BEDELL FRAZIER INVESTMENT COUNSELLING, LLC

PrivateCIK: 1388142
Location

WALNUT CREEK, CA

128
Positions
$495.03M
Total AUM (reported)
4.44M
Total Shares

Allocation by class

TOTAL AUM$495.03M128 positions
COM$278.97M56.4%
GOLD SHS$27.86M5.6%
CAP STK CL A$26.04M5.3%
CL A$17.60M3.6%
COM NEW$15.82M3.2%
SHS$12.79M2.6%
ULTRASHRT S&P500$12.36M2.5%

Portfolio Concentration

Top 319.3%4–1019.9%11–2525.7%Rest35.2%TOP 1039.2%0%100%
Top 3$95.32M19.3%
4–10$98.49M19.9%
11–25$127.01M25.7%
Rest$174.21M35.2%

Top 3 weight

19.3%

Top 10 weight

39.2%

Voting Authority Distribution

Total shares with voting rights: 4.44M

Sole

Full voting authority

0.00

shares

% of voting shares0.0%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

4.44M

shares

% of voting shares100.0%

Investment Discretion (by position count)

Sole128
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings128
Rows:

APPLE INC

SOLE
COM
Shares163.20K
TypeSH
Market value$41.42M
8.37%
Sole
0.00
Shared
0.00
None
163.20K

SPDR GOLD TR

SOLE
GOLD SHS
Shares64.75K
TypeSH
Market value$27.86M
5.63%
Sole
0.00
Shared
0.00
None
64.75K

ALPHABET INC

SOLE
CAP STK CL A
Shares90.55K
TypeSH
Market value$26.04M
5.26%
Sole
0.00
Shared
0.00
None
90.55K

AMAZON COM INC

SOLE
COM
Shares122.64K
TypeSH
Market value$25.54M
5.16%
Sole
0.00
Shared
0.00
None
122.64K

JOHNSON & JOHNSON

SOLE
COM
Shares53.18K
TypeSH
Market value$13.00M
2.63%
Sole
0.00
Shared
0.00
None
53.18K

EXXON MOBIL CORP

SOLE
COM
Shares74.09K
TypeSH
Market value$12.57M
2.54%
Sole
0.00
Shared
0.00
None
74.09K

PROSHARES TR

SOLE
ULTRASHRT S&P500
Shares164.23K
TypeSH
Market value$12.36M
2.50%
Sole
0.00
Shared
0.00
None
164.23K

ELI LILLY & CO

SOLE
COM
Shares12.98K
TypeSH
Market value$11.94M
2.41%
Sole
0.00
Shared
0.00
None
12.98K

MICROSOFT CORP

SOLE
COM
Shares31.18K
TypeSH
Market value$11.54M
2.33%
Sole
0.00
Shared
0.00
None
31.18K

LOCKHEED MARTIN CORP

SOLE
COM
Shares19.09K
TypeSH
Market value$11.54M
2.33%
Sole
0.00
Shared
0.00
None
19.09K

COCA COLA CO

SOLE
COM
Shares149.97K
TypeSH
Market value$11.40M
2.30%
Sole
0.00
Shared
0.00
None
149.97K

ISHARES TR

SOLE
US TRSPRTION
Shares145.34K
TypeSH
Market value$10.84M
2.19%
Sole
0.00
Shared
0.00
None
145.34K

META PLATFORMS INC

SOLE
CL A
Shares17.97K
TypeSH
Market value$10.28M
2.08%
Sole
0.00
Shared
0.00
None
17.97K

INVESCO ACTVELY MNGD ETC FD

SOLE
OPTIMUM YIELD
Shares586.04K
TypeSH
Market value$10.15M
2.05%
Sole
0.00
Shared
0.00
None
586.04K

CITIGROUP INC

SOLE
COM NEW
Shares86.43K
TypeSH
Market value$9.80M
1.98%
Sole
0.00
Shared
0.00
None
86.43K

INTERNATIONAL BUSINESS MACHS

SOLE
COM
Shares34.63K
TypeSH
Market value$8.39M
1.70%
Sole
0.00
Shared
0.00
None
34.63K

EQT CORP

SOLE
COM
Shares129.47K
TypeSH
Market value$8.24M
1.66%
Sole
0.00
Shared
0.00
None
129.47K

COHEN & STEERS INFRASTRUCTUR

SOLE
COM
Shares309.46K
TypeSH
Market value$8.01M
1.62%
Sole
0.00
Shared
0.00
None
309.46K

NVIDIA CORPORATION

SOLE
COM
Shares45.12K
TypeSH
Market value$7.87M
1.59%
Sole
0.00
Shared
0.00
None
45.12K

BLACKROCK ETF TRUST

SOLE
ISHARES US EQUIT
Shares134.05K
TypeSH
Market value$7.80M
1.58%
Sole
0.00
Shared
0.00
None
134.05K

FREEPORT MCMORAN INC

SOLE
CL B
Shares132.11K
TypeSH
Market value$7.77M
1.57%
Sole
0.00
Shared
0.00
None
132.11K

ALBEMARLE CORP

SOLE
COM
Shares39.43K
TypeSH
Market value$7.08M
1.43%
Sole
0.00
Shared
0.00
None
39.43K

BLACKROCK INC

SOLE
COM
Shares7.02K
TypeSH
Market value$6.75M
1.36%
Sole
0.00
Shared
0.00
None
7.02K

LINDE PLC

SOLE
SHS
Shares13.02K
TypeSH
Market value$6.45M
1.30%
Sole
0.00
Shared
0.00
None
13.02K

MCDONALDS CORP

SOLE
COM
Shares19.84K
TypeSH
Market value$6.17M
1.25%
Sole
0.00
Shared
0.00
None
19.84K
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