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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 118 of 128  ·  2,546 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2341 BJ BJ S WHOLESALE CLUB HOLDINGS Consumer Defensive 18.0 $2K $98.39 -14.4%
2342 SRAD SPORTRADAR GROUP AG Technology 104.0 $2K $16.73 -23.0%
2343 IBERDROLA S A 19.0 $2K $91.00
2344 ATLAS COPCO AB-SPONSORED 113.0 $2K $15.20
2345 NITORI HOLDINGS CO LTD 217.0 $2K $7.91
2346 WMG WARNER MUSIC GROUP CORP Communication Services 67.0 $2K +20.0 +42.5% $25.54 +35.3%
2347 TEAM ATLASSIAN CORPORATION CLASS A Technology 25.0 $2K NEW $68.24 +30.5%
2348 FLEX FLEX LTD Technology 26.0 $2K $65.42 +122.8%
2349 XTL SPDR SERIES TRUST 9.0 $2K $188.00 +29.6%
2350 TIMB TIM S A Communication Services 63.0 $2K $26.48 -15.8%
2351 CNTY CENTURY CASINOS INC Consumer Cyclical 1,200.0 $2K $1.39 +0.0%
2352 NX QUANEX BUILDING PRODUCTS CORP Industrials 90.0 $2K $17.97 +5.2%
2353 RUNN STRATEGIC TRUST 50.0 $2K $32.20 +0.9%
2354 ORCX TIDAL TRUST II 60.0 $2K NEW $26.68 +58.7%
2355 NTRA NATERA INC Healthcare 8.0 $2K +6.0 +300.0% $199.88 +1.6%
2356 FIVE FIVE BELOW INC Consumer Cyclical 7.0 $2K $228.43 -5.4%
2357 RHP RYMAN HOSPITALITY PPTYS INC Real Estate 17.0 $2K +2.0 +13.3% $92.24 +24.7%
2358 XPO XPO INC Industrials 8.0 $2K $194.50 +8.4%
2359 CTGO CONTANGO SILVER & GOLD INC Basic Materials 82.0 $2K NEW $18.74 +6.1%
2360 RUM RUMBLE INC Technology 300.0 $2K $5.10 +91.2%
Page 118 of 128  ·  2,546 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%