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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 20 of 37  ·  725 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 OLN OLIN CORPORATION Basic Materials 4,721.0 $140K 0.01% -1K -20.1% $29.73 -12.5%
382 BUFZ FIRST TR EXCHANGE TRADED FD 5,336.0 $140K 0.01% -2K -28.7% $26.27 +5.7%
383 QQEW FIRST TRUST NASDAQ-100 1,103.0 $140K 0.01% -133.0 -10.8% $126.97 +18.5%
384 WPP WPP PLC Communication Services 8,982.0 $140K 0.01% -5K -35.7% $15.55 +19.2%
385 CFR CULLEN FROST BANKERS INC Financial Services 1,017.0 $140K 0.01% -27.0 -2.6% $137.18 +0.4%
386 TDG TRANSDIGM GROUP INCORPORATED Industrials 120.0 $139K 0.01% -34.0 -22.1% $1162.34 +6.8%
387 SWKS SKYWORKS SOLUTIONS INC Technology 2,597.0 $139K 0.01% -637.0 -19.7% $53.55 +46.9%
388 PRGO PERRIGO COMPANY PLC Healthcare 12,923.0 $139K 0.01% -2K -15.3% $10.74 +3.9%
389 LH LABCORP HOLDINGS INC Healthcare 515.0 $137K 0.01% -22.0 -4.1% $266.81 -3.2%
390 VIRTUS ARTIFICIAL 6,394.0 $137K 0.01% -759.0 -10.6% $21.41
391 LCLG ADVISORS SERIES TRUST 2,296.0 $136K 0.01% -34.0 -1.5% $59.02 +23.0%
392 DOCT FIRST TR EXCHANGE TRADED FD 3,108.0 $135K 0.01% -166.0 -5.1% $43.43 +6.9%
393 CTVA CORTEVA INC Basic Materials 1,601.0 $134K 0.01% -165.0 -9.3% $83.72 -4.6%
394 STRL STERLING INFRASTRUCTURE INC Industrials 322.0 $131K 0.01% -171.0 -34.7% $407.27 +92.0%
395 BALT INNOVATOR ETFS TR 3,729.0 $125K 0.01% -4K -50.0% $33.46 +2.0%
396 CGNX COGNEX CORP Technology 2,529.0 $124K 0.01% -720.0 -22.2% $49.00 +36.1%
397 PCF HIGH INCOME SECURITIES FUND Financial Services 22,253.0 $123K 0.01% -8K -26.1% $5.52 +0.5%
398 TLT ISHARES 20 PLUS YEAR TREASURY 1,415.0 $123K 0.01% -55.0 -3.7% $86.69 -1.6%
399 KLAC KLA CORPORATION Technology 83.0 $122K 0.01% -3.0 -3.5% $1472.41 +32.9%
400 DHI D R HORTON INC Consumer Cyclical 880.0 $121K 0.01% -30.0 -3.3% $137.22 +7.7%
Page 20 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%