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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 37 of 37  ·  725 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
721 AVB AVALONBAY COMMUNITIES INC Real Estate 2.0 $326.0 -12.0 -85.7% $163.00 +15.0%
722 MILLROSE PROPERTIES INC 9.0 $266.0 -39.0 -81.2% $29.56
723 RDDT REDDIT INC Communication Services 1.0 $134.0 -126.0 -99.2% $134.00 +15.6%
724 NLOP NET LEASE OFFICE PROPERTIES Real Estate 11.0 $128.0 -36.0 -76.6% $11.64 +3.5%
725 SMG SCOTTS MIRACLE GRO CO Basic Materials 1.0 $60.0 -54.0 -98.2% $60.00 +2.0%
Page 37 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%