Bedell Frazier Investment Counselling, LLC
All 13F Filings
- Location
- Walnut Creek, CA
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 495,028
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q1 2026 | 5/15/2026 | 128 | 495,028 | 13F-HR | Bedell Frazier Investment Counselling, LLC |
| Q4 2025 | 2/17/2026 | 133 | 518,322 | 13F-HR | Bedell Frazier Investment Counselling, LLC |
| Q3 2025 | 11/12/2025 | 129 | 486,590 | 13F-HR | Bedell Frazier Investment Counselling, LLC |
| Q2 2025 | 8/11/2025 | 110 | 397,245 | 13F-HR | Bedell Frazier Investment Counselling, LLC |
| Q2 2014 | 7/24/2014 | 47 | 197,521 | 13F-HR | Bedell Investment Counselling |
| Q1 2014 | 4/23/2014 | 51 | 178,422 | 13F-HR | Bedell Investment Counselling |
| Q4 2013 | 2/14/2014 | 59 | 213,085 | 13F-HR/A - RESTATEMENT | Bedell Investment Counselling |
| Q4 2013 | 2/11/2014 | 52 | 208,119 | 13F-HR | Bedell Investment Counselling |
Swipe for more columns
Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 382.9 K | 77.3% | 0 | 110.3 K | -110.3 K |
| ETFs | 112.2 K | 22.7% | 87.01 K | 0 | 87.01 K |
Swipe for more columns
Fund Snapshot
Q1 2026
Latest filed
5/15/2026
Total value ($000)
495,028
Holdings
128
QoQ value change ($000)
-23,294
(-4.5%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.