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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 12 of 36  ·  711 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 ROE EA SERIES TRUST ASTORIA US 15,401.0 $546K 0.04% +4K +38.3% $35.43 +16.8%
222 EOG EOG RES INC Energy 3,772.0 $545K 0.04% +2K +158.9% $144.57 -7.1%
223 JMBS JANUS DETROIT STREET TRUST 11,864.0 $536K 0.04% +3K +28.6% $45.18 -0.2%
224 RH RH Consumer Cyclical 3,805.0 $532K 0.04% +30.0 +0.8% $139.82 +2.7%
225 MBB ISHARES TRUST 5,591.0 $531K 0.04% +382.0 +7.3% $94.97 -0.6%
226 FWRG FIRST WATCH RESTAURANT GROUP Consumer Cyclical 50,162.0 $526K 0.04% +9K +21.0% $10.48 +9.7%
227 VTWO VANGUARD RUSSELL 2000 5,243.0 $525K 0.04% +1K +24.8% $100.18 +17.1%
228 IGSB ISHARES TRUST 9,945.0 $523K 0.04% +349.0 +3.6% $52.56 -0.3%
229 MAR MARRIOTT INTERNATIONAL Consumer Cyclical 1,598.0 $523K 0.04% +9.0 +0.6% $327.07 +18.0%
230 AON AON PLC Financial Services 1,589.0 $513K 0.04% +12.0 +0.8% $322.78 -1.3%
231 FJAN FIRST TR EXCHANGE TRADED FD 10,135.0 $511K 0.04% +3K +52.6% $50.41 +9.0%
232 KDP KEURIG DR PEPPER INC Consumer Defensive 19,303.0 $508K 0.04% +7K +53.2% $26.33 +14.3%
233 TFC TRUIST FINANCIAL CORPORATION Financial Services 10,914.0 $502K 0.04% +196.0 +1.8% $45.97 +5.4%
234 CECO CECO ENVIRONMENTAL CORP Industrials 8,421.0 $502K 0.04% +430.0 +5.4% $59.58 +45.9%
235 SNX TD SYNNEX CORPORATION Technology 2,972.0 $501K 0.04% +88.0 +3.0% $168.71 +46.3%
236 PLD PROLOGIS INC Real Estate 3,725.0 $492K 0.04% +57.0 +1.6% $132.18 +10.8%
237 EOS EATON VANCE ENHANCED EQUITY Financial Services 23,850.0 $488K 0.04% +850.0 +3.7% $20.46 +10.9%
238 PERNOD RICARD S A 32,888.0 $487K 0.04% +4K +13.2% $14.80
239 CAPGEMINI SE 20,996.0 $486K 0.04% +5K +28.2% $23.16
240 PUBLICIS S A 23,665.0 $483K 0.04% +4K +23.1% $20.41
Page 12 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%