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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 10 of 37  ·  725 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 STM STMICROELECTRONICS N V Technology 16,224.0 $561K 0.04% -10K -37.7% $34.55 +96.1%
182 SCHB SCHWAB STRATEGIC TR 22,263.0 $559K 0.04% -223.0 -1.0% $25.10 +15.3%
183 KR KROGER CO (THE) Consumer Defensive 7,692.0 $557K 0.04% -6K -44.5% $72.36 -10.6%
184 F FORD MOTOR CO Consumer Cyclical 48,056.0 $555K 0.04% -2K -4.0% $11.54 +37.6%
185 LPLA LPL FINANCIAL HOLDINGS INC Financial Services 1,843.0 $554K 0.04% -31.0 -1.6% $300.83 -9.8%
186 VMI VALMONT INDUSTRIES INC Industrials 1,386.0 $554K 0.04% -326.0 -19.0% $399.57 +30.7%
187 FDX FEDEX CORP Industrials 1,539.0 $548K 0.04% -39.0 -2.5% $356.33 +15.6%
188 SUMITOMO MITSUI TRUST GROUP 88,818.0 $547K 0.04% -2K -1.8% $6.16
189 ELD WISDOMTREE TR 19,403.0 $540K 0.04% -2K -10.0% $27.82 +3.1%
190 VIGI VANGUARD INTERNATIONAL 6,090.0 $539K 0.04% -98.0 -1.6% $88.46 +6.0%
191 FBTC FIDELITY WISE ORIGIN BITCOIN Financial Services 9,124.0 $539K 0.04% -9K -50.2% $59.03 +10.5%
192 BWXT BWX TECHNOLOGIES INC Industrials 2,610.0 $534K 0.04% -695.0 -21.0% $204.49 -2.7%
193 EXP EAGLE MATERIALS INC Basic Materials 2,772.0 $525K 0.04% -501.0 -15.3% $189.48 +13.3%
194 RRX REGAL REXNORD CORPORATION Industrials 2,769.0 $519K 0.04% -17.0 -0.6% $187.26 +10.0%
195 EXC EXELON CORPORATION Utilities 10,571.0 $518K 0.04% -439.0 -4.0% $49.02 -5.8%
196 NOC NORTHROP GRUMMAN CORP Industrials 758.0 $517K 0.04% -14.0 -1.8% $682.52 -19.2%
197 OKE ONEOK INC Energy 5,708.0 $516K 0.04% -783.0 -12.1% $90.40 -2.4%
198 CMCSA COMCAST CORP Communication Services 17,968.0 $516K 0.04% -3K -16.1% $28.71 -12.2%
199 KERING 17,352.0 $513K 0.04% -5K -22.9% $29.57
200 STAG STAG INDUSTRIAL INC Real Estate 14,180.0 $511K 0.04% -85.0 -0.6% $36.06 +6.2%
Page 10 of 37  ·  725 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%