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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 124 of 140  ·  2,784 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2461 CPA COPAHOLDINGSSA Industrials 13.0 $2K NEW $120.54 +17.9%
2462 RLJ RLJLODGINGTRUST Real Estate 210.0 $2K NEW $7.45 +34.3%
2463 BLBD BLUEBIRDCORPORATION Consumer Cyclical 33.0 $2K NEW $47.00 +49.3%
2464 ARW ARROWELECTRONICSINC Technology 14.0 $2K NEW $110.14 +96.1%
2465 EPRT ESSENTIALPROPERTIESREALTY Real Estate 51.0 $2K NEW $29.65 +4.7%
2466 CNTA CENTESSAPHARMACEUTICALS Healthcare 60.0 $2K NEW $25.00 +59.2%
2467 ARCHCAPITALGROUPLTD 89.0 $1K NEW $16.70
2468 JPMORGANCHASE&CO 74.0 $1K NEW $19.64
2469 TLK PTTELEKOMUNIKASI Communication Services 69.0 $1K NEW $21.04 -20.9%
2470 HUNTINGTONBANCSHARESINC 85.0 $1K NEW $17.08
2471 GDX CALL CALLGDX01/16/2680 2.0 $1K NEW $725.00 -88.0%
2472 GMAB GENMABAS Healthcare 47.0 $1K NEW $30.79 -12.2%
2473 WELLSFARGO&COMPANY 74.0 $1K NEW $19.49
2474 WMG WARNERMUSICGROUPCORP Communication Services 47.0 $1K NEW $30.66 +5.5%
2475 AMG AFFILIATEDMANAGERSGROUPINC Financial Services 5.0 $1K NEW $288.20 +5.1%
2476 MILLROSEPROPERTIESINC 48.0 $1K NEW $29.85
2477 LITHIUMARGENTINAAG 255.0 $1K NEW $5.58
2478 RHP RYMANHOSPITALITYPPTYSINC Real Estate 15.0 $1K NEW $94.60 +22.5%
2479 CITIZENSFINANCIALGROUPINC 74.0 $1K NEW $19.11
2480 SLQT SELECTQUOTEINC Financial Services 1,000.0 $1K NEW $1.41 -24.8%
Page 124 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%