13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001681004
Total reported value
$374.5M
$374.5M
66 檔
39.4%
According to the latest 13F quarterly dataset, Bell Asset Management Ltd managed an equity portfolio of $374.5M at the end of Q1 2025, spanning 66 distinct U.S. exchange-listed positions.
In Q1 2025, Bell Asset Management Ltd displayed an active expansion posture, initiating 66 new positions and adding to 0 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 6.96% | -1.03% | +11.95% | |
| 2 | NVDA | Nvidia CORP | Stock-Tech | 6.09% | -0.11% | +65.51% | |
| 3 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 6.06% | +0.81% | +1.37% | |
| 4 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 4.79% | -0.27% | -1.35% | |
| 5 | AAPL | Apple Inc | Stock-Tech | 3.24% | -2.61% | +17.72% | |
| 6 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 2.50% | -0.03% | -8.93% | |
| 7 | PEP | Pepsico Inc | Stock-Consumer Staples | 2.31% | — | -1.70% | |
| 8 | META | Meta Platforms Inc-class A | Stock-Comm Services | 2.08% | +0.94% | — | |
| 9 | FISV | Fiserv Inc | Stock-Other | 2.01% | — | -34.39% | |
| 10 | MA | Mastercard Inc - A | Stock-Financials | 1.87% | +0.16% | -1.83% | |
| 11 | V | Visa Inc-class A Shares | Stock-Financials | 1.85% | +0.11% | -20.64% | |
| 12 | ACN | Accenture plc | Stock-Tech | 1.83% | -0.15% | +47.61% | |
| 13 | ADBE | Adobe Inc | Stock-Tech | 1.77% | — | -1.68% | |
| 14 | QCOM | Qualcomm Inc | Stock-Tech | 1.68% | — | -15.73% | |
| 15 | AVGO | Broadcom Inc | Stock-Tech | 1.66% | +0.32% | +39.56% | |
| 16 | ORCL | Oracle CORP | Stock-Tech | 1.65% | -0.21% | +78.02% | |
| 17 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.59% | +0.34% | +85.86% | |
| 18 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 1.59% | -0.02% | +41.07% | |
| 19 | UBER | Uber Technologies Inc | Stock-Industrials | 1.46% | -0.31% | — | |
| 20 | CLH | Clean Harbors Inc | Stock-Industrials | 1.38% | — | +43.77% | |
| 21 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 1.35% | +0.32% | — | |
| 22 | HLI | Houlihan Lokey Inc | Stock-Financials | 1.30% | -0.15% | +38.91% | |
| 23 | WMS | Advanced Drainage Systems In | Stock-Industrials | 1.27% | +0.63% | +8.46% | |
| 24 | TSCO | Tractor Supply Company | Stock-Consumer Disc | 1.22% | -0.24% | -5.52% | |
| 25 | HCA | Hca Healthcare Inc | Stock-Healthcare | 1.22% | +1.00% | NEW | |
| 26 | MRSH | Marsh & Mclennan Cos | Stock-Financials | 1.21% | -0.18% | -17.06% | |
| 27 | ZTS | Zoetis Inc | Stock-Healthcare | 1.21% | -0.52% | -1.70% | |
| 28 | ANET | Arista Networks Inc | Stock-Tech | 1.21% | — | +90.08% | |
| 29 | SCI | Service CORP International | Stock-Consumer Disc | 1.20% | -0.25% | +7.83% | |
| 30 | TTC | Toro Co | Stock-Industrials | 1.17% | — | +12.37% | |
| 31 | PPG | Ppg Industries Inc | Stock-Materials | 1.15% | — | -1.70% | |
| 32 | VRRM | Verra Mobility CORP | Stock-Other | 1.14% | — | +16.54% | |
| 33 | IDXX | Idexx Laboratories Inc | Stock-Healthcare | 1.14% | — | +31.35% | |
| 34 | CNM | Core & Main Inc-class A | Stock-Industrials | 1.13% | -0.11% | -14.87% | |
| 35 | AON | Aon plc | Stock-Financials | 1.11% | -0.38% | -25.33% | |
| 36 | ADP | Automatic Data Processing | Stock-Tech | 1.09% | — | -1.70% | |
| 37 | CSCO | Cisco Systems Inc | Stock-Tech | 1.09% | -0.86% | EXIT | |
| 38 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.09% | — | -58.53% | |
| 39 | COR | Cencora Inc | Stock-Healthcare | 1.07% | +0.17% | -39.50% | |
| 40 | SPGI | S&p Global Inc | Stock-Financials | 1.07% | -0.17% | -2.10% | |
| 41 | MSCI | Msci Inc | Stock-Financials | 1.04% | -0.20% | +41.70% | |
| 42 | HD | Home Depot Inc | Stock-Consumer Disc | 1.03% | — | +15.20% | |
| 43 | NFLX | Netflix Inc | Stock-Comm Services | 1.01% | +0.07% | +14.50% | |
| 44 | ROK | Rockwell Automation Inc | Stock-Industrials | 1.00% | — | -10.00% | |
| 45 | AXP | American Express Co | Stock-Financials | 0.99% | +0.57% | -2.45% | |
| 46 | MANH | Manhattan Associates Inc | Stock-Tech | 0.99% | -0.24% | — | |
| 47 | ZBRA | Zebra Technologies Corp-cl A | Stock-Tech | 0.98% | — | +31.67% | |
| 48 | BR | Broadridge Financial Solutio | Stock-Tech | 0.98% | -0.08% | -24.12% | |
| 49 | SNPS | Synopsys Inc | Stock-Tech | 0.96% | — | +24.81% | |
| 50 | YETI | Yeti Holdings Inc | Stock-Consumer Disc | 0.94% | — | +18.49% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | — | NEW | New buy |
| 2 | NVDA | Nvidia CORP | — | NEW | New buy |
| 3 | GOOGL | Alphabet Inc-cl A | — | NEW | New buy |
| 4 | AMZN | Amazon.com Inc | — | NEW | New buy |
| 5 | AAPL | Apple Inc | — | NEW | New buy |
| 6 | UNH | Unitedhealth Group Inc | — | NEW | New buy |
| 7 | PEP | Pepsico Inc | — | NEW | New buy |
| 8 | META | Meta Platforms Inc-class A | — | NEW | New buy |
| 9 | FISV | Fiserv Inc | — | NEW | New buy |
| 10 | MA | Mastercard Inc - A | — | NEW | New buy |
| 11 | V | Visa Inc-class A Shares | — | NEW | New buy |
| 12 | ACN | Accenture plc | — | NEW | New buy |
| 13 | ADBE | Adobe Inc | — | NEW | New buy |
| 14 | QCOM | Qualcomm Inc | — | NEW | New buy |
| 15 | AVGO | Broadcom Inc | — | NEW | New buy |
| 16 | ORCL | Oracle CORP | — | NEW | New buy |
| 17 | LLY | Eli Lilly & Co | — | NEW | New buy |
| 18 | BKNG | Booking Holdings Inc | — | NEW | New buy |
| 19 | UBER | Uber Technologies Inc | — | NEW | New buy |
| 20 | CLH | Clean Harbors Inc | — | NEW | New buy |
| 21 | TSM | Taiwan Semiconductor-sp Adr | — | NEW | New buy |
| 22 | HLI | Houlihan Lokey Inc | — | NEW | New buy |
| 23 | WMS | Advanced Drainage Systems In | — | NEW | New buy |
| 24 | TSCO | Tractor Supply Company | — | NEW | New buy |
| 25 | HCA | Hca Healthcare Inc | — | NEW | New buy |
| 26 | MRSH | Marsh & Mclennan Cos | — | NEW | New buy |
| 27 | ZTS | Zoetis Inc | — | NEW | New buy |
| 28 | ANET | Arista Networks Inc | — | NEW | New buy |
| 29 | SCI | Service CORP International | — | NEW | New buy |
| 30 | TTC | Toro Co | — | NEW | New buy |
| 31 | PPG | Ppg Industries Inc | — | NEW | New buy |
| 32 | VRRM | Verra Mobility CORP | — | NEW | New buy |
| 33 | IDXX | Idexx Laboratories Inc | — | NEW | New buy |
| 34 | CNM | Core & Main Inc-class A | — | NEW | New buy |
| 35 | AON | Aon plc | — | NEW | New buy |
| 36 | ADP | Automatic Data Processing | — | NEW | New buy |
| 37 | CSCO | Cisco Systems Inc | — | NEW | New buy |
| 38 | JNJ | Johnson & Johnson | — | NEW | New buy |
| 39 | COR | Cencora Inc | — | NEW | New buy |
| 40 | SPGI | S&p Global Inc | — | NEW | New buy |
| 41 | MSCI | Msci Inc | — | NEW | New buy |
| 42 | HD | Home Depot Inc | — | NEW | New buy |
| 43 | NFLX | Netflix Inc | — | NEW | New buy |
| 44 | ROK | Rockwell Automation Inc | — | NEW | New buy |
| 45 | AXP | American Express Co | — | NEW | New buy |
| 46 | MANH | Manhattan Associates Inc | — | NEW | New buy |
| 47 | ZBRA | Zebra Technologies Corp-cl A | — | NEW | New buy |
| 48 | BR | Broadridge Financial Solutio | — | NEW | New buy |
| 49 | SNPS | Synopsys Inc | — | NEW | New buy |
| 50 | YETI | Yeti Holdings Inc | — | NEW | New buy |
According to official SEC Form 13F filings, Bell Asset Management Ltd reported a total U.S. public equity portfolio value of $374.5M across 66 disclosed positions in Q1 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including MSFT, NVDA, GOOGL) accounted for 39.4% of total reported equity market value during Q1 2025.
Top New Position Initiated
MSFT
市值: $37.8M
During Q1 2025, Bell Asset Management Ltd's top holdings by market value included MSFT (7.0%)、NVDA (6.1%)、GOOGL (6.1%). The largest single position, MSFT, represented 7.0% of total portfolio value.
In Q1 2025, Bell Asset Management Ltd made 66 total portfolio adjustments, initiating 66 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.