Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Bell Asset Management Ltd (CIK 1681004) reported $339.8M across 61 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: NVDA ($32.1M, 9.44%), MSFT ($23.3M, 6.85%), GOOGL ($21.9M, 6.44%), AAPL ($20.0M, 5.88%), AMZN ($16.4M, 4.83%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | $32.1M | 9.44% | 184,231 | Added |
| 2 | MSFT | MICROSOFT CORP | $23.3M | 6.85% | 62,705 | Added |
| 3 | GOOGL | ALPHABET INC | $21.9M | 6.44% | 76,217 | Trimmed |
| 4 | AAPL | APPLE INC | $20.0M | 5.88% | 78,706 | Added |
| 5 | AMZN | AMAZON COM INC | $16.4M | 4.83% | 78,668 | Trimmed |
| 6 | AVGO | BROADCOM INC | $12.6M | 3.71% | 40,708 | Added |
| 7 | JPM | JPMORGAN CHASE & CO | $8.7M | 2.56% | 29,499 | Added |
| 8 | V | VISA INC | $7.8M | 2.29% | 25,792 | Added |
| 9 | TMO | THERMO FISHER SCIENTIFIC INC | $6.0M | 1.78% | 12,271 | Added |
| 10 | MA | MASTERCARD INCORPORATED | $6.0M | 1.78% | 12,077 | Added |
| 11 | AON | AON PLC | $5.8M | 1.69% | 17,801 | Added |
| 12 | MMC | MARSH & MCLENNAN COS INC | $5.2M | 1.53% | 29,885 | Trimmed |
| 13 | SPGI | S&P GLOBAL INC | $5.0M | 1.47% | 11,756 | Added |
| 14 | WM | WASTE MGMT INC DEL | $5.0M | 1.47% | 21,801 | Trimmed |
| 15 | NFLX | NETFLIX INC. | $4.8M | 1.41% | 50,026 | Added |
| 16 | UBER | UBER TECHNOLOGIES INC | $4.7M | 1.40% | 66,010 | Added |
| 17 | VEEV | VEEVA SYS INC | $4.7M | 1.39% | 26,970 | Added |
| 18 | META | META PLATFORMS INC | $4.6M | 1.36% | 8,100 | Trimmed |
| 19 | UNH | UNITEDHEALTH GROUP INC | $4.4M | 1.29% | 16,193 | Trimmed |
| 20 | CDNS | CADENCE DESIGN SYSTEM INC | $4.3M | 1.28% | 15,668 | New |
| 21 | ABT | ABBOTT LABORATORIES | $4.2M | 1.25% | 41,361 | New |
| 22 | ACN | ACCENTURE PLC IRELAND | $4.2M | 1.24% | 21,296 | Trimmed |
| 23 | SCI | SERVICE CORP INTL | $4.2M | 1.23% | 50,816 | Trimmed |
| 24 | TSCO | TRACTOR SUPPLY CO | $4.2M | 1.23% | 92,688 | Added |
| 25 | LPLA | LPL FINL HLDGS INC | $4.1M | 1.21% | 13,654 | Added |
Source: SEC Form 13F filings · as of 2026-03-31