Managers / Q1 2022 · view latest →
Bedel Financial Consulting, Inc.
CIK 0001730511 · 8940 RIVER CROSSING BOULEVARD, SUITE 120, INDIANAPOLIS, IN, 46240 · 317-843-1358
Reported Value
$318M
Q1 2022
Positions
1,008
Filings on Record
31
2019–present window
Filed
Apr 19, 2022
original filing
Summary
Bedel Financial Consulting, Inc. reported $318M in U.S.-listed holdings across 1,008 positions for Q1 2022.
The portfolio is heavily concentrated: LLY alone accounts for 29.9% of reported value.
Compared with Q4 2021, the fund opened 62 new positions and exited 114.
Reported Value by Quarter
13F Reported Value
Portfolio Composition
By security type
- Common Stock · 70.0% · $223M
- ETP · 27.0% · $86M
- Other · 1.2% · $4M
- REIT · 0.9% · $3M
- ADR · 0.4% · $1M
- Other · 0.5% · $2M
Quarter-over-Quarter Changes full breakdown →
Holdings — Q1 2022
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 ↗.