Bedel Consulting is an investment fund managing more than $637 billion ran by Lonny Elfenbein. There are currently 179 companies in Mrs. Elfenbein’s portfolio. The largest investments include Eli Lilly & Co and Dimensional Etf Trust, together worth $310 billion.
As of 29th July 2024, Bedel Consulting’s top holding is 330,199 shares of Eli Lilly & Co currently worth over $257 billion and making up 40.3% of the portfolio value.
In addition, the fund holds 1,804,998 shares of Dimensional Etf Trust worth $53.1 billion.
The third-largest holding is Vanguard Mun Bd Fds worth $31.6 billion and the next is Microsoft worth $14.4 billion, with 34,189 shares owned.
Currently, Bedel Consulting's portfolio is worth at least $637 billion. The total portfolio value may be much higher due to cash
assets that are not publicly disclosed such as fixed income, real estate, or cash equivalents.
The Bedel Consulting office and employees reside in Indianapolis, Indiana. According to the last 13-F report filed with the SEC, Lonny Elfenbein serves as the Compliance Consultant at Bedel Consulting.
In the most recent 13F filing, Bedel Consulting revealed that it had opened a new position in
J P Morgan Exchange Traded F and bought 9,004 shares worth $504 million.
The investment fund also strengthened its position in Dimensional Etf Trust by buying
72,754 additional shares.
This makes their stake in Dimensional Etf Trust total 1,804,998 shares worth $53.1 billion.
On the other hand, there are companies that Bedel Consulting is getting rid of from its portfolio.
Bedel Consulting closed its position in Cooper Cos Inc on 5th August 2024.
It sold the previously owned 1,000 shares for $378 million.
Lonny Elfenbein also disclosed a decreased stake in Eli Lilly & Co by approximately 0.1%.
This leaves the value of the investment at $257 billion and 330,199 shares.
The two most similar investment funds to Bedel Consulting are Rockbridge Investment Management, Lcc and Bell Asset Management Ltd. They manage $682 billion and $682 billion respectively.
Bedel Consulting’s portfolio is diversified across 13 sectors.
Currently, their heaviest sector is Technology — making up 4.6% of
the total portfolio value.
The fund focuses on investments in the United States as
52.5% of the portfolio companies
are based in the United States.
The majority of the companies in the fund’s portfolio are large-cap stocks.
Stocks with a size of more than $10 billion in market cap make up
49% of the total holdings value.
On the other hand, small-cap stocks make up only 2.8% of the portfolio.
The average market cap of the portfolio companies is close to $176 billion.
These positions were updated on August 5th based on the fund’s latest 13F filing. Quickly find out what the most recently closed or increased positions are.
| Security | Shares Owned | Value | Allocation |
|---|---|---|---|
| Eli Lilly & Co |
0.10%
330,199
|
$256,881,674,000 | 40.31% |
| Dimensional Etf Trust |
4.20%
1,804,998
|
$53,104,110,000 | 8.33% |
| Vanguard Mun Bd Fds |
0.17%
625,163
|
$31,633,248,000 | 4.96% |
| Microsoft Corporation |
0.16%
34,189
|
$14,384,045,000 | 2.26% |
| Apple Inc |
0.26%
82,243
|
$14,102,965,000 | 2.21% |
| Ishares Tr |
7.31%
612,335
|
$56,708,791,000 | 8.90% |
| Capital Group Growth Etf |
1.67%
274,562
|
$8,783,241,000 | 1.38% |
| Spdr S&p 500 Etf Tr |
3.08%
16,557
|
$8,660,443,000 | 1.36% |
| Innovator ETFs Trust |
3.69%
598,590
|
$20,754,218,000 | 3.26% |
| Ssga Active Etf Tr |
2.47%
199,501
|
$7,990,018,000 | 1.25% |
| Berkshire Hathaway Inc. |
0.11%
18,750
|
$7,884,799,000 | 1.24% |
| JPMorgan Chase & Co. |
1.49%
31,341
|
$6,277,582,000 | 0.99% |
| Global X Fds |
3.44%
246,054
|
$5,826,567,000 | 0.91% |
| American Centy Etf Tr |
3.51%
87,162
|
$6,108,141,000 | 0.96% |
| Vanguard Scottsdale Fds |
1.79%
54,837
|
$4,253,067,000 | 0.67% |
| Pacer Fds Tr |
10.48%
99,353
|
$5,365,152,000 | 0.84% |
| First Tr Exchange-traded Alp |
3.58%
46,698
|
$3,067,826,000 | 0.48% |
| Vanguard Index Fds |
1.12%
40,300
|
$8,978,112,000 | 1.41% |
| Alphabet Inc |
0.71%
34,429
|
$5,216,803,000 | 0.82% |
| Exxon Mobil Corp. |
3.71%
23,533
|
$2,735,524,000 | 0.43% |
| Johnson & Johnson |
0.10%
14,476
|
$2,290,034,000 | 0.36% |
| Amazon.com Inc. |
0.11%
12,511
|
$2,256,813,000 | 0.35% |
| Janus Detroit Str Tr |
1.02%
46,192
|
$2,240,324,000 | 0.35% |
| Abbvie Inc |
0.54%
12,249
|
$2,230,586,000 | 0.35% |
| NVIDIA Corp |
5.70%
2,391
|
$2,160,411,000 | 0.34% |
| Pepsico Inc |
0.38%
12,123
|
$2,121,703,000 | 0.33% |
| Cummins Inc. |
0.30%
7,068
|
$2,082,670,000 | 0.33% |
| Disney Walt Co |
4.49%
16,213
|
$1,983,763,000 | 0.31% |
| Home Depot, Inc. |
1.59%
5,124
|
$1,965,388,000 | 0.31% |
| Applied Matls Inc |
0.13%
9,483
|
$1,955,725,000 | 0.31% |
| First Tr Mid Cap Core Alphad |
No change
16,900
|
$1,915,953,000 | 0.30% |
| Procter And Gamble Co |
9.39%
11,505
|
$1,866,751,000 | 0.29% |
| Oracle Corp. |
0.41%
14,466
|
$1,817,099,000 | 0.29% |
| Walmart Inc |
200.78%
26,989
|
$1,623,958,000 | 0.25% |
| Cisco Sys Inc |
0.06%
31,551
|
$1,574,696,000 | 0.25% |
| Mcdonalds Corp |
0.02%
5,279
|
$1,488,487,000 | 0.23% |
| Intel Corp. |
3.99%
33,621
|
$1,485,027,000 | 0.23% |
| Tidal Etf Tr |
37.57%
49,693
|
$1,429,787,000 | 0.22% |
| Coca-Cola Co |
1.20%
23,131
|
$1,415,131,000 | 0.22% |
| Honeywell International Inc |
0.15%
6,765
|
$1,388,506,000 | 0.22% |
| Meta Platforms Inc |
0.77%
2,852
|
$1,384,969,000 | 0.22% |
| Intuitive Surgical Inc |
No change
3,444
|
$1,374,466,000 | 0.22% |
| Lowes Cos Inc |
0.48%
5,219
|
$1,329,443,000 | 0.21% |
| Automatic Data Processing In |
0.32%
5,237
|
$1,307,807,000 | 0.21% |
| Chevron Corp. |
0.52%
8,203
|
$1,293,889,000 | 0.20% |
| Pimco Etf Tr |
2.59%
41,780
|
$2,902,811,000 | 0.46% |
| Vanguard Star Fds |
0.24%
20,047
|
$1,208,862,000 | 0.19% |
| Simon Ppty Group Inc New |
0.01%
7,704
|
$1,205,564,000 | 0.19% |
| Illinois Tool Wks Inc |
0.31%
4,129
|
$1,107,827,000 | 0.17% |
| Spdr Ser Tr |
20.50%
25,478
|
$1,096,573,000 | 0.17% |
| Oreilly Automotive Inc |
No change
970
|
$1,095,014,000 | 0.17% |
| American Express Co. |
0.82%
4,465
|
$1,016,616,000 | 0.16% |
| First Tr Exchange-traded Fd |
No change
4,875
|
$999,814,000 | 0.16% |
| Danaher Corp. |
No change
3,938
|
$983,488,000 | 0.15% |
| Huntington Bancshares, Inc. |
0.80%
68,981
|
$962,290,000 | 0.15% |
| Boston Scientific Corp. |
No change
13,053
|
$894,000,000 | 0.14% |
| T Rowe Price Etf Inc |
7.94%
25,242
|
$891,043,000 | 0.14% |
| Merck & Co Inc |
1.26%
6,260
|
$826,043,000 | 0.13% |
| Pfizer Inc. |
0.10%
27,903
|
$774,308,000 | 0.12% |
| Costco Whsl Corp New |
1.32%
995
|
$728,719,000 | 0.11% |
| Adobe Inc |
1.41%
1,440
|
$726,372,000 | 0.11% |
| Schwab Strategic Tr |
0.96%
35,264
|
$2,176,247,000 | 0.34% |
| Visa Inc |
0.04%
2,576
|
$719,015,000 | 0.11% |
| Invesco Exch Traded Fd Tr Ii |
6.46%
10,666
|
$702,540,000 | 0.11% |
| NextEra Energy Inc |
0.80%
10,981
|
$701,811,000 | 0.11% |
| Caterpillar Inc. |
4.90%
1,907
|
$698,863,000 | 0.11% |
| ExlService Holdings Inc |
3.07%
21,965
|
$698,487,000 | 0.11% |
| Tesla Inc |
2.98%
3,873
|
$680,887,000 | 0.11% |
| Spdr Gold Tr |
No change
3,291
|
$677,025,000 | 0.11% |
| Nike, Inc. |
0.03%
7,056
|
$663,163,000 | 0.10% |
| CSX Corp. |
No change
17,730
|
$657,251,000 | 0.10% |
| Cintas Corporation |
No change
953
|
$654,740,000 | 0.10% |
| Ball Corp. |
No change
9,600
|
$646,656,000 | 0.10% |
| Elevance Health Inc |
1.63%
1,247
|
$646,619,000 | 0.10% |
| Kimberly-Clark Corp. |
No change
4,962
|
$641,835,000 | 0.10% |
| International Business Machs |
4.04%
3,353
|
$640,243,000 | 0.10% |
| Stryker Corp. |
No change
1,733
|
$620,347,000 | 0.10% |
| General Dynamics Corp. |
1.17%
2,191
|
$618,854,000 | 0.10% |
| First Finl Bancorp Oh |
No change
27,412
|
$614,577,000 | 0.10% |
| Us Bancorp Del |
1.07%
13,317
|
$595,253,000 | 0.09% |
| Starbucks Corp. |
0.90%
6,365
|
$581,698,000 | 0.09% |
| Wells Fargo Co New |
0.19%
9,838
|
$570,237,000 | 0.09% |
| Qualcomm, Inc. |
0.33%
3,288
|
$556,640,000 | 0.09% |
| Bank America Corp |
2.80%
14,414
|
$546,572,000 | 0.09% |
| Vanguard Intl Equity Index F |
0.08%
22,459
|
$1,330,691,000 | 0.21% |
| Mastercard Incorporated |
1.93%
1,056
|
$508,720,000 | 0.08% |
| J P Morgan Exchange Traded F |
Opened
9,004
|
$503,954,000 | 0.08% |
| Unitedhealth Group Inc |
No change
1,016
|
$502,615,000 | 0.08% |
| RTX Corp |
0.56%
5,144
|
$501,694,000 | 0.08% |
| Invesco Exchange Traded Fd T |
0.07%
10,590
|
$798,434,000 | 0.13% |
| Philip Morris International Inc |
No change
5,429
|
$497,405,000 | 0.08% |
| Conocophillips |
No change
3,824
|
$486,719,000 | 0.08% |
| Eaton Corp Plc |
1.91%
1,436
|
$449,023,000 | 0.07% |
| Union Pac Corp |
No change
1,811
|
$445,383,000 | 0.07% |
| DuPont de Nemours Inc |
0.87%
5,702
|
$437,166,000 | 0.07% |
| Accenture Plc Ireland |
No change
1,244
|
$431,183,000 | 0.07% |
| Novartis AG |
No change
4,445
|
$429,995,000 | 0.07% |
| Vanguard Bd Index Fds |
0.19%
8,803
|
$647,362,000 | 0.10% |
| Vanguard World Fd |
0.12%
818
|
$429,129,000 | 0.07% |
| Lakeland Finl Corp |
No change
6,450
|
$427,764,000 | 0.07% |
| Matthews Asia Fds |
2.54%
14,400
|
$424,011,000 | 0.07% |
| Advanced Micro Devices Inc. |
3.51%
2,332
|
$420,903,000 | 0.07% |
| Vanguard Specialized Funds |
No change
2,303
|
$420,625,000 | 0.07% |
| 3M Co. |
1.92%
3,932
|
$417,072,000 | 0.07% |
| Select Sector Spdr Tr |
1.00%
9,898
|
$416,898,000 | 0.07% |
| Broadcom Inc. |
2.79%
314
|
$416,446,000 | 0.07% |
| Resmed Inc. |
No change
2,100
|
$415,863,000 | 0.07% |
| Altria Group Inc. |
0.01%
9,442
|
$411,843,000 | 0.06% |
| AMGEN Inc. |
0.34%
1,447
|
$411,411,000 | 0.06% |
| Cooper Cos Inc |
Opened
4,000
|
$405,840,000 | 0.06% |
| Northern Lights Fund Trust |
No change
3,931
|
$380,174,000 | 0.06% |
| Cooper Cos Inc |
Closed
1,000
|
$378,440,000 | |
| Kroger Co. |
No change
6,486
|
$370,545,000 | 0.06% |
| Salesforce Inc |
1.15%
1,228
|
$369,849,000 | 0.06% |
| Spdr S&p Midcap 400 Etf Tr |
No change
657
|
$365,555,000 | 0.06% |
| Clorox Co. |
0.04%
2,359
|
$361,244,000 | 0.06% |
| Thor Inds Inc |
No change
3,062
|
$359,295,000 | 0.06% |
| Oneok Inc. |
0.18%
4,349
|
$348,622,000 | 0.05% |
| Emerson Elec Co |
0.07%
2,997
|
$339,889,000 | 0.05% |
| Grainger W W Inc |
No change
330
|
$335,709,000 | 0.05% |
| Fedex Corp |
0.17%
1,155
|
$334,782,000 | 0.05% |
| The Southern Co. |
No change
4,660
|
$334,273,000 | 0.05% |
| Unilever plc |
No change
6,490
|
$325,733,000 | 0.05% |
| Target Corp |
No change
1,834
|
$325,015,000 | 0.05% |
| GSK Plc |
No change
7,562
|
$324,183,000 | 0.05% |
| Dow Inc |
0.62%
5,571
|
$322,708,000 | 0.05% |
| Bristol-Myers Squibb Co. |
0.17%
5,881
|
$318,904,000 | 0.05% |
| Mondelez International Inc. |
2.60%
4,501
|
$315,046,000 | 0.05% |
| Tjx Cos Inc New |
3.04%
3,093
|
$313,710,000 | 0.05% |
| American Elec Pwr Co Inc |
No change
3,567
|
$307,119,000 | 0.05% |
| Steel Dynamics Inc. |
Opened
2,039
|
$302,241,000 | 0.05% |
| Trade Desk Inc |
17.07%
3,429
|
$299,763,000 | 0.05% |
| Conagra Brands Inc |
No change
10,005
|
$296,548,000 | 0.05% |
| Firstenergy Corp. |
0.11%
7,607
|
$293,792,000 | 0.05% |
| Verizon Communications Inc |
9.47%
6,890
|
$289,120,000 | 0.05% |
| General Electric Co |
2.55%
1,645
|
$288,822,000 | 0.05% |
| Gentex Corp. |
0.18%
7,977
|
$288,131,000 | 0.05% |
| Morgan Stanley |
9.54%
3,053
|
$287,498,000 | 0.05% |
| Weyerhaeuser Co Mtn Be |
No change
7,901
|
$283,739,000 | 0.04% |
| Hashicorp Inc |
No change
10,360
|
$279,202,000 | 0.04% |
| Lyondellbasell Industries N |
0.55%
2,729
|
$279,116,000 | 0.04% |
| Netflix Inc. |
0.65%
457
|
$277,553,000 | 0.04% |
| Pinnacle West Cap Corp |
No change
3,690
|
$275,754,000 | 0.04% |
| AT&T, Inc. |
0.24%
15,599
|
$274,541,000 | 0.04% |
| Camping World Holdings Inc |
No change
9,710
|
$270,424,000 | 0.04% |
| Valero Energy Corp. |
No change
1,578
|
$269,349,000 | 0.04% |
| Materion Corp |
No change
2,000
|
$263,500,000 | 0.04% |
| Deere & Co. |
0.16%
642
|
$263,499,000 | 0.04% |
| Custom Truck One Source Inc |
No change
45,227
|
$263,221,000 | 0.04% |
| Intercontinental Exchange In |
No change
1,894
|
$260,292,000 | 0.04% |
| Chipotle Mexican Grill |
No change
89
|
$258,703,000 | 0.04% |
| New Jersey Res Corp |
No change
5,897
|
$253,040,000 | 0.04% |
| Taiwan Semiconductor Mfg Ltd |
Opened
1,848
|
$251,426,000 | 0.04% |
| Comcast Corp New |
0.02%
5,747
|
$249,114,000 | 0.04% |
| Prologis Inc |
2.05%
1,911
|
$248,836,000 | 0.04% |
| Campbell Soup Co. |
No change
5,560
|
$247,142,000 | 0.04% |
| Allstate Corp (The) |
Opened
1,357
|
$234,777,000 | 0.04% |
| Discover Finl Svcs |
19.42%
1,768
|
$231,792,000 | 0.04% |
| Abbott Labs |
1.36%
2,014
|
$228,911,000 | 0.04% |
| NiSource Inc |
No change
8,151
|
$225,447,000 | 0.04% |
| Prudential Finl Inc |
Opened
1,878
|
$220,514,000 | 0.03% |
| T-Mobile US, Inc. |
Closed
1,365
|
$218,930,000 | |
| Watsco Inc. |
No change
500
|
$215,985,000 | 0.03% |
| Corteva Inc |
Opened
3,736
|
$215,427,000 | 0.03% |
| United Parcel Service, Inc. |
1.37%
1,442
|
$214,367,000 | 0.03% |
| Spdr Ser Tr |
Closed
1,715
|
$214,300,000 | |
| Fortive Corp |
Opened
2,445
|
$210,319,000 | 0.03% |
| Genuine Parts Co. |
Opened
1,356
|
$210,027,000 | 0.03% |
| Cigna Group (The) |
Opened
572
|
$207,883,000 | 0.03% |
| Ishares Tr |
Opened
3,534
|
$207,057,000 | 0.03% |
| Waters Corp. |
Opened
600
|
$206,538,000 | 0.03% |
| Northern Lts Fd Tr Iv |
12.83%
5,299
|
$206,184,000 | 0.03% |
| Tractor Supply Co. |
Opened
786
|
$205,651,000 | 0.03% |
| Quaker Houghton |
No change
1,000
|
$205,250,000 | 0.03% |
| Marathon Pete Corp |
Opened
1,008
|
$203,112,000 | 0.03% |
| Nuveen Quality Muncp Income |
Closed
14,895
|
$170,548,000 | |
| Horizon Bancorp Inc |
No change
12,937
|
$165,982,000 | 0.03% |
| Nuveen Municipal Credit Inc |
No change
11,803
|
$144,469,000 | 0.02% |
| Eaton Vance Sr Income Tr |
No change
11,962
|
$76,078,000 | 0.01% |
| Sirius XM Holdings Inc |
No change
16,030
|
$62,196,000 | 0.01% |
| Lazydays Holdings Inc |
No change
15,288
|
$61,611,000 | 0.01% |
| Relmada Therapeutics Inc |
No change
10,000
|
$46,500,000 | 0.01% |
| TRX Gold Corp |
Closed
100,000
|
$38,015,000 | |
| Ocuphire Pharma, Inc. |
No change
15,000
|
$30,150,000 | 0.00% |
| International Tower Hill Min |
Closed
25,797
|
$15,091,000 | |
| No transactions found | |||
| Showing first 500 out of 185 holdings | |||