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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 21 of 36  ·  711 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
401 DNLI DENALI THERAPEUTICS INC Healthcare 7,617.0 $146K 0.01% +1K +16.5% $19.20 +5.3%
402 BUFQ FIRST TR EXCHANGE TRADED FD 4,116.0 $145K 0.01% +275.0 +7.2% $35.32 +10.8%
403 OUTFRONT MEDIA INC 5,441.0 $144K 0.01% +5K +10000.0% $26.50
404 STEW SRH TOTAL RETURN FUND INC Financial Services 8,393.0 $144K 0.01% +47.0 +0.6% $17.10 +2.6%
405 EWBC EAST WEST BANCORP INC Financial Services 1,312.0 $140K 0.01% +233.0 +21.6% $106.81 +15.6%
406 LTH LIFE TIME GROUP HOLDINGS INC Consumer Cyclical 5,188.0 $140K 0.01% +4K +269.8% $26.94 +22.8%
407 XV SIMPLIFY EXCHANGE TRADED FUNDS 5,885.0 $139K 0.01% +4K +194.5% $23.56 +4.1%
408 BCE BCE INC Communication Services 5,398.0 $136K 0.01% +577.0 +12.0% $25.24 -0.6%
409 HLT HILTON WORLDWIDE HOLDINGS INC Consumer Cyclical 446.0 $136K 0.01% +7.0 +1.6% $304.65 +10.6%
410 HBAN HUNTINGTON BANCSHARES INC Financial Services 8,639.0 $135K 0.01% +100.0 +1.2% $15.65 +2.4%
411 MLM MARTIN MARIETTA MATERIALS INC Basic Materials 224.0 $132K 0.01% +98.0 +77.8% $588.68 -2.4%
412 HEFA ISHARES TRUST 3,078.0 $131K 0.01% +1K +79.7% $42.49 +7.4%
413 NUVL NUVALENT INC Healthcare 1,261.0 $129K 0.01% +14.0 +1.1% $102.45 +4.8%
414 FROG JFROG LTD Technology 2,719.0 $128K 0.01% +156.0 +6.1% $46.93 +52.1%
415 SPYI SHP ETF TR 2,566.0 $127K 0.01% +625.0 +32.2% $49.37 +8.6%
416 SIVR ABRDN SILVER ETF TRUST Financial Services 1,752.0 $125K 0.01% +1K +159.6% $71.61 -0.9%
417 KTB KONTOOR BRANDS INC Consumer Cyclical 1,784.0 $125K 0.01% +1K +420.1% $70.29 +4.1%
418 BDX BECTON DICKINSON & CO Healthcare 795.0 $125K 0.01% +48.0 +6.4% $157.23 -6.4%
419 PEGA PEGASYSTEMS INC Technology 2,917.0 $124K 0.01% +893.0 +44.1% $42.56 -20.7%
420 GLOB GLOBANT S A Technology 2,691.0 $124K 0.01% +465.0 +20.9% $46.11 -15.8%
Page 21 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%