Fund HoldingsBell Asset Management Ltd

Total Portfolio Value
$682.28M
Total Bought
$35.35M
Total Sold
$54.50M
Net Transaction
-$19.15M
Filing Period:
Securities
SharesValue ($K)
Q4 2023
Q1 2024
Change
Q4 2023
Q1 2024
Weight (%)
Change
STARBUCKS CORP(SBUX)81,863161,815+79,9527,86014,7882.17%+6,929
AON PLC(AON)36,34347,459+11,11610,57715,8382.32%+5,261
NIKE INC(NKE)81,295144,952+63,6578,82613,6232.00%+4,796
ALPHABET INC(GOOG)318,138318,068-7044,44148,0067.04%+3,565
PAYLOCITY HLDG CORP(PCTY)55,69673,179+17,4839,18112,5771.84%+3,395
MARSH & MCLENNAN COS INC(MRSH)38,67150,373+11,7027,32710,3761.52%+3,049
MICROSOFT CORP(MSFT)113,093108,134-4,95942,52745,4946.67%+2,967
KROGER CO(KR)212,510212,192-3189,71412,1231.78%+2,409
FISERV INC(FISV)86,89286,528-36411,54313,8292.03%+2,286
PEPSICO INC(PEP)90,22898,669+8,44115,32417,2682.53%+1,944
ORACLE CORP(ORCL)87,38687,091-2959,21310,9401.60%+1,726
KEYSIGHT TECHNOLOGIES INC(KEYS)61,89872,520+10,6229,84711,3411.66%+1,493
ZEBRA TECHNOLOGIES CORPORATI(ZBRA)28,42230,688+2,2667,7699,2511.36%+1,482
BJS WHSL CLUB HLDGS INC(BJ)165,692165,200-49211,04512,4971.83%+1,452
AGILENT TECHNOLOGIES INC(A)44,24951,824+7,5756,1527,5411.11%+1,389
MASTERCARD INCORPORATED(MA)22,89322,763-1309,76410,9621.61%+1,198
MOTOROLA SOLUTIONS INC(MSI)26,38526,374-118,2619,3621.37%+1,101
ZOETIS INC(ZTS)46,70160,564+13,8639,21710,2481.50%+1,031
METTLER TOLEDO INTERNATIONAL(MTD)8,0277,993-349,73610,6411.56%+905
ADVANCED DRAIN SYS INC DEL(WMS)57,87052,336-5,5348,1399,0141.32%+876
S&P GLOBAL INC(SPGI)14,96617,514+2,5486,5937,4511.09%+859
HOME DEPOT INC(HD)22,95022,945-57,9538,8021.29%+848
ADOBE INC(ADBE)11,33314,909+3,5766,7617,5231.10%+762
THERMO FISHER SCIENTIFIC INC(TMO)15,24815,207-418,0938,8381.30%+745
TORO CO89,642101,733+12,0918,6059,3221.37%+717
TRACTOR SUPPLY CO(TSCO)51,40644,937-6,46911,05411,7611.72%+707
COSTCO WHSL CORP NEW(COST)10,0319,992-396,6217,3201.07%+699
AUTOMATIC DATA PROCESSING IN36,66736,766+998,5429,1821.35%+640
AMAZON COM INC(AMZN)52,56447,410-5,1547,9878,5521.25%+565
LAUDER ESTEE COS INC(EL)70,42670,198-22810,30010,8211.59%+521
HENRY JACK & ASSOC INC(JKHY)48,58648,448-1387,9398,4171.23%+477
VEEVA SYS INC(VEEV)27,87524,896-2,9795,3665,7680.85%+402
COCA COLA CO(KO)167,987167,339-6489,89910,2381.50%+338
CHARLES RIV LABS INTL INC(CRL)43,43938,672-4,76710,26910,4781.54%+209
BOOKING HOLDINGS INC(BKNG)1,9011,908+76,7436,9221.01%+179
JOHNSON & JOHNSON(JNJ)105,889105,915+2616,59716,7552.46%+158
POOL CORP(POOL)21,56521,461-1048,5988,6601.27%+61
HCA HEALTHCARE INC(HCA)48,48439,529-8,95513,12413,1841.93%+60
MOODYS CORP(MCO)14,97714,932-455,8495,8690.86%+19
ACCENTURE PLC IRELAND
SHS CLASS A
32,57832,955+37711,43211,4231.67%-9
BROADRIDGE FINL SOLUTIONS IN(BR)39,92139,694-2278,2148,1321.19%-82
MSCI INC(MSCI)13,00112,970-317,3547,2691.07%-85
HUMANA INC(HUM)22,35029,157+6,80710,23210,1091.48%-123
CISCO SYS INC(CSCO)245,431244,550-88112,39912,2051.79%-194
FACTSET RESH SYS INC(FDS)14,16314,207+446,7566,4560.95%-301
COLGATE PALMOLIVE CO(CL)82,08068,928-13,1526,5436,2070.91%-336
HOULIHAN LOKEY INC(HLI)67,70560,631-7,0748,1197,7721.14%-346
MCDONALDS CORP(MCD)22,92922,843-866,7996,4410.94%-358
VERIZON COMMUNICATIONS INC(VZ)165,535139,089-26,4466,2415,8360.86%-404
VISA INC(V)45,04240,217-4,82511,72711,2241.65%-503
LOWES COS INC(LOW)34,28327,574-6,7097,6307,0241.03%-606
GENPACT LIMITED
SHS
343,551343,438-11311,92511,3161.66%-608
CENCORA INC51,67040,897-10,77310,6129,9381.46%-674
UNITEDHEALTH GROUP INC(UNH)51,42253,038+1,61627,07226,2383.85%-834
AMGEN INC(AMGN)20,28016,881-3,3995,8414,8000.70%-1,041
COGNIZANT TECHNOLOGY SOLUTIO(CTSH)112,730101,262-11,4688,5147,4211.09%-1,093
ARISTA NETWORKS INC31,48221,698-9,7847,4146,2920.92%-1,122
SERVICE CORP INTL(SCI)138,579111,671-26,9089,4868,2871.21%-1,199
EDWARDS LIFESCIENCES CORP176,357127,340-49,01713,44712,1691.78%-1,279
YETI HLDGS INC(YETI)121,962121,498-4646,3154,6840.69%-1,631
AMERICAN EXPRESS CO(AXP)60,71441,539-19,17511,3749,4581.39%-1,916
MASIMO CORP19,4050-19,4052,2740-2,274
HERSHEY CO(HSY)24,5190-24,5194,5710-4,571
TEXAS INSTRS INC(TXN)58,8740-58,87410,0360-10,036
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