Bedell Frazier Investment Counselling, LLC Q3 2025 Filing
Filed November 12, 2025
Portfolio Value
$486.6M
Holdings
129
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (129 positions)
| Stock | Value |
|---|---|
AAPLAPPLE INC | $39.4M |
GQ9SPDR GOLD TR | $24.0M |
AMZNAMAZON COM INC | $23.1M |
GOOGLALPHABET INC | $22.4M |
UBERUBER TECHNOLOGIES INC | $13.5M |
IWMISHARES TR | $13.0M |
JNJJOHNSON & JOHNSON | $10.9M |
LMTLOCKHEED MARTIN CORP | $10.0M |
KOCOCA COLA CO | $9.7M |
IBMINTERNATIONAL BUSINESS MACHS | $9.4M |
XLUSELECT SECTOR SPDR TR | $9.2M |
BACVERIZON COMMUNICATIONS INC | $8.8M |
XOMEXXON MOBIL CORP | $8.7M |
UTFCOHEN & STEERS INFRASTRUCTUR | $8.5M |
NVDANVIDIA CORPORATION | $8.3M |
PDBCINVESCO ACTVELY MNGD ETC FD | $8.2M |
ANETARISTA NETWORKS INC | $8.1M |
TSLATESLA INC | $8.0M |
TRVCCITIGROUP INC | $7.7M |
EQTEQT CORP | $6.9M |
DISDISNEY WALT CO | $6.7M |
BACBANK AMERICA CORP | $6.3M |
NKENIKE INC | $6.1M |
CRWDCROWDSTRIKE HLDGS INC | $6.0M |
ETNEATON CORP PLC | $5.9M |
EWZISHARES INC | $5.4M |
CELHCELSIUS HLDGS INC | $4.8M |
ROKUROKU INC | $4.7M |
PHOINVESCO EXCHANGE TRADED FD T | $4.5M |
DKNGDRAFTKINGS INC NEW | $4.5M |
JPMJPMORGAN CHASE & CO. | $4.4M |
ROKROCKWELL AUTOMATION INC | $4.2M |
XLFSELECT SECTOR SPDR TR | $3.8M |
FCXFREEPORT-MCMORAN INC | $3.7M |
TSMTAIWAN SEMICONDUCTOR MFG LTD | $3.6M |
AGGISHARES TR | $3.6M |
PICKISHARES INC | $3.5M |
AMDADVANCED MICRO DEVICES INC | $3.5M |
HDHOME DEPOT INC | $3.5M |
SNOWSNOWFLAKE INC | $3.4M |
XYLXYLEM INC | $3.3M |
XLISELECT SECTOR SPDR TR | $3.3M |
ALBALBEMARLE CORP | $3.2M |
BXBLACKSTONE INC | $3.2M |
CVXCHEVRON CORP NEW | $3.1M |
IVOOVANGUARD ADMIRAL FDS INC | $2.9M |
LINLINDE PLC | $2.8M |
EOGEOG RES INC | $2.8M |
SOFISOFI TECHNOLOGIES INC | $2.7M |
XYZBLOCK INC | $2.6M |
GOOGALPHABET INC | $2.4M |
CSCOCISCO SYS INC | $2.2M |
AVGOBROADCOM INC | $2.0M |
XLVSELECT SECTOR SPDR TR | $1.9M |
MARMARRIOTT INTL INC NEW | $1.9M |
LRCXLAM RESEARCH CORP | $1.9M |
XLBSELECT SECTOR SPDR TR | $1.8M |
BABOEING CO | $1.8M |
MCDMCDONALDS CORP | $1.6M |
VVISA INC | $1.5M |
IBITISHARES BITCOIN TRUST ETF | $1.4M |
PANWPALO ALTO NETWORKS INC | $1.2M |
BCALCALIFORNIA BANCORP | $1.1M |
DVNDEVON ENERGY CORP NEW | $1.0M |
HACKAMPLIFY ETF TR | $1.0M |
SOSOUTHERN CO | $983K |
WMBWILLIAMS COS INC | $843K |
USFRWISDOMTREE TR | $816K |
SPYSPDR S&P 500 ETF TR | $787K |
VRTVERTIV HOLDINGS CO | $759K |
GBTCGRAYSCALE BITCOIN TRUST ETF | $751K |
PFEPFIZER INC | $725K |
TTTRANE TECHNOLOGIES PLC | $721K |
DLTRDOLLAR TREE INC | $696K |
BHPBHP GROUP LTD | $666K |
INDAISHARES TR | $593K |
XLKSELECT SECTOR SPDR TR | $589K |
FBTFIRST TR EXCHANGE-TRADED FD | $573K |
ESLTELBIT SYS LTD | $535K |
WFCWELLS FARGO CO NEW | $461K |
VIGVANGUARD SPECIALIZED FUNDS | $442K |
ABBVABBVIE INC | $437K |
MRKMERCK & CO INC | $420K |
ABTABBOTT LABS | $414K |
NEENEXTERA ENERGY INC | $413K |
WMTWALMART INC | $411K |
VTIVANGUARD INDEX FDS | $393K |
ULUNILEVER PLC | $391K |
RTXRTX CORPORATION | $382K |
GEGE AEROSPACE | $371K |
BEBLOOM ENERGY CORP | $352K |
PGPROCTER AND GAMBLE CO | $337K |
NOBLPROSHARES TR | $332K |
DONSPDR DOW JONES INDL AVERAGE | $328K |
INTCINTEL CORP | $314K |
MDTMEDTRONIC PLC | $314K |
XLYSELECT SECTOR SPDR TR | $306K |
ACWXISHARES TR | $289K |
GDXVANECK ETF TRUST | $287K |
MDYSPDR S&P MIDCAP 400 ETF TR | $281K |
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