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Ned Bell — Institutional Investor Profile | Buyside Digest

Ned Bell

Institutional Investor • Bell Global Equities Fund

Value

$0M

Stocks

50 Stocks

Turnover

0.0%

CIK

0001681004EDGAR ↗

Website ↗

Top Holdings

NVDA(10.42%) GOOG(8.10%) MSFT(6.50%) AMZN(5.09%) AVGO(4.50%)

About Investor

Led by Chief Investment Officer Ned Bell alongside Co-Portfolio Manager Joel Connell and Portfolio Manager Matt Saddington, the management team brings extensive experience in global small and mid-cap investing. The team was recently strengthened with the appointment of Andrew Gowen as Director of Research and Portfolio Manager, who contributes over 25 years of global equities experience. Bell Asset Management employs approximately 30 staff with 33% working as investment professionals, demonstrating strong research infrastructure.

Investor Philosophy

Investment philosophy details pending verification.

Ned Bell Top Holdings

Ticker	P/C	Company Name	Sector	Market Value	Weight	% Chg
NVDA	None	NVIDIA Corporation	Information Technology	$35.0M	10.4%	No Change
GOOG	None	Alphabet Inc.	Communication Services	$27.2M	8.1%	No Change
MSFT	None	Microsoft Corporation	Information Technology	$21.8M	6.5%	No Change
AMZN	None	Amazon.com, Inc.	Consumer Discretionary	$17.1M	5.1%	No Change
AVGO	None	Broadcom Inc.	Information Technology	$15.1M	4.5%	No Change
AAPL	None	Apple Inc.	Information Technology	$12.2M	3.6%	No Change
JPM	None	JPMorgan Chase & Company	Financials	$9.9M	3.0%	No Change
V	None	Visa Inc.	Financials	$9.0M	2.7%	No Change
META	None	Meta Platforms, Inc.	Communication Services	$8.6M	2.6%	No Change
MA	None	Mastercard Incorporated	Financials	$7.3M	2.2%	No Change

Recent Buys (13F)

Ticker	Amount	% Chg	Weight	Status
No recent buys.

Recent Sells (13F)

Ticker	Amount	% Chg	Weight	Status
No recent sells.

13F Sector Breakdown

Information Technology34.7%

Health Care13.5%

Consumer Discretionary13.4%

Communication Services13.4%

Financials13.2%

Sector	Stocks	Value	Exposure
Information Technology	12	$116.2M	34.7%
Health Care	10	$45.3M	13.5%
Consumer Discretionary	8	$45.1M	13.4%
Communication Services	4	$45.0M	13.4%
Financials	7	$44.2M	13.2%
Industrials	5	$22.3M	6.7%
General	3	$13.8M	4.1%
Consumer Staples	1	$3.5M	1.1%