account_balance

Investment manager · 13F filer · SEC CIK 1388142

Bedell Frazier Investment Counselling, LLC

Reported value$495Mas of Mar 31, 2026
Positions128
Top 10 weight39.2%AAPL alone is 8%
FiledMay 1545 days after quarter end

Portfolio · as of Mar 31, 2026

Where the money is

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
AAPL Apple Inc. 8.4% GLD SPDR Gold Trust 5.6% GOOGL Alphabet Inc. 5.3% AMZN Amazon.com Inc 5.2% JNJ Johnson & Johnson 2.6% XOM ExxonMobil Holdings Corp 2.5%
SDS Proshares Tr 2.5%
LLY ELI Lilly & Co 2.4% MSFT Microsoft Corp 2.3% LMT Lockheed Martin Corp 2.3% KO Coca-Cola Co 2.3%
IYT iShares Tr 2.2%

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

This is data, not investment advice. About StockToast · Your watchlist