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Holders — by stockHoldings — by fund

NBH Bank

Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0002148930

$237.4M

disclosed book value

552

positions

6.6%

largest position share

Positions, as of 2026-06-30

top 100 of 552 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held

#IssuerSharesValue% of book
1IWFIshares Trust Russell 1000 Growth ETF125,562$15.6M6.6%
2IJHMFC iShares Tr S&P Midcap 400128,177$9.9M4.2%
3EFAMFC iShares Tr MSCI Eafe ETF92,429$9.6M4%
4AAPLApple Inc Ordinary Shares32,569$9.4M4%
5NVDANVIDIA, Corp.44,191$8.8M3.7%
6VTVVanguard Value Index Fund Etf33,803$7.4M3.1%
7IEMGIshares Core Msci Emerging Markets Etf77,609$6.4M2.7%
8GOOGLAlphabet Inc Ordinary Shares - Class A15,978$5.7M2.4%
9MSFTMicrosoft Corp14,087$5.3M2.2%
10IEFAIshares Core Msci Eafe Etf48,985$4.7M2%
11LLYEli Lilly and Co.3,892$4.7M2%
12IWDIshares Trust Russell 1000 Value ETF18,845$4.6M1.9%
13AMZNAmazon Com Inc17,923$4.3M1.8%
14IVVMFC I Shares Tr S&P 500 Indx5,531$4.1M1.7%
15IVWIshares Trust S & P500/bar S&p 500 Growth Etf27,039$3.7M1.6%
16JPMJPMorgan Chase & Co11,166$3.7M1.5%
17IAUMFC iShares Gold Tr NEW45,187$3.4M1.4%
18JNJJohnson & Johnson Com11,346$2.9M1.2%
19CATCaterpillar Inc Common Stock2,321$2.5M1%
20VVISA Inc Com Cl A7,083$2.4M1%
21VBVanguard Small Cap ETF7,984$2.4M1%
22IJRMFC iShares Tr S&P Smallcap 600 Index FD15,827$2.3M1%
23AVGOBroadcom, Inc.5,994$2.3M1%
24BLKBlackrock Fdg Inc2,323$2.2M0.9%
25CVXChevron Corporation13,142$2.2M0.9%
26CMICummins Inc2,768$2.0M0.8%
27CDNSCadence Design Systems, Inc5,158$1.9M0.8%
28WMTWal-Mart Stores Inc Com16,432$1.9M0.8%
29BIVVanguard Group, Inc. Intermediate-Term Bond Etf23,849$1.8M0.8%
30ABBVAbbvie Inc7,182$1.8M0.8%
31METAMeta Platforms, Inc3,201$1.8M0.8%
32PANWPalo Alto Networks, Inc.5,139$1.8M0.7%
33BNDVanguard Total Bond Market ETF23,197$1.7M0.7%
34PGProcter and Gamble Co11,422$1.7M0.7%
35GOOGAlphabet Inc Ordinary Shares - Class C4,320$1.5M0.6%
36MSMorgan Stanley7,077$1.5M0.6%
37HDHome Depot Inc3,920$1.4M0.6%
38TSLATesla, Inc.3,277$1.4M0.6%
39VEAVanguard Developed Markets Index Fund Ftse Etf18,812$1.3M0.6%
40VGTVanguard Information Technology Etf11,140$1.3M0.6%
41CSCOCisco Systems Inc11,221$1.3M0.6%
42MRKMerck & Co Inc New10,243$1.3M0.6%
43IWMMFC iShares Tr Russell 2000 Index FD4,367$1.3M0.6%
44MCDMcDonalds Corp Com4,723$1.3M0.5%
45SDYSpdr Series Trust State Street S&p Dividend Etf8,246$1.3M0.5%
46GDGeneral Dynamics Corp Com3,483$1.2M0.5%
47MRVLMarvell Technology, Inc.4,128$1.2M0.5%
48MARMarriott International INC CLASS A CORP COMMON3,300$1.2M0.5%
49EMREmerson Electric Co8,365$1.2M0.5%
50AMATApplied Materials Inc Com Stk1,652$1.2M0.5%
51NEENextera Energy Inc Com13,101$1.1M0.5%
52IBMInternational Business Mach Common Stock3,952$1.1M0.5%
53HONHoneywell International Inc Ordinary Shares4,773$1.1M0.5%
54RTXRtx Corp Ordinary Shares5,835$1.1M0.5%
55BACBank of America Corp Common19,352$1.1M0.5%
56PEPPepsico Inc Ordinary Shares8,110$1.1M0.5%
57BRK/BBerkshire Hathaway Inc Cl B New2,147$1.1M0.5%
58VWOVanguard Emerging Mkts ETF17,644$1.1M0.4%
59DEDeere & CO CORP COMMON1,649$1.0M0.4%
60LMTLockheed Martin Corp Com1,959$998,0320.4%
61SPYState Street SPDR S&P 500 ETF Trust1,334$996,1910.4%
62WMWaste Mgmt Inc Del Com Stk4,467$995,6050.4%
63AMDAdvanced Micro Devices, Inc.1,702$988,7090.4%
64GSGoldman Sachs Group Inc950$960,8020.4%
65GEGE Aerospace2,457$918,2550.4%
66VUGVanguard Growth Index Fund Etf10,589$912,1360.4%
67MCHPMicrochip Technology Inc Com9,777$891,6620.4%
68LRCXLam Research Corp1,954$846,7270.4%
69Eaton Corp PLC Com1,899$809,2020.3%
70ORCLOracle Corporation Com5,351$784,1890.3%
71SOSouthern Co8,114$776,5910.3%
72AEPAmerican Electric Power Inc.5,595$765,4520.3%
73VIGVanguard Dividend Appreciation Index Fund Etf3,215$760,7330.3%
74QQQInvesco Qqq Trust Series 1 Invsc Srs Etf1,022$752,6010.3%
75ICEIntercontinental Exchange Inc Ordinary Shares6,103$751,3400.3%
76SHOPShopify, Inc.6,317$721,2750.3%
77ACWIIshares Msci Acwi Etf4,594$721,1200.3%
78TMOThermo Fisher Scientific INC CORP COMMON1,339$671,3210.3%
79MUMicron Technology, Inc.579$668,3340.3%
80PNCPNC Financial Services Group Common2,556$629,3380.3%
81AXPAmerican Express1,854$627,1160.3%
82COSTCostco Wholesale Corp New662$619,2810.3%
83DUKDuke Energy Corp Com New4,746$600,7490.3%
84ENBEnbridge Inc Com11,004$596,5270.3%
85BSVVanguard Short-term Bond Index Fund Etf7,635$594,8430.3%
86PAYXPaychex Inc Com6,034$593,3230.2%
87NBHCNational Bank Holdings Corp CLASS A COMMON13,175$585,3650.2%
88DVYIshares Select Dividend Etf3,675$574,4030.2%
89GEVGe Vernova INC CORP COMMON479$562,7580.2%
90TXNTexas Instruments Inc Common1,884$561,5640.2%
91USBUS Bancorp9,236$557,8540.2%
92UBERUber Technologies INC CORP COMMON7,548$544,6640.2%
93QCOMQualcomm Inc Com2,877$531,6410.2%
94TSPAT. Rowe Price Exchangetraded Funds Inc U.S. Equity Research ETF11,110$528,0580.2%
95HONAHoneywell Aerospace Inc Ordinary Shares2,386$525,4840.2%
96INTCIntel Corp Com3,605$503,3660.2%
97MOAltria Group Inc6,926$498,3260.2%
98VOOVanguard 500 Index Fund S&p Etf694$476,6460.2%
99SYKStryker Corp COMMON1,474$464,0740.2%
100VOVanguard Mid-cap Index Fund Mid Cap Etf5,732$461,8270.2%

Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.

EvidInvest is an independent research and information tool. Figures are calculated from public SEC filings and third-party market data and are provided for informational and educational purposes only. EvidInvest does not provide investment advice, brokerage, or financial services, and is not affiliated with any company it covers. Verify all figures against primary sources before making any decision.