NBZ Investment Advisors LLC

CIK

1998018

Location

KNOXVILLE, TN

Portfolio Value

Micro $20,582,305

Diversification

Diversified

Filing Date

Global Rank

#7,717 / 8,605 ▲ 193 · as of Mar 2026

Top Industry

Semiconductors 18.7%

3Y Alpha vs SPY

-0.4%

Period ended 3 months ago

Filed May 4, 2026 · 2mo

6 quarters · since Dec 2024

Clone Performance

Feb 2025–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+23.6%

SPY

+24.0%

Annualised alpha

-0.3%

Max drawdown

−25.5%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

24 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

16.1%

−1.9 pts

Top 5

53.7%

−10.3 pts

Top 10

76.8%

−10.2 pts

HHI

785

Diversified−232

Portfolio Trend

6 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	40.3%	$8,291,366	6
Financial Services	27.3%	$5,619,036	7
Unclassified	10.9%	$2,238,304	1
Industrials	8.4%	$1,728,480	2
Consumer Cyclical	4.7%	$975,427	2
Healthcare	4.0%	$829,564	2
Communication Services	1.9%	$386,070	2
Energy	1.3%	$260,258	1
Real Estate	1.2%	$253,800	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

7 positions

Ticker	Company	Δ Shares	Shares	Value
NLY	Annaly Capital Management Inc	+2,000	12,000	$253,800
BRK-B	Berkshire Hathaway Inc	+1,410	1,865	$893,708
AAPL	Apple Inc.	+1,400	13,081	$3,319,826
MSFT	Microsoft Corp	+1,180	4,146	$1,534,724
AMZN	Amazon Com Inc	+1,000	2,654	$552,748
NVDA	Nvidia Corp	+886	13,580	$2,368,352
QQQ	Invesco Qqq Trust, Series 1	+22	3,878	$2,238,304
No positions match the current search.

Trimmed

Positions the filer reduced

1 positions

Ticker	Company	Δ Shares	Shares	Value	Open
PFE	Pfizer Inc	−5,460	21,023	$590,325
No positions match the current search.

New Positions

Positions the filer opened this quarter

7 positions

Ticker	Company	Shares	Value
VRT	Vertiv Holdings Co	4,805	$1,204,036
PNFP	Pinnacle Financial Partners, Inc.	7,000	$602,980
XOM	ExxonMobil Holdings Corp	1,534	$260,258
BX	Blackstone Inc.	2,160	$248,378
ABBV	AbbVie Inc.	1,100	$239,239
SCHW	Schwab Charles Corp	2,445	$229,781
INTC	Intel Corp	4,988	$220,120
No positions match the current search.

Sold Out

Positions the filer fully exited

1 positions

Ticker	Company	Shares	Value	Open
NKE	NIKE, Inc.	3,273	$208,522
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

24 positions · $20,582,305 total · as of Mar 31, 2026

All sectors Communication Services Consumer Cyclical Energy Financial Services Healthcare Industrials Real Estate Technology

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAPL	Apple Inc. Technology	Added	13,081	+1,400	$3,319,826	+4.5%	16.13%
NVDA	Nvidia Corp Technology	Added	13,580	+886	$2,368,352	+0.0%	11.51%
QQQ	Invesco Qqq Trust, Series 1	Added	3,878	+22	$2,238,304	−5.5%	10.87%
AXP	American Express Co Financial Services	Held	5,238	0	$1,584,390	−18.2%	7.70%
MSFT	Microsoft Corp Technology	Added	4,146	+1,180	$1,534,724	+7.0%	7.46%
VRT	Vertiv Holdings Co Industrials	NEW	4,805	NEW	$1,204,036	NEW	5.85%
JPM	Jpmorgan Chase & Co Financial Services	Held	3,962	0	$1,165,461	−8.7%	5.66%
WFC	Wells Fargo & Company/Mn Financial Services	Held	11,234	0	$894,338	−14.6%	4.35%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	1,865	+1,410	$893,708	+290.8%	4.34%
PNFP	Pinnacle Financial Partners, Inc. Financial Services	NEW	7,000	NEW	$602,980	NEW	2.93%
PFE	Pfizer Inc Healthcare	Reduced	21,023	-5,460	$590,325	−10.5%	2.87%
AMZN	Amazon Com Inc Consumer Cyclical	Added	2,654	+1,000	$552,748	+44.8%	2.69%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Held	1,626	0	$549,506	+11.2%	2.67%
BA	Boeing Co Industrials	Held	2,635	0	$524,444	−8.3%	2.55%
TSLA	Tesla, Inc. Consumer Cyclical	Held	1,137	0	$422,679	−17.3%	2.05%
META	Meta Platforms, Inc. Communication Services	Held	618	0	$353,576	−13.3%	1.72%
AMD	Advanced Micro Devices Inc Technology	Held	1,469	0	$298,838	−5.0%	1.45%
XOM	ExxonMobil Holdings Corp Energy	NEW	1,534	NEW	$260,258	NEW	1.26%
NLY	Annaly Capital Management Inc Real Estate	Added	12,000	+2,000	$253,800	+13.5%	1.23%
BX	Blackstone Inc. Financial Services	NEW	2,160	NEW	$248,378	NEW	1.21%
ABBV	AbbVie Inc. Healthcare	NEW	1,100	NEW	$239,239	NEW	1.16%
SCHW	Schwab Charles Corp Financial Services	NEW	2,445	NEW	$229,781	NEW	1.12%
INTC	Intel Corp Technology	NEW	4,988	NEW	$220,120	NEW	1.07%
GOOGL	Alphabet Inc. Communication Services	Held	113	0	$32,494	−8.1%	0.16%