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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 31 of 36  ·  711 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
601 CTSH COGNIZANT TECHNOLOGY SOLUTIONS Technology 369.0 $23K 0.00% +68.0 +22.6% $61.40 -13.4%
602 CNC CENTENE CORP DEL Healthcare 688.0 $23K 0.00% +388.0 +129.3% $32.74 +79.7%
603 PT UNITED TRACTORS 615.0 $22K 0.00% +115.0 +23.0% $36.54
604 SCHO SCHWAB STRATEGIC TR 922.0 $22K 0.00% +84.0 +10.0% $24.27 -0.4%
605 RYLD GLOBAL X FUNDS 1,490.0 $22K 0.00% +552.0 +58.9% $14.96 +5.2%
606 ENS ENERSYS Industrials 128.0 $22K 0.00% +55.0 +75.3% $173.72 +35.7%
607 EIX EDISON INTERNATIONAL Utilities 303.0 $22K 0.00% +4.0 +1.3% $73.19 -2.1%
608 HESM HESS MIDSTREAM LP Energy 570.0 $22K 0.00% +37.0 +6.9% $38.87 -1.3%
609 EJAN INNOVATOR ETFS TRUST 640.0 $22K 0.00% +290.0 +82.9% $33.93 +6.0%
610 CNH INDUSTRIAL NV 1,932.0 $21K 0.00% +1K +114.0% $11.00
611 LEN LENNAR CORP Consumer Cyclical 242.0 $21K 0.00% +8.0 +3.4% $86.84 +4.7%
612 ARKX ARK ETF TR 712.0 $21K 0.00% +117.0 +19.7% $29.35 +24.0%
613 OLLI OLLIE S BARGAIN OUTLET Consumer Defensive 225.0 $21K 0.00% +35.0 +18.4% $92.04 -14.6%
614 GBCI GLACIER BANCORP INC Financial Services 445.0 $20K 0.00% +14.0 +3.2% $44.67 +7.3%
615 BLOCK INC 330.0 $20K 0.00% +100.0 +43.5% $60.18
616 MNST MONSTER BEVERAGE CORPORATION Consumer Defensive 271.0 $20K 0.00% +96.0 +54.9% $72.46 +23.2%
617 TECK TECK RESOURCES LIMITED Basic Materials 364.0 $19K 0.00% +145.0 +66.2% $51.75 +26.1%
618 AIRBUS SE 396.0 $18K 0.00% +100.0 +33.8% $46.32
619 WAT WATERS CORP Healthcare 59.0 $18K 0.00% +49.0 +490.0% $297.80 +13.7%
620 BBCA J P MORGAN EXCHANGE TRADED FD 186.0 $17K 0.00% +173.0 +1330.8% $94.06 +6.4%
Page 31 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%