13F Insight
DOSSIER · 13F-HR · Q1 2026

Bedell Frazier Investment Counselling, LLC

$495M in tracked AUM across 128 positions as of Q1 2026.

BF
CIK 0001388142 · last filed Mar 31, 2026
Total AUM
$495M
as of Q1 2026
Holdings
128
—
positions
Whale Score
48
48
tracked
Activity
—
no data
changes this Q
AI Analysis · Q1 2026

Bedell Frazier Investment Counselling, LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
AAPL
APPLE INC
$41M163K8.4%02
GLD
SPDR GOLD TR
$28M65K5.6%03
GOOGL
ALPHABET INC
$26M91K5.3%04
AMZN
AMAZON COM INC
$26M123K5.2%05
JNJ
JOHNSON & JOHNSON
$13M53K2.6%06
XOM
EXXON MOBIL CORP
$13M74K2.5%07
SDS
PROSHARES TR
$12M164K2.5%08
LLY
ELI LILLY & CO
$12M13K2.4%09
MSFT
MICROSOFT CORP
$12M31K2.3%10
LMT
LOCKHEED MARTIN CORP
$12M19K2.3%

Filing history

2026Q1Mar 31
$495M▼ 4.5%
128 positionsView →2025Q4Dec 31
$518M▲ 112.0%
133 positionsView →2025Q3Sep 30
$245M▼ 38.5%
72 positionsView →2025Q2Jun 30
$397M▲ 1.1%
110 positionsLocked2025Q1Mar 31
$393M▼ 2.7%
102 positionsLocked2024Q4Dec 31
$404M▼ 3.6%
107 positionsLocked2024Q3Sep 30
$419M▲ 0.9%
101 positionsLocked2024Q2Jun 30
$415M▲ 3.6%
96 positionsLocked2024Q1Mar 31
$400M▲ 10.1%
96 positionsLocked2023Q4Dec 31
$363M▲ 8.6%
87 positionsLocked2023Q3Sep 30
$335M▼ 2.0%
87 positionsLocked2023Q2Jun 30
$342M▼ 0.0%
87 positionsLocked
Showing 12 of 75