StockDriftsStockDriftsTop 50 Bedell Frazier Investment Counselling Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | 8.37% | 163.2K | $41.4M | +1.18%(+1.91K) | $72.89(+311.91%) | 2026-03-31 | |
| GLD | SPDR GOLD TR | 5.63% | 64.8K | $27.9M | -1.90%(-1.25K) | $142.90(+192.02%) | 2026-03-31 | |
| GOOGL | ALPHABET INC | 5.26% | 90.5K | $26.0M | -0.25%(-227) | $110.76(+258.24%) | 2026-03-31 | |
| AMZN | AMAZON COM INC | 5.16% | 122.6K | $25.5M | +5.15%(+6.00K) | $149.83(+76.29%) | 2026-03-31 | |
| JNJ | JOHNSON & JOHNSON | 2.63% | 53.2K | $13.0M | -11.57%(-6.96K) | $147.10(+54.11%) | 2026-03-31 | |
| XOM | EXXON MOBIL CORP | 2.54% | 74.1K | $12.6M | -2.70%(-2.06K) | $87.16(+81.18%) | 2026-03-31 | |
| SDS | PROSHARES TR | 2.5% | 164.2K | $12.4M | new | $102.15(-42.60%) | 2026-03-31 | |
| LLY | ELI LILLY & CO | 2.41% | 13.0K | $11.9M | +0.77%(+99) | $668.19(+50.39%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 2.33% | 31.2K | $11.5M | +3.75%(+1.13K) | $226.92(+85.93%) | 2026-03-31 | |
| LMT | LOCKHEED MARTIN CORP | 2.33% | 19.1K | $11.5M | -5.52%(-1.11K) | $379.63(+35.93%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +12.51% | +42.43% |
| Top 20 Holdings Unweighted | +9.69% | +31.96% |
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