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Portfolio (Quarterly) Guide ↗

NBC SECURITIES, INC.

· CIK 0000791540
13F Portfolio $1.3B AUM Filed Jan 29, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 2784 New
Page 127 of 140  ·  2,784 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2521 XPO XPOINC Industrials 8.0 $1K NEW $135.88 +59.0%
2522 RNG PUT PUTRNG01/16/2630 Technology 7.0 $1K NEW $155.00 -72.8%
2523 JPMORGANCHASE&CO 59.0 $1K NEW $18.25
2524 TRUISTFINANCIALCORPORATION 50.0 $1K NEW $21.54
2525 CACI CACIINTERNATIONALINC-CLA Technology 2.0 $1K NEW $532.50 -1.3%
2526 CNR CORENATURALRESOURCESINC Energy 12.0 $1K NEW $88.50 +4.6%
2527 PBR PUT PUTPBR01/15/2710 Energy 10.0 $1K NEW $106.00 -82.1%
2528 JAGUARMNGINC 200.0 $1K NEW $5.24
2529 COLM COLUMBIASPORTSWEARCO Consumer Cyclical 19.0 $1K NEW $55.05 +23.2%
2530 HRB H&RBLOCKINC Consumer Cyclical 24.0 $1K NEW $43.54 -10.8%
2531 FSLR FIRSTSOLARINC Energy 4.0 $1K NEW $261.00 +16.6%
2532 BHC BAUSCHHEALTHCOSINC Healthcare 150.0 $1K NEW $6.95 -22.0%
2533 JUSTEATTAKEAWAY.COMNV 250.0 $1K NEW $4.17
2534 UTZ UTZBRANDSINC Consumer Defensive 100.0 $1K NEW $10.38 -27.7%
2535 CORPORACIONINMOBILIARIA 34.0 $1K NEW $30.47
2536 MCY MERCURYGENERALCORPNEW Financial Services 11.0 $1K NEW $94.00 +2.9%
2537 LEA LEARCORPORATION Consumer Cyclical 9.0 $1K NEW $114.56 +27.3%
2538 SOUTHERNCOMPANY(THE) 58.0 $1K NEW $17.72
2539 BRERAHOLDINGSPLC 550.0 $1K NEW $1.87
2540 TMAT NORTHERNLTSFDTRIV 41.0 $1K NEW $25.00 +18.7%
Page 127 of 140  ·  2,784 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 22.2%
Financial Services 20.4%
Industrials 11.4%
Utilities 8.8%
Consumer Cyclical 8.1%
Healthcare 7.7%
Communication Services 6.1%
Energy 5.8%
Consumer Defensive 5.0%
Real Estate 2.7%