Fund HoldingsBell Asset Management Ltd

Total Portfolio Value
$655.69M
Total Bought
$77.59M
Total Sold
$52.79M
Net Transaction
+$24.80M
Filing Period:
Securities
SharesValue ($K)
Q3 2023
Q4 2023
Change
Q3 2023
Q4 2023
Weight (%)
Change
ALPHABET INC(GOOG)255,031318,138+63,10733,37344,4416.78%+11,067
MCDONALDS CORP(MCD)022,929+22,92906,7991.04%+6,799
FACTSET RESH SYS INC(FDS)014,163+14,16306,7561.03%+6,756
AGILENT TECHNOLOGIES INC(A)044,249+44,24906,1520.94%+6,152
PEPSICO INC(PEP)58,76690,228+31,4629,95715,3242.34%+5,367
EDWARDS LIFESCIENCES CORP127,043176,357+49,3148,80213,4472.05%+4,646
HERSHEY CO(HSY)024,519+24,51904,5710.70%+4,571
HCA HEALTHCARE INC(HCA)37,21748,484+11,2679,15513,1242.00%+3,969
ORACLE CORP(ORCL)63,56387,386+23,8236,7339,2131.41%+2,481
JOHNSON & JOHNSON(JNJ)90,796105,889+15,09314,14116,5972.53%+2,456
AMERICAN EXPRESS CO(AXP)60,27560,714+4398,99211,3741.73%+2,382
BJS WHSL CLUB HLDGS INC(BJ)122,073165,692+43,6198,71211,0451.68%+2,333
MSCI INC(MSCI)9,90213,001+3,0995,0817,3541.12%+2,273
BOOKING HOLDINGS INC(BKNG)1,5341,901+3674,7316,7431.03%+2,012
UNITEDHEALTH GROUP INC(UNH)50,35551,422+1,06725,38827,0724.13%+1,684
HUMANA INC(HUM)17,61122,350+4,7398,56810,2321.56%+1,664
STARBUCKS CORP(SBUX)68,91081,863+12,9536,2897,8601.20%+1,570
KROGER CO(KR)184,674212,510+27,8368,2649,7141.48%+1,450
VEEVA SYS INC(VEEV)19,51027,875+8,3653,9695,3660.82%+1,397
FISERV INC(FISV)90,21086,892-3,31810,19011,5431.76%+1,353
VISA INC(V)45,16145,042-11910,38711,7271.79%+1,339
MICROSOFT CORP(MSFT)130,637113,093-17,54441,24942,5276.49%+1,279
TORO CO89,63189,642+117,4488,6051.31%+1,156
LAUDER ESTEE COS INC(EL)63,36470,426+7,0629,15910,3001.57%+1,141
S&P GLOBAL INC(SPGI)15,05814,966-925,5026,5931.01%+1,090
BROADRIDGE FINL SOLUTIONS IN(BR)40,06639,921-1457,1748,2141.25%+1,040
HOULIHAN LOKEY INC(HLI)67,69667,705+97,2528,1191.24%+867
COLGATE PALMOLIVE CO(CL)82,48982,080-4095,8666,5431.00%+677
TEXAS INSTRS INC(TXN)58,87058,874+49,36110,0361.53%+675
ADVANCED DRAIN SYS INC DEL(WMS)65,60257,870-7,7327,4678,1391.24%+671
MASTERCARD INCORPORATED(MA)22,98822,893-959,1019,7641.49%+663
AUTOMATIC DATA PROCESSING IN32,97036,667+3,6977,9328,5421.30%+610
TRACTOR SUPPLY CO(TSCO)51,52051,406-11410,46111,0541.69%+593
AMAZON COM INC(AMZN)58,27752,564-5,7137,4087,9871.22%+578
HENRY JACK & ASSOC INC(JKHY)48,83448,586-2487,3817,9391.21%+559
GENPACT LIMITED
SHS
314,957343,551+28,59411,40111,9251.82%+523
LOWES COS INC(LOW)34,44834,283-1657,1607,6301.16%+470
COCA COLA CO(KO)168,617167,987-6309,4399,8991.51%+460
YETI HLDGS INC(YETI)121,955121,962+75,8816,3150.96%+435
CHARLES RIV LABS INTL INC(CRL)50,30743,439-6,8689,85910,2691.57%+410
AON PLC(AON)31,44136,343+4,90210,19410,5771.61%+383
THERMO FISHER SCIENTIFIC INC(TMO)15,24715,248+17,7188,0931.23%+376
PAYLOCITY HLDG CORP(PCTY)48,59955,696+7,0978,8309,1811.40%+351
MOODYS CORP(MCO)17,44114,977-2,4645,5145,8490.89%+335
NIKE INC(NKE)91,12181,295-9,8268,7138,8261.35%+113
VERIZON COMMUNICATIONS INC(VZ)191,878165,535-26,3436,2196,2410.95%+22
COSTCO WHSL CORP NEW(COST)11,69910,031-1,6686,6096,6211.01%+12
HOME DEPOT INC(HD)26,30522,950-3,3557,9487,9531.21%+5
CISCO SYS INC(CSCO)231,421245,431+14,01012,44112,3991.89%-42
ZOETIS INC(ZTS)53,57246,701-6,8719,3209,2171.41%-103
POOL CORP(POOL)24,47821,565-2,9138,7178,5981.31%-118
KEYSIGHT TECHNOLOGIES INC(KEYS)75,47661,898-13,5789,9869,8471.50%-139
ZEBRA TECHNOLOGIES CORPORATI(ZBRA)33,63328,422-5,2117,9557,7691.18%-187
ACCENTURE PLC IRELAND
SHS CLASS A
38,34132,578-5,76311,77511,4321.74%-343
ADOBE INC(ADBE)14,49611,333-3,1637,3926,7611.03%-630
SERVICE CORP INTL(SCI)178,746138,579-40,16710,2149,4861.45%-728
MARSH & MCLENNAN COS INC(MRSH)43,70338,671-5,0328,3177,3271.12%-990
METTLER TOLEDO INTERNATIONAL(MTD)9,6858,027-1,65810,7329,7361.48%-995
MOTOROLA SOLUTIONS INC(MSI)35,19226,385-8,8079,5818,2611.26%-1,320
CENCORA INC66,58651,670-14,91611,98310,6121.62%-1,371
COGNIZANT TECHNOLOGY SOLUTIO(CTSH)152,793112,730-40,06310,3508,5141.30%-1,836
AMGEN INC(AMGN)29,71520,280-9,4357,9865,8410.89%-2,145
ARISTA NETWORKS INC53,55231,482-22,0709,8507,4141.13%-2,435
MASIMO CORP54,85319,405-35,4484,8102,2740.35%-2,535
CHURCH & DWIGHT CO INC(CHD)48,1220-48,1224,4090-4,409
FOX FACTORY HLDG CORP(FOXF)76,4110-76,4117,5710-7,571
HONEYWELL INTL INC(HON)71,7880-71,78813,2620-13,262
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