Bedell Frazier Investment Counselling, LLC Diversified Active

CIK: 0001388142 · Show all filings

Period: Q2 2015 (← Previous) (Next →)

Filing Date: Aug 11, 2015

Total Value ($000): $251,517 (100.0% shares, 0.0% debt)

Holdings (67)

AAPL APPLE INC 11.6%
Value ($000) $29,107 Shares 232,063 Est. Cost $17.87 Unrealized +59.8%
GOOGLE INC 5.1%
Value ($000) $12,841 Shares 23,777 Est. Cost $556.48 Unrealized
DIS DISNEY WALT CO 4.2%
Value ($000) $10,542 Shares 92,359 Est. Cost $57.50 Unrealized +73.9%
AMZN AMAZON COM INC 3.8%
Value ($000) $9,625 Shares 22,172 Est. Cost $14.48 Unrealized +44.3%
CVX CHEVRON CORP NEW 3.7%
Value ($000) $9,289 Shares 96,293 Est. Cost $70.91 Unrealized -6.3%
T AT&T INC 3.0%
Value ($000) $7,448 Shares 209,682 Est. Cost $11.56 Unrealized +5.7%
HAS HASBRO INC 2.7%
Value ($000) $6,907 Shares 92,354 Est. Cost $33.30 Unrealized +51.2%
JNJ JOHNSON & JOHNSON 2.7%
Value ($000) $6,733 Shares 69,080 Est. Cost $74.10 Unrealized +0.5%
GENERAL ELECTRIC CO 2.6%
Value ($000) $6,530 Shares 245,775 Est. Cost $24.91 Unrealized
ABBV ABBVIE INC 2.6%
Value ($000) $6,474 Shares 96,351 Est. Cost $38.95 Unrealized +8.7%
SBUX STARBUCKS CORP 2.5%
Value ($000) $6,259 Shares 116,747 Est. Cost $36.13 Unrealized +13.3%
ALPS ETF TR 2.4%
Value ($000) $6,159 Shares 395,830 Est. Cost $17.27 Unrealized
CSCO CISCO SYS INC 2.4%
Value ($000) $6,151 Shares 224,010 Est. Cost $15.30 Unrealized +34.8%
BIIB BIOGEN INC 2.4%
Value ($000) $6,139 Shares 15,199 Est. Cost $352.37 Unrealized +13.9%
TXT TEXTRON INC 2.4%
Value ($000) $6,123 Shares 137,205 Est. Cost $37.45 Unrealized +19.4%
TRIP TRIPADVISOR INC 2.4%
Value ($000) $6,078 Shares 69,755 Est. Cost $72.31 Unrealized 0.0%
ILMN ILLUMINA INC 2.4%
Value ($000) $6,045 Shares 27,685 Est. Cost $176.55 Unrealized +10.6%
ENBRIDGE ENERGY PARTNERS L P 2.3%
Value ($000) $5,705 Shares 171,175 Est. Cost $36.01 Unrealized
USB US BANCORP DEL 2.2%
Value ($000) $5,654 Shares 130,272 Est. Cost $29.91 Unrealized 0.0%
BAC BANK AMER CORP 2.2%
Value ($000) $5,606 Shares 329,365 Est. Cost $11.39 Unrealized +15.3%
BB&T CORP 2.2%
Value ($000) $5,556 Shares 137,825 Est. Cost $40.31 Unrealized
PANW PALO ALTO NETWORKS INC 2.1%
Value ($000) $5,161 Shares 29,541 Est. Cost $8.25 Unrealized +223.7%
SLB SCHLUMBERGER LTD 2.0%
Value ($000) $5,089 Shares 59,042 Est. Cost $66.21 Unrealized +0.8%
CBS CORP NEW 2.0%
Value ($000) $4,995 Shares 90,005 Est. Cost $55.64 Unrealized
TSLA TESLA MTRS INC 1.9%
Value ($000) $4,751 Shares 17,710 Est. Cost $15.81 Unrealized 0.0%
BA BOEING CO 1.9%
Value ($000) $4,722 Shares 34,040 Est. Cost $128.84 Unrealized 0.0%
TWITTER INC 1.8%
Value ($000) $4,641 Shares 128,125 Est. Cost $38.45 Unrealized
META FACEBOOK INC 1.8%
Value ($000) $4,613 Shares 53,792 Est. Cost $76.02 Unrealized +6.7%
VZ VERIZON COMMUNICATIONS INC 1.8%
Value ($000) $4,580 Shares 98,262 Est. Cost $27.43 Unrealized +3.2%
XOM EXXON MOBIL CORP 1.6%
Value ($000) $4,087 Shares 49,125 Est. Cost $53.89 Unrealized +0.8%
PLUM CREEK TIMBER CO INC 1.6%
Value ($000) $4,086 Shares 100,720 Est. Cost $45.10 Unrealized
BLUE CAP REINS HLDGS LTD 1.0%
Value ($000) $2,618 Shares 145,705 Est. Cost $18.33 Unrealized
TARGA RESOURCES PARTNERS LP 1.0%
Value ($000) $2,464 Shares 63,840 Est. Cost $41.36 Unrealized
TTEK TETRA TECH INC NEW 0.9%
Value ($000) $2,346 Shares 91,500 Est. Cost $5.12 Unrealized 0.0%
BBD BANCO BRADESCO S A 0.8%
Value ($000) $2,105 Shares 229,780 Est. Cost $13.71 Unrealized
ABERDEEN ASIA PACIFIC INCOM 0.8%
Value ($000) $2,105 Shares 424,330 Est. Cost $6.11 Unrealized
KMI KINDER MORGAN INC DEL 0.8%
Value ($000) $2,066 Shares 53,808 Est. Cost $22.45 Unrealized +8.4%
CTSH COGNIZANT TECHNOLOGY SOLUTIO 0.7%
Value ($000) $1,637 Shares 26,794 Est. Cost $52.87 Unrealized +5.3%
IBB ISHARES TR 0.6%
Value ($000) $1,461 Shares 11,782 Est. Cost $118.37 Unrealized
CELLDEX THERAPEUTICS INC NEW 0.6%
Value ($000) $1,432 Shares 56,780 Est. Cost $18.23 Unrealized
ARRAY BIOPHARMA INC 0.5%
Value ($000) $1,209 Shares 167,621 Est. Cost $4.64 Unrealized
WAT WATERS CORP 0.5%
Value ($000) $1,191 Shares 9,280 Est. Cost $120.10 Unrealized +8.0%
CERNER CORP 0.4%
Value ($000) $1,083 Shares 15,684 Est. Cost $73.25 Unrealized
STERICYCLE INC 0.4%
Value ($000) $1,009 Shares 7,533 Est. Cost $140.38 Unrealized
LABORATORY CORP AMER HLDGS 0.4%
Value ($000) $986 Shares 8,138 Est. Cost $125.88 Unrealized
PRU PRUDENTIAL FINL INC 0.4%
Value ($000) $901 Shares 10,292 Est. Cost $50.88 Unrealized +4.7%
CNI CANADIAN NATL RY CO 0.3%
Value ($000) $855 Shares 14,810 Est. Cost $55.56 Unrealized -7.2%
MSFT MICROSOFT CORP 0.3%
Value ($000) $838 Shares 18,978 Est. Cost $37.61 Unrealized +4.5%
WFC WELLS FARGO & CO NEW 0.3%
Value ($000) $797 Shares 14,166 Est. Cost $33.56 Unrealized +23.3%
NWBO NORTHWEST BIOTHERAPEUTICS IN 0.3%
Value ($000) $630 Shares 63,475 Est. Cost $4.02 Unrealized +117.8%
SYK STRYKER CORP 0.2%
Value ($000) $573 Shares 6,000 Est. Cost $81.99 Unrealized +2.2%
BARCLAYS BANK PLC 0.2%
Value ($000) $542 Shares 20,870 Est. Cost $25.16 Unrealized
EOG EOG RES INC 0.2%
Value ($000) $538 Shares 6,150 Est. Cost $66.38 Unrealized +2.2%
VARIAN MED SYS INC 0.2%
Value ($000) $504 Shares 5,975 Est. Cost $94.07 Unrealized
E M C CORP MASS 0.2%
Value ($000) $419 Shares 15,875 Est. Cost $25.55 Unrealized
CONOCOPHILLIPS 0.1%
Value ($000) $368 Shares 5,985 Est. Cost $62.25 Unrealized
RMD RESMED INC 0.1%
Value ($000) $352 Shares 6,250 Est. Cost $56.74 Unrealized -2.4%
BSX BOSTON SCIENTIFIC CORP 0.1%
Value ($000) $344 Shares 19,426 Est. Cost $11.81 Unrealized +51.3%
PG PROCTER & GAMBLE CO 0.1%
Value ($000) $336 Shares 4,293 Est. Cost $64.13 Unrealized -6.5%
PG&E CORP 0.1%
Value ($000) $311 Shares 6,326 Est. Cost $52.52 Unrealized
DVY ISHARES TR 0.1%
Value ($000) $287 Shares 3,815 Est. Cost $74.02 Unrealized
TGT TARGET CORP 0.1%
Value ($000) $278 Shares 3,400 Est. Cost $48.59 Unrealized +21.5%
PEP PEPSICO INC 0.1%
Value ($000) $274 Shares 2,937 Est. Cost $69.70 Unrealized -0.6%
SO SOUTHERN CO 0.1%
Value ($000) $253 Shares 6,039 Est. Cost $29.94 Unrealized -7.2%
APD AIR PRODS & CHEMS INC 0.1%
Value ($000) $246 Shares 1,800 Est. Cost $79.28 Unrealized +32.3%
GOOGLE INC 0.1%
Value ($000) $233 Shares 448 Est. Cost $575.23 Unrealized
IGM ISHARES TR 0.1%
Value ($000) $230 Shares 2,222 Est. Cost $98.52 Unrealized