Bedel Financial Consulting, Inc.

Q4 2025 13F-HR Holdings

Location
Indianapolis, IN
Holdings as of
12/31/2025
Date filed
1/28/2026
Form type
13F-HR
Num holdings
290
Total value ($000)
$929,326
Net value change ($000)
+145,989 (18.6%)
New positions
17
Sold out positions
13
Turnover %
1.1%
Sector allocation + QoQ delta (equities-only)
Prev filing: 11/7/2025 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q3 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
LLY 101,903 40.7%
VTES 14,432 626.1%
DFAE 4,084 20.4%
DFAI 3,282 6.3%
VTI 2,408 71.0%
VCSH 1,839 42.3%
VTEB 1,685 5.1%
AVDV 1,494 11.1%
GOOGL 1,488 29.2%
GLD 1,406 73.8%
Top Reduces (Value $000, Stocks/ETFs)
ORCL -1,497 -33.3%
MSFT -1,310 -7.5%
PFFV -836 -16.7%
ORLY -798 -50.1%
IBHE -723 -100.0%
ADBE -427 -100.0%
Unilever PLC -385 -100.0%
LKFN -372 -100.0%
DD -365 -100.0%
HD -348 -15.4%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 72 (0.0% of total reported value)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type