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The Analysis of Bell Asset Management Ltd's Holdings & P&L

Currently, Bell Asset Management Ltd holds 61 types of securities in its portfolio with a total value $339.8M. In the most recent quarter, they have increased their positions in CDNS (+15.7K shares, valued at $4.3M), ABT (+41.4K shares, valued at $4.2M), N/A (+19.8K shares, valued at $4.1M); decreased their positions in META (-6.2K shares, valued at $3.5M), MSI (-8.0K shares, valued at $3.5M), KEYS (-9.4K shares, valued at $2.6M); initiated new positions in CDNS (+15.7K shares, valued at $4.3M), ABT (+41.4K shares, valued at $4.2M), N/A (+19.8K shares, valued at $4.1M).

1M P&L

+4.6M+1.51%

3M P&L

+7.9M+2.66%

HY P&L

-8.3M-2.64%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1Semiconductors35.5M

12.3%

2Software - Infrastructure27.3M

9.5%

3Software - Application23.6M

8.2%

Top Industries by Stock Count

1Software - Application6 stocks

10.9%

2Diagnostics & Research3 stocks

5.5%

3Credit Services3 stocks

5.5%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

NVDA NVIDIA CORPORATION184.2K shares11.98%2026-03-312026-04-29

MSFT MICROSOFT CORP62.7K shares19.72%2026-03-312026-04-29

ALPHABET INC ALPHABET INC76.2K shares-6.11%2026-03-312026-04-29

AAPL APPLE INC78.7K shares12.74%2026-03-312026-04-29

AMZN AMAZON COM INC78.7K shares-5.32%2026-03-312026-04-29

BROADCOM INC BROADCOM INC40.7K shares23.16%2026-03-312026-04-29

JPM JPMORGAN CHASE & CO29.5K shares13.44%2026-03-312026-04-29

V VISA INC25.8K shares4.49%2026-03-312026-04-29

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TMO THERMO FISHER SCIENTIFIC INC12.3K shares40.90%2026-03-312026-04-29

MA MASTERCARD INCORPORATED12.1K shares6.62%2026-03-312026-04-29

AON PLC AON PLC17.8K shares11.67%2026-03-312026-04-29

MMC MARSH & MCLENNAN COS INC29.9K shares-7.55%2026-03-312026-04-29

WM WASTE MGMT INC DEL21.8K shares-19.17%2026-03-312026-04-29

SPGI S&P GLOBAL INC11.8K shares11.30%2026-03-312026-04-29

NFLX NETFLIX INC.50.0K shares45.37%2026-03-312026-04-29

UBER UBER TECHNOLOGIES INC66.0K shares8.97%2026-03-312026-04-29

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VEEV VEEVA SYS INC27.0K shares45.99%2026-03-312026-04-29

META META PLATFORMS INC8.1K shares-43.23%2026-03-312026-04-29

UNH UNITEDHEALTH GROUP INC16.2K shares-2.12%2026-03-312026-04-29

CDNS CADENCE DESIGN SYSTEM INC15.7K sharesnew addition2026-03-312026-04-29

ABT ABBOTT LABORATORIES41.4K sharesnew addition2026-03-312026-04-29

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND21.3K shares-12.32%2026-03-312026-04-29

TSCO TRACTOR SUPPLY CO92.7K shares16.45%2026-03-312026-04-29

SCI SERVICE CORP INTL50.8K shares-9.15%2026-03-312026-04-29

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LPLA LPL FINL HLDGS INC13.7K shares32.78%2026-03-312026-04-29

TE CONNECTIVITY PLC TE CONNECTIVITY PLC19.8K sharesnew addition2026-03-312026-04-29

ZTS ZOETIS INC34.4K shares-2.17%2026-03-312026-04-29

ORCL ORACLE CORP27.3K shares-8.26%2026-03-312026-04-29

MANH MANHATTAN ASSOCIATES INC29.4K shares32.33%2026-03-312026-04-29

DKS DICKS SPORTING GOODS INC19.8K sharesnew addition2026-03-312026-04-29

A AGILENT TECHNOLOGIES INC33.7K sharesnew addition2026-03-312026-04-29

ABBV ABBVIE INC17.2K sharesnew addition2026-03-312026-04-29

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CNM CORE & MAIN INC74.0K shares-2.18%2026-03-312026-04-29

HLI HOULIHAN LOKEY INC25.3K shares10.36%2026-03-312026-04-29

NOW SERVICENOW INC34.6K sharesnew addition2026-03-312026-04-29

BKNG BOOKING HOLDINGS INC852 shares13.45%2026-03-312026-04-29

PCTY PAYLOCITY HLDG CORP32.6K shares-11.23%2026-03-312026-04-29

MSI MOTOROLA SOLUTIONS INC8.1K shares-49.69%2026-03-312026-04-29

TSM TAIWAN SEMICONDUCTOR MANUFAC10.3K shares-11.06%2026-03-312026-04-29

ADSK AUTODESK INC14.5K sharesnew addition2026-03-312026-04-29

Sponsored

BOOT BOOT BARN HLDGS INC23.2K shares29.66%2026-03-312026-04-29

PG PROCTER & GAMBLE CO23.5K shares-42.43%2026-03-312026-04-29

BJ BJS WHSL CLUB HLDGS INC34.3K shares-33.25%2026-03-312026-04-29

BR BROADRIDGE FINL SOLUTIONS IN20.8K shares16.74%2026-03-312026-04-29

KEYS KEYSIGHT TECHNOLOGIES INC11.9K shares-44.08%2026-03-312026-04-29

GWW WW GRAINGER INC3.0K shares-22.62%2026-03-312026-04-29

CENCORA INC CENCORA INC10.6K shares3.88%2026-03-312026-04-29

POOL POOL CORP16.4K shares-2.15%2026-03-312026-04-29

Sponsored

CDW CDW CORP26.7K sharesnew addition2026-03-312026-04-29

DXCM DEXCOM INC49.6K shares-20.17%2026-03-312026-04-29

CPRT COPART INC88.2K shares-2.09%2026-03-312026-04-29

CSCO CISCO SYS INC37.8K shares-12.42%2026-03-312026-04-29

MSCI MSCI INC5.4K shares-29.32%2026-03-312026-04-29

MTD METTLER TOLEDO INTERNATIONAL2.0K shares-2.04%2026-03-312026-04-29

LLY ELI LILLY & CO2.7K shares-10.38%2026-03-312026-04-29

MELI MERCADOLIBRE INC1.3K sharesnew addition2026-03-312026-04-29

Sponsored

MCO MOODYS CORP5.3K shares-2.20%2026-03-312026-04-29

MCD MCDONALDS CORP7.1K shares-33.41%2026-03-312026-04-29

COST COSTCO WHOLESALE CORPORATION2.2K shares-2.09%2026-03-312026-04-29

WMS ADVANCED DRAIN SYS INC DEL15.0K shares-35.42%2026-03-312026-04-29

AXP AMERICAN EXPRESS CO5.0K sharesnew addition2026-03-312026-04-29

NVDA

NVIDIA CORPORATION

11.98%

Shares184.2K

Event2026-03-31

Filed2026-04-29

MSFT

MICROSOFT CORP

19.72%

Shares62.7K

Event2026-03-31

Filed2026-04-29

ALPHABET INC

-6.11%

Shares76.2K

Event2026-03-31

Filed2026-04-29

AAPL

APPLE INC

12.74%

Shares78.7K

Event2026-03-31

Filed2026-04-29

AMZN

AMAZON COM INC

-5.32%

Shares78.7K

Event2026-03-31

Filed2026-04-29

BROADCOM INC

23.16%

Shares40.7K

Event2026-03-31

Filed2026-04-29

JPM

JPMORGAN CHASE & CO

13.44%

Shares29.5K

Event2026-03-31

Filed2026-04-29

VISA INC

4.49%

Shares25.8K

Event2026-03-31

Filed2026-04-29

TMO

THERMO FISHER SCIENTIFIC INC

40.90%

Shares12.3K

Event2026-03-31

Filed2026-04-29

MASTERCARD INCORPORATED

6.62%

Shares12.1K

Event2026-03-31

Filed2026-04-29

AON PLC

11.67%

Shares17.8K

Event2026-03-31

Filed2026-04-29

MMC

MARSH & MCLENNAN COS INC

-7.55%

Shares29.9K

Event2026-03-31

Filed2026-04-29

WASTE MGMT INC DEL

-19.17%

Shares21.8K

Event2026-03-31

Filed2026-04-29

SPGI

S&P GLOBAL INC

11.30%

Shares11.8K

Event2026-03-31

Filed2026-04-29

NFLX

NETFLIX INC.

45.37%

Shares50.0K

Event2026-03-31

Filed2026-04-29

UBER

UBER TECHNOLOGIES INC

8.97%

Shares66.0K

Event2026-03-31

Filed2026-04-29

VEEV

VEEVA SYS INC

45.99%

Shares27.0K

Event2026-03-31

Filed2026-04-29