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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 15 of 128  ·  2,546 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 BUFR FIRST TR EXCHANGE TRADED FD 30,005.0 $1.0M 0.08% -2K -5.7% $33.77 +7.7%
282 XLU SELECT SECTOR SPDR TRUST 21,750.0 $998K 0.07% -2K -9.7% $45.89 -1.6%
283 XAR SPDR SERIES TRUST 3,840.0 $975K 0.07% -485.0 -11.2% $254.04 +9.8%
284 VLO VALERO ENERGY CORP NEW Energy 3,927.0 $970K 0.07% -721.0 -15.5% $247.11 -2.7%
285 ORSTED A S 120,921.0 $970K 0.07% $8.02
286 MSB MESABI TRUST CBI Financial Services 30,742.0 $968K 0.07% -3K -9.4% $31.50 -16.5%
287 ADBE ADOBE INC Technology 3,976.0 $966K 0.07% -3K -41.5% $243.08 -2.0%
288 XLE SELECT SECTOR SPDR TRUST 15,766.0 $966K 0.07% +507.0 +3.3% $61.26 -7.0%
289 SMH VANECK ETF TR 2,513.0 $963K 0.07% +217.0 +9.4% $383.40 +55.3%
290 UNH UNITEDHEALTH GROUP INC Healthcare 3,556.0 $962K 0.07% +356.0 +11.1% $270.59 +41.9%
291 MO ALTRIA GROUP INC Consumer Defensive 14,555.0 $961K 0.07% +1K +10.9% $65.99 +9.3%
292 CGDV CAPITAL GROUP DIVIDEND VALUE 22,345.0 $951K 0.07% +16K +234.6% $42.54 +13.4%
293 PLTR PALANTIR TECHNOLOGIES INC Technology 6,493.0 $950K 0.07% +815.0 +14.3% $146.28 -9.4%
294 JOBY JOBY AVIATION INC Industrials 114,963.0 $950K 0.07% -4K -3.7% $8.26 +39.0%
295 ADT ADT INC Industrials 143,977.0 $946K 0.07% $6.57 +4.0%
296 CME CME GROUP INC Financial Services 3,201.0 $946K 0.07% +79.0 +2.5% $295.43 -5.5%
297 GNTX GENTEX CORP Consumer Cyclical 42,593.0 $931K 0.07% -259.0 -0.6% $21.85 +10.5%
298 ADI ANALOG DEVICES INC Technology 2,877.0 $915K 0.07% -115.0 -3.8% $318.14 +31.0%
299 PR PERMIAN RESOURCES CORPORATION Energy 42,788.0 $912K 0.07% -6K -12.2% $21.32 -9.3%
300 CDLR CADELER A S Industrials 38,747.0 $912K 0.07% $23.53 +11.6%
Page 15 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%