Bethel, Fisher & Company Financial Services, Inc. has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity portfolio as of December 31, 2025. The filing reports the firm holds positions in 2,673 distinct equities and exchange-traded funds.
The filing lists Jeff Roseman as the General Counsel for the firm, with a contact address in Manchester, Missouri. The report covers the firm's holdings through the end of the fourth quarter of 2025.
- Top Holdings by Shares: The largest positions by number of shares include Apple Inc. with 13,630,700 shares, Applied Digital Corp. with 32,689 shares, and Amazon.com Inc. with 43,437 shares.
- Top Holdings by Value: The largest positions by dollar value include Apple Inc. with $36,705,643,000, Applied Digital Corp. with $8,015,340,000, and Amazon.com Inc. with $10,026,095,000.
- Notable Individual Stock Positions: The portfolio includes significant positions in Microsoft Corporation, Nvidia Corporation, and Broadcom Inc., among others.
- ETF Exposure: A substantial portion of the portfolio is allocated to various ETFs, including the iShares Core S&P 500 ETF, the Invesco QQQ Trust, and the ARK Innovation ETF.
