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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 9 of 16  ·  309 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 BALL BALL CORP Consumer Cyclical 9,600.0 $599K 0.06% NEW $62.40 +0.3%
162 MPLX MPLX LP Energy 10,632.0 $599K 0.06% NEW $56.33 +4.0%
163 AMGN AMGEN INC Healthcare 1,648.0 $597K 0.06% NEW $362.12 +19.8%
164 MTRN MATERION CORP Basic Materials 2,000.0 $595K 0.06% NEW $297.39 -21.7%
165 TJX TJX COS INC NEW Consumer Cyclical 3,845.0 $582K 0.06% NEW $151.49 -7.1%
166 IEI ISHARES TR 4,843.0 $569K 0.05% NEW $117.45 -0.8%
167 UNP UNION PAC CORP Industrials 2,074.0 $564K 0.05% NEW $271.95 +11.8%
168 EEM ISHARES TR 8,153.0 $558K 0.05% NEW $68.41 -2.6%
169 SCHA SCHWAB STRATEGIC TR 15,052.0 $544K 0.05% NEW $36.13 -4.1%
170 IJR ISHARES TR 3,622.0 $537K 0.05% NEW $148.31 -1.3%
171 AFL AFLAC INC Financial Services 4,558.0 $534K 0.05% NEW $117.24 -0.9%
172 XLF SELECT SECTOR SPDR TR 9,922.0 $532K 0.05% NEW $53.61 +6.2%
173 SYK STRYKER CORPORATION Healthcare 1,683.0 $530K 0.05% NEW $314.92 +4.1%
174 AEP AMERICAN ELEC PWR CO INC Utilities 3,867.0 $529K 0.05% NEW $136.81 -8.1%
175 SPHQ INVESCO EXCHANGE TRADED FD T 5,597.0 $504K 0.05% NEW $90.10 -5.0%
176 NJR NEW JERSEY RES CORP Utilities 8,982.0 $503K 0.05% NEW $56.04 -2.1%
177 MMM 3M CO Industrials 3,091.0 $500K 0.05% NEW $161.89 +10.0%
178 MU MICRON TECHNOLOGY INC Technology 429.0 $495K 0.05% NEW $1154.64 -15.6%
179 BUFF INNOVATOR ETFS TRUST 9,184.0 $484K 0.04% NEW $52.68 +1.6%
180 SBUX STARBUCKS CORP Consumer Cyclical 4,733.0 $484K 0.04% NEW $102.20 +1.8%
Page 9 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%