09/30 0.000 $ 0.00 %
2025/09/30 MA MASTERCARD INCORPORATED 1.51% 5.512 M $ 9690 2017/12/31 87.407 K $ 1.22 %
2025/09/30 LLY ELI LILLY & CO 1.48% 5.422 M $ 7106 2024/12/31 -187.681 K $ -2.12 %
2025/09/30 PEP PEPSICO INC 1.44% 5.279 M $ 37588 2017/12/31 550.930 K $ 6.36 %
2025/09/30 TER TERADYNE INC 1.43% 5.218 M $ 37907 2025/09/30 0.000 $ 0.00 %
2025/09/30 PG PROCTER AND GAMBLE CO 1.38% 5.054 M $ 32893 2025/09/30 0.000 $ 0.00 %
2025/09/30 WM WASTE MGMT INC DEL 1.35% 4.949 M $ 22411 2025/09/30 0.000 $ 0.00 %
2025/09/30 MSCI MSCI INC 1.28% 4.683 M $ 8253 2023/06/30 -101.799 K $ -1.62 %
2025/09/30 ABC CENCORA INC 1.28% 4.677 M $ 14966 2017/12/31 0.000 $ 0.00 %
2025/09/30 CLH CLEAN HARBORS INC 1.26% 4.618 M $ 19885 2024/12/31 27.101 K $ 0.45 %
2025/09/30 SCI SERVICE CORP INTL 1.25% 4.577 M $ 54994 2017/12/31 131.618 K $ 2.24 %
2025/09/30 PCTY PAYLOCITY HLDG CORP 1.25% 4.572 M $ 28705 2023/06/30 -617.530 K $ -12.10 %
2025/09/30 ZTS ZOETIS INC 1.17% 4.284 M $ 29281 2017/12/31 -301.139 K $ -6.18 %
2025/09/30 SNPS SYNOPSYS INC 1.16% 4.226 M $ 8566 2024/12/31 -185.338 K $ -3.76 %
2025/09/30 MSI MOTOROLA SOLUTIONS INC 1.15% 4.214 M $ 9216 2025/06/30 552.486 K $ 8.76 %
2025/09/30 SPGI S&P GLOBAL INC 1.14% 4.186 M $ 8601 2017/12/31 -364.124 K $ -7.70 %
2025/09/30 KEYS KEYSIGHT TECHNOLOGIES INC 1.14% 4.181 M $ 23903 2021/06/30 346.056 K $ 6.75 %
2025/09/30 BJ BJS WHSL CLUB HLDGS INC 1.14% 4.179 M $ 44819 2023/06/30 -584.497 K $ -13.52 %
2025/09/30 TSM TAIWAN SEMICONDUCTOR MFG LTD 1.13% 4.145 M $ 14842 2025/03/31 1.547 M $ 23.31 %
2025/09/30 VEEV VEEVA SYS INC 1.13% 4.135 M $ 13880 2022/03/31 127.163 K $ 3.45 %
2025/09/30 BKNG BOOKING HOLDINGS INC 1.11% 4.044 M $ 749 2023/09/30 -141.169 K $ -6.74 %
2025/09/30 CNM CORE & MAIN INC 1.09% 4.005 M $ 74408 2024/12/31 -560.185 K $ -10.80 %
2025/09/30 CPRT COPART INC 1.09% 3.985 M $ 88622 2025/09/30 0.000 $ 0.00 %
2025/09/30 HLI HOULIHAN LOKEY INC 1.08% 3.939 M $ 19185 2023/09/30 778.047 K $ 14.10 %
2025/09/30 TMO THERMO FISHER SCIENTIFIC INC 0.99% 3.621 M $ 7466 2023/06/30 774.914 K $ 19.62 %
2025/09/30 WMS ADVANCED DRAIN SYS INC DEL 0.98% 3.594 M $ 25911 2023/03/31 1.185 M $ 20.76 %
2025/09/30 VRRM VERRA MOBILITY CORP 0.98% 3.593 M $ 145454 2024/06/30 -150.195 K $ -2.72 %
2025/09/30 HCA HCA HEALTHCARE INC 0.96% 3.526 M $ 8274 2020/03/31 573.919 K $ 11.25 %
2025/09/30 POOL POOL CORP 0.95% 3.462 M $ 11164 2019/12/31 271.246 K $ 6.38 %
2025/09/30 FORTUNE BRANDS INNOVATIONS I 0.94% 3.442 M $ 64473 2025/09/30 0.000 $ 0.00 %
2025/09/30 JKHY HENRY JACK & ASSOC INC 0.88% 3.222 M $ 21637 2020/12/31 -687.186 K $ -17.34 %
2025/09/30 ORCL ORACLE CORP 0.87% 3.170 M $ 11271 2017/12/31 2.416 M $ 28.64 %
2025/09/30 ODFL OLD DOMINION FREIGHT LINE IN 0.84% 3.059 M $ 21732 2025/06/30 -613.040 K $ -13.26 %
2025/09/30 AXP AMERICAN EXPRESS CO 0.82% 3.006 M $ 9050 2017/12/31 156.090 K $ 4.13 %
2025/09/30 MANH MANHATTAN ASSOCIATES INC 0.82% 2.988 M $ 14579 2025/03/31 183.394 K $ 3.80 %
2025/09/30 IT GARTNER INC 0.80% 2.922 M $ 11115 2025/06/30 -1.665 M $ -34.97 %
2025/09/30 CSCO CISCO SYS INC 0.80% 2.919 M $ 42665 2017/12/31 -54.007 K $ -1.38 %
2025/09/30 HD HOME DEPOT INC 0.80% 2.918 M $ 7202 2017/12/31 460.903 K $ 10.51 %
2025/09/30 TSCO TRACTOR SUPPLY CO 0.79% 2.903 M $ 51039 2019/12/31 368.934 K $ 7.77 %
2025/09/30 BR BROADRIDGE FINL SOLUTIONS IN 0.78% 2.865 M $ 12030 2019/03/31 -89.317 K $ -2.00 %
2025/09/30 JNJ JOHNSON & JOHNSON 0.76% 2.781 M $ 15001 2017/12/31 779.865 K $ 21.39 %
2025/09/30 TTC TORO CO 0.76% 2.774 M $ 36399 2023/09/30 392.770 K $ 7.81 %
2025/09/30 BOOT BOOT BARN HLDGS INC 0.75% 2.734 M $ 16496 2025/09/30 0.000 $ 0.00 %
2025/09/30 MTD METTLER TOLEDO INTERNATIONAL 0.74% 2.708 M $ 2206 2018/06/30 166.709 K $ 4.50 %
2025/09/30 MCO MOODYS CORP 0.70% 2.558 M $ 5368 2020/03/31 -176.648 K $ -5.01 %
2025/09/30 LULU LULULEMON ATHLETICA INC 0.67% 2.448 M $ 13760 2024/06/30 -739.838 K $ -25.11 %
2025/09/30 CAT CATERPILLAR INC 0.67% 2.441 M $ 5115 2025/03/31 1.052 M $ 22.91 %
2025/09/30 DXCM DEXCOM INC 0.58% 2.116 M $ 31448 2025/09/30 0.000 $ 0.00 %
2025/09/30 COST COSTCO WHSL CORP NEW 0.55% 2.013 M $ 2175 2017/12/31 -183.219 K $ -6.50 %
2025/09/30 DECK DECKERS OUTDOOR CORP 0.00% 0.000 $ 0 2025/06/30 0.000 $ 0.00 %
2025/09/30 BF-B BROWN FORMAN CORP 0.00% 0.000 $ 0 2025/06/30 0.000 $ 0.00 %
2025/09/30 ANET ARISTA NETWORKS INC 0.00% 0.000 $ 0 2024/12/31 0.000 $ 0.00 %
2025/09/30 IDXX IDEXX LABS INC 0.00% 0.000 $ 0 2024/12/31 0.000 $ 0.00 %
2025/09/30 AMGN AMGEN INC 0.00% 0.000 $ 0 2017/12/31 0.000 $ 0.00 %
2025/09/30 G GENPACT LIMITED 0.00% 0.000 $ 0 2019/09/30 0.000 $ 0.00 %
2025/09/30 QCOM QUALCOMM INC 0.00% 0.000 $ 0 2024/06/30 0.000 $ 0.00 %