Bedell Frazier Investment Counseling, LLC - Q12026 Holdings

Bedell Frazier Investment Counseling, LLC holds 128 stocks with a total portfolio value of $ 495.03M as of Q12026. In Q12026, Bedell Frazier Investment Counseling, LLC added 9 new positions, increased stakes in 47 stocks, reduced 65 holdings, and fully exited 14 positions. The largest holding is Apple Inc (AAPL), representing 8.37% of the total portfolio.