Managers / Q1 2026
Bedel Financial Consulting, Inc.
CIK 0001730511 · 8940 RIVER CROSSING BOULEVARD, SUITE 120, INDIANAPOLIS, IN, 46240 · 317-843-1358
Reported Value
$888M
Q1 2026
Positions
300
Filings on Record
31
2019–present window
Filed
May 4, 2026
original filing
Summary
Bedel Financial Consulting, Inc. reported $888M in U.S.-listed holdings across 300 positions for Q1 2026.
The portfolio is heavily concentrated: LLY alone accounts for 33.9% of reported value.
Compared with Q4 2025, the fund opened 17 new positions and exited 13.
Reported Value by Quarter
13F Reported Value
Portfolio Composition
By security type
Composition data arrives with ticker enrichment.
Quarter-over-Quarter Changes full breakdown →
Holdings — Q1 2026
Filing History
| Quarter | Reported Value | Positions | Filed | Type | Links |
|---|---|---|---|---|---|
| Q1 2026 | $888M | 300 | May 4, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q4 2025 | $929M | 293 | Jan 28, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q3 2025 | $783M | 289 | Nov 7, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q2 2025 | $733M | 277 | Aug 12, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q1 2025 | $698M | 264 | May 7, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q4 2024 | $720M | 270 | Feb 6, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q3 2024 | $709M | 260 | Nov 12, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q2 2024 | $682M | 252 | Aug 5, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q1 2024 | $638M | 254 | May 7, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q4 2023 | $546M | 246 | Feb 13, 2024 | RESTATEMENT | changes · EDGAR ↗ |
| Q2 2023 | $479M | 240 | Aug 10, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q1 2023 | $411M | 225 | May 2, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q4 2022 | $402.1B | 226 | Feb 7, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q3 2022 | $377M | 212 | Nov 8, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q2 2022 | $342M | 195 | Aug 4, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q1 2022 | $318M | 1,008 | Apr 19, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q4 2021 | $322M | 1,060 | Jan 11, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q3 2021 | $291M | 1,028 | Oct 12, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q2 2021 | $287M | 1,012 | Aug 3, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q1 2021 | $259M | 966 | Apr 26, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q4 2020 | $225M | 873 | Feb 2, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q3 2020 | $200M | 864 | Oct 20, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q2 2020 | $185M | 828 | Jul 14, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q1 2020 | $151M | 935 | May 6, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q4 2019 | $176M | 792 | Jan 28, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q3 2019 | $166M | 779 | Oct 9, 2019 | 13F-HR | changes · EDGAR ↗ |
| Q2 2019 | $165M | 747 | Aug 1, 2019 | 13F-HR | changes · EDGAR ↗ |
| Q1 2019 | $157M | 731 | May 2, 2019 | 13F-HR | changes · EDGAR ↗ |
| Q4 2018 | $139M | 714 | Jan 28, 2019 | 13F-HR | changes · EDGAR ↗ |
13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.