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Portfolio (Quarterly) Guide ↗

NBC SECURITIES, INC.

· CIK 0000791540
13F Portfolio $1.3B AUM 2,548 positions Filed Apr 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 195 New 711 Added 725 Reduced 433 Exited
Page 10 of 36  ·  711 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 NGG NATIONAL GRID PLC Utilities 8,410.0 $711K 0.05% +554.0 +7.0% $84.60 +1.2%
182 ENB ENBRIDGE INC Energy 13,115.0 $710K 0.05% +379.0 +3.0% $54.14 +4.0%
183 LPX LOUISIANA PACIFIC CORP Basic Materials 9,713.0 $707K 0.05% +1K +12.0% $72.75 +3.1%
184 SAP SAP SE Technology 4,113.0 $704K 0.05% +1K +33.5% $171.21 +1.5%
185 PANW PALO ALTO NETWORKS INC Technology 4,330.0 $694K 0.05% +615.0 +16.6% $160.32 +55.0%
186 ECL ECOLAB INC Basic Materials 2,565.0 $682K 0.05% +33.0 +1.3% $266.03 -0.3%
187 IGIB ISHARES TRUST 12,674.0 $675K 0.05% +3K +29.0% $53.22 -0.2%
188 UPS UNITED PARCEL SVC INC Industrials 6,827.0 $672K 0.05% +632.0 +10.2% $98.39 +6.3%
189 EEM ISHARES MSCI EMERGING MARKETS 11,744.0 $667K 0.05% +2K +15.2% $56.79 +20.6%
190 ALL ALLSTATE CORP Financial Services 3,216.0 $667K 0.05% +333.0 +11.6% $207.35 +0.9%
191 JEPQ J P MORGAN EXCHANGE-TRADED FD 11,696.0 $649K 0.05% +1K +10.8% $55.52 +9.4%
192 DIA STATE STREET SPDR DOW JONES Financial Services 1,398.0 $648K 0.05% +30.0 +2.2% $463.30 +9.5%
193 ROLLS ROYCE HLDGS PLC 42,496.0 $641K 0.05% +573.0 +1.4% $15.09
194 ABNB AIRBNB INC Consumer Cyclical 5,073.0 $641K 0.05% +976.0 +23.8% $126.28 +5.1%
195 AAAU GOLDMAN SACHS PHYSICAL GOLD Financial Services 13,796.0 $637K 0.05% +2K +17.9% $46.19 -5.0%
196 EXTR EXTREME NETWORKS INC Technology 41,914.0 $632K 0.05% +15K +55.7% $15.08 +76.8%
197 LOB LIVE OAK BANCSHARES INC Financial Services 18,823.0 $622K 0.05% +9K +99.9% $33.07 +13.2%
198 CGMU CAPITAL GROUP FIXED INCOME ETF 22,844.0 $620K 0.05% +11K +85.2% $27.15 +0.7%
199 AMP AMERIPRISE FINL INC Financial Services 1,381.0 $614K 0.05% +39.0 +2.9% $444.40 -0.7%
200 PGR PROGRESSIVE CORP-OHIO Financial Services 3,072.0 $609K 0.05% +56.0 +1.9% $198.25 -0.7%
Page 10 of 36  ·  711 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
Technology 21.0%
Financial Services 19.1%
Industrials 12.3%
Utilities 9.3%
Consumer Cyclical 7.8%
Healthcare 7.4%
Energy 7.1%
Communication Services 5.7%
Consumer Defensive 5.6%
Real Estate 2.9%