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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 35 of 36  ·  711 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
681 PRMB PRIMO BRANDS CORPORATION Consumer Defensive 235.0 $4K +35.0 +17.5% $18.83 +29.4%
682 PFLT PENNANTPARK FLOATING RATE Financial Services 546.0 $4K +226.0 +70.6% $8.04 +1.9%
683 BHF BRIGHTHOUSE FINANCIAL INC Financial Services 73.0 $4K +1.0 +1.4% $59.88 +5.0%
684 ARI APOLLO COMMERCIAL REAL ESTATE Real Estate 411.0 $4K +10.0 +2.5% $10.58 +3.9%
685 EXPERIAN PLC 121.0 $4K +18.0 +17.5% $34.26
686 DEUTSCHE BOERSE AG 143.0 $4K +69.0 +93.2% $28.93
687 LYV LIVE NATION ENTERTAINMENT INC Communication Services 26.0 $4K +1.0 +4.0% $152.50 +9.9%
688 LULU LULULEMON ATHLETICA INC Consumer Cyclical 25.0 $4K +17.0 +212.5% $153.08 -11.4%
689 KNX KNIGHT SWIFT TRANSPORTATION Industrials 62.0 $4K +11.0 +21.6% $57.56 +27.1%
690 ALNY ALNYLAM PHARMACEUTICALS INC Healthcare 10.0 $3K +2.0 +25.0% $330.80 -10.2%
691 IOT SAMSARA INC Technology 98.0 $3K +23.0 +30.7% $31.68 -2.3%
692 IRIDIUM COMMUNICATIONS INC 101.0 $3K +1.0 +1.0% $27.85
693 UNF UNIFIRST CORP-MASS Industrials 11.0 $3K +7.0 +175.0% $251.55 +5.8%
694 CPT CAMDEN PROPERTY TRUST-SBI Real Estate 28.0 $3K +10.0 +55.6% $97.64 +11.3%
695 ITOCHU CORP-ADR 180.0 $2K +162.0 +900.0% $12.41
696 WMS ADVANCED DRAINAGE SYSTEMS INC Industrials 16.0 $2K +1.0 +6.7% $137.12 +4.3%
697 CACI CACI INTERNATIONAL INC-CL A Technology 4.0 $2K +2.0 +100.0% $543.75 -6.1%
698 ARMK ARAMARK Industrials 53.0 $2K +1.0 +1.9% $40.55 +30.2%
699 WMG WARNER MUSIC GROUP CORP Communication Services 67.0 $2K +20.0 +42.5% $25.54 +32.5%
700 NTRA NATERA INC Healthcare 8.0 $2K +6.0 +300.0% $199.88 +0.0%
Page 35 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%