Bell Asset Management LTD Portfolio Holdings

Bell Asset Management LTD

  • $530 Million
  • Q1 2025

Bell Asset Management LTD has filed its 13F form on May 14, 2025 for Q1 2025 where it was disclosed a total value porftolio of $530 Million distributed in 66 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $37.8M, Nvidia Corp with a value of $33.1M, Alphabet Inc. with a value of $33M, Amazon Com Inc with a value of $26.1M, and Apple Inc. with a value of $17.6M.

Examining the 13F form we can see an decrease of $6.13M in the current position value, from $536M to 530M.

Bell Asset Management LTD is based out at Melbourne, C3

Below you can find more details about Bell Asset Management LTD portfolio as well as his latest detailed transactions.

Portfolio value $530 Million
Technology: $201 Million
Healthcare: $72.2 Million
Consumer Cyclical: $63.6 Million
Financial Services: $60.9 Million
Industrials: $54.4 Million
Communication Services: $49.7 Million
Consumer Defensive: $21.6 Million
Basic Materials: $6.26 Million
Other: $0

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$8.74B
$7.07 Million 1.33% of portfolio
43,753
Q1 2025 Added 38.91%
$9.88B
$6.89 Million 1.3% of portfolio
63,424
Q1 2025 Added 8.46%
$5.71B
$6.63 Million 1.25% of portfolio
120,318
Q1 2025 Reduced 5.52%
$7.47B
$6.36 Million 1.2% of portfolio
87,378
Q1 2025 Added 12.37%
$3.7B
$6.22 Million 1.17% of portfolio
276,399
Q1 2025 Added 16.54%
$2.78B
$5.13 Million 0.97% of portfolio
155,001
Q1 2025 Added 18.49%
$8B
$4.8 Million 0.91% of portfolio
95,314
Q1 2025 Reduced 26.14%

Summary

  • Portfolio
  • No. of Stocks 66
  • Current Value $530 Million
  • Prior Value $536 Million
  • Filing
  • Period Q1 2025
  • Filing Date May 14, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 5 stocks
  • Additional Purchases 26 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 35 stocks
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