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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 12 of 128  ·  2,546 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 VMBS VANGUARD SCOTTSDALE FUNDS 28,472.0 $1.3M 0.10% +271.0 +1.0% $46.95 -0.5%
222 TDW TIDEWATER INC Energy 15,995.0 $1.3M 0.10% $83.55 -10.1%
223 CENCORA INC 4,253.0 $1.3M 0.10% +98.0 +2.4% $314.17
224 USFR WISDOMTREE TRUST 26,472.0 $1.3M 0.10% -1K -5.2% $50.34 -0.0%
225 AXON AXON ENTERPRISE INC Industrials 3,132.0 $1.3M 0.10% +49.0 +1.6% $424.69 -7.9%
226 USMV ISHARES TRUST 14,318.0 $1.3M 0.10% -925.0 -6.1% $92.74 +3.6%
227 JAAA JANUS DETROIT STREET TRUST 26,355.0 $1.3M 0.10% -1K -4.9% $50.37 +0.7%
228 FTGC FIRST TRUST GLOBAL TACTICAL 46,032.0 $1.3M 0.10% +7K +19.3% $28.71 +0.6%
229 TXN TEXAS INSTRUMENTS INCORPORATED Technology 6,799.0 $1.3M 0.10% +180.0 +2.7% $194.16 +63.5%
230 DASH DOORDASH INC Communication Services 8,761.0 $1.3M 0.10% +3K +61.8% $150.15 +4.9%
231 VTV VANGUARD INDEX FUNDS 6,692.0 $1.3M 0.10% +929.0 +16.1% $196.21 +8.0%
232 XLF SELECT SECTOR SPDR TRUST 26,539.0 $1.3M 0.10% +5K +23.9% $49.37 +4.1%
233 DEM WISDOMTREE TRUST 26,222.0 $1.3M 0.10% +14K +116.7% $49.69 +11.5%
234 SN SHARKNINJA INC Consumer Cyclical 12,274.0 $1.3M 0.10% -3K -21.4% $105.90 +10.4%
235 ORCL ORACLE CORPORATION Technology 8,765.0 $1.3M 0.10% -13K -60.3% $147.12 +29.8%
236 PETROLEO BRASILEIRO SA 68,597.0 $1.3M 0.10% -33K -32.7% $18.75
237 PFF ISHARES TRUST 42,145.0 $1.3M 0.10% -2K -5.1% $30.32 +3.5%
238 FFIV F5 INC Technology 4,352.0 $1.3M 0.10% +4K +4433.3% $289.33 +34.2%
239 CCK CROWN HOLDINGS INC Consumer Cyclical 12,477.0 $1.3M 0.09% $100.25 -2.2%
240 IYW ISHARES U S TECHNOLOGY ETF 6,882.0 $1.2M 0.09% -40.0 -0.6% $181.42 +35.8%
Page 12 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%