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CIK: 0001681004
Total reported value
$374.5M
$374.5M
59 檔
32.1%
The Q4 2025 SEC filing reveals that Bell Asset Management Ltd held a total portfolio value of $374.5M, covering 59 public equity positions.
In Q4 2025, Bell Asset Management Ltd displayed an active expansion posture, initiating 6 new positions and adding to 38 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 8.27% | -0.11% | +8.60% | |
| 2 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 6.82% | +0.81% | -12.84% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 6.80% | -1.03% | +6.56% | |
| 4 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 5.15% | -0.27% | +1.50% | |
| 5 | AAPL | Apple Inc | Stock-Tech | 5.09% | -2.61% | -28.63% | |
| 6 | AVGO | Broadcom Inc | Stock-Tech | 3.07% | +0.32% | +56.49% | |
| 7 | META | Meta Platforms Inc-class A | Stock-Comm Services | 2.53% | +0.94% | +1.52% | |
| 8 | V | Visa Inc-class A Shares | Stock-Financials | 2.33% | +0.11% | +12.46% | |
| 9 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.25% | +0.08% | — | |
| 10 | ACN | Accenture plc | Stock-Tech | 1.75% | -0.15% | -0.36% | |
| 11 | MA | Mastercard Inc - A | Stock-Financials | 1.74% | +0.16% | +16.89% | |
| 12 | MSI | Motorola Solutions Inc | Stock-Tech | 1.65% | +0.11% | +74.82% | |
| 13 | MRSH | Marsh & Mclennan Cos | Stock-Financials | 1.61% | -0.18% | -11.59% | |
| 14 | WM | Waste Management Inc | Stock-Industrials | 1.59% | -0.15% | +20.35% | |
| 15 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.57% | -0.06% | +24.02% | |
| 16 | ORCL | Oracle CORP | Stock-Tech | 1.56% | -0.21% | +164.39% | |
| 17 | AON | Aon plc | Stock-Financials | 1.51% | -0.38% | -16.43% | |
| 18 | PCTY | Paylocity Holding CORP | Stock-Tech | 1.51% | -0.26% | +28.08% | |
| 19 | SPGI | S&p Global Inc | Stock-Financials | 1.48% | -0.17% | +22.80% | |
| 20 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 1.46% | -0.03% | -13.06% | |
| 21 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 1.36% | -0.16% | +16.65% | |
| 22 | UBER | Uber Technologies Inc | Stock-Industrials | 1.32% | -0.31% | +1.65% | |
| 23 | HD | Home Depot Inc | Stock-Consumer Disc | 1.28% | — | +91.36% | |
| 24 | FBIN | Fortune Brands Innovations I | Stock-Industrials | 1.25% | — | +43.74% | |
| 25 | BJ | Bj's Wholesale Club Holdings | Stock-Consumer Staples | 1.25% | -0.18% | +14.81% | |
| 26 | NKE | Nike Inc -cl B | Stock-Consumer Disc | 1.23% | — | — | |
| 27 | ZTS | Zoetis Inc | Stock-Healthcare | 1.19% | -0.52% | +20.11% | |
| 28 | SNPS | Synopsys Inc | Stock-Tech | 1.17% | — | +8.86% | |
| 29 | MSCI | Msci Inc | Stock-Financials | 1.17% | -0.20% | -8.13% | |
| 30 | SCI | Service CORP International | Stock-Consumer Disc | 1.17% | -0.25% | +1.71% | |
| 31 | KEYS | Keysight Technologies In | Stock-Tech | 1.16% | -0.99% | EXIT | |
| 32 | ODFL | Old Dominion Freight Line | Stock-Industrials | 1.16% | — | +25.66% | |
| 33 | VEEV | Veeva Systems Inc-class A | Stock-Healthcare | 1.11% | -0.09% | +33.10% | |
| 34 | DXCM | Dexcom Inc | Stock-Healthcare | 1.11% | -0.02% | +97.70% | |
| 35 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 1.08% | -0.02% | +0.27% | |
| 36 | HLI | Houlihan Lokey Inc | Stock-Financials | 1.07% | -0.15% | +19.32% | |
| 37 | BR | Broadridge Financial Solutio | Stock-Tech | 1.07% | -0.08% | +47.77% | |
| 38 | TSCO | Tractor Supply Company | Stock-Consumer Disc | 1.07% | -0.24% | +55.95% | |
| 39 | GWW | Ww Grainger Inc | Stock-Industrials | 1.07% | -0.98% | EXIT | |
| 40 | CNM | Core & Main Inc-class A | Stock-Industrials | 1.06% | -0.11% | +1.72% | |
| 41 | CLH | Clean Harbors Inc | Stock-Industrials | 1.04% | — | -16.97% | |
| 42 | MANH | Manhattan Associates Inc | Stock-Tech | 1.03% | -0.24% | +52.21% | |
| 43 | POOL | Pool CORP | Stock-Industrials | 1.03% | -0.97% | EXIT | |
| 44 | TER | Teradyne Inc | Stock-Tech | 1.02% | — | -48.02% | |
| 45 | LPLA | Lpl Financial Holdings Inc | Stock-Financials | 0.98% | -0.03% | — | |
| 46 | CPRT | Copart Inc | Stock-Industrials | 0.95% | -0.86% | EXIT | |
| 47 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.95% | +0.32% | -21.85% | |
| 48 | SFM | Sprouts Farmers Market Inc | Stock-Consumer Staples | 0.94% | — | — | |
| 49 | COR | Cencora Inc | Stock-Healthcare | 0.92% | +0.17% | -32.07% | |
| 50 | WMS | Advanced Drainage Systems In | Stock-Industrials | 0.91% | +0.63% | -10.10% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AVGO | Broadcom Inc | +1.2% | +56.49% | Add |
| 2 | ORCL | Oracle CORP | +0.7% | +164.39% | Add |
| 3 | GOOGL | Alphabet Inc-cl A | +0.6% | -12.84% | Trim |
| 4 | NVDA | Nvidia CORP | +0.5% | +8.60% | Add |
| 5 | DXCM | Dexcom Inc | +0.5% | +97.70% | Add |
| 6 | MSI | Motorola Solutions Inc | +0.5% | +74.82% | Add |
| 7 | HD | Home Depot Inc | +0.5% | +91.36% | Add |
| 8 | TMO | Thermo Fisher Scientific Inc | +0.4% | +16.65% | Add |
| 9 | SPGI | S&p Global Inc | +0.3% | +22.80% | Add |
| 10 | ODFL | Old Dominion Freight Line | +0.3% | +25.66% | Add |
| 11 | FBIN | Fortune Brands Innovations I | +0.3% | +43.74% | Add |
| 12 | BR | Broadridge Financial Solutio | +0.3% | +47.77% | Add |
| 13 | V | Visa Inc-class A Shares | +0.3% | +12.46% | Add |
| 14 | TSCO | Tractor Supply Company | +0.3% | +55.95% | Add |
| 15 | PCTY | Paylocity Holding CORP | +0.3% | +28.08% | Add |
| 16 | AMZN | Amazon.com Inc | +0.2% | +1.50% | Add |
| 17 | WM | Waste Management Inc | +0.2% | +20.35% | Add |
| 18 | MA | Mastercard Inc - A | +0.2% | +16.89% | Add |
| 19 | MANH | Manhattan Associates Inc | +0.2% | +52.21% | Add |
| 20 | PG | Procter & Gamble Co/the | +0.2% | +24.02% | Add |
| 21 | ACN | Accenture plc | +0.1% | -0.36% | Trim |
| 22 | BJ | Bj's Wholesale Club Holdings | +0.1% | +14.81% | Add |
| 23 | BOOT | Boot Barn Holdings Inc | +0.1% | +8.33% | Add |
| 24 | CSCO | Cisco Systems Inc | +0.1% | +1.16% | Add |
| 25 | POOL | Pool CORP | +0.1% | +49.76% | Add |
| 26 | MCO | Moody's CORP | 0% | +0.65% | Add |
| 27 | TTC | Toro Co | 0% | +1.75% | Add |
| 28 | KEYS | Keysight Technologies In | 0% | -11.18% | Trim |
| 29 | ZTS | Zoetis Inc | 0% | +20.11% | Add |
| 30 | SNPS | Synopsys Inc | 0% | +8.86% | Add |
| 31 | MTD | Mettler-toledo International | 0% | -8.79% | Trim |
| 32 | HLI | Houlihan Lokey Inc | 0% | +19.32% | Add |
| 33 | VEEV | Veeva Systems Inc-class A | 0% | +33.10% | Add |
| 34 | CNM | Core & Main Inc-class A | 0% | +1.72% | Add |
| 35 | BKNG | Booking Holdings Inc | 0% | +0.27% | Add |
| 36 | COST | Costco Wholesale CORP | 0% | +1.24% | Add |
| 37 | WMS | Advanced Drainage Systems In | -0.1% | -10.10% | Trim |
| 38 | SCI | Service CORP International | -0.1% | +1.71% | Add |
| 39 | MSCI | Msci Inc | -0.1% | -8.13% | Trim |
| 40 | CPRT | Copart Inc | -0.1% | +1.63% | Add |
| 41 | MSFT | Microsoft CORP | -0.2% | +6.56% | Add |
| 42 | TSM | Taiwan Semiconductor-sp Adr | -0.2% | -21.85% | Trim |
| 43 | CLH | Clean Harbors Inc | -0.2% | -16.97% | Trim |
| 44 | UBER | Uber Technologies Inc | -0.3% | +1.65% | Add |
| 45 | META | Meta Platforms Inc-class A | -0.3% | +1.52% | Add |
| 46 | UNH | Unitedhealth Group Inc | -0.3% | -13.06% | Trim |
| 47 | AON | Aon plc | -0.4% | -16.43% | Trim |
| 48 | COR | Cencora Inc | -0.4% | -32.07% | Trim |
| 49 | MRSH | Marsh & Mclennan Cos | -0.4% | -11.59% | Trim |
| 50 | TER | Teradyne Inc | -0.4% | -48.02% | Trim |
According to official SEC Form 13F filings, Bell Asset Management Ltd reported a total U.S. public equity portfolio value of $374.5M across 59 disclosed positions in Q4 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 NVDA, GOOGL, MSFT) accounted for 32.1% of total reported equity market value during Q4 2025.
Top New Position Initiated
JPM
市值: $8.4M
Top Position Liquidated / Trimmed
FISV
前期市值: $5.8M
During Q4 2025, Bell Asset Management Ltd's top holdings by market value included NVDA (8.3%)、GOOGL (6.8%)、MSFT (6.8%). The largest single position, NVDA, represented 8.3% of total portfolio value.
In Q4 2025, Bell Asset Management Ltd made 69 total portfolio adjustments, initiating 6 new buys, adding to 38 positions, trimming 15 holdings, and fully liquidating 10 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.
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