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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 23 of 37  ·  725 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
441 AGRO ADECOAGRO S A ADECOAGRO Consumer Defensive 5,217.0 $78K 0.01% -150.0 -2.8% $15.02 -15.9%
442 KHC KRAFT HEINZ COMPANY (THE) Consumer Defensive 3,455.0 $78K 0.01% -151.0 -4.2% $22.49 +8.8%
443 CARR CARRIER GLOBAL CORPORATION Industrials 1,374.0 $77K 0.01% -35.0 -2.5% $56.33 +13.3%
444 MIR MIRION TECHNOLOGIES INC Industrials 3,891.0 $72K 0.01% -12K -76.2% $18.59 -8.0%
445 SIEMENS AG 610.0 $72K 0.01% -145.0 -19.2% $118.50
446 LAD LITHIA MOTORS INC Consumer Cyclical 287.0 $72K 0.01% -2.0 -0.7% $249.75 +18.4%
447 VEEV VEEVA SYSTEMS INC Healthcare 400.0 $70K 0.01% -1K -74.6% $175.66 -9.8%
448 RIO RIO TINTO PLC Basic Materials 753.0 $70K 0.01% -125.0 -14.2% $93.29 +14.1%
449 NNN NNN REIT INC Real Estate 1,645.0 $69K 0.01% -272.0 -14.2% $42.03 +6.7%
450 KOF COCA-COLA FEMSA SAB DE CV Consumer Defensive 705.0 $69K 0.01% -18.0 -2.5% $97.55 +10.0%
451 VUSB VANGUARD BD INDEX FDS 1,375.0 $68K 0.01% -171.0 -11.1% $49.81 -0.0%
452 INTU INTUIT INC Technology 157.0 $68K 0.01% -2K -93.2% $432.38 -27.6%
453 CALF PACER FDS TR 1,503.0 $67K 0.01% -373.0 -19.9% $44.89 +10.3%
454 FLBL FRANKLIN TEMPLETON ETF TR 2,914.0 $67K 0.01% -450.0 -13.4% $23.00 +0.0%
455 ZURICH INSURANCE GROUP 1,911.0 $67K 0.01% -60.0 -3.0% $34.93
456 DEUTSCHE TELEKOM AG 1,786.0 $66K 0.01% -47.0 -2.6% $36.81
457 COIN COINBASE GLOBAL INC Financial Services 368.0 $64K 0.01% -193.0 -34.4% $174.61 +4.4%
458 QCLN FIRST TRUST ETF 1,374.0 $64K 0.01% -750.0 -35.3% $46.50 +44.0%
459 IDRV ISHARES TRUST 1,634.0 $63K 0.01% -137.0 -7.7% $38.53 +16.2%
460 IDEC INNOVATOR ETFS TRUST 1,926.0 $63K 0.01% -104.0 -5.1% $32.56 +4.6%
Page 23 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%