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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 37  ·  725 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
421 NVO NOVO NORDISK A/S-ADR Healthcare 2,752.0 $101K 0.01% -83.0 -2.9% $36.75 +23.8%
422 HCA HCA HEALTHCARE INC Healthcare 213.0 $101K 0.01% -5.0 -2.3% $473.24 -18.8%
423 EXR EXTRA SPACE STORAGE INC Real Estate 764.0 $100K 0.01% -59.0 -7.2% $131.13 +11.2%
424 NEM NEWMONT CORPORATION Basic Materials 890.0 $96K 0.01% -320.0 -26.4% $108.33 -0.1%
425 ATR APTARGROUP INC Healthcare 753.0 $95K 0.01% -97.0 -11.4% $126.02 -8.0%
426 BROWN-FORMAN CORPORATION 3,484.0 $92K 0.01% -523.0 -13.1% $26.44
427 GRBK GREEN BRICK PARTNERS INC Consumer Cyclical 1,418.0 $91K 0.01% -38.0 -2.6% $64.45 +5.0%
428 AXTA AXALTA COATING SYSTEMS LTD Basic Materials 3,282.0 $91K 0.01% -146.0 -4.3% $27.70 +9.0%
429 IEO ISHARES TRUST 725.0 $91K 0.01% -6.0 -0.8% $124.90 -8.2%
430 FJUN FIRST TR EXCHANGE TRADED FD 1,602.0 $91K 0.01% -2K -60.6% $56.50 +5.6%
431 FDG AMERICAN CENTY ETF TRUST 784.0 $89K 0.01% -18.0 -2.2% $114.05 +23.0%
432 DVN DEVON ENERGY CORPORATION NEW Energy 1,768.0 $89K 0.01% -278.0 -13.6% $50.34 -12.4%
433 XRT SPDR SERIES TRUST 1,080.0 $87K 0.01% -165.0 -13.2% $80.47 +6.4%
434 MRVL MARVELL TECHNOLOGY INC Technology 870.0 $86K 0.01% -24.0 -2.7% $99.06 +106.8%
435 ALLE ALLEGION PUBLIC LIMITED Industrials 592.0 $86K 0.01% -4.0 -0.7% $145.29 -9.6%
436 FXH FIRST TR EXCHANGE TRADED FD II 767.0 $84K 0.01% -100.0 -11.5% $109.86 +5.2%
437 FTXN FIRST TR EXCHANGE TRADED FD VI 2,179.0 $84K 0.01% -50.0 -2.2% $38.60 -7.4%
438 REAL REALREAL INC (THE) Consumer Cyclical 8,877.0 $81K 0.01% -3K -24.7% $9.08 +8.0%
439 FTGS FIRST TR EXCHANGE TRADED FD 2,322.0 $79K 0.01% -735.0 -24.0% $34.05 +8.7%
440 PNW PINNACLE WEST CAPITAL CORP Utilities 780.0 $79K 0.01% -27.0 -3.4% $100.75 +0.1%
Page 22 of 37  ·  725 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%