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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 15 of 16  ·  309 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 WAT WATERS CORP Healthcare 626.0 $235K 0.02% NEW $375.04 +10.9%
282 EXC EXELON CORP Utilities 4,952.0 $231K 0.02% NEW $46.62 -2.8%
283 THO THOR INDS INC Consumer Cyclical 3,062.0 $230K 0.02% NEW $75.16 +6.5%
284 CVS CVS HEALTH CORP Healthcare 2,209.0 $228K 0.02% NEW $103.44 -9.5%
285 AZN ASTRAZENECA PLC Healthcare 1,200.0 $228K 0.02% NEW $189.62 -13.0%
286 RIO RIO TINTO PLC Basic Materials 2,392.0 $227K 0.02% NEW $94.94 +5.8%
287 LMT LOCKHEED MARTIN CORP Industrials 445.0 $227K 0.02% NEW $509.77 +15.6%
288 EJAN INNOVATOR ETFS TRUST 6,224.0 $224K 0.02% NEW $36.00 +1.8%
289 IYH ISHARES TR 3,327.0 $223K 0.02% NEW $67.01 +10.9%
290 MAR MARRIOTT INTL INC NEW Consumer Cyclical 600.0 $222K 0.02% NEW $370.67 -2.9%
291 DFSU DIMENSIONAL ETF TRUST 4,769.0 $222K 0.02% NEW $46.63 +3.9%
292 ABT ABBOTT LABORATORIES Healthcare 2,409.0 $219K 0.02% NEW $90.74 +26.1%
293 UMAY INNOVATOR ETFS TRUST 5,722.0 $217K 0.02% NEW $38.00 +1.7%
294 GDX VANECK ETF TRUST 2,876.0 $217K 0.02% NEW $75.46 +29.0%
295 XLY SELECT SECTOR SPDR TR 1,844.0 $216K 0.02% NEW $117.28 +1.1%
296 SUB ISHARES TR 1,981.0 $211K 0.02% NEW $106.47 -0.2%
297 TGT TARGET CORP Consumer Defensive 1,609.0 $210K 0.02% NEW $130.64 +21.7%
298 MCK MCKESSON CORP Healthcare 277.0 $209K 0.02% NEW $755.60 +13.0%
299 QBTS D-WAVE QUANTUM INC Technology 8,720.0 $209K 0.02% NEW $23.99 -19.4%
300 WSO WATSCO INC Industrials 500.0 $208K 0.02% NEW $416.73 -23.3%
Page 15 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%