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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 22 of 36  ·  711 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
421 FBND FIDELITY MERRIMACK STREET 2,714.0 $124K 0.01% +2K +124.1% $45.62 -0.3%
422 CROX CROCS INC Consumer Cyclical 1,480.0 $123K 0.01% +95.0 +6.9% $83.02 +43.0%
423 IBIT ISHARES BITCOIN TR Financial Services 3,194.0 $123K 0.01% +433.0 +15.7% $38.42 +8.2%
424 CALY CALLAWAY GOLF COMPANY Consumer Cyclical 8,771.0 $122K 0.01% +8K +699.5% $13.88 +13.5%
425 GTLS CHART INDUSTRIES INC Industrials 584.0 $121K 0.01% +13.0 +2.3% $206.75 +0.4%
426 TWLO TWILIO INC Communication Services 930.0 $117K 0.01% +99.0 +11.9% $125.82 +48.2%
427 FSMB FIRST TRUST EXCHANGE TRADED 5,854.0 $117K 0.01% +46.0 +0.8% $19.96 +0.1%
428 SOXX ISHARES TR 355.0 $117K 0.01% +15.0 +4.4% $328.66 +73.6%
429 STX SEAGATE TECHNOLOGY HOLDINGS Technology 296.0 $116K 0.01% +24.0 +8.8% $391.93 +125.6%
430 IAUM ISHARES GOLD TRUST MICRO Financial Services 2,481.0 $116K 0.01% +579.0 +30.4% $46.70 -4.0%
431 NAD NUVEEN QUALITY MUNICIPAL Financial Services 10,037.0 $115K 0.01% +3K +48.2% $11.50 +3.1%
432 SOLV SOLVENTUM CORPORATION Healthcare 1,765.0 $115K 0.01% +1K +283.7% $65.30 +17.4%
433 SJM SMUCKER J M COMPANY Consumer Defensive 1,189.0 $115K 0.01% +991.0 +500.5% $96.47 +7.9%
434 ESGD ISHARES TRUST 1,199.0 $115K 0.01% +962.0 +405.9% $95.62 +8.1%
435 GDMN WISDOMTREE TR 1,130.0 $114K 0.01% +55.0 +5.1% $101.18 -8.6%
436 MDY STATE STREET SPDR S&P MIDCAP Financial Services 185.0 $114K 0.01% +15.0 +8.8% $616.76 +10.2%
437 TENCENT HOLDINGS LIMITED 1,833.0 $113K 0.01% +305.0 +20.0% $61.73
438 APP APPLOVIN CORPORATION Technology 283.0 $113K 0.01% +133.0 +88.7% $398.00 +51.5%
439 KBE SPDR SERIES TRUST 1,889.0 $112K 0.01% +263.0 +16.2% $59.55 +6.6%
440 FN FABRINET Technology 214.0 $112K 0.01% +189.0 +756.0% $521.52 +28.9%
Page 22 of 36  ·  711 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%