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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 133 of 140  ·  2,784 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2641 GILT GILATSATELLITENETWORKS Technology 38.0 $491.0 NEW $12.92 +34.9%
2642 CMSENERGYCORPORATION 22.0 $483.0 NEW $21.95
2643 CBRL CRACKERBARRELOLDCOUNTRY Consumer Cyclical 19.0 $482.0 NEW $25.37 +36.3%
2644 NVO CALL CALLNVO02/20/2660 Healthcare 4.0 $476.0 NEW $119.00 -62.6%
2645 MSOS ADVISORSHARESTRUST 100.0 $472.0 NEW $4.72 -1.5%
2646 MNSNHLDGSINC 8.0 $472.0 NEW $59.00
2647 PUBLICSTORAGE 24.0 $463.0 NEW $19.29
2648 NTRA NATERAINC Healthcare 2.0 $458.0 NEW $229.00 -11.3%
2649 TLRY TILRAYBRANDSINC Healthcare 50.0 $451.0 NEW $9.02 -38.5%
2650 BMY PUT PUTBMY09/18/2638 Healthcare 6.0 $450.0 NEW $75.00 -23.3%
2651 FITB PUT PUTFITB06/18/2638 Financial Services 6.0 $450.0 NEW $75.00 -33.5%
2652 DUKE ENERGY CORPORATION 18.0 $449.0 NEW $24.94
2653 DTW DTEENERGYCOMPANY Utilities 21.0 $443.0 NEW $21.10 +0.3%
2654 DUKEENERGYCORPORATION 18.0 $442.0 NEW $24.56
2655 RENAISSANCEREHOLDINGSLTD 28.0 $441.0 NEW $15.75
2656 LMT PUT PUTLMT06/18/26390 Industrials 1.0 $430.0 NEW $430.00 +23.5%
2657 AT&TINC 21.0 $422.0 NEW $20.10
2658 MPLX CALL CALLMPLX01/15/2760 Energy 4.0 $420.0 NEW $105.00 -46.9%
2659 CNMD CONMEDCORPORATION Healthcare 10.0 $406.0 NEW $40.60 -12.6%
2660 KEYCORP 19.0 $403.0 NEW $21.21
Page 133 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%