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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 16 of 16  ·  309 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 PANW PALO ALTO NETWORKS INC Technology 610.0 $208K 0.02% NEW $341.02 +5.5%
302 PRU PRUDENTIAL FINL INC Financial Services 1,926.0 $208K 0.02% NEW $107.93 +13.2%
303 GUNR FLEXSHARES TR 4,133.0 $204K 0.02% NEW $49.28 +12.1%
304 GILD GILEAD SCIENCES INC Healthcare 1,607.0 $203K 0.02% NEW $126.34 +16.8%
305 TMUS T-MOBILE US INC Communication Services 1,210.0 $203K 0.02% NEW $167.68 +8.8%
306 DEHP DIMENSIONAL ETF TRUST 4,686.0 $200K 0.02% NEW $42.77 -4.8%
307 CAG CONAGRA BRANDS INC Consumer Defensive 11,696.0 $157K 0.01% NEW $13.46 +20.5%
308 RLMD RELMADA THERAPEUTICS INC Healthcare 10,000.0 $69K 0.01% NEW $6.92 -30.2%
309 EVF EATON VANCE SR INCOME TR Financial Services 11,962.0 $60K 0.01% NEW $4.98 -0.2%
Page 16 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%