Tractor Supply CO

• BA Bell Asset Management Wholesale Class Fund Summary — Period Ending 30 September 2026 ↗ Bell Global Equities Fund re-established Keysight and maintained its preference for TSMC, citing AI-infrastructure demand, technology leadership and durable barriers to entry. It initiated Lincoln Electric and TJX, exited Aon after its proposed USI acquisition and sold Tractor Supply to redeploy capital into TJX amid a weaker consumer outlook. September 2026 453950 ADSK $54BAON $73B +5

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