Stock Taper 
BEDELL FRAZIER INVESTMENT COUNSELING, LLC
Latest 13F filing data - Q1 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 ASML Holding N.V. | ASML | 161 | $212.65K |
 GE Vernova Inc. | GEV | 326 | $284.57K |
 Mastercard Incorporated | MA | 465 | $232.34K |
 Elbit Systems Ltd. | ESLT | 650 | $551.91K |
 American Express Company | AXP | 800 | $241.98K |
 Air Products and Chemicals, Inc. | APD | 1K | $290.49K |
 GE Aerospace | GE | 1.23K | $349.32K |
 Cloudflare, Inc. | NET | 1.24K | $255.45K |
 Trane Technologies plc | TT | 1.51K | $630.95K |
 PepsiCo, Inc. | PEP | 1.53K | $238.37K |
 QUALCOMM Incorporated | QCOM | 1.57K | $202.83K |
 Consolidated Edison, Inc. | ED | 1.8K | $203.72K |
 Constellation Energy Corporation | CEG | 1.91K | $533.09K |
 RTX Corporation | RTX | 2.08K | $402K |
 Tower Semiconductor Ltd. | TSEM | 2.2K | $386.06K |
 The Goldman Sachs Group, Inc. | GS | 2.24K | $1.9M |
 AbbVie Inc. | ABBV | 2.38K | $518.5K |
 The Procter & Gamble Company | PG | 2.4K | $346.37K |
 United Parcel Service, Inc. | UPS | 2.54K | $250.38K |
 Ulta Beauty, Inc. | ULTA | 3.21K | $1.68M |