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Portfolio (Quarterly) Guide ↗

BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC

· CIK 0001352860
13F Portfolio $682M AUM Filed Feb 9, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 727 New
Page 13 of 37  ·  727 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 DBC INVESCO DB COMMODITY INDEX TRACKING FUND Financial Services 10,150.0 $227K 0.03% NEW $22.36 +23.6%
242 ANET ARISTA NETWORKS INC COM SHS Technology 1,715.0 $225K 0.03% NEW $131.03 +29.5%
243 WAB WABTEC COM Industrials 1,051.0 $224K 0.03% NEW $213.45 +28.3%
244 PEP PEPSICO INC COM Consumer Defensive 1,524.0 $219K 0.03% NEW $143.52 -1.0%
245 AMD ADVANCED MICRO DEVICES INC COM Technology 1,021.0 $219K 0.03% NEW $214.16 +150.9%
246 INTC INTEL CORP COM Technology 5,903.0 $218K 0.03% NEW $36.90 +263.1%
247 PG PROCTER & GAMBLE CO COM Consumer Defensive 1,517.0 $217K 0.03% NEW $143.31 +4.9%
248 AMGN AMGEN INC COM Healthcare 657.0 $215K 0.03% NEW $327.53 +3.1%
249 TSM TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS Technology 707.0 $215K 0.03% NEW $303.89 +52.1%
250 MO ALTRIA GROUP INC COM Consumer Defensive 3,688.0 $213K 0.03% NEW $57.66 +19.9%
251 AIT APPLIED INDL TECHNOLOGIES INC COM Industrials 827.0 $212K 0.03% NEW $256.77 +31.6%
252 MFM MFS MUN INCOME TR SH BEN INT Financial Services 38,571.0 $209K 0.03% NEW $5.43 +2.0%
253 BGY BLACKROCK ENHANCED INTL DIV TR COM BENE INTER Financial Services 35,347.0 $208K 0.03% NEW $5.88 -1.9%
254 GNT GAMCO NAT RES GOLD & INCOME TR SH BEN INT Financial Services 27,848.0 $207K 0.03% NEW $7.45 +10.6%
255 MA MASTERCARD INCORPORATED CL A Financial Services 363.0 $207K 0.03% NEW $570.88 -14.2%
256 SYY SYSCO CORP COM Consumer Defensive 2,725.0 $201K 0.03% NEW $73.69 +6.8%
257 MDY SPDR S&P MIDCAP 400 ETF TRUST Financial Services 332.0 $200K 0.03% NEW $603.28 +14.5%
258 PFE PFIZER INC COM Healthcare 8,012.0 $199K 0.03% NEW $24.90 +1.2%
259 RTX RTX CORPORATION COM Industrials 1,074.0 $197K 0.03% NEW $183.40 +1.2%
260 GEV GE VERNOVA INC COM Utilities 289.0 $189K 0.03% NEW $653.57 +69.8%
Page 13 of 37  ·  727 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 89.0%
Technology 4.9%
Consumer Cyclical 1.4%
Communication Services 1.1%
Healthcare 1.1%
Industrials 0.9%
Utilities 0.7%
Consumer Defensive 0.6%
Energy 0.3%
Basic Materials 0.1%