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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 10 of 37  ·  724 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 TJX TJX COS INC NEW COM Consumer Cyclical 2,750.0 $439K 0.06% $159.70 +2.6%
182 CRS CARPENTER TECHNOLOGY CORP COM Industrials 1,114.0 $439K 0.06% NEW $394.15 +48.8%
183 CSCO CISCO SYS INC COM Technology 5,646.0 $438K 0.06% -514.0 -8.3% $77.58 +54.1%
184 PMAY INNOVATOR U.S. EQUITY POWER BUFFER ETF - MAY 10,721.0 $428K 0.06% -299.0 -2.7% $39.94 +3.5%
185 BAC BANK OF AMER CORP COM Financial Services 8,686.0 $423K 0.06% -181.0 -2.0% $48.75 +15.3%
186 NEBIUS GROUP N.V. SHS CLASS A 4,026.0 $418K 0.06% -448.0 -10.0% $103.76
187 SIVR ABRDN PHYSICAL SILVER SHARES ETF Financial Services 5,727.0 $410K 0.06% $71.61 -12.7%
188 IWD ISHARES RUSSELL 1000 VALUE ETF 1,914.0 $409K 0.06% -567.0 -22.9% $213.68 +13.3%
189 WFC WELLS FARGO & CO COM Financial Services 5,108.0 $407K 0.06% +980.0 +23.7% $79.61 +3.3%
190 MRK MERCK & CO INC COM Healthcare 3,362.0 $404K 0.06% +939.0 +38.8% $120.29 -5.3%
191 HON HONEYWELL INTL INC COM Industrials 1,788.0 $404K 0.06% $226.09 +1.3%
192 SPYV STATE STREET SPDR PORTFOLIO S&P 500 VALUE ETF 7,114.0 $402K 0.06% -944.0 -11.7% $56.58 +7.6%
193 PCF HIGH INCOME SECS FD SHS BEN INT Financial Services 72,147.0 $398K 0.06% +995.0 +1.4% $5.52 -0.2%
194 SCHK SCHWAB 1000 INDEX ETF 12,488.0 $391K 0.06% +100.0 +0.8% $31.33 +15.3%
195 NMAI NUVEEN MULTI ASSET INCOME FUND COM Financial Services 31,501.0 $391K 0.06% -6K -16.6% $12.40 +11.9%
196 IBM INTERNATIONAL BUSINESS MACHS COM Technology 1,601.0 $388K 0.06% +830.0 +107.7% $242.41 +2.8%
197 APG API GROUP CORP COM STK Industrials 9,457.0 $383K 0.06% NEW $40.52 +5.0%
198 CXE MFS HIGH INCOME MUN TR SH BEN INT Financial Services 103,096.0 $382K 0.06% +2K +2.3% $3.71 -1.6%
199 LRCX LAM RESEARCH CORP COM NEW Technology 1,770.0 $378K 0.05% +41.0 +2.4% $213.66 +82.1%
200 HQH ABRDN HEALTHCARE INVESTORS SH BEN INT Financial Services 20,913.0 $372K 0.05% -5K -18.4% $17.79 +13.5%
Page 10 of 37  ·  724 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%