Bedell Frazier Investment Counselling, LLC
Annual return '25
+44.2%
SPY '25
+17.7%
Alpha
+26.4ptsvs SPY
Invested
$495M
Holdings
127
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 94%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$AAPL
APPLE INC
Q4 2025: Sold 96.6% (154.9k → 5.3k shares)
8.4%
02
$GQ9
SPDR GOLD TR
Q4 2025: Exited (was 67.6k shares)
5.6%
03
$GOOGL
ALPHABET INC
Q4 2025: Sold 91.8% (92.0k → 7.6k shares)
5.3%
04
$AMZN
AMAZON COM INC
Q4 2025: Sold 72.2% (105.0k → 29.2k shares)
5.2%
05
$JNJ
JOHNSON & JOHNSON
Q4 2025: Exited (was 58.8k shares)
2.6%
06
$XOM
EXXON MOBIL CORP
Q4 2025: Exited (was 77.2k shares)
2.5%
07
$SDS
PROSHARES TR
Held since at least Q1 2024
2.5%
08
$LLY
ELI LILLY & CO
Q4 2025: Sold 12.3% (9.8k → 8.6k shares)
2.4%
09
$MSFT
MICROSOFT CORP
Q1 2026: Sold 19.7% (20.4k → 16.4k shares)
2.3%
10
$LMT
LOCKHEED MARTIN CORP
Q4 2025: Exited (was 20.1k shares)
2.3%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 12:12 UTC.