Bedel Financial Consulting, Inc.
Top Portfolio Positions
148 positions ·
$493,765,089 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| LLY |
ELI LILLY & Co
Healthcare
|
345,976 | $318,218,345 | 64.45% | |
| AAPL |
Apple Inc.
Technology
|
76,889 | $19,513,659 | 3.95% | |
| SPY |
Spdr S&P 500 ETF Trust
|
20,731 | $13,482,198 | 2.73% | |
| MSFT |
Microsoft Corp
Technology
|
33,704 | $12,476,209 | 2.53% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
31,500 | $9,266,040 | 1.88% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
21,117 | $6,072,404 | 1.23% | |
| NVDA |
Nvidia Corp
Technology
|
25,258 | $4,404,995 | 0.89% | |
| XOM |
Exxon Mobil Corp
Energy
|
23,917 | $4,057,758 | 0.82% | |
| CMI |
Cummins Inc
Industrials
|
6,763 | $3,638,629 | 0.74% | |
| GLD |
Spdr Gold Trust
|
8,319 | $3,579,582 | 0.72% |
Portfolio Trend
Holdings in NOTV
Shares Held
Position Value (USD)
7 of 7 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,035 | 14,945 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $8,369 | 14,945 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $19,941 | 13,753 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $25,030 | 13,753 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $30,394 | 13,753 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $56,937 | 13,753 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $23,380 | 13,753 | Shares | Sole | 2024-11-12 | |
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