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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 108 of 140  ·  2,784 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2141 JAMESHARDIEINDUSTRIES 310.0 $6K NEW $20.75
2142 EW EDWARDSLIFESCIENCESCORP Healthcare 75.0 $6K NEW $85.24 +1.6%
2143 FNF FIDELITYNATIONALFINANCIAL Financial Services 117.0 $6K NEW $54.59 -12.8%
2144 AUSF GLOBALXFDS 135.0 $6K NEW $46.36 +6.2%
2145 CRITICALMETALSCORP 900.0 $6K NEW $6.94
2146 BOH BANKHAWAIICORP Financial Services 91.0 $6K NEW $68.36 +12.3%
2147 EQRR PROSHARESEQUITIESFORRISING 96.0 $6K NEW $64.67 +21.4%
2148 GUNR FLEXSHARESTR 135.0 $6K NEW $45.84 +17.7%
2149 VGK VANGUARDINTLEQUITYINDEXFD 74.0 $6K NEW $83.61 +6.9%
2150 HARBOURENERGYPLC 2,200.0 $6K NEW $2.81
2151 EA ELECTRONICARTSINC Communication Services 30.0 $6K NEW $204.30 -1.3%
2152 KMX CARMAXINC Consumer Cyclical 158.0 $6K NEW $38.64 +16.0%
2153 IHG INTERCONTINENTALHOTELS Consumer Cyclical 43.0 $6K NEW $140.81 +10.4%
2154 CHTR CHARTERCOMMUNICATIONSINC Communication Services 29.0 $6K NEW $208.72 -32.2%
2155 MTUAEROENGINESAG 29.0 $6K NEW $208.62
2156 IDR IDAHOSTRATEGICRESOURCESINC Basic Materials 150.0 $6K NEW $40.30 -2.1%
2157 PII POLARISINC Consumer Cyclical 95.0 $6K NEW $63.24 +11.2%
2158 SHIFT4PAYMENTSINC 75.0 $6K NEW $80.00
2159 XSW SPDRSERIESTRUST 32.0 $6K NEW $187.12 -6.6%
2160 ITUB ITAUUNIBANCOBANCOHOLDING Financial Services 834.0 $6K NEW $7.16 +10.1%
Page 108 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%