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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 49 of 128  ·  2,546 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
961 FAST FASTENAL CO Industrials 3,098.0 $144K 0.01% $46.41 -4.8%
962 STEW SRH TOTAL RETURN FUND INC Financial Services 8,393.0 $144K 0.01% +47.0 +0.6% $17.10 +1.6%
963 CAKE CHEESECAKE FACTORY INC Consumer Cyclical 2,608.0 $143K 0.01% NEW $54.75 +20.6%
964 AJG GALLAGHER ARTHUR J & CO Financial Services 657.0 $142K 0.01% -72.0 -9.9% $216.58 -7.1%
965 GL GLOBE LIFE INC Financial Services 1,014.0 $141K 0.01% -26.0 -2.5% $139.17 +10.1%
966 OLN OLIN CORPORATION Basic Materials 4,721.0 $140K 0.01% -1K -20.1% $29.73 -13.0%
967 BUFZ FIRST TR EXCHANGE TRADED FD 5,336.0 $140K 0.01% -2K -28.7% $26.27 +6.0%
968 EWBC EAST WEST BANCORP INC Financial Services 1,312.0 $140K 0.01% +233.0 +21.6% $106.81 +14.7%
969 QQEW FIRST TRUST NASDAQ-100 1,103.0 $140K 0.01% -133.0 -10.8% $126.97 +23.0%
970 NUE NUCOR CORP Basic Materials 827.0 $140K 0.01% $169.29 +47.7%
971 LTH LIFE TIME GROUP HOLDINGS INC Consumer Cyclical 5,188.0 $140K 0.01% +4K +269.8% $26.94 +22.8%
972 WPP WPP PLC Communication Services 8,982.0 $140K 0.01% -5K -35.7% $15.55 +19.6%
973 CFR CULLEN FROST BANKERS INC Financial Services 1,017.0 $140K 0.01% -27.0 -2.6% $137.18 -1.2%
974 TDG TRANSDIGM GROUP INCORPORATED Industrials 120.0 $139K 0.01% -34.0 -22.1% $1162.34 +8.3%
975 SWKS SKYWORKS SOLUTIONS INC Technology 2,597.0 $139K 0.01% -637.0 -19.7% $53.55 +45.4%
976 PRGO PERRIGO COMPANY PLC Healthcare 12,923.0 $139K 0.01% -2K -15.3% $10.74 +2.9%
977 XV SIMPLIFY EXCHANGE TRADED FUNDS 5,885.0 $139K 0.01% +4K +194.5% $23.56 +4.4%
978 LH LABCORP HOLDINGS INC Healthcare 515.0 $137K 0.01% -22.0 -4.1% $266.81 -2.5%
979 VIRTUS ARTIFICIAL 6,394.0 $137K 0.01% -759.0 -10.6% $21.41
980 BCE BCE INC Communication Services 5,398.0 $136K 0.01% +577.0 +12.0% $25.24 -0.5%
Page 49 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%