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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 1 of 4  ·  66 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 MPWR MONOLITHIC PWR SYS INC COM Technology 523.0 $572K 0.08% NEW $1093.35 +43.0%
2 MCK MCKESSON CORP COM Healthcare 543.0 $470K 0.07% NEW $865.36 -13.3%
3 FCFS FIRSTCASH HOLDINGS INC COM Financial Services 2,350.0 $442K 0.06% NEW $188.00 +20.8%
4 CRS CARPENTER TECHNOLOGY CORP COM Industrials 1,114.0 $439K 0.06% NEW $394.15 +48.8%
5 APG API GROUP CORP COM STK Industrials 9,457.0 $383K 0.06% NEW $40.52 +5.0%
6 VSEC VSE CORP COM Industrials 1,999.0 $369K 0.05% NEW $184.40 +12.9%
7 AMKR AMKOR TECHNOLOGY INC COM Technology 8,083.0 $364K 0.05% NEW $45.03 +100.9%
8 APRZ TRUESHARES STRUCTURED OUTCOME (APRIL) ETF 6,541.0 $233K 0.03% NEW $35.69 +11.9%
9 PNI PIMCO NEW YORK MUN FD II COM Financial Services 33,489.0 $229K 0.03% NEW $6.85 +2.8%
10 GJAN FT VEST U.S. EQUITY MODERATE BUFFER ETF - JAN 4,600.0 $193K 0.03% NEW $41.91 +7.2%
11 LASR NLIGHT INC COM Technology 2,858.0 $163K 0.02% NEW $57.02 +13.5%
12 FT VEST U.S. EQUITY ENHANCE & MODERATE BUFFER ETF - JANUARY 3,348.0 $121K 0.02% NEW $36.13
13 CSQ Calamos Strategic Total Return Financial Services 5,570.0 $95K 0.01% NEW $17.12 +19.9%
14 DFEB FT VEST U.S. EQUITY DEEP BUFFER ETF - FEBRUARY 2,000.0 $95K 0.01% NEW $47.37 +6.5%
15 PRME PRIME MEDICINE INC COM Healthcare 27,015.0 $94K 0.01% NEW $3.48 -7.2%
16 CGO Calamos Global Total Ret Financial Services 7,066.0 $79K 0.01% NEW $11.15 +24.6%
17 DMAR FT VEST US EQUITY DEEP BUFFER ETF - MARCH 1,800.0 $76K 0.01% NEW $42.40 +5.3%
18 HERZ HERZFELD CARIBBEAN BASIN FD COM Financial Services 4,307.0 $67K 0.01% NEW $15.50 +8.6%
19 YDEC FT VEST INTERNATIONAL EQUITY MODERATE BUFFER ETF - DECEMBER 2,497.0 $66K 0.01% NEW $26.30 +5.0%
20 MYI BLACKROCK MUNIYIELD QUALITY FD COM Financial Services 5,224.0 $55K 0.01% NEW $10.51 +4.5%
Page 1 of 4  ·  66 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%