Bell Asset Management Ltd Top Holdings and 13F Report (2026) About Bell Asset Management LtdInvestment ActivityBell Asset Management Ltd has $276.76 million in total holdings as of September 30, 2026.Bell Asset Management Ltd owns shares of 68 different stocks, but just 44 companies or ETFs make up 80% of its holdings.Approximately 12.77% of the portfolio was purchased this quarter.About 55.02% of the portfolio was sold this quarter.This quarter, Bell Asset Management Ltd has purchased 63 new stocks and bought additional shares in 3 stocks.Bell Asset Management Ltd sold shares of 53 stocks and completely divested from 7 stocks this quarter.Largest Holdings NVIDIA $28,386,949Alphabet $20,401,880Microsoft $20,093,370Amazon.com $13,029,798Broadcom $10,774,509 Largest New Holdings this Quarter 127387108 - Cadence Design Systems $3,789,863 Holding49338L103 - Keysight Technologies $3,566,864 Holding880770102 - Teradyne $3,050,123 Holding533900106 - Lincoln Electric $2,800,050 Holding45168D104 - IDEXX Laboratories $2,734,709 Holding Largest Purchases this Quarter Cadence Design Systems 11,478 shares (about $3.79M)Keysight Technologies 9,798 shares (about $3.57M)Teradyne 7,608 shares (about $3.05M)Lincoln Electric 10,583 shares (about $2.80M)IDEXX Laboratories 5,237 shares (about $2.73M) Largest Sales this Quarter NVIDIA 50,379 shares (about $11.51M)Microsoft 19,220 shares (about $9.86M)JPMorgan Chase & Co. 18,711 shares (about $6.19M)Thermo Fisher Scientific 8,835 shares (about $5.96M)Alphabet 16,722 shares (about $5.75M) 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$28,386,949$11,505,556 ▼-28.8%124,29710.3%TechnologyGOOGLAlphabet$20,401,880$5,753,706 ▼-22.0%59,2947.4%Communication ServicesMSFTMicrosoft$20,093,370$9,857,938 ▼-32.9%39,1767.3%TechnologyAMZNAmazon.com$13,029,798$4,804,360 ▼-26.9%52,2974.7%Consumer DiscretionaryAVGOBroadcom$10,774,509$3,270,281 ▼-23.3%30,6803.9%TechnologyAAPLApple$8,975,555$5,110,858 ▼-36.3%26,9523.2%TechnologyMETAMeta Platforms$7,147,374$3,944,979 ▼-35.6%9,8562.6%Communication ServicesVVisa$4,287,526$5,136,264 ▼-54.5%11,9321.5%FinanceNFLXNetflix$4,224,619$1,180,912 ▼-21.8%60,7161.5%Communication ServicesUNHUnitedHealth Group$4,073,120$96,909 ▼-2.3%11,0961.5%HealthcareMAMastercard$3,938,047$3,848,709 ▼-49.4%7,1411.4%FinanceTSMTaiwan Semiconductor Manufacturing$3,877,159$913,292 ▼-19.1%8,4991.4%TechnologyJPMJPMorgan Chase & Co.$3,812,816$6,190,161 ▼-61.9%11,5251.4%FinanceSPGIS&P Global$3,801,507$921,876 ▼-19.5%9,6371.4%FinanceCDNSCadence Design Systems$3,789,863$3,789,863 ▲New Holding11,4781.4%TechnologyKEYSKeysight Technologies$3,566,864$3,566,864 ▲New Holding9,7981.3%TechnologyAMATApplied Materials$3,542,841$1,161,344 ▲48.8%6,9281.3%TechnologyAPHAmphenol$3,525,932$1,375,776 ▲64.0%41,8261.3%TechnologyABTAbbott Laboratories$3,193,000$1,525,540 ▼-32.3%32,3081.2%HealthcareTERTeradyne$3,050,123$3,050,123 ▲New Holding7,6081.1%TechnologyADSKAutodesk$2,986,401$887,414 ▼-22.9%14,2891.1%TechnologyVEEVVeeva Systems$2,954,408$4,883,765 ▼-62.3%10,3501.1%HealthcareBKNGBooking$2,906,640$614,496 ▼-17.5%17,8421.1%Consumer DiscretionaryABBVAbbVie$2,833,804$2,632,118 ▼-48.2%10,8331.0%HealthcareTE CONNECTIVITY PLC$2,825,095$1,380,674 ▼-32.8%13,3841.0%ORD SHSAXPAmerican Express$2,824,785$616,411 ▼-17.9%9,2891.0%FinanceORCLOracle$2,820,966$566,912 ▼-16.7%20,5461.0%TechnologyLECOLincoln Electric$2,800,050$2,800,050 ▲New Holding10,5831.0%IndustrialsMCDMcDonald's$2,793,912$628,619 ▼-18.4%12,0981.0%Consumer DiscretionarySYKStryker$2,791,904$102,720 ▼-3.5%10,1381.0%HealthcareLPLALPL Financial$2,787,673$2,013,387 ▼-41.9%9,1161.0%FinanceHCAHCA Healthcare$2,784,905$1,328,015 ▼-32.3%6,5261.0%HealthcareMARSH & MCLENNAN COS INC$2,772,826$2,420,781 ▼-46.6%16,2411.0%COMBRBroadridge Financial Solutions$2,767,698$1,225,810 ▼-30.7%17,1801.0%IndustrialsIDXXIDEXX Laboratories$2,734,709$2,734,709 ▲New Holding5,2371.0%HealthcareISRGIntuitive Surgical$2,684,165$2,684,165 ▲New Holding6,6011.0%HealthcareMELIMercadoLibre$2,668,850$1,261,827 ▼-32.1%1,5441.0%Consumer DiscretionaryVRTVertiv$2,665,752$2,665,752 ▲New Holding11,0471.0%IndustrialsETNEaton$2,659,475$2,327,739 ▼-46.7%6,1891.0%IndustrialsMSIMotorola Solutions$2,657,535$1,932,388 ▼-42.1%5,9591.0%TechnologyLLYEli Lilly and Company$2,625,415$1,263,532 ▼-32.5%2,2690.9%HealthcareUBERUber Technologies$2,602,558$1,257,159 ▼-32.6%37,9880.9%IndustrialsQCOMQualcomm$2,599,749$2,599,749 ▲New Holding14,1260.9%TechnologyWMWaste Management$2,581,423$1,943,357 ▼-42.9%12,6590.9%IndustrialsNOWServiceNow$2,579,290$1,538,435 ▼-37.4%19,2470.9%TechnologyLOWLowe's Companies$2,535,093$1,227,556 ▼-32.6%13,7560.9%Consumer DiscretionaryWMSAdvanced Drainage Systems$2,517,854$1,234,535 ▼-32.9%19,8710.9%IndustrialsHLIHoulihan Lokey$2,508,986$735,930 ▼-22.7%19,8590.9%FinanceGEHCGE HealthCare Technologies$2,504,129$57,003 ▼-2.2%38,3070.9%HealthcareMSCIMSCI$2,502,076$172,910 ▲7.4%4,6450.9%FinanceCORCencora$2,492,976$2,030,291 ▼-44.9%8,3030.9%HealthcareCBOECboe Global Markets$2,482,565$2,482,565 ▲New Holding9,0180.9%FinanceSCIService Corporation International$2,450,812$1,238,199 ▼-33.6%32,1840.9%Consumer DiscretionaryAAgilent Technologies$2,422,334$2,792,111 ▼-53.5%14,0580.9%HealthcareSPOTSpotify Technology$2,358,432$1,522,088 ▼-39.2%4,8390.9%Communication ServicesPEPPepsiCo$2,267,274$2,267,274 ▲New Holding17,8920.8%Consumer StaplesACNAccenture$2,237,664$3,777,789 ▼-62.8%12,2030.8%TechnologyTMOThermo Fisher Scientific$2,188,512$5,964,066 ▼-73.2%3,2420.8%HealthcareCNMCore & Main$2,091,712$1,036,087 ▼-33.1%50,4270.8%IndustrialsDXCMDexCom$2,033,338$2,281,077 ▼-52.9%23,5640.7%HealthcareBOOTBoot Barn$2,014,258$962,435 ▼-32.3%16,7200.7%Consumer DiscretionaryTJXTJX Companies$2,000,792$2,000,792 ▲New Holding15,1220.7%Consumer DiscretionaryCATCaterpillar$1,980,760$1,980,760 ▲New Holding2,4430.7%IndustrialsBJBJ's Wholesale Club$1,977,724$1,239,332 ▼-38.5%21,4970.7%Consumer StaplesCDWCDW$1,967,512$1,673,257 ▼-46.0%15,3520.7%TechnologyMTDMettler-Toledo International$1,760,257$2,985,638 ▼-62.9%1,1650.6%HealthcareMCOMoody's$1,657,575$786,099 ▼-32.2%3,6500.6%FinanceDKSDICK'S Sporting Goods$1,608,526$769,616 ▼-32.4%11,9780.6%Consumer DiscretionaryAONAON$0$4,920,621 ▼-100.0%00.0%FinanceOTISOtis Worldwide$0$4,112,632 ▼-100.0%00.0%IndustrialsTSCOTractor Supply$0$3,709,212 ▼-100.0%00.0%Consumer DiscretionaryPGProcter & Gamble$0$3,504,843 ▼-100.0%00.0%Consumer StaplesMANHManhattan Associates$0$3,396,586 ▼-100.0%00.0%TechnologyPCTYPaylocity$0$2,912,101 ▼-100.0%00.0%IndustrialsZTSZoetis$0$2,516,753 ▼-100.0%00.0%HealthcareShowing largest 100 holdings. 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