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 $374.5M across 63 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: NVDA ($35.0M, 9.33%), GOOGL ($27.2M, 7.25%), MSFT ($21.8M, 5.82%), AMZN ($17.1M, 4.56%), AVGO ($15.1M, 4.03%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | $35.0M | 9.33% | 174,676 | Trimmed |
| 2 | GOOGL | ALPHABET INC | $27.2M | 7.25% | 76,016 | Trimmed |
| 3 | MSFT | MICROSOFT CORP | $21.8M | 5.82% | 58,396 | Trimmed |
| 4 | AMZN | AMAZON COM INC | $17.1M | 4.56% | 71,580 | Trimmed |
| 5 | AVGO | BROADCOM INC | $15.1M | 4.03% | 39,992 | Trimmed |
| 6 | AAPL | APPLE INC | $12.2M | 3.27% | 42,299 | Trimmed |
| 7 | JPM | JPMORGAN CHASE & CO | $9.9M | 2.64% | 30,236 | Added |
| 8 | V | VISA INC | $9.0M | 2.40% | 26,226 | Added |
| 9 | META | META PLATFORMS INC | $8.6M | 2.30% | 15,296 | Added |
| 10 | MA | MASTERCARD INCORPORATED | $7.3M | 1.94% | 14,120 | Added |
| 11 | TMO | THERMO FISHER SCIENTIFIC INC | $6.1M | 1.62% | 12,077 | Trimmed |
| 12 | NFLX | NETFLIX INC. | $5.5M | 1.48% | 77,688 | Added |
| 13 | ABBV | ABBVIE INC | $5.3M | 1.40% | 20,895 | Added |
| 14 | MRSH | MARSH & MCLENNAN COS INC | $5.1M | 1.35% | 30,420 | Added |
| 15 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $5.0M | 1.34% | 10,501 | Added |
| 16 | WM | WASTE MGMT INC DEL | $4.9M | 1.32% | 22,189 | Added |
| 17 | ETN | EATON CORP PLC | $4.9M | 1.32% | 11,606 | New |
| 18 | AON | AON PLC | $4.9M | 1.31% | 14,835 | Trimmed |
| 19 | VEEV | VEEVA SYS INC | $4.9M | 1.30% | 27,459 | Added |
| 20 | SPGI | S&P GLOBAL INC | $4.9M | 1.30% | 11,974 | Added |
| 21 | UNH | UNITEDHEALTH GROUP INC | $4.7M | 1.26% | 11,360 | Trimmed |
| 22 | WMS | ADVANCED DRAIN SYS INC DEL | $4.6M | 1.24% | 29,614 | Added |
| 23 | APH | AMPHENOL CORP | $4.5M | 1.20% | 25,506 | New |
| 24 | LOW | LOWES COS INC | $4.5M | 1.20% | 20,417 | New |
| 25 | LPLA | LPL FINL HLDGS INC | $4.4M | 1.18% | 15,700 | Added |
Source: SEC Form 13F filings · as of 2026-06-30