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 2025-12-31 (249 days), 16 trades recorded
  • Returns: week n/a · month n/a · 90 days +16.3% · 6 months n/a · 1 year n/a · all +9.0%
  • Max drawdown n/a · win rate 11% · data quality Good
  • Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)

Open positions

  • LLY · 39.0% · long · since 2025-12-31
  • 25434V203 · 6.1% · long · since 2025-12-31
  • 922907746 · 3.3% · long · since 2025-12-31
  • 25434V302 · 3.0% · long · since 2025-12-31
  • AAPL · 2.3% · long · since 2025-12-31
  • 025072802 · 1.7% · long · since 2025-12-31
  • 464288307 · 1.5% · long · since 2025-12-31
  • 464288885 · 1.5% · long · since 2025-12-31
  • 78462F103 · 1.4% · long · since 2025-12-31
  • 14020G101 · 1.3% · long · since 2025-12-31
  • MSFT · 1.2% · long · since 2025-12-31
  • 78467V848 · 1.0% · long · since 2025-12-31

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