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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 18 of 140  ·  2,784 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 EMR EMERSONELECTRICCO Industrials 5,894.0 $782K 0.06% NEW $132.74 +6.7%
342 TDIV FIRSTTRUSTEXCHANGETRADED 8,073.0 $782K 0.06% NEW $96.84 +22.8%
343 ORSTEDAS 120,921.0 $775K 0.06% NEW $6.41
344 AMT AMERICANTOWERCORPORATION Real Estate 4,404.0 $773K 0.06% NEW $175.60 +6.6%
345 TMO THERMOFISHERSCIENTIFICINC Healthcare 1,326.0 $768K 0.06% NEW $579.45 -15.9%
346 BCO BRINK'SCOMPANY Industrials 6,576.0 $768K 0.06% NEW $116.73 -8.9%
347 HALO HALOZYMETHERAPEUTICSINC Healthcare 11,280.0 $759K 0.06% NEW $67.30 +2.1%
348 NYT NEWYORKTIMESCO-CLA Communication Services 10,916.0 $758K 0.06% NEW $69.42 +9.1%
349 MO ALTRIAGROUPINC Consumer Defensive 13,125.0 $757K 0.06% NEW $57.66 +24.8%
350 VLO VALEROENERGYCORPNEW Energy 4,648.0 $757K 0.06% NEW $162.81 +50.8%
351 LHX L3HARRISTECHNOLOGIESINC Industrials 2,576.0 $756K 0.06% NEW $293.57 +7.2%
352 EPI WISDOMTREETR 16,308.0 $755K 0.06% NEW $46.29 -7.8%
353 BERKSHIREHATHAWAYINC-DEL 1.0 $755K 0.06% NEW $754800.00
354 DE DEERE&CO Industrials 1,617.0 $753K 0.06% NEW $465.71 +15.7%
355 ARKK ARKETFTRUST 9,784.0 $753K 0.06% NEW $76.92 +5.6%
356 UGI UGICORPORATION Utilities 20,093.0 $752K 0.06% NEW $37.43 -8.1%
357 SEIC SEIINVESTMENTSCO Financial Services 9,150.0 $750K 0.06% NEW $82.02 +8.5%
358 SAP SAPSE Technology 3,080.0 $748K 0.06% NEW $242.91 -27.5%
359 CART MAPLEBEARINC Consumer Cyclical 16,550.0 $744K 0.06% NEW $44.98 -11.0%
360 SBLK STARBULKCARRIERSCORP Industrials 38,325.0 $737K 0.06% NEW $19.22 +41.8%
Page 18 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%