NBH Bank

13F filer · CIK 0002148930

Reported Aug 14, 2026

13F portfolio value$237MU.S. long equity reported on 13F

Positions412Not reported new · Not reported closed

Net flow last quarterNot reportedBuys minus sells

Top 10 positions weight21.3%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Aug 14, 2026412 positions
AAPLApple Inc.	$9.42M	3.97%	0.00%	New	Q2 2026
NVDANvidia Corp	$8.84M	3.73%	0.00%	New	Q2 2026
GOOGLAlphabet Inc.	$5.71M	2.41%	0.00%	New	Q2 2026
MSFTMicrosoft Corp	$5.25M	2.21%	0.00%	New	Q2 2026
LLYELI LILLY & Co	$4.67M	1.97%	0.00%	New	Q2 2026
AMZNAmazon Com Inc	$4.27M	1.80%	0.00%	New	Q2 2026
JPMJPMorgan Chase & Co	$3.65M	1.54%	0.00%	New	Q2 2026
IAUIshares Gold Trust	$3.41M	1.44%	0.01%	New	Q2 2026
JNJJohnson & Johnson	$2.88M	1.21%	0.00%	New	Q2 2026
CATCaterpillar Inc	$2.47M	1.04%	0.00%	New	Q2 2026
VVisa Inc.	$2.43M	1.02%	0.00%	New	Q2 2026
AVGOBroadcom Inc.	$2.26M	0.95%	0.00%	New	Q2 2026
BLKBlackRock, Inc.	$2.23M	0.94%	0.00%	New	Q2 2026
CVXChevron Corp	$2.18M	0.92%	0.00%	New	Q2 2026
CMICummins Inc	$1.97M	0.83%	0.00%	New	Q2 2026
CDNSCadence Design Systems Inc	$1.94M	0.82%	0.00%	New	Q2 2026
WMTWalmart Inc.	$1.86M	0.78%	0.00%	New	Q2 2026
ABBVAbbVie Inc.	$1.81M	0.76%	0.00%	New	Q2 2026
METAMeta Platforms, Inc.	$1.8M	0.76%	Not reported	New	Q2 2026
PANWPalo Alto Networks Inc	$1.75M	0.74%	0.00%	New	Q2 2026
PGPROCTER & GAMBLE Co	$1.67M	0.71%	0.00%	New	Q2 2026
GOOGAlphabet Inc.	$1.53M	0.64%	Not reported	New	Q2 2026
MSMorgan Stanley	$1.48M	0.62%	0.00%	New	Q2 2026
HDHome Depot, Inc.	$1.38M	0.58%	0.00%	New	Q2 2026
TSLATesla, Inc.	$1.38M	0.58%	0.00%	New	Q2 2026
CSCOCisco Systems, Inc.	$1.32M	0.56%	0.00%	New	Q2 2026
MRKMerck & Co., Inc.	$1.32M	0.55%	0.00%	New	Q2 2026
MCDMcdonalds Corp	$1.28M	0.54%	0.00%	New	Q2 2026
GDGeneral Dynamics Corp	$1.23M	0.52%	0.00%	New	Q2 2026
MRVLMarvell Technology, Inc.	$1.23M	0.52%	0.00%	New	Q2 2026
MARMarriott International Inc	$1.22M	0.52%	0.00%	New	Q2 2026
EMREmerson Electric Co	$1.2M	0.50%	0.00%	New	Q2 2026
AMATApplied Materials Inc	$1.19M	0.50%	0.00%	New	Q2 2026
NEENextera Energy Inc	$1.15M	0.48%	0.00%	New	Q2 2026
IBMInternational Business Machines Corp	$1.11M	0.47%	0.00%	New	Q2 2026
HONHoneywell International Inc	$1.11M	0.47%	0.00%	New	Q2 2026
RTXRTX Corp	$1.11M	0.47%	0.00%	New	Q2 2026
BACBank of America Corp	$1.1M	0.46%	0.00%	New	Q2 2026
PEPPepsico Inc	$1.1M	0.46%	0.00%	New	Q2 2026
BRK.BBerkshire Hathaway Inc	$1.07M	0.45%	Not reported	New	Q2 2026
DEDeere & Co	$1.05M	0.44%	0.00%	New	Q2 2026
LMTLockheed Martin Corp	$998K	0.42%	0.00%	New	Q2 2026
SPYSPDR S&P 500 ETF Trust	$996K	0.42%	Not reported	New	Q2 2026
WMWaste Management Inc	$996K	0.42%	0.00%	New	Q2 2026
AMDAdvanced Micro Devices Inc	$989K	0.42%	0.00%	New	Q2 2026
GSGoldman Sachs Group Inc	$961K	0.40%	0.00%	New	Q2 2026
GEGeneral Electric Co	$918K	0.39%	0.00%	New	Q2 2026
MCHPMicrochip Technology Inc	$892K	0.38%	0.00%	New	Q2 2026
LRCXLam Research Corp	$847K	0.36%	0.00%	New	Q2 2026
ETNEaton Corp plc	$809K	0.34%	0.00%	New	Q2 2026

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