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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 7 of 10  ·  195 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 TYL TYLER TECHNOLOGIES INC Technology 11.0 $4K NEW $342.36 -10.8%
122 JAPAN POST BANK CO LTD 231.0 $4K NEW $15.82
123 SOXS DIREXION SHARES ETF TRUST 90.0 $4K NEW $39.86 -83.1%
124 CONTEMPORARY AMPEREX 176.0 $3K NEW $19.56
125 TOROMONT INDS LTD CDA 123.0 $3K NEW $27.50
126 MOH MOLINA HEALTHCARE INC Healthcare 25.0 $3K NEW $133.28 +34.4%
127 DX DYNEX CAPITAL INC Real Estate 250.0 $3K NEW $12.76 +2.8%
128 XPEV XPENG INC Consumer Cyclical 185.0 $3K NEW $17.11 -4.2%
129 NOG NORTHERN OIL & GAS INC Energy 107.0 $3K NEW $29.22 -25.6%
130 DULL BANK OF MONTREAL Financial Services 60.0 $3K NEW $51.95 +14.8%
131 SANM SANMINA CORPORATION Technology 24.0 $3K NEW $129.62 +98.3%
132 PALLADYNE AI CORP 500.0 $3K NEW $6.07
133 WCC WESCO INTERNATIONAL INC Industrials 11.0 $3K NEW $273.55 +34.5%
134 EFC ELLINGTON FINANCIAL INC Real Estate 250.0 $3K NEW $11.85 +14.9%
135 IMI PLC 79.0 $3K NEW $33.35
136 POWR ISHARES INC 100.0 $3K NEW $26.23 +6.3%
137 UAMY UNITED STATES ANTIMONY CORP Basic Materials 300.0 $3K NEW $8.73 +2.9%
138 BAWAG GROUP AG 68.0 $3K NEW $37.29
139 CSTM CONSTELLIUM SE Basic Materials 100.0 $2K NEW $24.58 +34.7%
140 NOVONESIS NOVOZYMES B 40.0 $2K NEW $58.98
Page 7 of 10  ·  195 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%