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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 28 of 37  ·  725 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
541 MICHELIN COMPAGNIE GENERALE 1,722.0 $29K 0.00% -56.0 -3.1% $16.82
542 BBVA BANCO BILBAO VIZCAYA Financial Services 1,320.0 $29K 0.00% -173.0 -11.6% $21.66 +7.4%
543 FBDC FIRST TRUST EXCHANGE TRADED 1,634.0 $28K 0.00% -19K -92.1% $16.98 +0.1%
544 KOMATSU LTD 724.0 $27K 0.00% -139.0 -16.1% $37.80
545 MKL MARKEL GROUP INC Financial Services 14.0 $27K 0.00% -1.0 -6.7% $1914.00 -3.5%
546 CVE CENOVUS ENERGY INC Energy 1,006.0 $27K 0.00% -650.0 -39.2% $26.56 +6.2%
547 TM TOYOTA MOTOR CORPORATION Consumer Cyclical 128.0 $26K 0.00% -41.0 -24.3% $206.09 -7.8%
548 DGS WISDOMTREE TRUST EMERGING 437.0 $26K 0.00% -3.0 -0.7% $60.10 +9.8%
549 LUV SOUTHWEST AIRLINES CO Industrials 693.0 $26K 0.00% -83.0 -10.7% $37.60 +16.2%
550 MASI MASIMO CORP Healthcare 146.0 $26K 0.00% -50.0 -25.5% $177.87 +0.5%
551 OKTA OKTA INC Technology 329.0 $26K 0.00% -65.0 -16.5% $78.71 +13.7%
552 TKO TKO GROUP HOLDINGS INC Communication Services 127.0 $26K 0.00% -68.0 -34.9% $201.65 -6.9%
553 SHM SPDR SERIES TRUST 528.0 $25K 0.00% -69.0 -11.6% $47.89 -0.2%
554 DLTR DOLLAR TREE INC Consumer Defensive 229.0 $25K 0.00% -41.0 -15.2% $109.51 -12.5%
555 MRNA MODERNA INC Healthcare 493.0 $25K 0.00% -49.0 -9.0% $50.80 -6.3%
556 QSIG WISDOMTREE TR 512.0 $25K 0.00% -138.0 -21.2% $48.52 -0.3%
557 HACK AMPLIFY ETF TR 330.0 $25K 0.00% -50.0 -13.2% $75.09 +22.2%
558 OC OWENS CORNING Industrials 221.0 $24K 0.00% -198.0 -47.3% $108.22 +13.0%
559 WLK WESTLAKE CORPORATION Basic Materials 200.0 $23K 0.00% -4.0 -2.0% $116.82 -24.8%
560 CXW CORECIVIC INC Real Estate 1,228.0 $23K 0.00% -230.0 -15.8% $18.91 +12.1%
Page 28 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%