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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 113 of 128  ·  2,546 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2241 MAS MASCO CORP Industrials 50.0 $3K $60.36 +17.1%
2242 WCC WESCO INTERNATIONAL INC Industrials 11.0 $3K NEW $273.55 +34.7%
2243 SLDP SOLID POWER INC Industrials 1,000.0 $3K $3.00 +13.0%
2244 DBS GROUP HOLDINGS LTD 17.0 $3K -12.0 -41.4% $176.41
2245 WDAY WORKDAY INC Technology 23.0 $3K -6K -99.6% $129.91 -4.2%
2246 VIOO VANGUARD ADMIRAL FDS INC 26.0 $3K $114.81 +12.5%
2247 AG FIRST MAJESTIC SILVER CORP Basic Materials 139.0 $3K $21.47 -4.2%
2248 S SENTINELONE INC Technology 231.0 $3K $12.88 +39.9%
2249 EFC ELLINGTON FINANCIAL INC Real Estate 250.0 $3K NEW $11.85 +14.7%
2250 MITSUI FUDOSAN CO LTD 94.0 $3K $31.21
2251 ARGX ARGENX SE Healthcare 4.0 $3K -1.0 -20.0% $730.25 +14.8%
2252 UNICREDIT SPA 83.0 $3K $35.06
2253 VIVENDI SE 1,413.0 $3K -100.0 -6.6% $2.04
2254 OFS OFS CAPITAL CORPORATION Financial Services 809.0 $3K -2K -71.3% $3.55 -2.3%
2255 3I GROUP PLC 357.0 $3K $8.04
2256 VIRNETX HOLDING CORPORATION 202.0 $3K $14.11
2257 RC READY CAPITAL CORPORATION Real Estate 1,742.0 $3K $1.62 +11.1%
2258 IRIDIUM COMMUNICATIONS INC 101.0 $3K +1.0 +1.0% $27.85
2259 UNF UNIFIRST CORP-MASS Industrials 11.0 $3K +7.0 +175.0% $251.55 +5.6%
2260 WST WEST PHARMACEUTICAL SVCS INC Healthcare 11.0 $3K -3.0 -21.4% $250.64 +24.8%
Page 113 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%