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Portfolio (Quarterly) Guide ↗

BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC

· CIK 0001352860
13F Portfolio $802M AUM 716 positions Filed Aug 6, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 39 New 160 Added 160 Reduced 47 Exited
Page 7 of 8  ·  160 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 BCX BLACKROCK RES & COMMODITIES ST SHS Financial Services 7,945.0 $90K 0.01% +900.0 +12.8% $11.31 +12.7%
122 OCFC OCEANFIRST FINL CORP COM Financial Services 4,399.0 $86K 0.01% +124.0 +2.9% $19.53 +0.6%
123 EOS EATON VANCE ENHANCED EQUITY IN COM Financial Services 3,822.0 $84K 0.01% +4K +1811.0% $22.04 -0.2%
124 NFLX NETFLIX INC. COM Communication Services 1,031.0 $74K 0.01% +151.0 +17.2% $71.40 +6.5%
125 URA GLOBAL X URANIUM ETF 1,675.0 $73K 0.01% +1K +509.1% $43.70 +3.5%
126 CLS CELESTICA INC COM Technology 196.0 $72K 0.01% +2.0 +1.0% $364.80 -6.7%
127 ISRG INTUITIVE SURGICAL INC COM NEW Healthcare 164.0 $65K 0.01% +5.0 +3.1% $397.68 -1.8%
128 URNM SPROTT URANIUM MINERS ETF 960.0 $50K 0.01% +800.0 +500.0% $52.59 +5.6%
129 AUGZ TRUESHARES STRUCTURED OUTCOME (AUGUST) ETF 1,112.0 $50K 0.01% +800.0 +256.4% $45.37 +2.3%
130 NAPR INNOVATOR GROWTH-100 POWER BUFFER ETF - APRIL 816.0 $48K 0.01% +607.0 +290.4% $59.20 +1.6%
131 LITE LUMENTUM HLDGS INC COM Technology 55.0 $47K 0.01% +9.0 +19.6% $858.05 +12.9%
132 KYN KAYNE ANDERSON ENERGY INFRSTR COM Financial Services 3,400.0 $47K 0.01% +3K +580.0% $13.83 +6.7%
133 BKNG BOOKING HOLDINGS INC COM Consumer Cyclical 250.0 $45K 0.01% +240.0 +2400.0% $178.24 +14.9%
134 LMT LOCKHEED MARTIN CORP COM Industrials 81.0 $41K 0.01% +1.0 +1.2% $510.53 +16.3%
135 MAYZ TRUESHARES STRUCTURED OUTCOME (MAY) ETF 1,095.0 $40K 0.01% +113.0 +11.5% $36.13 +2.7%
136 QMAR FT VEST NASDAQ-100 BUFFER ETF - MARCH 1,018.0 $38K 0.01% +400.0 +64.7% $37.23 +1.6%
137 RCG RENN FD INC COM Financial Services 12,579.0 $38K 0.01% +3K +26.4% $2.99 -6.4%
138 CIEN CIENA CORP COM NEW Technology 72.0 $35K 0.00% +4.0 +5.9% $490.56 -9.2%
139 SOURCE CAPITAL COM SHS OF BEN I 700.0 $32K 0.00% +500.0 +250.0% $45.97
140 MGK VANGUARD MEGA CAP GROWTH ETF 365.0 $32K 0.00% +336.0 +1158.6% $87.91 +2.6%
Page 7 of 8  ·  160 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 88.9%
Technology 5.6%
Healthcare 1.2%
Consumer Cyclical 1.2%
Communication Services 1.0%
Industrials 0.8%
Consumer Defensive 0.7%
Utilities 0.5%
Basic Materials 0.1%
Energy 0.0%