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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 7 of 128  ·  2,546 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 VXUS VANGUARD STAR FD 33,900.0 $2.6M 0.20% $77.11 +11.3%
122 AMGN AMGEN INC Healthcare 7,405.0 $2.6M 0.20% $351.87 -4.5%
123 PKG PACKAGING CORP AMER Consumer Cyclical 12,268.0 $2.6M 0.20% +382.0 +3.2% $212.22 +2.7%
124 IRM IRON MOUNTAIN INCORPORATED Real Estate 25,426.0 $2.6M 0.20% +22K +601.2% $102.14 +24.3%
125 PAYX PAYCHEX INC Industrials 28,157.0 $2.6M 0.20% +2K +6.8% $92.12 +2.5%
126 TJX TJX COMPANIES INC NEW Consumer Cyclical 16,210.0 $2.6M 0.19% -449.0 -2.7% $159.71 -1.7%
127 GD GENERAL DYNAMICS CORP Industrials 7,353.0 $2.5M 0.19% -291.0 -3.8% $343.26 -0.2%
128 SPSM SPDR SERIES TRUST 51,440.0 $2.5M 0.19% +3K +7.2% $48.32 +12.4%
129 CSCO CISCO SYSTEMS INC Technology 31,872.0 $2.5M 0.19% +2K +7.9% $77.59 +54.2%
130 GILD GILEAD SCIENCES INC Healthcare 17,275.0 $2.4M 0.18% +128.0 +0.8% $139.37 -4.1%
131 LITE LUMENTUM HOLDINGS INC Technology 3,425.0 $2.4M 0.18% +3K +437.7% $702.76 +28.4%
132 COST COSTCO WHOLESALE CORP-NEW Consumer Defensive 2,409.0 $2.4M 0.18% -224.0 -8.5% $996.60 +0.7%
133 MCD MCDONALDS CORP Consumer Cyclical 7,683.0 $2.4M 0.18% -92.0 -1.2% $310.80 -9.6%
134 BA BOEING CO Industrials 11,912.0 $2.4M 0.18% -196.0 -1.6% $199.15 +12.6%
135 QCOM QUALCOMM INC Technology 18,237.0 $2.3M 0.18% -454.0 -2.4% $128.79 +81.2%
136 SRLN SSGA ACTIVE TRUST 58,101.0 $2.3M 0.17% +8K +14.9% $40.14 +1.1%
137 SHY ISHARES TRUST 28,207.0 $2.3M 0.17% -426.0 -1.5% $82.57 -0.4%
138 DY DYCOM INDUSTRIES INC Industrials 6,817.0 $2.3M 0.17% +78.0 +1.2% $338.82 +56.2%
139 SPYG SPDR SERIES TRUST 23,432.0 $2.3M 0.17% -2K -6.2% $97.91 +22.3%
140 DUK DUKE ENERGY CORPORATION Utilities 17,175.0 $2.2M 0.17% +1K +8.3% $130.95 -4.3%
Page 7 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%