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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 76 of 128  ·  2,546 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1501 LNC LINCOLN NATIONAL CORP-IND Financial Services 919.0 $33K 0.00% $35.50 -0.1%
1502 NPO ENPRO INC Industrials 130.0 $33K 0.00% $250.65 +22.4%
1503 BTSG BRIGHTSPRING HEALTH SERVICES Healthcare 763.0 $33K 0.00% $42.61 +45.1%
1504 TOL TOLL BROTHERS INC Consumer Cyclical 238.0 $32K 0.00% +6.0 +2.6% $136.47 +1.9%
1505 AXS AXIS CAPITAL HOLDINGS LTD Financial Services 319.0 $32K 0.00% $101.41 -6.1%
1506 FBCG FIDELITY COVINGTON TR 644.0 $32K 0.00% $50.12 +25.8%
1507 CPK CHESAPEAKE UTILITIES Utilities 255.0 $32K 0.00% $126.37 -2.7%
1508 KT KT CORP Communication Services 1,500.0 $32K 0.00% $21.45 -16.7%
1509 SKYW SKYWEST INC Industrials 349.0 $32K 0.00% -872.0 -71.4% $91.83 -6.0%
1510 CWEN CLEARWAY ENERGY INC Utilities 814.0 $32K 0.00% +90.0 +12.4% $39.29 +4.6%
1511 CLOU GLOBAL X FDS 1,637.0 $32K 0.00% $19.50 +24.3%
1512 AIT APPLIED INDUSTRIAL Industrials 120.0 $32K 0.00% $265.32 +15.0%
1513 XYL XYLEM INC Industrials 266.0 $32K 0.00% -13.0 -4.7% $119.50 -8.1%
1514 MUFG MITSUBISHI UFJ FINANCIAL Financial Services 1,867.0 $32K 0.00% +31.0 +1.7% $16.97 +10.3%
1515 PBDC PUTNAM ETF TRUST 1,141.0 $31K 0.00% +89.0 +8.5% $27.58 -0.8%
1516 NBXG NEUBERGER NEXT GENERATION Financial Services 2,443.0 $31K 0.00% +1K +108.8% $12.87 +29.5%
1517 HEINEKEN N V 817.0 $31K 0.00% -216.0 -20.9% $38.20
1518 IYM ISHARES U S BASIC MATERIALS 177.0 $31K 0.00% $175.92 +5.0%
1519 TNL TRAVEL PLUS LEISURE CO Consumer Cyclical 449.0 $31K 0.00% +3.0 +0.7% $69.20 -1.5%
1520 ADC AGREE REALTY CORP Real Estate 412.0 $31K 0.00% $75.38 -2.0%
Page 76 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%