Fund Holdings

NBC SECURITIES, INC.

Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Change
APPLE INC0138,714+138,714035,204,269+35,204,269
STATE STREET SPDR S&P 500 ETF048,601+48,601031,607,592+31,607,592
SPDR SERIES TRUST0365,958+365,958028,010,454+28,010,454
VANGUARD S&P 500 ETF038,372+38,372022,929,388+22,929,388
MICROSOFT CORP057,087+57,087021,131,963+21,131,963
NVIDIA CORP0105,421+105,421018,385,499+18,385,499
ALPHABET INC055,494+55,494015,957,966+15,957,966
AMAZON.COM INC075,866+75,866015,800,611+15,800,611
BROADCOM INC048,622+48,622015,049,194+15,049,194
INVESCO EXCHANGE TRADED FUND0284,198+284,198012,442,833+12,442,833
ISHARES CORE S&P 500 ETF018,730+18,730012,234,769+12,234,769
JPMORGAN CHASE & CO039,555+39,555011,635,532+11,635,532
WALMART INC088,066+88,066010,944,845+10,944,845
VANGUARD FTSE DEVELOPED0170,210+170,210010,907,080+10,907,080
NEXTERA ENERGY INC0111,205+111,205010,328,802+10,328,802
INVESCO QQQ TR017,582+17,582010,148,317+10,148,317
SPDR INDEX SHARES FUNDS0217,576+217,57609,932,346+9,932,346
SPDR SERIES TRUST0351,520+351,52009,005,949+9,005,949
SPDR SERIES TRUST0265,056+265,05608,890,010+8,890,010
VISA INC029,043+29,04308,778,027+8,778,027
JOHNSON & JOHNSON031,904+31,90407,798,705+7,798,705
SEMPRA079,155+79,15507,691,507+7,691,507
WILLIAMS COMPANIES INC099,375+99,37507,232,553+7,232,553
PROCTER & GAMBLE CO049,375+49,37507,131,793+7,131,793
DT MIDSTREAM INC052,709+52,70907,098,321+7,098,321
ISHARES CORE U S AGGREGATE BD070,009+70,00906,949,888+6,949,888
EXXON MOBIL CORP040,846+40,84606,930,069+6,930,069
VANGUARD INDEX FUNDS021,176+21,17606,793,621+6,793,621
ALPHABET INC023,127+23,12706,634,257+6,634,257
VANGUARD INTERMEDIATE TERM079,724+79,72406,597,200+6,597,200
ISHARES GOLD TRUST071,157+71,15706,273,201+6,273,201
QUANTA SERVICES INC011,363+11,36306,238,514+6,238,514
NISOURCE INC0128,157+128,15705,979,805+5,979,805
PARKER HANNIFIN CORP06,545+6,54505,859,345+5,859,345
WISDOMTREE TRUST0109,001+109,00105,823,944+5,823,944
LOCKHEED MARTIN CORP09,385+9,38505,672,692+5,672,692
MORGAN STANLEY034,184+34,18405,625,758+5,625,758
WISDOMTREE TRUST063,186+63,18605,550,307+5,550,307
CHUBB LTD016,924+16,92405,516,271+5,516,271
ENTERGY CORP NEW048,909+48,90905,495,415+5,495,415
T MOBILE US INC026,105+26,10505,483,004+5,483,004
META PLATFORMS INC09,502+9,50205,436,767+5,436,767
IDACORP INC037,069+37,06905,299,754+5,299,754
CORNING INC038,321+38,32105,210,573+5,210,573
ELI LILLY & CO05,614+5,61405,163,887+5,163,887
VERTIV HOLDINGS LLC020,265+20,26505,078,003+5,078,003
CHEVRON CORPORATION024,340+24,34005,036,115+5,036,115
CHARLES SCHWAB CORP NEW053,324+53,32405,011,447+5,011,447
EQUINIX INC05,070+5,07004,969,816+4,969,816
TALEN ENERGY CORPORATION015,387+15,38704,911,992+4,911,992
STRYKER CORP014,904+14,90404,897,373+4,897,373
VANGUARD INTL EQUITY IND FD064,952+64,95204,877,903+4,877,903
ISHARES CORE S&P MID CAP ETF070,048+70,04804,730,344+4,730,344
ISHARES RUSSELL 1000 GROWTH010,926+10,92604,659,179+4,659,179
WISDOMTREE TRUST0106,787+106,78704,639,896+4,639,896
SELECT SECTOR SPDR TRUST034,782+34,78204,622,589+4,622,589
ISHARES CORE S&P SMALL CAP ETF036,998+36,99804,599,232+4,599,232
JOHNSON CONTROLS034,958+34,95804,577,856+4,577,856
CONSTELLATION ENERGY016,221+16,22104,529,714+4,529,714
UNION PACIFIC CORP018,652+18,65204,525,561+4,525,561
CAMECO CORP041,665+41,66504,525,235+4,525,235
MERCK & CO INC037,264+37,26404,482,592+4,482,592
ISHARES RUSSELL 2000 ETF017,847+17,84704,426,184+4,426,184
SYSCO CORP060,248+60,24804,297,490+4,297,490
SPDR SERIES TRUST075,715+75,71504,284,000+4,284,000
SPDR SERIES TRUST0178,998+178,99804,174,251+4,174,251
ISHARES TRUST037,379+37,37904,162,909+4,162,909
WISDOMTREE TR092,962+92,96204,100,595+4,100,595
ISHARES RUSSELL 1000 VALUE ETF019,117+19,11704,084,744+4,084,744
LOWES COMPANIES INC017,028+17,02804,023,468+4,023,468
REPUBLIC SERVICES INC018,098+18,09803,963,823+3,963,823
MEDTRONIC PLC045,528+45,52803,945,025+3,945,025
ISHARES TRUST053,042+53,04203,943,718+3,943,718
VANGUARD TOTAL INTERNATIONAL081,391+81,39103,910,854+3,910,854
WISDOMTREE TRUST040,978+40,97803,881,905+3,881,905
ABBVIE INC017,715+17,71503,852,878+3,852,878
AMEREN CORP035,035+35,03503,851,087+3,851,087
PEPSICO INC024,607+24,60703,821,278+3,821,278
WEC ENERGY GROUP INC032,726+32,72603,788,689+3,788,689
CENTERPOINT ENERGY INC087,557+87,55703,778,960+3,778,960
XCEL ENERGY INC046,965+46,96503,730,936+3,730,936
FIRST TRUST CAPITAL STRENGTH040,033+40,03303,713,475+3,713,475
VANGUARD FTSE EMERGING MARKETS068,092+68,09203,680,414+3,680,414
UBER TECHNOLOGIES INC050,201+50,20103,610,957+3,610,957
ISHARES IBOXX $ INVESTMENT032,862+32,86203,581,675+3,581,675
GE VERNOVA LLC04,055+4,05503,539,794+3,539,794
INVESCO EXCHANGE TRADED FD TR028,591+28,59103,452,270+3,452,270
SCHWAB STRATEGIC TR0111,504+111,50403,420,972+3,420,972
ISHARES RUSSELL MID CAP ETF034,908+34,90803,394,147+3,394,147
HOME DEPOT INC010,169+10,16903,344,685+3,344,685
INTERNATIONAL BUSINESS013,566+13,56603,288,419+3,288,419
VANGUARD SHORT TERM BOND ETF041,430+41,43003,248,531+3,248,531
BERKSHIRE HATHAWAY INC DEL06,712+6,71203,216,390+3,216,390
HARTFORD INSURANCE GROUP INC023,221+23,22103,140,175+3,140,175
DIGITAL REALTY TRUST INC017,393+17,39303,134,400+3,134,400
APPLIED MATERIALS INC09,103+9,10303,111,603+3,111,603
VANGUARD SECTOR INDEX FDS04,358+4,35803,041,123+3,041,123
CATERPILLAR INC04,177+4,17702,959,815+2,959,815
NXP SEMICONDUCTORS N V014,938+14,93802,940,780+2,940,780
FIFTH THIRD BANCORP063,111+63,11102,932,137+2,932,137
Page 1 of 20