Bedell Frazier Investment Counselling, LLC Diversified Active

CIK: 0001388142 · Show all filings

Period: Q3 2018 (← Previous) (Next →)

Filing Date: Nov 13, 2018

Total Value ($000): $361,262 (100.0% shares, 0.0% debt)

Holdings (60)

AAPL APPLE INC 6.9%
Value ($000) $25,053 Shares 110,983 Est. Cost $18.78 Unrealized +162.3%
EEM ISHARES TR 4.7%
Value ($000) $17,144 Shares 399,448 Est. Cost $41.00 Unrealized
XLF SELECT SECTOR SPDR TR 4.5%
Value ($000) $16,157 Shares 585,841 Est. Cost $27.09 Unrealized
LULU LULULEMON ATHLETICA INC 4.3%
Value ($000) $15,545 Shares 95,665 Est. Cost $71.90 Unrealized +90.7%
GLD SPDR GOLD TRUST 4.1%
Value ($000) $14,687 Shares 130,252 Est. Cost $125.79 Unrealized
BAC BANK AMER CORP 3.2%
Value ($000) $11,670 Shares 396,117 Est. Cost $11.39 Unrealized +123.7%
GOOGL ALPHABET INC 2.8%
Value ($000) $10,234 Shares 8,478 Est. Cost $37.38 Unrealized +60.8%
DIS DISNEY WALT CO 2.8%
Value ($000) $10,094 Shares 86,321 Est. Cost $74.18 Unrealized +43.7%
TIFFANY & CO NEW 2.8%
Value ($000) $9,945 Shares 77,110 Est. Cost $103.95 Unrealized
AMZN AMAZON COM INC 2.8%
Value ($000) $9,943 Shares 4,964 Est. Cost $26.87 Unrealized +250.0%
GDX VANECK VECTORS ETF TR 2.5%
Value ($000) $9,187 Shares 496,061 Est. Cost $21.98 Unrealized
XOM EXXON MOBIL CORP 2.5%
Value ($000) $9,017 Shares 106,057 Est. Cost $54.63 Unrealized +6.5%
BIIB BIOGEN INC 2.5%
Value ($000) $9,013 Shares 25,510 Est. Cost $272.78 Unrealized +26.2%
CAT CATERPILLAR INC DEL 2.5%
Value ($000) $8,976 Shares 58,865 Est. Cost $120.51 Unrealized 0.0%
ROK ROCKWELL AUTOMATION INC 2.5%
Value ($000) $8,860 Shares 47,250 Est. Cost $150.86 Unrealized +3.6%
CVX CHEVRON CORP NEW 2.4%
Value ($000) $8,514 Shares 69,631 Est. Cost $70.34 Unrealized +25.0%
GILD GILEAD SCIENCES INC 2.4%
Value ($000) $8,500 Shares 110,087 Est. Cost $56.07 Unrealized +1.4%
DHI D R HORTON INC 2.3%
Value ($000) $8,444 Shares 200,190 Est. Cost $39.68 Unrealized +0.6%
URI UNITED RENTALS INC 2.3%
Value ($000) $8,297 Shares 50,715 Est. Cost $158.24 Unrealized -4.7%
SEATTLE GENETICS INC 2.3%
Value ($000) $8,202 Shares 106,355 Est. Cost $52.34 Unrealized
WHR WHIRLPOOL CORP 2.3%
Value ($000) $8,156 Shares 68,678 Est. Cost $173.06 Unrealized -23.4%
KANSAS CITY SOUTHERN 2.2%
Value ($000) $8,047 Shares 71,033 Est. Cost $85.81 Unrealized
SWKS SKYWORKS SOLUTIONS INC 2.2%
Value ($000) $8,034 Shares 88,570 Est. Cost $78.84 Unrealized 0.0%
ABBV ABBVIE INC 2.2%
Value ($000) $7,895 Shares 83,475 Est. Cost $69.17 Unrealized 0.0%
NTR NUTRIEN LTD 2.0%
Value ($000) $7,366 Shares 127,665 Est. Cost $38.37 Unrealized +12.3%
ORCL ORACLE CORP 2.0%
Value ($000) $7,249 Shares 140,600 Est. Cost $41.17 Unrealized +5.9%
COP CONOCOPHILLIPS 2.0%
Value ($000) $7,136 Shares 92,195 Est. Cost $43.76 Unrealized +28.8%
FIREEYE INC 1.9%
Value ($000) $6,697 Shares 393,941 Est. Cost $15.42 Unrealized
FCX FREEPORT-MCMORAN INC 1.8%
Value ($000) $6,526 Shares 468,790 Est. Cost $11.15 Unrealized +23.6%
EOG EOG RES INC 1.8%
Value ($000) $6,339 Shares 49,687 Est. Cost $66.17 Unrealized +38.1%
TWITTER INC 1.7%
Value ($000) $6,195 Shares 217,672 Est. Cost $23.03 Unrealized
CARRIZO OIL & GAS INC 1.5%
Value ($000) $5,467 Shares 216,938 Est. Cost $27.75 Unrealized
ALPS ETF TR 1.5%
Value ($000) $5,451 Shares 510,364 Est. Cost $9.66 Unrealized
EA ELECTRONIC ARTS INC 1.5%
Value ($000) $5,402 Shares 44,835 Est. Cost $108.58 Unrealized +15.4%
VANECK VECTORS ETF TR 1.4%
Value ($000) $5,052 Shares 200,565 Est. Cost $23.99 Unrealized
XLV SELECT SECTOR SPDR TR 1.3%
Value ($000) $4,801 Shares 50,455 Est. Cost $95.15 Unrealized
TBT PROSHARES TR 1.3%
Value ($000) $4,793 Shares 125,050 Est. Cost $36.27 Unrealized
NTNX NUTANIX INC 1.3%
Value ($000) $4,624 Shares 108,250 Est. Cost $22.23 Unrealized +137.5%
SPY SPDR S&P 500 ETF TR 1.0%
Value ($000) $3,586 Shares 12,336 Est. Cost $282.95 Unrealized
BMRN BIOMARIN PHARMACEUTICAL INC 0.9%
Value ($000) $3,339 Shares 34,430 Est. Cost $85.82 Unrealized +16.3%
NXPI NXP SEMICONDUCTORS N V 0.9%
Value ($000) $3,237 Shares 37,860 Est. Cost $85.25 Unrealized 0.0%
CREE INC 0.3%
Value ($000) $1,096 Shares 28,950 Est. Cost $41.57 Unrealized
FBT FIRST TR EXCHANGE TRADED FD 0.2%
Value ($000) $854 Shares 5,390 Est. Cost $132.92 Unrealized
BSX BOSTON SCIENTIFIC CORP 0.2%
Value ($000) $758 Shares 19,692 Est. Cost $19.39 Unrealized +80.1%
QQQ INVESCO QQQ TR 0.2%
Value ($000) $600 Shares 3,232 Est. Cost $185.64 Unrealized
WFC WELLS FARGO CO NEW 0.2%
Value ($000) $596 Shares 11,347 Est. Cost $38.65 Unrealized +20.3%
UNP UNION PAC CORP 0.2%
Value ($000) $586 Shares 3,600 Est. Cost $100.79 Unrealized +26.8%
JNJ JOHNSON & JOHNSON 0.2%
Value ($000) $552 Shares 3,998 Est. Cost $76.10 Unrealized +42.0%
XLI SELECT SECTOR SPDR TR 0.1%
Value ($000) $441 Shares 5,619 Est. Cost $73.35 Unrealized
T AT&T INC 0.1%
Value ($000) $436 Shares 12,997 Est. Cost $15.28 Unrealized -5.3%
TGT TARGET CORP 0.1%
Value ($000) $327 Shares 3,706 Est. Cost $46.36 Unrealized +46.6%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.1%
Value ($000) $321 Shares 1,500 Est. Cost $171.68 Unrealized +19.5%
LULU LULULEMON ATHLETICA INC 0.1%
Value ($000) $276 Shares 1,700 Est. Cost $71.90 Unrealized +90.7%
JPM JPMORGAN CHASE & CO 0.1%
Value ($000) $256 Shares 2,270 Est. Cost $82.62 Unrealized +12.1%
IWM ISHARES TR 0.1%
Value ($000) $243 Shares 1,444 Est. Cost $151.74 Unrealized
INTC INTEL CORP 0.1%
Value ($000) $239 Shares 5,055 Est. Cost $36.55 Unrealized +13.6%
NEE NEXTERA ENERGY INC 0.1%
Value ($000) $235 Shares 1,400 Est. Cost $31.53 Unrealized +12.5%
MCD MCDONALDS CORP 0.1%
Value ($000) $206 Shares 1,230 Est. Cost $134.80 Unrealized 0.0%
APD AIR PRODS & CHEMS INC 0.1%
Value ($000) $200 Shares 1,200 Est. Cost $135.95 Unrealized 0.0%
GENERAL ELECTRIC CO 0.0%
Value ($000) $166 Shares 14,700 Est. Cost $13.61 Unrealized