Bedell Frazier Investment Counseling, LLC has filed its 13F form on August 11, 2025 for Q2 2025 where it was disclosed a total value porftolio of $391 Million distributed in 110 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $31.3M, Amazon Com Inc with a value of $23.4M, Spdr Gold Trust with a value of $21.2M, Microsoft Corp with a value of $13.9M, and Cohen & Steers Infrastructure Fund Inc with a value of $13.2M.

Examining the 13F form we can see an increase of $214K in the current position value, from $391M to 391M.

Below you can find more details about Bedell Frazier Investment Counseling, LLC portfolio as well as his latest detailed transactions.

Portfolio value $391 Million
ETFs: $84 Million
Technology: $81.6 Million
Communication Services: $46.3 Million
Consumer Defensive: $35.9 Million
Consumer Cyclical: $35.6 Million
Financial Services: $32.6 Million
Healthcare: $28.3 Million
Industrials: $20.5 Million
Other: $26.4 Million

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 110
  • Current Value $391 Million
  • Prior Value $391 Million
  • Filing
  • Period Q2 2025
  • Filing Date August 11, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 15 stocks
  • Additional Purchases 32 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 54 stocks
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