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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Bell Asset Management Limited
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| CRD # | 146144 |
| SEC # | 801-69384 |
| CIK # | 0001681004 |
| AUM | $3.1 B (2025-03-25) |
| Employees | 30 (33% Investors, 0% Brokers) |
| Phone | 61386376000 |
| Address | Level 30, 101 Collins Street Melbourne, Australia |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 34.9 | ||
| Microsoft Corp | 31.2 | ||
| Alphabet Inc | 29.4 | ||
| Amazon Com Inc | 23.6 | ||
| Apple Inc | 19.3 | ||
| Facebook Inc | 13.6 | ||
| Aon Corp | 8.9 | ||
| Broadcom Inc | 8.9 | ||
| Lilly Eli & Co | 8.9 | ||
| Fiserv Inc | 8.8 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 6 | 1.0 |
| (g) Pension and profit sharing plans | 10 | 1.7 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 2 | 0.2 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 1 | 0.1 |
| (n) Other | 0 | 0.0 |
| Total | 19 | 3.1 |
| By Discretionary | ||
| Discretionary | 19 | 3.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 19 | 3.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 2.3 | |
| United States Persons | 0.7 | |
| Total | 19 | 3.1 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001681004] |
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