Bedel Financial Consulting, Inc.
Top Portfolio Positions
149 positions ·
$502,623,580 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| LLY |
ELI LILLY & Co
Healthcare
|
345,976 | $318,218,345 | 63.31% | |
| AAPL |
Apple Inc.
Technology
|
76,889 | $19,513,659 | 3.88% | |
| SPY |
Spdr S&P 500 ETF Trust
|
20,731 | $13,482,198 | 2.68% | |
| MSFT |
Microsoft Corp
Technology
|
33,704 | $12,476,209 | 2.48% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
31,500 | $9,266,040 | 1.84% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
18,486 | $8,858,491 | 1.76% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
21,117 | $6,072,404 | 1.21% | |
| NVDA |
Nvidia Corp
Technology
|
25,258 | $4,404,995 | 0.88% | |
| XOM |
Exxon Mobil Corp
Energy
|
23,917 | $4,057,758 | 0.81% | |
| CMI |
Cummins Inc
Industrials
|
6,763 | $3,638,629 | 0.72% |
Portfolio Trend
25 quarters · across all stocks
Holdings in IRD
Shares Held
Position Value (USD)
15 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $68,250 | 15,000 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $30,150 | 15,000 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $24,750 | 15,000 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $14,100 | 15,000 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $14,700 | 15,000 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $17,850 | 15,000 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $19,650 | 15,000 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $22,950 | 15,000 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $30,150 | 15,000 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $45,150 | 15,000 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $50,250 | 15,000 | Shares | Sole | 2024-02-08 | |
| 2023-06-30 | $65,100 | 15,000 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $56,250 | 15,000 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $52,950 | 15,000 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $30,150 | 15,000 | Shares | Sole | 2022-11-08 | |
| No 13F history on record for this holder in this stock. | ||||||