Bell Asset Management Ltd

CIK: 0001681004SEC EDGAR →

Portfolio Value

$374.0M

Holdings

59

As of

Q4 2025

New Positions

63

Closed Positions

0

Portfolio Value History

Top 10 Holdings

RankStockSharesValue% of Portfolio
1

NVIDIA CORPORATION

164,519$30.0M
8.02%
2

ALPHABET INC

81,180$25.0M
6.68%
3

MICROSOFT CORP

52,376$25.0M
6.68%
4

AMAZON COM INC

83,091$19.0M
5.08%
5

APPLE INC

69,815$19.0M
5.08%
6

BROADCOM INC

33,052$11.0M
2.94%
7

META PLATFORMS INC

14,268$9.0M
2.41%
8

VISA INC

24,683$8.0M
2.14%
9

JPMORGAN CHASE & CO.

26,004$8.0M
2.14%
10

ACCENTURE PLC IRELAND

24,287$6.0M
1.60%

Quarterly Changes

Top Buys

JPMNEW
$8.0M
AVGO↑ Increased
$4.0M
NKENEW
$4.0M
SFMNEW
$3.0M
LPLANEW
$3.0M

Top Sells

AAPL↓ Decreased
$5.9M
FISVCLOSED
$5.8M
PEPCLOSED
$5.3M
VRRMCLOSED
$3.6M
HCACLOSED
$3.5M

New Positions (6)

$8.0M · 26K shares
$4.0M · 72K shares
$3.0M · 44K shares
$3.0M · 10K shares
$3.0M · 4K shares
$3.0M · 11K shares

Closed Positions (10)

$5.8M · 45K shares
$5.3M · 38K shares
$3.6M · 145K shares
$3.5M · 8K shares
$3.2M · 22K shares
$3.0M · 9K shares
$2.9M · 11K shares
$2.8M · 15K shares
$2.4M · 14K shares
$2.4M · 5K shares

Sector Breakdown

Sector# HoldingsValue%
Technology16$134.0M39.3%
Financial Services10$50.0M14.7%
Consumer Cyclical9$47.0M13.8%
Communication Services3$37.0M10.9%
Industrials10$33.0M9.7%
Healthcare6$23.0M6.7%
Consumer Defensive4$13.0M3.8%
Unknown1$4.0M1.2%