Bedel Financial Consulting, Inc.

CIK

1730511

Location

INDIANAPOLIS, IN

Portfolio Value

Small $623,879,205

Diversification

Highly concentrated

Filing Date

Global Rank

#2,447 / 8,517 ▲ 171

Top Industry

Drug Manufacturers - General 70.6%

3Y Alpha vs SPY

+12.7%

Period ended 46 days ago

Filed Jul 29, 2026 · 17d

26 quarters · since Mar 2020

Clone Performance

Aug 2023–Aug 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+126.3%

SPY

+75.3%

Annualised alpha

+10.7%

Max drawdown

−19.0%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 99% of reported value on average across 13 quarters. Past performance does not predict future results.

Portfolio Concentration

155 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

66.6%

+6.6 pts

Top 5

76.6%

+5.3 pts

Top 10

82.1%

+3.3 pts

HHI

4,478

Highly concentrated+817

Portfolio Trend

26 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Healthcare	69.2%	$431,709,723	23
Technology	10.9%	$68,298,318	25
Financial Services	5.1%	$31,944,957	22
Unclassified	3.2%	$20,067,972	6
Industrials	2.8%	$17,443,924	20
Consumer Cyclical	2.1%	$13,155,457	11
Consumer Defensive	2.0%	$12,672,541	13
Communication Services	2.0%	$12,414,245	7
Energy	1.1%	$6,884,938	8
Utilities	0.8%	$4,811,166	11
Real Estate	0.4%	$2,575,330	4
Basic Materials	0.3%	$1,900,634	5

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
AAPL	Apple Inc.	+7,221	84,110	$24,338,069
FFBC	First Financial Bancorp /Oh/	+1,827	30,100	$1,018,283
USB	US Bancorp De	+1,007	14,325	$865,230
MDLZ	Mondelez International, Inc.	+808	5,317	$307,535
NVDA	Nvidia Corp	+732	25,990	$5,200,339
LLY	ELI LILLY & Co	+622	346,598	$415,720,072
AMZN	Amazon Com Inc	+619	14,710	$3,505,981
T	At&T Inc.	+551	19,452	$402,656
BRK-B	Berkshire Hathaway Inc	+543	19,036	$9,525,424
CTVA	Corteva, Inc.	+466	4,342	$367,723
PG	PROCTER & GAMBLE Co	+458	11,060	$1,621,838
CMI	Cummins Inc	+408	7,171	$5,114,428
ENB	Enbridge Inc	+366	4,725	$256,142
SHOP	Shopify Inc.	+330	3,580	$408,764
TSLA	Tesla, Inc.	+317	3,830	$1,610,898
DUK	Duke Energy CORP	+265	4,834	$611,887
Q	Qnity Electronics, Inc.	+233	2,620	$427,872
HBAN	Huntington Bancshares Inc /Md/	+198	77,944	$1,381,947
GE	General Electric Co	+197	1,792	$669,724
FBTC	Fidelity Wise Origin Bitcoin Fund	+191	16,368	$835,586
VZ	Verizon Communications Inc	+186	7,289	$308,616
BAC	Bank Of America Corp /De/	+184	16,456	$937,662
JPM	Jpmorgan Chase & Co	+180	31,680	$10,369,814
PLTR	Palantir Technologies Inc.	+160	10,914	$1,273,336
COST	Costco Wholesale Corp /New	+153	1,212	$1,133,789
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
GOOGL	Alphabet Inc.	−13,019	22,888	$8,179,484
EXLS	ExlService Holdings, Inc.	−9,500	17,057	$441,094
HON	Honeywell International Inc	−3,220	3,212	$719,166
DD	DuPont de Nemours, Inc.	−3,105	1,776	$240,896
INTC	Intel Corp	−2,190	21,239	$2,965,601
CSCO	Cisco Systems, Inc.	−1,995	27,560	$3,237,197
PFE	Pfizer Inc	−1,789	31,588	$760,639
WMT	Walmart Inc.	−1,135	24,144	$2,734,549
SPY	Spdr S&P 500 ETF Trust	−968	19,763	$14,758,415
DIS	Walt Disney Co	−773	13,229	$1,273,291
KO	Coca Cola Co	−737	24,034	$1,953,243
AMAT	Applied Materials Inc /De	−483	8,677	$6,273,471
XOM	ExxonMobil Holdings Corp	−479	23,438	$3,204,443
PEP	Pepsico Inc	−469	11,961	$1,619,519
UL	Unilever PLC	−467	5,298	$318,515
NVS	Novartis AG	−356	4,326	$677,970
KMB	Kimberly Clark Corp	−356	4,173	$458,070
WFC	Wells Fargo & Company/Mn	−337	8,135	$672,276
BMY	Bristol Myers Squibb Co	−278	5,522	$318,177
AMD	Advanced Micro Devices Inc	−232	2,576	$1,496,424
TGT	Target Corp	−162	1,609	$210,151
GD	General Dynamics Corp	−154	2,353	$833,526
MCD	Mcdonalds Corp	−144	6,974	$1,885,141
JNJ	Johnson & Johnson	−115	13,084	$3,322,943
RIO	Rio Tinto PLC	−106	2,392	$227,072
No positions match the current search.

New Positions

Positions the filer opened this quarter

14 positions

Ticker	Company	Shares	Value
HONA	Honeywell Aerospace Inc.	3,212	$709,209
AFL	Aflac Inc	4,558	$534,425
MU	Micron Technology Inc	429	$495,190
CRWD	CrowdStrike Holdings, Inc.	492	$375,464
ASML	Asml Holding NV	138	$274,542
FORM	Formfactor Inc	1,636	$261,645
GLW	Corning Inc /Ny	995	$254,152
WAT	Waters Corp /De/	626	$234,775
CVS	CVS HEALTH Corp	2,209	$228,521
MAR	Marriott International Inc /Md/	600	$222,354
QBTS	D-Wave Quantum Inc.	8,720	$209,192
WSO	Watsco Inc	500	$208,365
PANW	Palo Alto Networks Inc	610	$208,022
PRU	Prudential Financial Inc	1,926	$207,873
No positions match the current search.

Sold Out

Positions the filer fully exited

16 positions

Ticker	Company	Shares	Value
CGGR	Capital Group Growth ETF	289,582	$11,638,300
VEU	Vanguard FTSE All-World Ex-US ETF	23,849	$1,791,059
VXUS	Vanguard Total International Stock ETF	16,375	$1,262,676
VB	Vanguard Morningstar Small-Cap ETF	4,263	$1,116,564
VEA	Vanguard FTSE Developed Markets ETF	11,349	$727,243
VIG	Vanguard Dividend Appreciation ETF	2,795	$601,092
BIV	Vanguard Intermediate-Term Bond ETF	4,596	$354,719
SLV	iShares Silver Trust	3,694	$251,709
BIBL	Inspire 100 ETF	5,117	$241,266
ACN	Accenture plc	1,204	$238,741
DOW	Dow Inc.	5,662	$235,822
CRM	Salesforce, Inc.	1,246	$232,590
RMD	Resmed Inc	1,000	$224,480
TTE	TotalEnergies SE	2,264	$205,978
IRD	Opus Genetics, Inc.	15,000	$68,250
NOTVQ	Inotiv, Inc.	14,945	$0
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

155 tracked positions · $623,879,205 total · filing declares 313 positions · $1,064,748,561 · as of Jun 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 155 positions by value · page 1 of 4

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
LLY	ELI LILLY & Co PUT + SHARES Healthcare	Added	346,598	+622	$415,720,072	+30.6%	66.63%
AAPL	Apple Inc. Technology	Added	84,110	+7,221	$24,338,069	+24.7%	3.90%
SPY	Spdr S&P 500 ETF Trust	Reduced	19,763	-968	$14,758,415	+9.5%	2.37%
MSFT	Microsoft Corp Technology	Added	33,756	+52	$12,591,663	+0.9%	2.02%
JPM	Jpmorgan Chase & Co Financial Services	Added	31,680	+180	$10,369,814	+11.9%	1.66%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	19,036	+543	$9,525,424	−31.4%	1.53%
GOOGL	Alphabet Inc. Communication Services	Reduced	22,888	-13,019	$8,179,484	−20.7%	1.31%
AMAT	Applied Materials Inc /De Technology	Reduced	8,677	-483	$6,273,471	+100.4%	1.01%
NVDA	Nvidia Corp Technology	Added	25,990	+732	$5,200,339	+18.1%	0.83%
CMI	Cummins Inc Industrials	Added	7,171	+408	$5,114,428	+40.6%	0.82%
AMZN	Amazon Com Inc Consumer Cyclical	Added	14,710	+619	$3,505,981	+19.5%	0.56%
JNJ	Johnson & Johnson Healthcare	Reduced	13,084	-115	$3,322,943	+3.0%	0.53%
CSCO	Cisco Systems, Inc. Technology	Reduced	27,560	-1,995	$3,237,197	+41.2%	0.52%
XOM	ExxonMobil Holdings Corp Energy	Reduced	23,438	-479	$3,204,443	−21.0%	0.51%
GLD	Spdr Gold Trust	Added	8,413	+94	$3,099,180	−13.4%	0.50%
INTC	Intel Corp Technology	Reduced	21,239	-2,190	$2,965,601	+186.8%	0.48%
ABBV	AbbVie Inc. Healthcare	Added	11,757	+9	$2,958,531	+15.8%	0.47%
WMT	Walmart Inc. Consumer Defensive	Reduced	24,144	-1,135	$2,734,549	−13.0%	0.44%
ORCL	Oracle Corp Technology	Held	15,315	0	$2,244,413	−0.4%	0.36%
CAT	Caterpillar Inc Industrials	Reduced	1,904	-37	$2,027,569	+47.4%	0.32%
KO	Coca Cola Co Consumer Defensive	Reduced	24,034	-737	$1,953,243	+3.7%	0.31%
HD	Home Depot, Inc. Consumer Cyclical	Added	5,533	+17	$1,951,378	+7.6%	0.31%
MCD	Mcdonalds Corp Consumer Cyclical	Reduced	6,974	-144	$1,885,141	−14.8%	0.30%
META	Meta Platforms, Inc. Communication Services	Added	3,097	+83	$1,744,509	+1.2%	0.28%
SPG	Simon Property Group Inc. Real Estate	Held	7,718	0	$1,726,130	+19.9%	0.28%
PG	PROCTER & GAMBLE Co Consumer Defensive	Added	11,060	+458	$1,621,838	+5.9%	0.26%
PEP	Pepsico Inc Consumer Defensive	Reduced	11,961	-469	$1,619,519	−16.1%	0.26%
TSLA	Tesla, Inc. Consumer Cyclical	Added	3,830	+317	$1,610,898	+23.4%	0.26%
AMD	Advanced Micro Devices Inc Technology	Reduced	2,576	-232	$1,496,424	+162.0%	0.24%
CVX	Chevron Corp Energy	Reduced	8,775	-37	$1,454,544	−20.2%	0.23%
AXP	American Express Co Financial Services	Added	4,250	+5	$1,437,562	+12.0%	0.23%
HBAN	Huntington Bancshares Inc /Md/ Financial Services	Added	77,944	+198	$1,381,947	+13.6%	0.22%
ISRG	Intuitive Surgical Inc Healthcare	Held	3,245	0	$1,290,471	−13.7%	0.21%
LOW	Lowes Companies Inc Consumer Cyclical	Added	5,815	+2	$1,282,149	−6.7%	0.21%
PLTR	Palantir Technologies Inc. PUT + SHARES Technology	Added	10,914	+160	$1,273,336	−19.1%	0.20%
DIS	Walt Disney Co Communication Services	Reduced	13,229	-773	$1,273,291	−5.6%	0.20%
AVGO	Broadcom Inc. Technology	Added	3,310	+22	$1,250,352	+22.9%	0.20%
RTX	RTX Corp Industrials	Held	6,466	0	$1,226,794	−1.6%	0.20%
COST	Costco Wholesale Corp /New Consumer Defensive	Added	1,212	+153	$1,133,789	+7.4%	0.18%
V	Visa Inc. Financial Services	Added	3,136	+1	$1,075,930	+13.6%	0.17%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Reduced	2,185	-62	$1,043,490	+37.4%	0.17%
PM	Philip Morris International Inc. Consumer Defensive	Added	5,765	+1	$1,042,946	+9.4%	0.17%
ADP	Automatic Data Processing Inc Technology	Reduced	4,635	-48	$1,038,008	+9.1%	0.17%
FFBC	First Financial Bancorp /Oh/ Financial Services	Added	30,100	+1,827	$1,018,283	+29.2%	0.16%
ELV	Elevance Health, Inc. Healthcare	Reduced	2,603	-5	$1,006,658	+31.8%	0.16%
BAC	Bank Of America Corp /De/ Financial Services	Added	16,456	+184	$937,662	+18.2%	0.15%
MRK	Merck & Co., Inc. Healthcare	Added	7,015	+86	$901,427	+8.2%	0.14%
IBM	International Business Machines Corp Technology	Reduced	3,151	-29	$886,092	+15.0%	0.14%
USB	US Bancorp De Financial Services	Added	14,325	+1,007	$865,230	+24.9%	0.14%
CSX	Csx Corp Industrials	Held	17,730	0	$842,706	+15.8%	0.14%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.