Bedell Frazier Investment Counselling, LLC Diversified Active

CIK: 0001388142 · Show all filings

Period: Q4 2015 (← Previous) (Next →)

Filing Date: Feb 9, 2016

Total Value ($000): $201,646 (100.0% shares, 0.0% debt)

Holdings (49)

AAPL APPLE INC 11.1%
Value ($000) $22,420 Shares 212,999 Est. Cost $18.18 Unrealized +41.5%
GOOGL ALPHABET INC 6.4%
Value ($000) $12,807 Shares 16,461 Est. Cost $36.73 Unrealized 0.0%
CBS CORP NEW 5.1%
Value ($000) $10,192 Shares 216,259 Est. Cost $49.58 Unrealized
CVX CHEVRON CORP NEW 4.8%
Value ($000) $9,738 Shares 108,244 Est. Cost $69.43 Unrealized -15.8%
ABBV ABBVIE INC 4.8%
Value ($000) $9,651 Shares 162,916 Est. Cost $38.54 Unrealized -1.5%
PROSHARES TR 4.2%
Value ($000) $8,369 Shares 419,910 Est. Cost $19.93 Unrealized
GENERAL ELECTRIC CO 3.9%
Value ($000) $7,933 Shares 254,656 Est. Cost $25.03 Unrealized
T AT&T INC 3.7%
Value ($000) $7,443 Shares 216,314 Est. Cost $11.58 Unrealized +7.3%
JNJ JOHNSON & JOHNSON 3.6%
Value ($000) $7,320 Shares 71,260 Est. Cost $74.03 Unrealized +2.6%
DIS DISNEY WALT CO 3.5%
Value ($000) $7,059 Shares 67,181 Est. Cost $57.50 Unrealized +77.8%
CSCO CISCO SYS INC 3.2%
Value ($000) $6,498 Shares 239,285 Est. Cost $15.58 Unrealized +29.4%
BSX BOSTON SCIENTIFIC CORP 3.2%
Value ($000) $6,494 Shares 352,196 Est. Cost $16.82 Unrealized +6.5%
AMZN AMAZON COM INC 2.8%
Value ($000) $5,689 Shares 8,417 Est. Cost $14.48 Unrealized +117.7%
BAC BANK AMER CORP 2.8%
Value ($000) $5,596 Shares 332,475 Est. Cost $11.39 Unrealized +19.1%
PLUM CREEK TIMBER CO INC 2.7%
Value ($000) $5,445 Shares 114,105 Est. Cost $44.48 Unrealized
FEDEX CORP 2.7%
Value ($000) $5,364 Shares 36,000 Est. Cost $149.00 Unrealized
PANW PALO ALTO NETWORKS INC 2.6%
Value ($000) $5,216 Shares 29,611 Est. Cost $8.25 Unrealized +249.9%
AXP AMERICAN EXPRESS CO 2.5%
Value ($000) $5,139 Shares 73,894 Est. Cost $65.86 Unrealized -4.5%
VZ VERIZON COMMUNICATIONS INC 2.5%
Value ($000) $5,073 Shares 109,749 Est. Cost $27.39 Unrealized -1.7%
WMT WAL-MART STORES INC 2.5%
Value ($000) $5,066 Shares 82,650 Est. Cost $16.63 Unrealized 0.0%
XOM EXXON MOBIL CORP 2.5%
Value ($000) $4,992 Shares 64,046 Est. Cost $52.98 Unrealized -3.0%
WDC WESTERN DIGITAL CORP 2.4%
Value ($000) $4,843 Shares 80,655 Est. Cost $43.55 Unrealized 0.0%
BIIB BIOGEN INC 2.0%
Value ($000) $3,976 Shares 12,979 Est. Cost $287.35 Unrealized 0.0%
ALPS ETF TR 1.8%
Value ($000) $3,713 Shares 308,130 Est. Cost $16.99 Unrealized
UNITED STATES OIL FUND LP 1.6%
Value ($000) $3,322 Shares 302,000 Est. Cost $11.00 Unrealized
TWITTER INC 1.6%
Value ($000) $3,185 Shares 137,661 Est. Cost $36.74 Unrealized
ENBRIDGE ENERGY PARTNERS L P 1.3%
Value ($000) $2,719 Shares 117,875 Est. Cost $23.07 Unrealized
TTEK TETRA TECH INC NEW 1.2%
Value ($000) $2,477 Shares 95,180 Est. Cost $5.13 Unrealized +4.1%
BLUE CAP REINS HLDGS LTD 1.2%
Value ($000) $2,327 Shares 135,705 Est. Cost $18.33 Unrealized
CTSH COGNIZANT TECHNOLOGY SOLUTIO 0.6%
Value ($000) $1,217 Shares 20,275 Est. Cost $52.87 Unrealized +8.1%
IBB ISHARES TR 0.6%
Value ($000) $1,164 Shares 10,300 Est. Cost $113.01 Unrealized
CELLDEX THERAPEUTICS INC NEW 0.5%
Value ($000) $1,023 Shares 65,236 Est. Cost $17.66 Unrealized
KMI KINDER MORGAN INC DEL 0.5%
Value ($000) $971 Shares 65,104 Est. Cost $21.88 Unrealized -34.7%
MSFT MICROSOFT CORP 0.4%
Value ($000) $855 Shares 15,414 Est. Cost $37.82 Unrealized +21.4%
WAT WATERS CORP 0.4%
Value ($000) $820 Shares 6,090 Est. Cost $120.10 Unrealized +7.0%
ARRAY BIOPHARMA INC 0.4%
Value ($000) $755 Shares 178,971 Est. Cost $4.61 Unrealized
WFC WELLS FARGO & CO NEW 0.4%
Value ($000) $706 Shares 12,990 Est. Cost $33.77 Unrealized +20.9%
CERNER CORP 0.3%
Value ($000) $575 Shares 9,550 Est. Cost $72.16 Unrealized
BARCLAYS BANK PLC 0.3%
Value ($000) $529 Shares 20,370 Est. Cost $25.17 Unrealized
PRU PRUDENTIAL FINL INC 0.2%
Value ($000) $459 Shares 5,642 Est. Cost $50.88 Unrealized +3.4%
LABORATORY CORP AMER HLDGS 0.2%
Value ($000) $435 Shares 3,520 Est. Cost $125.88 Unrealized
EOG EOG RES INC 0.2%
Value ($000) $363 Shares 5,125 Est. Cost $66.09 Unrealized -9.5%
SO SOUTHERN CO 0.1%
Value ($000) $283 Shares 6,039 Est. Cost $29.94 Unrealized -1.1%
IBM INTERNATIONAL BUSINESS MACHS 0.1%
Value ($000) $271 Shares 1,970 Est. Cost $95.35 Unrealized -8.2%
PG&E CORP 0.1%
Value ($000) $252 Shares 4,734 Est. Cost $52.52 Unrealized
PG PROCTER & GAMBLE CO 0.1%
Value ($000) $237 Shares 2,990 Est. Cost $64.13 Unrealized -9.7%
APD AIR PRODS & CHEMS INC 0.1%
Value ($000) $234 Shares 1,800 Est. Cost $79.28 Unrealized +23.6%
TGT TARGET CORP 0.1%
Value ($000) $227 Shares 3,120 Est. Cost $48.59 Unrealized +13.7%
INTC INTEL CORP 0.1%
Value ($000) $204 Shares 5,908 Est. Cost $26.65 Unrealized 0.0%