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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 111 of 140  ·  2,784 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2201 CVNA CARVANACO Consumer Cyclical 12.0 $5K NEW $422.00 -82.6%
2202 CRS CALL CALLCRS06/18/26360 Industrials 2.0 $5K NEW $2530.00 -81.3%
2203 MEAR ISHARESUSETFTR 100.0 $5K NEW $50.32 +0.0%
2204 IGLD FIRSTTREXCHANGETRADEDFD 200.0 $5K NEW $25.01 -3.1%
2205 CGBD CARLYLESECUREDLENDINGINC Financial Services 400.0 $5K NEW $12.49 -12.3%
2206 CNM CORE&MAININC Industrials 96.0 $5K NEW $51.97 -3.7%
2207 BANKHAPOALIMBM 44.0 $5K NEW $113.02
2208 CCOI COGENTCOMMUNICATIONSHOLDINGS Communication Services 230.0 $5K NEW $21.56 -16.9%
2209 TFIN TRIUMPHFINANCIALINC Financial Services 78.0 $5K NEW $62.63 +13.9%
2210 AQWA GLOBALXFDS 260.0 $5K NEW $18.77 -0.3%
2211 MEGI NYLICBREGLOBAL Financial Services 350.0 $5K NEW $13.76 +10.7%
2212 GWX SPDRINDEXSHSFDS 117.0 $5K NEW $40.85 +14.6%
2213 BITS GLOBALXFDS 76.0 $5K NEW $62.71 +12.1%
2214 FMX FOMENTOECONOMICOMEXICANO Consumer Defensive 47.0 $5K NEW $101.06 +18.5%
2215 PCOR PROCORETECHNOLOGIESINC Technology 65.0 $5K NEW $72.74 -31.8%
2216 STZ PUT PUTSTZ01/16/26160 Consumer Defensive 2.0 $5K NEW $2360.00 -94.0%
2217 SON SONOCOPRODUCTSCO Consumer Cyclical 108.0 $5K NEW $43.64 +13.9%
2218 NWN NORTHWESTNATURALHOLDING Utilities 100.0 $5K NEW $46.74 +4.9%
2219 MERCKKGAA 162.0 $5K NEW $28.80
2220 BHF BRIGHTHOUSEFINANCIALINC Financial Services 72.0 $5K NEW $64.78 -3.1%
Page 111 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%