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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 104 of 128  ·  2,546 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2061 ANGLO AMERICAN PLC 292.0 $6K +112.0 +62.2% $20.96
2062 EA ELECTRONIC ARTS INC Communication Services 30.0 $6K $203.87 -1.1%
2063 GRUPO FINANCIERO BANORTE 111.0 $6K $55.00
2064 EW EDWARDS LIFESCIENCES CORP Healthcare 75.0 $6K $80.08 +8.3%
2065 SAIC SCIENCE APPLICATIONS Technology 63.0 $6K +33.0 +110.0% $94.90 +9.2%
2066 NATIONAL BK GREECE S A 392.0 $6K NEW $15.25
2067 JBSS JOHN B SANFILIPPO & SON INC Consumer Defensive 75.0 $6K $79.32 -4.4%
2068 USRT ISHARES TRUST 100.0 $6K $59.19 +9.6%
2069 ELVR ELEVRA LITHIUM LIMITED Basic Materials 100.0 $6K NEW $58.90 +54.7%
2070 INSM INSMED INC Healthcare 36.0 $6K +12.0 +50.0% $163.50 -34.0%
2071 JAMES HARDIE INDUSTRIES 310.0 $6K $18.94
2072 XHE SPDR SERIES TRUST 75.0 $6K $78.24 +2.4%
2073 VTWV VANGUARD RUSSELL 2000 35.0 $6K $167.20 +12.6%
2074 XDEC FIRST TR EXCHANGE TRADED FD 145.0 $6K $40.31 +5.9%
2075 SON SONOCO PRODUCTS CO Consumer Cyclical 108.0 $6K $54.08 -8.3%
2076 CPRX CATALYST PHARMACEUTICALS INC Healthcare 235.0 $6K $24.76 +26.5%
2077 ASC ARDMORE SHIPPING Industrials 380.0 $6K $15.25 +5.1%
2078 DBC INVESCO DB COMMODITY INDEX Financial Services 200.0 $6K $28.95 +2.1%
2079 NVAX NOVAVAX INC Healthcare 711.0 $6K NEW $8.14 +31.9%
2080 ISHARES TRUST 125.0 $6K -2K -94.4% $46.22
Page 104 of 128  ·  2,546 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%