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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 119 of 140  ·  2,784 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2361 MKSI MKSINC Technology 17.0 $3K NEW $159.76 +100.9%
2362 BMNR BITMINEIMMERSIONTECHNOLOGIES Financial Services 100.0 $3K NEW $27.15 -29.8%
2363 HSAI HESAIGROUP Consumer Cyclical 121.0 $3K NEW $22.40 -13.8%
2364 KD KYNDRYLHOLDINGSINC Technology 102.0 $3K NEW $26.56 -55.0%
2365 SVC SERVICEPROPERTIESTRUST Real Estate 1,472.0 $3K NEW $1.84 -1.1%
2366 PG PUT PUTPG06/18/26140 Consumer Defensive 4.0 $3K NEW $675.00 -78.6%
2367 IWC ISHARESMICROCAPETF 17.0 $3K NEW $157.65 +20.4%
2368 KNX KNIGHTSWIFTTRANSPORTATION Industrials 51.0 $3K NEW $52.27 +44.3%
2369 NUMV NUSHARESETFTR 68.0 $3K NEW $39.09 +8.9%
2370 IOT SAMSARAINC Technology 75.0 $3K NEW $35.44 -6.3%
2371 AVGO CALL CALLAVGO01/16/26420 Technology 4.0 $3K NEW $662.25 -34.0%
2372 REI RINGENERGYINC Energy 3,000.0 $3K NEW $0.87 +54.6%
2373 DT DYNATRACEINC Technology 60.0 $3K NEW $43.33 -2.6%
2374 NUMG NUSHARESETFTR 54.0 $3K NEW $47.74 -2.7%
2375 QABA FIRSTTRUSTNSDAQABACMNTY 45.0 $3K NEW $57.22 +9.1%
2376 AVB AVALONBAYCOMMUNITIESINC Real Estate 14.0 $3K NEW $181.29 +1.0%
2377 IMVP INVESCOINDIAEXCHANGETRADED 104.0 $3K NEW $24.31 -13.4%
2378 AMH AMERICANHOMES4RENT Real Estate 78.0 $3K NEW $32.09 +1.4%
2379 SABR SABRECORPORATION Consumer Cyclical 1,820.0 $2K NEW $1.36 +26.7%
2380 SRAD SPORTRADARGROUPAG Technology 104.0 $2K NEW $23.77 -45.0%
Page 119 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%