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Bedell Investment Counselling
RIA/Wealth
Bedell Investment Counselling is a RIA/Wealth based in Walnut Creek, CA led by Pradeep Jayaraman, reporting $805.1M in AUM as of Q3 2025 with AAPL as the largest holding (8% allocation).
PresidentPradeep Jayaraman
- Portfolio Value
- $486.4M
- Positions
- 128
- Top Holding
- AAPL at 8.11%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Bedell Investment Counselling's portfolio (37.4% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
Consumer Electronics Technology | $39.4M | 8.11% | +$537.0K Bought | 0.00% 154.9K shares | |
Unknown Unknown | $24.0M | 4.94% | -$656.2K Sold | — 67.6K shares | |
Specialty Retail Consumer Cyclical | $23.1M | 4.74% | -$359.4K Sold | 0.00% 105.0K shares | |
Internet Content & Information Communication Services | $22.4M | 4.60% | +$4.2M Bought | 0.00% 92.0K shares | |
Software - Infrastructure Technology | $15.5M | 3.18% | +$992.4K Bought | 0.00% 29.8K shares | |
Software - Application Technology | $13.5M | 2.77% | +$755.3K Bought | 0.01% 137.4K shares | |
ETF ETF | $13.0M | 2.68% | +$13.0M Bought | — 53.9K shares | |
Drug Manufacturers - General Healthcare | $10.9M | 2.24% | -$255.9K Sold | 0.00% 58.8K shares | |
Aerospace & Defense Industrials | $10.0M | 2.06% | -$1.5M Sold | 0.01% 20.1K shares | |
Internet Content & Information Communication Services | $10.0M | 2.06% | +$8.3M Bought | 0.00% 13.6K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Bedell Investment Counselling's latest filing
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Decreased Positions
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Analytics
Portfolio insights and performance metrics for Bedell Investment Counselling
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