Stock Taper 
BEDELL FRAZIER INVESTMENT COUNSELING, LLC
Latest 13F filing data - Q1 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Dollar Tree, Inc. | DLTR | 7.21K | $789.31K |
 NIKE, Inc. | NKE | 7.78K | $411.1K |
 Palo Alto Networks, Inc. | PANW | 7.88K | $1.26M |
 The Home Depot, Inc. | HD | 9.29K | $3.05M |
 The Southern Company | SO | 9.57K | $923.79K |
 Intel Corp. | INTC | 9.69K | $427.58K |
 Alphabet Inc. | GOOG | 9.77K | $2.8M |
 América Móvil, S.A.B. de C.V. | AMX | 10K | $254.8K |
 Rockwell Automation, Inc. | ROK | 11.62K | $4.17M |
 BHP Group Limited | BHP | 12.09K | $879.5K |
 Lam Research Corporation | LRCX | 12.12K | $2.59M |
 Tesla, Inc. | TSLA | 12.37K | $4.6M |
 CrowdStrike Holdings, Inc. | CRWD | 12.43K | $4.85M |
 Eli Lilly and Company | LLY | 12.98K | $11.94M |
 Linde plc | LIN | 13.02K | $6.45M |
 Taiwan Semiconductor Manufacturing Company Limited | TSM | 13.13K | $4.44M |
 The Williams Companies, Inc. | WMB | 13.29K | $966.96K |
 JPMorgan Chase & Co. | JPM | 13.84K | $4.07M |
 Eaton Corporation plc | ETN | 14.87K | $5.32M |
 Advanced Micro Devices, Inc. | AMD | 15.48K | $3.15M |