Companies 0 See All
Hedge Funds 0 See All
Insiders 0 See All
Institutional Investors 0 See All
Click here to see all results for
Home > Institutional Investor > Bedell Frazier Investment Counseling, Llc > Profile

Instuitional Investor - Bedell Frazier Investment Counseling, Llc

Fund Profile
Filing Period:
Fund Name: Bedell Frazier Investment Counseling, Llc
Portfolio Value $363,494,655
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 177,135 $34,103,746 9.38%
2.
Spdr Gold Trust
 GLD 155,396 $29,707,054 8.17%
3.
Amazon Com Inc
 AMZN 136,589 $20,753,333 5.7%
4.
Sector Spdr Trust
 XLB 98,172 $13,388,641 3.68%
5.
Lockheed Martin Corp
 LMT 28,012 $12,696,159 3.49%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
0
Subscribe Now

Returns since its inception in May 2014 (through Feb 16th, 2024)