Long-term investor
Bedel Financial Consulting, Inc. @bedelfinancialconsulting
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001730511).
Record
- Tracked since 2025-06-30 (441 days), 25 trades recorded
- Returns: week n/a · month n/a · 90 days +16.3% · 6 months n/a · 1 year +29.2% · all +29.2%
- Max drawdown n/a · win rate 19% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- LLY · 39.0% · long · since 2025-06-30
- DFAI · 6.1% · long · since 2025-06-30
- VTEB · 3.3% · long · since 2025-06-30
- DFAE · 3.0% · long · since 2025-06-30
- AAPL · 2.3% · long · since 2025-06-30
- AVDV · 1.7% · long · since 2025-09-30
- IMCG · 1.5% · long · since 2025-06-30
- EFG · 1.5% · long · since 2025-06-30
- SPY · 1.4% · long · since 2025-06-30
- CGGR · 1.3% · long · since 2025-06-30
- MSFT · 1.2% · long · since 2025-06-30
- TOTL · 1.0% · long · since 2025-06-30