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Portfolio (Quarterly) Guide ↗

Bedel Financial Consulting, Inc.

· CIK 0001730511
13F Portfolio $1.1B AUM 313 positions Filed Jul 29, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 309 New
Page 11 of 16  ·  309 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 PUSH PGIM ETF TR 8,000.0 $403K 0.04% NEW $50.41 -0.0%
202 T AT&T INC Communication Services 19,452.0 $403K 0.04% NEW $20.70 +21.7%
203 DE DEERE & CO Industrials 634.0 $402K 0.04% NEW $634.56 -2.8%
204 IWB ISHARES TR 980.0 $401K 0.04% NEW $409.50 +2.1%
205 DHR DANAHER CORP DEL Healthcare 2,106.0 $401K 0.04% NEW $190.51 +15.0%
206 COF CAPITAL ONE FINL CORP Financial Services 1,999.0 $401K 0.04% NEW $200.61 +7.1%
207 CAH CARDINAL HEALTH INC Healthcare 1,683.0 $400K 0.04% NEW $237.56 -3.0%
208 AVUV AMERICAN CENTY ETF TR 3,190.0 $398K 0.04% NEW $124.77 +0.5%
209 GSK GSK PLC Healthcare 7,562.0 $396K 0.04% NEW $52.42 -0.7%
210 PNW PINNACLE WEST CAP CORP Utilities 3,690.0 $395K 0.04% NEW $107.00 -7.1%
211 SHYM BLACKROCK ETF TRUST II 17,242.0 $387K 0.04% NEW $22.45 -1.5%
212 OKE ONEOK INC NEW Energy 4,409.0 $383K 0.04% NEW $86.93 +9.4%
213 VCIT VANGUARD SCOTTSDALE FDS 4,602.0 $380K 0.04% NEW $82.65 -1.9%
214 BJAN INNOVATOR ETFS TRUST 6,420.0 $378K 0.04% NEW $58.87 +2.1%
215 TPIF TIMOTHY PLAN 10,110.0 $377K 0.04% NEW $37.31 +3.4%
216 CRWD CROWDSTRIKE HLDGS INC Technology 492.0 $375K 0.04% NEW $190.79 -0.0%
217 PTL NORTHERN LTS FD TR IV 1,295.0 $370K 0.04% NEW $286.09 -0.9%
218 CTVA CORTEVA INC Basic Materials 4,342.0 $368K 0.04% NEW $84.68 -5.7%
219 EMR EMERSON ELEC CO Industrials 2,537.0 $363K 0.03% NEW $143.18 +7.9%
220 WWJD NORTHERN LTS FD TR IV 9,517.0 $363K 0.03% NEW $38.13 +7.0%
Page 11 of 16  ·  309 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Healthcare 68.7%
Technology 11.2%
Financial Services 7.1%
Communication Services 3.1%
Industrials 2.8%
Consumer Cyclical 2.2%
Consumer Defensive 2.1%
Energy 1.2%
Utilities 0.9%
Real Estate 0.4%