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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 23 of 128  ·  2,546 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
441 ROST ROSS STORES INC Consumer Cyclical 2,720.0 $589K 0.04% -569.0 -17.3% $216.63 +7.0%
442 AIRR FIRST TRUST RBA AMERICAN 5,295.0 $587K 0.04% -163.0 -3.0% $110.80 +16.6%
443 WSO WATSCO INC Industrials 1,610.0 $586K 0.04% $363.79 +0.9%
444 VSEC VSE CORP Industrials 3,167.0 $584K 0.04% -748.0 -19.1% $184.40 +0.4%
445 CSGP COSTAR GROUP INC Real Estate 14,469.0 $584K 0.04% +10K +243.9% $40.34 -20.2%
446 ENSG ENSIGN GROUP INC COM USD0.001 Healthcare 2,890.0 $582K 0.04% -25.0 -0.9% $201.50 -16.8%
447 TMHC TAYLOR MORRISON HOME Consumer Cyclical 9,940.0 $579K 0.04% $58.24 +0.4%
448 CARREFOUR SA 155,795.0 $571K 0.04% -41K -21.0% $3.67
449 BCO BRINK'S COMPANY Industrials 5,503.0 $570K 0.04% -1K -16.3% $103.63 +0.4%
450 GLD SPDR GOLD TR Financial Services 1,320.0 $568K 0.04% -20.0 -1.5% $430.29 -3.1%
451 DSL DOUBLELINE INCOME SOLUTIONS FD Financial Services 52,401.0 $568K 0.04% +330.0 +0.6% $10.83 +2.1%
452 MSGE SPHERE ENTERTAINMENT CO Communication Services 4,831.0 $567K 0.04% +36.0 +0.8% $117.40 -39.9%
453 MSA MSA SAFETY INCORPORATED Industrials 3,456.0 $567K 0.04% $163.95 +1.1%
454 PHG KONINKLIJKE PHILIPS N V Healthcare 20,616.0 $565K 0.04% $27.40 -3.7%
455 DES WISDOMTREE TRUST 15,715.0 $565K 0.04% +8K +97.2% $35.94 +7.1%
456 MSCI MSCI INC Financial Services 1,047.0 $564K 0.04% -20.0 -1.9% $539.01 +17.1%
457 VOE VANGUARD INDEX FUNDS 3,061.0 $564K 0.04% +3K +927.2% $184.32 +5.6%
458 ETN EATON CORPORATION PLC Industrials 1,574.0 $563K 0.04% +203.0 +14.8% $357.69 +12.0%
459 STM STMICROELECTRONICS N V Technology 16,224.0 $561K 0.04% -10K -37.7% $34.55 +100.6%
460 SCHB SCHWAB STRATEGIC TR 22,263.0 $559K 0.04% -223.0 -1.0% $25.10 +16.2%
Page 23 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%