Investments: Bell Asset Management Ltd

Absolutes institutionelles Investment pro Aktie über die letzten 4 Quartale (13F-Daten). — Filter: Bell Asset Management Ltd
Details & Interpretation
Spalten: Investment ($) = Gesamtwert aller institutionellen Positionen in USD. QoQ Veränd. = Differenz zum Vorquartal. Anz. Fonds = Anzahl investierender Fonds. Breite = Veränderung der Halter-Breite (distinct Fonds) über das Fenster — ▲ steigend / ▼ fallend (Interesse = Flow, nicht Kurs). GCS = aktuelles Conviction-Band der Aktie.
Klick auf Aktie öffnet den Detail-Report mit allen einzelnen Fondsgesellschaften.
AktieTickerBreiteGCS2026/Q22026/Q12025/Q42025/Q3
Investment ($)QoQ ($)QoQ (%)Anz. FondsInvestment ($)QoQ ($)QoQ (%)Anz. FondsInvestment ($)QoQ ($)QoQ (%)Anz. FondsInvestment ($)QoQ ($)QoQ (%)Anz. Fonds
374.535.782 $+53.506.813 $
+13,9 %
63339.793.139 $-412.666 $
-12,3 %
61374.125.014 $+43.304.676 $
+10,1 %
59365.875.234 $-57.466.699 $
-21,8 %
63
NVIDIA CORPNVDA→ 0Neutral34.950.921 $+2.883.673 $
+9,0 %
132.067.248 $+1.133.563 $
+3,7 %
130.933.685 $+2.669.614 $
+9,4 %
128.264.071 $-6.646.505 $
-19,0 %
1
Alphabet Inc.GOOGL→ 0Stark27.165.838 $+5.298.419 $
+24,2 %
121.867.419 $-3.636.090 $
-14,3 %
125.503.509 $+2.861.418 $
+12,6 %
122.642.091 $-6.793.606 $
-23,1 %
1
MICROSOFT CORPMSFT→ 0Neutral21.782.876 $-1.491.966 $
-6,4 %
123.274.842 $-2.166.014 $
-8,5 %
125.440.856 $-16.387 $
-0,1 %
125.457.243 $-5.717.431 $
-18,3 %
1
Apple Inc.AAPL→ 0Neutral12.239.639 $-7.741.453 $
-38,7 %
119.981.092 $+924.390 $
+4,9 %
119.056.702 $-5.850.186 $
-23,5 %
124.906.888 $+5.649.837 $
+29,3 %
1
AMAZON COM INCAMZN→ 0Neutral17.060.377 $+632.925 $
+3,9 %
116.427.452 $-2.840.520 $
-14,7 %
119.267.972 $+1.292.654 $
+7,2 %
117.975.318 $-5.617.663 $
-23,8 %
1
Broadcom Inc.AVGO→ 0Neutral15.106.978 $+2.511.109 $
+19,9 %
112.595.869 $+1.092.781 $
+9,5 %
111.503.088 $+4.535.059 $
+65,1 %
16.968.029 $-1.895.221 $
-21,4 %
1
Meta Platforms, Inc.META→ 0Neutral8.616.084 $+3.992.806 $
+86,4 %
14.623.278 $-4.829.415 $
-51,1 %
19.452.693 $-869.018 $
-8,4 %
110.321.711 $-3.288.669 $
-24,2 %
1
JPMORGAN CHASE & COJPM→ 0Neutral9.897.150 $+1.215.299 $
+14,0 %
18.681.851 $+258.895 $
+3,1 %
18.422.956 $+8.422.956 $1
VISA INC.V→ 0Neutral8.997.878 $+1.205.083 $
+15,5 %
17.792.795 $-909.690 $
-10,5 %
18.702.485 $+1.209.535 $
+16,1 %
17.492.950 $+409.347 $
+5,8 %
1
MARSH & MCLENNAN COMPANIES, INC.MRSH→ 0Stark5.070.101 $-124.809 $
-2,4 %
15.194.910 $-842.754 $
-14,0 %
16.037.664 $-1.330.474 $
-18,1 %
17.368.138 $-895.361 $
-10,8 %
1
Mastercard IncMA→ 0Neutral7.252.032 $+1.210.150 $
+20,0 %
16.041.882 $-458.683 $
-7,1 %
16.500.565 $+988.796 $
+17,9 %
15.511.769 $-1.637.794 $
-22,9 %
1
Aon plcAON→ 0Stark4.920.621 $-831.416 $
-14,5 %
15.752.037 $+85.490 $
+1,5 %
15.666.547 $-1.135.217 $
-16,7 %
16.801.764 $-2.127.582 $
-23,8 %
1
UNITEDHEALTH GROUP INCUNH→ 0Neutral4.721.557 $+344.022 $
+7,9 %
14.377.535 $-1.100.100 $
-20,1 %
15.477.635 $-1.093.079 $
-16,6 %
16.570.714 $-2.158.831 $
-24,7 %
1
Accenture plcACN→ 0Neutral4.082.254 $-115.401 $
-2,7 %
14.197.655 $-2.346.720 $
-35,9 %
16.544.375 $+533.747 $
+8,9 %
16.010.628 $-1.435.021 $
-19,3 %
1
Motorola Solutions, Inc.MSI→ 0Stark4.274.165 $+757.701 $
+21,5 %
13.516.464 $-2.662.185 $
-43,1 %
16.178.649 $+1.964.264 $
+46,6 %
14.214.385 $-2.092.935 $
-33,2 %
1
THERMO FISHER SCIENTIFIC INC.TMO→ 0Neutral6.054.925 $+8.881 $
+0,1 %
16.046.044 $+975.490 $
+19,2 %
15.070.554 $+1.449.395 $
+40,0 %
13.621.159 $-328.021 $
-8,3 %
1
WASTE MANAGEMENT INCWM→ 0Sehr stark4.945.484 $-62.642 $
-1,3 %
15.008.126 $-952.686 $
-16,0 %
15.960.812 $+1.011.791 $
+20,4 %
14.949.021 $+4.949.021 $1
PROCTER & GAMBLE CoPG→ 0Neutral3.504.843 $+120.302 $
+3,6 %
13.384.541 $-2.489.651 $
-42,4 %
15.874.192 $+820.183 $
+16,2 %
15.054.009 $+5.054.009 $1
ORACLE CORPORCL→ 0Neutral3.616.121 $-400.368 $
-10,0 %
14.016.489 $-1.831.267 $
-31,3 %
15.847.756 $+2.677.900 $
+84,5 %
13.169.856 $-5.267.513 $
-62,4 %
1
Uber Technologies, IncUBER→ 0Neutral4.065.350 $-675.818 $
-14,3 %
14.741.168 $-215.463 $
-4,3 %
14.956.631 $-881.401 $
-15,1 %
15.838.032 $-1.460.547 $
-20,0 %
1
FISERV INCFISV→ 0Stark5.836.274 $-2.961.463 $
-33,7 %
1
Paylocity Holding CorpPCTY→ 0Neutral2.912.101 $-619.332 $
-17,5 %
13.531.433 $-2.112.944 $
-37,4 %
15.644.377 $+1.072.532 $
+23,5 %
14.571.845 $-532.640 $
-10,4 %
1
NETFLIX INCNFLX→ 0Stark5.546.923 $+757.184 $
+15,8 %
14.789.739 $+1.549.583 $
+47,8 %
13.240.156 $-2.312.043 $
-41,6 %
15.552.199 $+5.552.199 $1
S&P Global Inc.SPGI→ 0Neutral4.876.531 $-104.663 $
-2,1 %
14.981.194 $-570.721 $
-10,3 %
15.551.915 $+1.365.722 $
+32,6 %
14.186.193 $-545.180 $
-11,5 %
1
ELI LILLY & CoLLY→ 0Neutral4.031.284 $+1.530.783 $
+61,2 %
12.500.501 $-776.886 $
-23,7 %
13.277.387 $-2.144.491 $
-39,6 %
15.421.878 $-3.428.906 $
-38,7 %
1
PEPSICO INCPEP→ 0Stark5.278.859 $-3.381.248 $
-39,0 %
1
AbbVie Inc.ABBV→ 0Neutral5.258.018 $+1.519.198 $
+40,6 %
13.738.820 $+3.738.820 $1
TERADYNE, INCTER→ 0Stark3.834.004 $-1.383.515 $
-26,5 %
15.217.519 $+5.217.519 $1
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTDTSM→ 0Sehr stark5.014.963 $+1.545.486 $
+44,5 %
13.469.477 $-74.934 $
-2,1 %
13.544.411 $-600.811 $
-14,5 %
14.145.222 $-2.490.256 $
-37,5 %
1
Eaton Corp plcETN→ 0Neutral4.945.549 $+4.945.549 $1
VEEVA SYSTEMS INCVEEV→ 0Neutral4.873.149 $+147.735 $
+3,1 %
14.725.414 $+570.427 $
+13,7 %
14.154.987 $+19.996 $
+0,5 %
14.134.991 $+447.119 $
+12,1 %
1
HOME DEPOT, INC.HD→ 0Neutral4.774.223 $+1.856.045 $
+63,6 %
12.918.178 $-1.465.370 $
-33,4 %
1
MSCI Inc.MSCI→ 0Neutral2.421.613 $-472.461 $
-16,3 %
12.894.074 $-1.491.582 $
-34,0 %
14.385.656 $-297.179 $
-6,3 %
14.682.835 $-1.609.975 $
-25,6 %
1
Cencora, Inc.COR→ 0Neutral4.263.094 $+952.326 $
+28,8 %
13.310.768 $-140.522 $
-4,1 %
13.451.290 $-1.226.034 $
-26,2 %
14.677.324 $-1.197.037 $
-20,4 %
1
Fortune Brands Innovations, Inc.FBIN→ 0Neutral4.671.148 $+1.228.935 $
+35,7 %
13.442.213 $+3.442.213 $1
BJ's Wholesale Club Holdings, Inc.BJ→ 0Neutral3.049.909 $-325.616 $
-9,6 %
13.375.525 $-1.284.845 $
-27,6 %
14.660.370 $+480.998 $
+11,5 %
14.179.372 $-143.425 $
-3,3 %
1
ADVANCED DRAINAGE SYSTEMS, INC.WMS→ 0Neutral4.648.213 $+2.583.588 $
+125,1 %
12.064.625 $-1.329.689 $
-39,2 %
13.394.314 $-199.542 $
-5,6 %
13.593.856 $-2.113.308 $
-37,0 %
1
CLEAN HARBORS INCCLH→ 0Neutral3.878.434 $-739.261 $
-16,0 %
14.617.695 $-1.406.625 $
-23,3 %
1
NIKE, Inc.NKE→ 0Schwach4.609.550 $+4.609.550 $1
SERVICE CORP INTERNATIONALSCI→ 0Stark3.679.806 $-501.334 $
-12,0 %
14.181.140 $-197.217 $
-4,5 %
14.378.357 $-198.244 $
-4,3 %
14.576.601 $-1.310.084 $
-22,3 %
1
LOWES COMPANIES INCLOW→ 0Neutral4.501.744 $+4.501.744 $1
AMPHENOL CORP /DE/APH→ 0Neutral4.497.218 $+4.497.218 $1
Zoetis Inc.ZTS→ 0Neutral2.516.753 $-1.540.167 $
-38,0 %
14.056.920 $-387.612 $
-8,7 %
14.444.532 $+160.136 $
+3,7 %
14.284.396 $-592.316 $
-12,1 %
1
LPL Financial Holdings Inc.LPLA→ 0Schwach4.422.376 $+295.728 $
+7,2 %
14.126.648 $+450.270 $
+12,2 %
13.676.378 $+3.676.378 $1
SYNOPSYS INCSNPS→ 0Schwach4.390.676 $+164.297 $
+3,9 %
14.226.379 $-699.450 $
-14,2 %
1
CADENCE DESIGN SYSTEMS INCCDNS→ 0Neutral4.347.870 $+4.347.870 $1
Keysight Technologies, Inc.KEYS→ 0Stark3.348.023 $-994.353 $
-22,9 %
14.342.376 $+161.263 $
+3,9 %
14.181.113 $-945.903 $
-18,4 %
1
ABBOTT LABORATORIESABT→ 0Neutral4.332.291 $+97.131 $
+2,3 %
14.235.160 $+4.235.160 $1
OLD DOMINION FREIGHT LINE, INC.ODFL→ 0Stark4.326.680 $+1.267.249 $
+41,4 %
13.059.431 $-1.564.009 $
-33,8 %
1
TRACTOR SUPPLY CO /DE/TSCO→ 0Stark3.709.212 $-480.286 $
-11,5 %
14.189.498 $+200.297 $
+5,0 %
13.989.201 $+1.086.613 $
+37,4 %
12.902.588 $-1.845.868 $
-38,9 %
1
DEXCOM INCDXCM→ 0Neutral3.367.433 $+224.423 $
+7,1 %
13.143.010 $-1.003.307 $
-24,2 %
14.146.317 $+2.030.181 $
+95,9 %
12.116.136 $+2.116.136 $1
TE Connectivity plcTEL→ 0Neutral4.017.079 $-109.410 $
-2,7 %
14.126.489 $+4.126.489 $1
Otis Worldwide CorpOTIS→ 0Neutral4.112.632 $+4.112.632 $1
Boot Barn Holdings, Inc.BOOT→ 0Schwach4.058.947 $+657.128 $
+19,3 %
13.401.819 $+232.038 $
+7,3 %
13.169.781 $+436.064 $
+16,0 %
12.733.717 $+2.733.717 $1
Booking Holdings Inc.BKNG→ 0Neutral3.852.479 $+272.750 $
+7,6 %
13.579.729 $-468.334 $
-11,6 %
14.048.063 $+4.010 $
+0,1 %
14.044.053 $+1.948.348 $
+93,0 %
1
AGILENT TECHNOLOGIES, INC.A→ 0Neutral4.019.701 $+173.276 $
+4,5 %
13.846.425 $+3.846.425 $1
DICK'S SPORTING GOODS, INC.DKS→ 0Neutral4.016.578 $+120.325 $
+3,1 %
13.896.253 $+3.896.253 $1
METTLER TOLEDO INTERNATIONAL INC/MTD→ 0Neutral4.012.659 $+1.509.351 $
+60,3 %
12.503.308 $-315.122 $
-11,2 %
12.818.430 $+110.322 $
+4,1 %
12.708.108 $-994.609 $
-26,9 %
1
MCDONALDS CORPMCD→ 0Stark4.005.994 $+1.808.539 $
+82,3 %
12.197.455 $-1.054.180 $
-32,4 %
13.251.635 $+3.251.635 $1
Core & Main, Inc.CNM→ 0Stark3.638.291 $-26.960 $
-0,7 %
13.665.251 $-299.665 $
-7,6 %
13.964.916 $-40.467 $
-1,0 %
14.005.383 $-1.179.768 $
-22,8 %
1
HOULIHAN LOKEY, INC.HLI→ 0Neutral3.444.995 $-189.954 $
-5,2 %
13.634.949 $-362.163 $
-9,1 %
13.997.112 $+58.048 $
+1,5 %
13.939.064 $-1.579.643 $
-28,6 %
1
CDW CorpCDW→ 0Neutral3.995.301 $+768.415 $
+23,8 %
13.226.886 $+3.226.886 $1
BROADRIDGE FINANCIAL SOLUTIONS, INC.BR→ 0Stark3.394.854 $+23.010 $
+0,7 %
13.371.844 $-619.875 $
-15,5 %
13.991.719 $+1.126.534 $
+39,3 %
12.865.185 $-1.601.220 $
-35,9 %
1
W.W. GRAINGER, INC.GWW→ 0Neutral3.313.170 $-675.584 $
-16,9 %
13.988.754 $+3.988.754 $1
COPART INCCPRT→ 0Neutral2.928.017 $-625.537 $
-17,6 %
13.553.554 $-431.777 $
-10,8 %
13.985.331 $+3.985.331 $1
MANHATTAN ASSOCIATES INCMANH→ 0Neutral3.396.586 $-517.208 $
-13,2 %
13.913.794 $+51.181 $
+1,3 %
13.862.613 $+874.210 $
+29,3 %
12.988.403 $-1.833.814 $
-38,0 %
1
MERCADOLIBRE INCMELI→ 0Neutral3.859.865 $+1.551.445 $
+67,2 %
12.308.420 $+2.308.420 $1
POOL CORPPOOL→ 0Neutral3.305.172 $-542.539 $
-14,1 %
13.847.711 $+386.090 $
+11,2 %
13.461.621 $-791.364 $
-18,6 %
1
AMERICAN EXPRESS COAXP→ 0Neutral3.827.637 $+2.298.977 $
+150,4 %
11.528.660 $-1.477.388 $
-49,1 %
13.006.048 $-771.632 $
-20,4 %
1
HCA Healthcare, Inc.HCA→ 0Stark3.757.760 $+231.381 $
+6,6 %
13.526.379 $-1.574.981 $
-30,9 %
1
Spotify Technology S.A.SPOT→ 0Schwach3.655.593 $+3.655.593 $1
ServiceNow, Inc.NOW→ 0Neutral3.050.577 $-573.582 $
-15,8 %
13.624.159 $+3.624.159 $1
Autodesk, Inc.ADSK→ 0Neutral3.603.575 $+135.720 $
+3,9 %
13.467.855 $+3.467.855 $1
VERRA MOBILITY CorpVRRM→ 0Stark3.592.714 $-1.934.054 $
-35,0 %
1
Sprouts Farmers Market, Inc.SFM→ 0Stark3.504.407 $+3.504.407 $1
APPLIED MATERIALS INC /DEAMAT→ 0Stark3.367.011 $+3.367.011 $1
CISCO SYSTEMS, INC.CSCO→ 0Stark2.916.347 $-424.453 $
-12,7 %
13.340.800 $+421.661 $
+14,4 %
12.919.139 $-984.041 $
-25,2 %
1
STRYKER CORPSYK→ 0Neutral3.309.283 $+3.309.283 $1
JACK HENRY & ASSOCIATES INCJKHY→ 0Stark3.222.398 $-740.801 $
-18,7 %
1
TORO COTTC→ 0Sehr stark2.936.135 $+162.531 $
+5,9 %
12.773.604 $-2.255.561 $
-44,8 %
1
GARTNER INCIT→ 0Neutral2.921.800 $-1.840.720 $
-38,7 %
1
JOHNSON & JOHNSONJNJ→ 0Stark2.781.485 $-864.810 $
-23,7 %
1
MOODYS CORP /DE/MCO→ 0Neutral2.437.163 $+130.512 $
+5,7 %
12.306.651 $-473.733 $
-17,0 %
12.780.384 $+222.639 $
+8,7 %
12.557.745 $-970.941 $
-27,5 %
1
GE HealthCare Technologies Inc.GEHC→ 0Stark2.507.848 $+2.507.848 $1
lululemon athletica inc.LULU→ 0Stark2.448.317 $-498.388 $
-16,9 %
1
CATERPILLAR INCCAT→ 0Sehr stark2.440.622 $-2.152.291 $
-46,9 %
1
COSTCO WHOLESALE CORP /NEWCOST→ 0Stark2.131.950 $+229.015 $
+12,0 %
11.902.935 $-110.310 $
-5,5 %
12.013.245 $-807.094 $
-28,6 %
1
374.535.782 $+53.506.813 $
+13,9 %
63339.793.139 $-412.666 $
-12,3 %
61374.125.014 $+43.304.676 $
+10,1 %
59365.875.234 $-57.466.699 $
-21,8 %
63
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