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 | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +12.51% | +42.43% | +9.17% | +55.05% |
| Top 20 Holdings Unweighted | +9.69% | +31.97% | +7.52% | +43.71% |
Bedell Frazier Investment Counselling Llc reports $495.03M in US-listed equity holdings across 128 positions in its most recent 13F filing. Its largest disclosed positions are AAPL (8.4%), GLD (5.6%) and GOOGL (5.3%). The top 20 holdings account for 57.91% of reported assets. Its disclosed equity book has returned +42.43% on a three-year cumulative basis. Figures reflect the Q1 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Bedell Frazier Investment Counselling Llc’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1388142). View Bedell Frazier Investment Counselling Llc’s 13F filings on SEC