Bell Asset Management Ltd 13F Holdings

CIK 0001681004 · MELBOURNE, C3

As of Sep 30, 2025, Bell Asset Management Ltd reported 63 positions worth $365.9M in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
NVIDIA CORPNVDATechnology151,485$28.3M7.73%
MICROSOFT CORPMSFTTechnology49,150$25.5M6.96%
APPLE INCAAPLTechnology97,816$24.9M6.81%
ALPHABET INCGOOGLEquity93,139$22.6M6.19%
AMAZON.COM INCAMZNEquity81,866 8.0M4.91%
META PLATFORMS INCMETACommunication Services14,055 0.3M2.82%
VISA INC-CLASS A SHARESVFinancial Services21,949$7.5M2.05%
MARSH & MCLENNAN COMPANIES INCMMCFinancial Services36,561$7.4M2.01%
BROADCOM INCAVGOTechnology21,121$7.0M1.90%
AON PLCAONFinancial Services19,075$6.8M1.86%
UNITEDHEALTH GROUP INCUNHHealthcare19,029$6.6M1.80%
ACCENTURE PLCACNTechnology24,374$6.0M1.64%
UBER TECHNOLOGIES INCUBERTechnology59,590$5.8M1.60%
FISERV INCFISVTechnology45,267$5.8M1.60%
NETFLIX INCNFLXCommunication Services4,631$5.6M1.52%
MASTERCARD INCMAFinancial Services9,690$5.5M1.51%
ELI LILLY & COLLYHealthcare7,106$5.4M1.48%
PEPSICO INCPEPConsumer Defensive37,588$5.3M1.44%
TERADYNE INCTERTechnology37,907$5.2M1.43%
PROCTER & GAMBLE COPGConsumer Defensive32,893$5.1M1.38%
WASTE MANAGEMENT INCWMIndustrials22,411$4.9M1.35%
MSCI INCMSCIFinancial Services8,253$4.7M1.28%
CENCORA INCCORHealthcare14,966$4.7M1.28%
CLEAN HARBORS INCCLHIndustrials19,885$4.6M1.26%
SERVICE CORP INTERNATIONALSCIConsumer Cyclical54,994$4.6M1.25%