Bedell Frazier Investment Counselling, LLC Diversified Active

CIK: 0001388142 · Show all filings

Period: Q3 2015 (← Previous) (Next →)

Filing Date: Nov 9, 2015

Total Value ($000): $172,928 (100.0% shares, 0.0% debt)

Holdings (52)

AAPL APPLE INC 13.1%
Value ($000) $22,569 Shares 204,612 Est. Cost $17.87 Unrealized +47.1%
GOOGLE INC 8.6%
Value ($000) $14,953 Shares 23,423 Est. Cost $556.48 Unrealized
CVX CHEVRON CORP NEW 4.5%
Value ($000) $7,798 Shares 98,853 Est. Cost $70.47 Unrealized -23.6%
AMZN AMAZON COM INC 4.2%
Value ($000) $7,316 Shares 14,293 Est. Cost $14.48 Unrealized +74.6%
T AT&T INC 4.0%
Value ($000) $6,918 Shares 212,339 Est. Cost $11.57 Unrealized +6.0%
DIS DISNEY WALT CO 4.0%
Value ($000) $6,841 Shares 66,939 Est. Cost $57.50 Unrealized +73.5%
JNJ JOHNSON & JOHNSON 3.9%
Value ($000) $6,704 Shares 71,820 Est. Cost $74.03 Unrealized -2.1%
GENERAL ELECTRIC CO 3.6%
Value ($000) $6,304 Shares 249,960 Est. Cost $24.91 Unrealized
CSCO CISCO SYS INC 3.4%
Value ($000) $5,921 Shares 225,560 Est. Cost $15.30 Unrealized +27.9%
BSX BOSTON SCIENTIFIC CORP 3.3%
Value ($000) $5,646 Shares 344,031 Est. Cost $16.79 Unrealized +1.8%
ALPS ETF TR 3.0%
Value ($000) $5,237 Shares 419,630 Est. Cost $16.99 Unrealized
ABBV ABBVIE INC 3.0%
Value ($000) $5,179 Shares 95,186 Est. Cost $38.95 Unrealized +9.2%
BAC BANK AMER CORP 3.0%
Value ($000) $5,141 Shares 330,000 Est. Cost $11.39 Unrealized +18.1%
PANW PALO ALTO NETWORKS INC 2.9%
Value ($000) $5,080 Shares 29,536 Est. Cost $8.25 Unrealized +257.8%
TXT TEXTRON INC 2.9%
Value ($000) $5,049 Shares 134,145 Est. Cost $37.45 Unrealized +9.0%
CBS CORP NEW 2.8%
Value ($000) $4,897 Shares 122,720 Est. Cost $51.44 Unrealized
AXP AMERICAN EXPRESS CO 2.8%
Value ($000) $4,857 Shares 65,514 Est. Cost $66.24 Unrealized 0.0%
VZ VERIZON COMMUNICATIONS INC 2.7%
Value ($000) $4,592 Shares 105,548 Est. Cost $27.40 Unrealized -1.4%
PLUM CREEK TIMBER CO INC 2.6%
Value ($000) $4,477 Shares 113,305 Est. Cost $44.48 Unrealized
BA BOEING CO 2.6%
Value ($000) $4,477 Shares 34,185 Est. Cost $128.84 Unrealized -4.3%
XOM EXXON MOBIL CORP 2.5%
Value ($000) $4,327 Shares 58,203 Est. Cost $53.14 Unrealized -7.6%
TWITTER INC 2.3%
Value ($000) $4,057 Shares 150,605 Est. Cost $36.74 Unrealized
BLUE CAP REINS HLDGS LTD 1.4%
Value ($000) $2,418 Shares 140,405 Est. Cost $18.33 Unrealized
TARGA RESOURCES PARTNERS LP 1.4%
Value ($000) $2,392 Shares 82,371 Est. Cost $38.59 Unrealized
TTEK TETRA TECH INC NEW 1.3%
Value ($000) $2,235 Shares 91,925 Est. Cost $5.12 Unrealized -0.1%
ABERDEEN ASIA PACIFIC INCOM 1.1%
Value ($000) $1,825 Shares 405,630 Est. Cost $6.11 Unrealized
KMI KINDER MORGAN INC DEL 1.0%
Value ($000) $1,778 Shares 64,224 Est. Cost $21.98 Unrealized -11.1%
GLD SPDR GOLD TRUST 1.0%
Value ($000) $1,647 Shares 15,413 Est. Cost $106.86 Unrealized
CTSH COGNIZANT TECHNOLOGY SOLUTIO 0.7%
Value ($000) $1,285 Shares 20,530 Est. Cost $52.87 Unrealized +5.3%
FBT FIRST TR EXCHANGE TRADED FD 0.7%
Value ($000) $1,192 Shares 11,760 Est. Cost $101.36 Unrealized
MNST MONSTER BEVERAGE CORP NEW 0.6%
Value ($000) $1,031 Shares 7,630 Est. Cost $23.44 Unrealized 0.0%
ARRAY BIOPHARMA INC 0.4%
Value ($000) $761 Shares 166,921 Est. Cost $4.64 Unrealized
WAT WATERS CORP 0.4%
Value ($000) $744 Shares 6,290 Est. Cost $120.10 Unrealized +5.3%
MSFT MICROSOFT CORP 0.4%
Value ($000) $665 Shares 15,028 Est. Cost $37.61 Unrealized +3.5%
WFC WELLS FARGO & CO NEW 0.4%
Value ($000) $647 Shares 12,604 Est. Cost $33.56 Unrealized +22.4%
CELLDEX THERAPEUTICS INC NEW 0.4%
Value ($000) $631 Shares 59,825 Est. Cost $17.84 Unrealized
BARCLAYS BANK PLC 0.3%
Value ($000) $547 Shares 21,370 Est. Cost $25.17 Unrealized
CERNER CORP 0.3%
Value ($000) $525 Shares 8,750 Est. Cost $73.25 Unrealized
LABORATORY CORP AMER HLDGS 0.3%
Value ($000) $516 Shares 4,755 Est. Cost $125.88 Unrealized
PRU PRUDENTIAL FINL INC 0.3%
Value ($000) $504 Shares 6,617 Est. Cost $50.88 Unrealized +4.2%
EOG EOG RES INC 0.2%
Value ($000) $357 Shares 4,900 Est. Cost $66.38 Unrealized -13.9%
SLB SCHLUMBERGER LTD 0.2%
Value ($000) $293 Shares 4,250 Est. Cost $66.21 Unrealized -11.0%
IBM INTERNATIONAL BUSINESS MACHS 0.2%
Value ($000) $286 Shares 1,970 Est. Cost $95.35 Unrealized 0.0%
STERICYCLE INC 0.2%
Value ($000) $279 Shares 2,000 Est. Cost $140.38 Unrealized
DVY ISHARES TR 0.2%
Value ($000) $278 Shares 3,815 Est. Cost $74.02 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 0.2%
Value ($000) $271 Shares 2,076 Est. Cost $137.00 Unrealized 0.0%
SO SOUTHERN CO 0.2%
Value ($000) $270 Shares 6,039 Est. Cost $29.94 Unrealized -5.4%
PG&E CORP 0.2%
Value ($000) $268 Shares 5,084 Est. Cost $52.52 Unrealized
TGT TARGET CORP 0.1%
Value ($000) $245 Shares 3,120 Est. Cost $48.59 Unrealized +20.7%
GOOGLE INC 0.1%
Value ($000) $245 Shares 403 Est. Cost $575.23 Unrealized
APD AIR PRODS & CHEMS INC 0.1%
Value ($000) $230 Shares 1,800 Est. Cost $79.28 Unrealized +24.1%
PG PROCTER & GAMBLE CO 0.1%
Value ($000) $223 Shares 3,093 Est. Cost $64.13 Unrealized -12.2%