Bell Asset Management Ltd Top Holdings and 13F Report (2025) About Bell Asset Management LtdInvestment ActivityBell Asset Management Ltd has $453.54 million in total holdings as of June 30, 2025.Bell Asset Management Ltd owns shares of 62 different stocks, but just 39 companies or ETFs make up 80% of its holdings.Approximately 8.13% of the portfolio was purchased this quarter.About 40.53% of the portfolio was sold this quarter.This quarter, Bell Asset Management Ltd has purchased 66 new stocks and bought additional shares in 12 stocks.Bell Asset Management Ltd sold shares of 45 stocks and completely divested from 9 stocks this quarter.Largest Holdings NVIDIA $34,910,576Microsoft $31,174,674Alphabet $29,435,697Amazon.com $23,592,981Apple $19,257,051 Largest New Holdings this Quarter 620076307 - Motorola Solutions $6,307,320 Holding366651107 - Gartner $4,762,520 Holding679580100 - Old Dominion Freight Line $4,623,440 Holding243537107 - Deckers Outdoor $4,304,822 Holding115637209 - Brown-Forman $3,917,639 Holding Largest Purchases this Quarter Motorola Solutions 15,001 shares (about $6.31M)Gartner 11,782 shares (about $4.76M)Old Dominion Freight Line 28,487 shares (about $4.62M)Deckers Outdoor 41,766 shares (about $4.30M)Brown-Forman 145,583 shares (about $3.92M) Largest Sales this Quarter Microsoft 38,064 shares (about $18.93M)NVIDIA 84,494 shares (about $13.35M)Booking 1,510 shares (about $8.74M)Alphabet 46,128 shares (about $8.13M)Amazon.com 29,423 shares (about $6.46M) Sector Allocation Over TimeMap of 500 Largest Holdings ofBell Asset Management Ltd Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorNVDANVIDIA$34,910,576$13,349,207 ▼-27.7%220,9677.7%Computer and TechnologyMSFTMicrosoft$31,174,674$18,933,414 ▼-37.8%62,6746.9%Computer and TechnologyGOOGLAlphabet$29,435,697$8,129,137 ▼-21.6%167,0306.5%Computer and TechnologyAMZNAmazon.com$23,592,981$6,455,112 ▼-21.5%107,5395.2%Retail/WholesaleAAPLApple$19,257,051$2,970,246 ▲18.2%93,8594.2%Computer and TechnologyMETAMeta Platforms$13,610,380$839,208 ▼-5.8%18,4403.0%Computer and TechnologyAONAON$8,929,346$3,536,205 ▲65.6%25,0292.0%FinanceAVGOBroadcom$8,863,250$5,982,983 ▼-40.3%32,1542.0%Computer and TechnologyLLYEli Lilly and Company$8,850,784$683,648 ▲8.4%11,3542.0%MedicalFIFiserv$8,797,737$260,856 ▲3.1%51,0281.9%Business ServicesUNHUnitedHealth Group$8,729,545$633,299 ▲7.8%27,9821.9%MedicalPEPPepsiCo$8,660,107$2,400,619 ▼-21.7%65,5871.9%Consumer StaplesORCLOracle$8,437,369$5,583,373 ▼-39.8%38,5921.9%Computer and TechnologyMMCMarsh & McLennan Companies$8,263,499$2,376,398 ▲40.4%37,7951.8%FinanceACNAccenture$7,445,649$2,063,537 ▼-21.7%24,9111.6%Computer and TechnologyUBERUber Technologies$7,298,579$2,842,105 ▼-28.0%78,2271.6%Computer and TechnologyMAMastercard$7,149,563$3,287,911 ▼-31.5%12,7231.6%Business ServicesVVisa$7,083,603$3,106,333 ▼-30.5%19,9511.6%Business ServicesTSMTaiwan Semiconductor Manufacturing$6,635,478$3,407,089 ▼-33.9%29,2971.5%Computer and TechnologyMSIMotorola Solutions$6,307,320$6,307,320 ▲New Holding15,0011.4%Computer and TechnologyMSCIMSCI$6,292,810$517,336 ▲9.0%10,9111.4%FinanceCLHClean Harbors$6,024,320$2,790,112 ▼-31.7%26,0591.3%Business ServicesSCIService Corporation International$5,886,685$726,658 ▼-11.0%72,3181.3%Consumer StaplesCORCencora$5,874,361$423,388 ▼-6.7%19,5911.3%MedicalARISTA NETWORKS INC$5,790,541$2,881,152 ▼-33.2%56,5981.3%COM SHSWMSAdvanced Drainage Systems$5,707,164$1,577,717 ▼-21.7%49,6881.3%ConstructionVRRMVerra Mobility$5,526,768$1,491,002 ▼-21.2%217,6751.2%Computer and TechnologyHLIHoulihan Lokey$5,518,707$2,354,646 ▼-29.9%30,6681.2%FinanceCNMCore & Main$5,185,151$2,503,861 ▼-32.6%85,9181.1%IndustrialsKEYSKeysight Technologies$5,127,016$190,241 ▼-3.6%31,2891.1%Computer and TechnologyPCTYPaylocity$5,104,485$1,160,884 ▲29.4%28,1721.1%Computer and TechnologyHCAHCA Healthcare$5,101,360$2,236,538 ▼-30.5%13,3161.1%MedicalQCOMQUALCOMM$5,060,009$4,422,491 ▼-46.6%31,7721.1%Computer and TechnologyTTCToro$5,029,165$1,146,712 ▼-18.6%71,1541.1%Consumer DiscretionarySNPSSynopsys$4,925,829$1,336,044 ▼-21.3%9,6081.1%Computer and TechnologyZTSZoetis$4,876,712$1,344,601 ▼-21.6%31,2711.1%MedicalMANHManhattan Associates$4,822,217$1,288,887 ▼-21.1%24,4201.1%Computer and TechnologyITGartner$4,762,520$4,762,520 ▲New Holding11,7821.1%Business ServicesTSCOTractor Supply$4,748,456$1,600,725 ▼-25.2%89,9841.0%Retail/WholesaleSPGIS&P Global$4,731,373$1,277,096 ▼-21.3%8,9731.0%FinanceODFLOld Dominion Freight Line$4,623,440$4,623,440 ▲New Holding28,4871.0%TransportationGGenpact$4,593,632$398,863 ▲9.5%104,3771.0%Computer and TechnologyCATCaterpillar$4,592,913$1,222,862 ▼-21.0%11,8311.0%IndustrialsBRBroadridge Financial Solutions$4,466,405$874,179 ▼-16.4%18,3781.0%Computer and TechnologyHDHome Depot$4,383,548$1,214,312 ▼-21.7%11,9561.0%Retail/WholesaleBJBJ's Wholesale Club$4,322,797$85,186 ▲2.0%40,0891.0%Consumer StaplesDECKDeckers Outdoor$4,304,822$4,304,822 ▲New Holding41,7660.9%Retail/WholesalePOOLPool$4,252,985$312,175 ▼-6.8%14,5910.9%Consumer DiscretionaryIDXXIDEXX Laboratories$4,030,595$3,865,939 ▼-49.0%7,5150.9%MedicalJKHYJack Henry & Associates$3,963,199$151,163 ▲4.0%21,9970.9%Computer and TechnologyTMOThermo Fisher Scientific$3,949,180$197,864 ▲5.3%9,7400.9%MedicalBF.BBrown-Forman$3,917,639$3,917,639 ▲New Holding145,5830.9%Consumer StaplesCSCOCisco Systems$3,903,180$2,774,992 ▼-41.6%56,2580.9%Computer and TechnologyAXPAmerican Express$3,777,680$2,601,920 ▼-40.8%11,8430.8%FinanceMTDMettler-Toledo International$3,702,717$994,988 ▼-21.2%3,1520.8%MedicalVEEVVeeva Systems$3,687,872$1,987,926 ▼-35.0%12,8060.8%MedicalJNJJohnson & Johnson$3,646,295$1,820,016 ▼-33.3%23,8710.8%MedicalMCOMoody's$3,528,686$978,101 ▼-21.7%7,0350.8%FinanceLULUlululemon athletica$2,946,705$1,290,772 ▼-30.5%12,4030.6%Consumer DiscretionaryCOSTCostco Wholesale$2,820,339$804,821 ▼-22.2%2,8490.6%Retail/WholesaleAMGNAmgen$2,502,838$192,655 ▼-7.1%8,9640.6%MedicalBKNGBooking$2,095,705$8,741,753 ▼-80.7%3620.5%Retail/WholesaleADBEAdobe$0$9,614,714 ▼-100.0%00.0%Computer and TechnologyPPGPPG Industries$0$6,259,085 ▼-100.0%00.0%Basic MaterialsADPAutomatic Data Processing$0$5,946,225 ▼-100.0%00.0%Computer and TechnologyNFLXNetflix$0$5,470,221 ▼-100.0%00.0%Consumer DiscretionaryROKRockwell Automation$0$5,429,856 ▼-100.0%00.0%Computer and TechnologyZBRAZebra Technologies$0$5,331,060 ▼-100.0%00.0%IndustrialsYETIYETI$0$5,130,533 ▼-100.0%00.0%Consumer DiscretionaryEWEdwards Lifesciences$0$3,856,081 ▼-100.0%00.0%MedicalKOCocaCola$0$1,132,384 ▼-100.0%00.0%Consumer StaplesShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
MarketBeat All Access