Bedell Frazier Investment Counselling, LLC
Top Portfolio Positions
100 positions ·
$404,163,503 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
163,204 | $41,419,543 | 10.25% | |
| GLD |
Spdr Gold Trust
|
64,755 | $27,863,428 | 6.89% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
90,548 | $26,037,982 | 6.44% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
122,640 | $25,542,232 | 6.32% | |
| JNJ |
Johnson & Johnson
Healthcare
|
53,183 | $13,000,052 | 3.22% | |
| XOM |
Exxon Mobil Corp
Energy
|
74,093 | $12,570,618 | 3.11% | |
| LLY |
ELI LILLY & Co
Healthcare
|
12,980 | $11,938,614 | 2.95% | |
| MSFT |
Microsoft Corp
Technology
|
31,182 | $11,542,640 | 2.86% | |
| LMT |
Lockheed Martin Corp
Industrials
|
19,091 | $11,538,409 | 2.85% | |
| KO |
Coca Cola Co
Consumer Defensive
|
149,966 | $11,404,914 | 2.82% |
Portfolio Trend
25 quarters · across all stocks
Holdings in BCAL
Shares Held
Position Value (USD)
7 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,095,361 | 61,815 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,154,086 | 61,815 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,091,572 | 65,442 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,088,007 | 69,036 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $1,056,536 | 73,729 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $1,219,477 | 73,729 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $1,381,371 | 93,399 | Shares | Sole | 2024-11-13 | |
| No 13F history on record for this holder in this stock. | ||||||