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Portfolio (Quarterly) Guide ↗

NBC SECURITIES, INC.

· CIK 0000791540
13F Portfolio $1.3B AUM Filed Jan 29, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 2784 New
Page 121 of 140  ·  2,784 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2401 WMS ADVANCEDDRAINAGESYSTEMSINC Industrials 15.0 $2K NEW $144.80 -3.1%
2402 NVDA CALL CALLNVDA01/16/26190 Technology 3.0 $2K NEW $718.33 -70.2%
2403 HXL HEXCELCORPNEW Industrials 29.0 $2K NEW $73.90 +23.3%
2404 KECKSENGINVESTMENTS 9,200.0 $2K NEW $0.23
2405 UA UNDERARMOURINC Consumer Cyclical 442.0 $2K NEW $4.80 +17.5%
2406 DOCU DOCUSIGNINC Technology 31.0 $2K NEW $68.39 -27.5%
2407 CIEN CIENACORPORATION Technology 9.0 $2K NEW $233.78 +143.9%
2408 PAYX PUT PUTPAYX03/20/26120 Industrials 2.0 $2K NEW $1050.00 -90.9%
2409 BYDCOMPANYLTD 170.0 $2K NEW $12.25
2410 SXT SENSIENTTECHNOLOGIESCORP Basic Materials 22.0 $2K NEW $93.91 +24.2%
2411 PYPL PUT PUTPYPL06/18/2655 Financial Services 5.0 $2K NEW $410.00 -89.2%
2412 TOKIOMARINEHLDGSINC 55.0 $2K NEW $37.11
2413 MAT MATTELINC Consumer Cyclical 102.0 $2K NEW $19.96 -25.4%
2414 MWA MUELLERWATERPRODUCTSINC Industrials 85.0 $2K NEW $23.81 +6.5%
2415 CPT CAMDENPROPERTYTRUST-SBI Real Estate 18.0 $2K NEW $110.06 -1.8%
2416 SLAB SILICONLABORATORIESINC Technology 15.0 $2K NEW $130.67 +67.2%
2417 TNET TRINETGROUPINC Industrials 33.0 $2K NEW $59.12 -23.2%
2418 ARMK ARAMARK Industrials 52.0 $2K NEW $37.48 +42.3%
2419 MAGYARTELEKOM 71.0 $2K NEW $27.39
2420 DEUTSCHEBOERSEAG 74.0 $2K NEW $26.27
Page 121 of 140  ·  2,784 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 22.2%
Financial Services 20.4%
Industrials 11.4%
Utilities 8.8%
Consumer Cyclical 8.1%
Healthcare 7.7%
Communication Services 6.1%
Energy 5.8%
Consumer Defensive 5.0%
Real Estate 2.7%