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Portfolio (Quarterly) Guide ↗

BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC

· CIK 0001352860
13F Portfolio $696M AUM 724 positions Filed May 11, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 66 New 217 Added 139 Reduced 69 Exited
Page 11 of 11  ·  217 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 BWXT BWX TECHNOLOGIES INC COM Industrials 59.0 $12K 0.00% +57.0 +2850.0% $204.49 +0.4%
202 ALAB ASTERA LABS INC COM Technology 109.0 $12K 0.00% +6.0 +5.8% $109.60 +280.6%
203 ADP AUTOMATIC DATA PROCESSING INC COM Industrials 56.0 $11K 0.00% +18.0 +47.4% $203.18 +7.5%
204 ICLN ISHARES GLOBAL CLEAN ENERGY ETF 603.0 $11K 0.00% +568.0 +1622.9% $18.29 +15.4%
205 HRTG HERITAGE INSURANCE HLDGS INC COM Financial Services 404.0 $11K 0.00% +71.0 +21.3% $26.25 -11.4%
206 XOVR ERSHARES PRIVATE-PUBLIC CROSSOVER ETF 535.0 $9K 0.00% +285.0 +114.0% $16.89 +22.6%
207 WLDN WILLDAN GROUP INC COM Industrials 96.0 $7K 0.00% +44.0 +84.6% $76.56 +16.2%
208 LUV SOUTHWEST AIRLS CO COM Industrials 190.0 $7K 0.00% +50.0 +35.7% $37.57 +27.7%
209 ALL ALLSTATE CORP COM Financial Services 32.0 $7K 0.00% +24.0 +300.0% $207.34 +6.7%
210 MSTR STRATEGY INC CL A NEW Technology 43.0 $5K 0.00% +31.0 +258.3% $124.79 -9.8%
211 CVSA COVISTA INC COM Consumer Cyclical 34.0 $4K 0.00% +23.0 +209.1% $115.26 +3.3%
212 PACK RANPAK HOLDINGS CORP COM CL A Consumer Cyclical 946.0 $3K +246.0 +35.1% $3.57 +105.6%
213 UAA UNDER ARMOUR INC CL A Consumer Cyclical 534.0 $3K +334.0 +167.0% $5.91 +2.5%
214 AAL AMERICAN AIRLINES GROUP INC COM Industrials 206.0 $2K +200.0 +3333.3% $10.74 +48.9%
215 BWG BRANDYWINEGBL GBL INCM OPP FD COM Financial Services 266.0 $2K +166.0 +166.0% $7.67 +4.6%
216 CII BLACKROCK ENHANCED LARGE CAP C COM Financial Services 89.0 $2K +4.0 +4.7% $21.02 +16.4%
217 BUG GLOBAL X CYBERSECURITY ETF 64.0 $2K +46.0 +255.6% $25.11 +35.0%
Page 11 of 11  ·  217 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 88.3%
Technology 5.1%
Healthcare 1.4%
Consumer Cyclical 1.4%
Industrials 1.0%
Communication Services 1.0%
Consumer Defensive 0.7%
Utilities 0.6%
Energy 0.5%
Basic Materials 0.1%