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| Keyboard |
| Bell Asset Management Limited
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|---|---|
| CRD # | 146144 |
| SEC # | 801-69384 |
| CIK # | 0001681004 |
| AUM | 2,176.8 M (2026-03-25) |
| 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 | 32.1 | ||
| Microsoft Corp | 23.3 | ||
| Alphabet Inc | 21.9 | ||
| Apple Inc | 20.0 | ||
| Amazon Com Inc | 16.4 | ||
| Broadcom Inc | 12.6 | ||
| J P Morgan Chase & Co | 8.7 | ||
| Visa Inc | 7.8 | ||
| Thermo Fisher Scientific Inc | 6.0 | ||
| Mastercard Inc | 6.0 | ||
| 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 | 0.8 |
| (g) Pension and profit sharing plans | 6 | 1.2 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 1 | 0.1 |
| (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 | 14 | 2.2 |
| By Discretionary | ||
| Discretionary | 14 | 2.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 14 | 2.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 1.6 | |
| United States Persons | 0.6 | |
| Total | 14 | 2.2 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001681004] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.2B |
| Clients | 13 (80 non-US) |
| Serves | Institutional |
| LEI | 549300KP1F33MIYFFP74 |
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