NBZ Investment Advisors LLC
Net buyer this quarter
$256M
37
+$5.91M
15.0%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 BALT | $16.8M | 6.55% | Not reported | 0.0% | Q4 2024 |
 AAPL | $4.42M | 1.72% | 0.00% | +16.9% | Q4 2024 |
 GOOG | $3.26M | 1.27% | Not reported | Not reported | Q4 2024 |
 NVDA | $2.99M | 1.16% | 0.00% | +15.1% | Q4 2024 |
 QQQ | $2.86M | 1.11% | Not reported | 0.0% | Q4 2024 |
 AXP | $2.49M | 0.97% | 0.00% | +40.3% | Q4 2024 |
 VRT | $1.61M | 0.63% | 0.00% | Not reported | Q1 2026 |
 JPM | $1.51M | 0.59% | 0.00% | +16.2% | Q4 2024 |
 MSFT | $1.51M | 0.59% | 0.00% | +2.3% | Q4 2024 |
 BRK.B | $993K | 0.39% | Not reported | +6.4% | Q3 2025 |
 WFC | $928K | 0.36% | 0.00% | Not reported | Q4 2024 |
 AMD | $854K | 0.33% | 0.00% | +0.1% | Q1 2025 |
 GE | $810K | 0.32% | 0.00% | Not reported | Q1 2025 |
 TSM | $797K | 0.31% | 0.00% | +2.6% | Q4 2024 |
 PNFP | $646K | 0.25% | 0.00% | Not reported | Q4 2024 |
 MU | $644K | 0.25% | 0.00% | New | Q2 2026 |
 GEV | $636K | 0.25% | 0.00% | New | Q2 2026 |
 TSLA | $611K | 0.24% | 0.00% | +27.7% | Q4 2024 |
 BA | $570K | 0.22% | 0.00% | Not reported | Q4 2024 |
 AMZN | $510K | 0.20% | 0.00% | +4.2% | Q4 2024 |
 INTC | $464K | 0.18% | 0.00% | -33.3% | Q1 2026 |
 PFE | $458K | 0.18% | 0.00% | 0.0% | Q4 2024 |
 PG | $389K | 0.15% | 0.00% | Not reported | Q1 2025 |
 ABBV | $309K | 0.12% | 0.00% | +11.6% | Q1 2026 |
 META | $292K | 0.11% | Not reported | Not reported | Q4 2024 |
 NLY | $268K | 0.10% | 0.00% | Not reported | Q2 2025 |
 SPCX | $267K | 0.10% | Not reported | New | Q2 2026 |
 JNJ | $257K | 0.10% | 0.00% | New | Q2 2026 |
 BX | $254K | 0.10% | 0.00% | Not reported | Q1 2026 |
 SCHW | $227K | 0.09% | 0.00% | +0.4% | Q1 2026 |
 XOM | $213K | 0.08% | 0.00% | +1.6% | Q1 2026 |
 CAT | $213K | 0.08% | 0.00% | New | Q2 2026 |
 PANW | $207K | 0.08% | 0.00% | New | Q2 2026 |
 DIS | $207K | 0.08% | 0.00% | Not reported | Q4 2024 |
 AVGO | $182K | 0.07% | 0.00% | New | Q2 2026 |
| GOOGL | $70.3K | 0.03% | 0.00% | +74.3% | Q4 2024 |
 VERI | $50.8K | 0.02% | 0.04% | Not reported | Q1 2025 |
| Q1 2026 | |||||
| BALT | $16.4M | 7.16% | Not reported | +0.4% | Q4 2024 |
| AAPL | $3.32M | 1.45% | 0.00% | +12.0% | Q4 2024 |
| GOOG | $2.65M | 1.16% | Not reported | +26.9% | Q4 2024 |
| NVDA | $2.26M | 0.99% | 0.00% | +4.7% | Q4 2024 |
| QQQ | $2.24M | 0.98% | Not reported | +0.6% | Q4 2024 |
| AXP | $1.58M | 0.69% | 0.00% | Not reported | Q4 2024 |
| MSFT | $1.46M | 0.64% | 0.00% | +33.0% | Q4 2024 |
| VRT | $1.2M | 0.53% | 0.00% | New | Q1 2026 |
| JPM | $1.17M | 0.51% | 0.00% | Not reported | Q4 2024 |
| WFC | $894K | 0.39% | 0.00% | Not reported | Q4 2024 |
| BRK.B | $894K | 0.39% | Not reported | +309.9% | Q3 2025 |
| PNFP | $551K | 0.24% | 0.00% | +8.6% | Q4 2024 |
| TSM | $550K | 0.24% | 0.00% | Not reported | Q4 2024 |
| PFE | $534K | 0.23% | 0.00% | -15.4% | Q4 2024 |
| BA | $524K | 0.23% | 0.00% | Not reported | Q4 2024 |
| AMZN | $428K | 0.19% | 0.00% | +41.3% | Q4 2024 |
| TSLA | $423K | 0.18% | 0.00% | Not reported | Q4 2024 |
| AMD | $299K | 0.13% | 0.00% | Not reported | Q1 2025 |
| META | $296K | 0.13% | Not reported | Not reported | Q4 2024 |
| XOM | $260K | 0.11% | 0.00% | New | Q1 2026 |
| NLY | $254K | 0.11% | 0.00% | +20.0% | Q2 2025 |
| BX | $248K | 0.11% | 0.00% | New | Q1 2026 |
| ABBV | $239K | 0.10% | 0.00% | New | Q1 2026 |
| SCHW | $230K | 0.10% | 0.00% | New | Q1 2026 |
| INTC | $220K | 0.10% | 0.00% | New | Q1 2026 |
| GOOGL | $32.4K | 0.01% | 0.00% | Not reported | Q4 2024 |
| Q4 2025 | |||||
| BALT | $16.4M | 7.12% | Not reported | +10.9% | Q4 2024 |
| AAPL | $3.18M | 1.38% | 0.00% | -15.8% | Q4 2024 |
| QQQ | $2.37M | 1.03% | Not reported | +10.1% | Q4 2024 |
| NVDA | $2.31M | 1.01% | 0.00% | -7.3% | Q4 2024 |
| GOOG | $2.28M | 0.99% | Not reported | -26.6% | Q4 2024 |
| AXP | $1.94M | 0.84% | 0.00% | -3.1% | Q4 2024 |
| MSFT | $1.43M | 0.62% | 0.00% | -21.8% | Q4 2024 |
| JPM | $1.28M | 0.56% | 0.00% | Not reported | Q4 2024 |
| WFC | $1.05M | 0.46% | 0.00% | -0.4% | Q4 2024 |
| BA | $572K | 0.25% | 0.00% | Not reported | Q4 2024 |
| PNFP | $562K | 0.24% | 0.01% | +0.9% | Q4 2024 |
| PFE | $560K | 0.24% | 0.00% | -0.7% | Q4 2024 |
| TSLA | $511K | 0.22% | 0.00% | -7.0% | Q4 2024 |
| TSM | $494K | 0.22% | 0.00% | -4.7% | Q4 2024 |
| META | $342K | 0.15% | Not reported | -4.6% | Q4 2024 |
| AMZN | $336K | 0.15% | 0.00% | Not reported | Q4 2024 |
| AMD | $315K | 0.14% | 0.00% | Not reported | Q1 2025 |
| BRK.B | $229K | 0.10% | Not reported | -73.2% | Q3 2025 |
| NLY | $224K | 0.10% | 0.00% | Not reported | Q2 2025 |
 NKE | $119K | 0.05% | 0.00% | Not reported | Q4 2024 |
| GOOGL | $35.2K | 0.02% | 0.00% | +0.9% | Q4 2024 |
| Q3 2025 | |||||
| BALT | $14.4M | 7.53% | Not reported | +5.5% | Q4 2024 |
| AAPL | $3.53M | 1.84% | 0.00% | +22.9% | Q4 2024 |
| NVDA | $2.49M | 1.30% | 0.00% | -0.5% | Q4 2024 |
| GOOG | $2.42M | 1.26% | Not reported | +42.0% | Q4 2024 |
| QQQ | $2.1M | 1.10% | Not reported | +6.7% | Q4 2024 |
| MSFT | $1.96M | 1.02% | 0.00% | +31.7% | Q4 2024 |
| AXP | $1.79M | 0.94% | 0.00% | -0.4% | Q4 2024 |
| JPM | $1.25M | 0.65% | 0.00% | -0.9% | Q4 2024 |
| WFC | $945K | 0.49% | 0.00% | Not reported | Q4 2024 |
| BRK.B | $855K | 0.45% | Not reported | New | Q3 2025 |
| PFE | $577K | 0.30% | 0.00% | 0.0% | Q4 2024 |
| BA | $569K | 0.30% | 0.00% | -0.9% | Q4 2024 |
| PNFP | $548K | 0.29% | 0.01% | Not reported | Q4 2024 |
| TSLA | $543K | 0.28% | 0.00% | Not reported | Q4 2024 |
| TSM | $476K | 0.25% | 0.00% | +4.9% | Q4 2024 |
| META | $399K | 0.21% | Not reported | Not reported | Q4 2024 |
| AMZN | $319K | 0.17% | 0.00% | Not reported | Q4 2024 |
| AMD | $238K | 0.12% | 0.00% | Not reported | Q1 2025 |
 FLO | $153K | 0.08% | 0.01% | New | Q3 2025 |
| DIS | $134K | 0.07% | 0.00% | -3.9% | Q4 2024 |
| NKE | $131K | 0.07% | 0.00% | Not reported | Q4 2024 |
| GOOGL | $27.3K | 0.01% | 0.00% | Not reported | Q4 2024 |