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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 33 of 140  ·  2,784 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
641 KBH KBHOME Consumer Cyclical 6,005.0 $339K 0.03% NEW $56.41 -13.4%
642 CGMU CAPITALGROUPFIXEDINCOMEETF 12,338.0 $338K 0.03% NEW $27.38 -0.0%
643 FEX FIRSTTRUSTLARGECAPCORE 2,841.0 $337K 0.03% NEW $118.63 +13.8%
644 SDY SPDRSERIESTRUST 2,408.0 $335K 0.03% NEW $139.21 +7.2%
645 TAP MOLSONCOORSBEVERAGECOMPANY Consumer Defensive 7,114.0 $332K 0.03% NEW $46.68 -15.3%
646 NICE NICELTD Technology 2,934.0 $332K 0.03% NEW $113.04 -18.0%
647 BICSA 10,909.0 $330K 0.03% NEW $30.24
648 IHF ISHARESUSHEALTHCARE 6,865.0 $329K 0.03% NEW $47.94 +4.8%
649 CW CURTISSWRIGHTCORP Industrials 597.0 $329K 0.03% NEW $551.27 +35.6%
650 VLTO VERALTOCORPORATION Industrials 3,295.0 $329K 0.03% NEW $99.78 -17.6%
651 MDU MDURESOURCESGROUPINC Industrials 16,812.0 $328K 0.03% NEW $19.52 +8.0%
652 DAL DELTAAIRLINESINCDEL Industrials 4,712.0 $327K 0.03% NEW $69.41 +18.8%
653 TKR TIMKENCO Industrials 3,876.0 $326K 0.02% NEW $84.13 +52.1%
654 CMC COMMERCIALMETALSCO Basic Materials 4,690.0 $325K 0.02% NEW $69.22 +9.9%
655 LOB LIVEOAKBANCSHARESINC Financial Services 9,415.0 $323K 0.02% NEW $34.35 +10.7%
656 IJK ISHARESS&PMIDCAP400GROWTH 3,329.0 $323K 0.02% NEW $96.88 +17.7%
657 FJUL FIRSTTREXCHANGETRADEDFD 5,756.0 $322K 0.02% NEW $55.92 +5.9%
658 VICI VICIPROPERTIESINC Real Estate 11,443.0 $322K 0.02% NEW $28.12 +0.4%
659 SPG SIMONPROPERTYGROUPINC Real Estate 1,724.0 $319K 0.02% NEW $185.11 +10.7%
660 SCHG SCHWABSTRATEGICTRUSLCAP 9,756.0 $318K 0.02% NEW $32.62 +7.7%
Page 33 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%