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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 13 of 37  ·  725 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 NOV NOV INC Energy 21,763.0 $409K 0.03% -1K -4.6% $18.81 +7.5%
242 ESI ELEMENT SOLUTIONS INC Basic Materials 11,865.0 $405K 0.03% -755.0 -6.0% $34.14 +25.7%
243 BMO BANK OF MONTREAL Financial Services 2,975.0 $403K 0.03% -74.0 -2.4% $135.36 +20.5%
244 FDIS FIDELITY MSCI CONSUMER 4,270.0 $398K 0.03% -85.0 -1.9% $93.26 +12.3%
245 IQDG WISDOMTREE TR 9,860.0 $396K 0.03% -605.0 -5.8% $40.14 +7.7%
246 KIMBERLY-CLARK DE MEXICO 33,626.0 $396K 0.03% -560.0 -1.6% $11.76
247 IHI ISHARES U S MEDICAL DEVICES 7,412.0 $395K 0.03% -2K -21.2% $53.35 -7.8%
248 FIDELITY MSCI HEALTH CARE 5,562.0 $391K 0.03% -199.0 -3.5% $70.36
249 OUNZ VANECK MERK GOLD TRUST Financial Services 8,604.0 $388K 0.03% -76.0 -0.9% $45.05 -5.0%
250 MET METLIFE INC Financial Services 5,465.0 $386K 0.03% -61.0 -1.1% $70.72 +17.6%
251 EQT EQT CORPORATION Energy 6,062.0 $386K 0.03% -41K -87.0% $63.64 -13.3%
252 DNOV FIRST TR EXCHANGE TRADED FD 7,993.0 $383K 0.03% -1K -12.6% $47.91 +6.6%
253 IVE ISHARES S&P 500 VALUE ETF 1,810.0 $382K 0.03% -60.0 -3.2% $211.15 +8.0%
254 EQH EQUITABLE HOLDINGS INC Financial Services 10,293.0 $382K 0.03% -2K -16.6% $37.11 +11.5%
255 SMC CORP JAPAN 20,123.0 $379K 0.03% -5K -19.3% $18.82
256 RCL ROYAL CARIBBEAN GROUP Consumer Cyclical 1,357.0 $373K 0.03% -614.0 -31.1% $275.18 -0.0%
257 SHW SHERWIN WILLIAMS CO Basic Materials 1,161.0 $372K 0.03% -230.0 -16.5% $320.59 -3.3%
258 GEN GEN DIGITAL INC Technology 19,747.0 $372K 0.03% -5K -19.1% $18.83 +30.6%
259 FPEI FIRST TRUST EXCHANGE TRADED 19,401.0 $369K 0.03% -66K -77.2% $19.00 +1.2%
260 GWW W W GRAINGER INC Industrials 334.0 $364K 0.03% -50.0 -13.0% $1090.81 +14.2%
Page 13 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%