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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 121 of 128  ·  2,546 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2401 ISHARES TR 51.0 $1K NEW $21.82
2402 LSCC LATTICE SEMICONDUCTOR CORP Technology 12.0 $1K -3.0 -20.0% $92.75 +59.1%
2403 SHG SHINHAN FINL GROUP CO LTD Financial Services 18.0 $1K -3.0 -14.3% $61.28 +3.9%
2404 IGIC INTERNATIONAL GENERAL Financial Services 45.0 $1K -10.0 -18.2% $24.22 +1.6%
2405 LEA LEAR CORPORATION Consumer Cyclical 9.0 $1K $121.00 +21.3%
2406 QRVO QORVO INC Technology 14.0 $1K $77.36 +36.0%
2407 SDS CALL SDS 04/17/26 70 2.0 $1K NEW $540.00 -89.4%
2408 FOXA FOX CORPORATION Communication Services 18.0 $1K $58.39 +12.6%
2409 ENOV ENOVIS CORPORATION Industrials 46.0 $1K $22.74 -0.0%
2410 COLM COLUMBIA SPORTSWEAR CO Consumer Cyclical 19.0 $1K $54.79 +23.4%
2411 JAGUAR MNG INC 200.0 $1K $5.11
2412 FSK FS KKR CAPITAL CORP Financial Services 100.0 $1K NEW $10.18 +6.7%
2413 SLVM SYLVAMO CORPORATION Basic Materials 24.0 $1K $42.21 -7.7%
2414 SUZ SUZANO S A Basic Materials 101.0 $1K $10.01 -16.2%
2415 SKYWARD SPECIALTY INSURANCE 23.0 $1K NEW $43.65
2416 TRANSCONTINENTAL INC 270.0 $998.0 +70.0 +35.0% $3.70
2417 ASMPT LIMITED 26.0 $987.0 -11.0 -29.7% $37.96
2418 VPL VANGUARD INTERNATIONAL EQUITY 10.0 $977.0 -24.0 -70.6% $97.70 +17.2%
2419 AMH AMERICAN HOMES 4 RENT Real Estate 35.0 $977.0 -43.0 -55.1% $27.91 +15.3%
2420 HPQ HP INC Technology 50.0 $973.0 $19.46 +27.9%
Page 121 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%