Stock Taper 
BEDELL FRAZIER INVESTMENT COUNSELING, LLC
Latest 13F filing data - Q1 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 CrowdStrike Holdings, Inc. | CRWD | 12.43K | $4.85M |
 Tesla, Inc. | TSLA | 12.37K | $4.6M |
 Lam Research Corporation | LRCX | 12.12K | $2.59M |
 BHP Group Limited | BHP | 12.09K | $879.5K |
 Rockwell Automation, Inc. | ROK | 11.62K | $4.17M |
 América Móvil, S.A.B. de C.V. | AMX | 10K | $254.8K |
 Alphabet Inc. | GOOG | 9.77K | $2.8M |
 Intel Corp. | INTC | 9.69K | $427.58K |
 The Southern Company | SO | 9.57K | $923.79K |
 The Home Depot, Inc. | HD | 9.29K | $3.05M |
 Palo Alto Networks, Inc. | PANW | 7.88K | $1.26M |
 NIKE, Inc. | NKE | 7.78K | $411.1K |
 Dollar Tree, Inc. | DLTR | 7.21K | $789.31K |
 BlackRock, Inc. | BLK | 7.02K | $6.75M |
 Regeneron Pharmaceuticals, Inc. | REGN | 6.9K | $5.33M |
 Marriott International, Inc. | MAR | 6.82K | $2.23M |
 Enterprise Products Partners L.P. | EPD | 6.18K | $233.84K |
 Broadcom Inc. | AVGO | 5.84K | $1.81M |
 Wells Fargo & Company | WFC | 5.64K | $448.76K |
 NextEra Energy, Inc. | NEE | 5.22K | $485.3K |