Bedell Frazier Investment Counselling, LLC — 13F holdings

Bedell Frazier Investment Counselling, LLC reported 128 holdings worth $495M in its 13F filing for Q1 2026, filed May 15, 2026.

Largest positions

1. AAPL APPLE INC — $41.4M (8.4%)
2. GLD SPDR GOLD TR — $27.9M (5.6%)
3. GOOGL ALPHABET INC — $26.0M (5.3%)
4. AMZN AMAZON COM INC — $25.5M (5.2%)
5. JNJ JOHNSON & JOHNSON — $13.0M (2.6%)
6. XOM Exxon Mobil Corp — $12.6M (2.5%)
7. SDS PROSHARES TR — $12.4M (2.5%)
8. LLY ELI LILLY & CO — $11.9M (2.4%)
9. MSFT MICROSOFT CORP — $11.5M (2.3%)
10. LMT LOCKHEED MARTIN CORP — $11.5M (2.3%)