Nfc Investments, LLC Top Holdings and 13F Report (2026) About Nfc Investments, LLCInvestment ActivityNfc Investments, LLC has $359.16 thousand in total holdings as of March 31, 2026.Nfc Investments, LLC owns shares of 41 different stocks, but just 15 companies or ETFs make up 80% of its holdings.Approximately 9.72% of the portfolio was purchased this quarter.About 7.46% of the portfolio was sold this quarter.This quarter, Nfc Investments, LLC has purchased 43 new stocks and bought additional shares in 9 stocks.Nfc Investments, LLC sold shares of 20 stocks and completely divested from 6 stocks this quarter.Largest Holdings MGIC Investment $46,373Apollo Global Management $33,766Darling Ingredients $27,813Alphabet $26,028Progressive $25,700 Largest New Holdings this Quarter 889478103 - Toll Brothers $10,800 Holding14040H105 - Capital One Financial $8,213 Holding060505104 - Bank of America $407 Holding72348N109 - PINNACLE FINL PARTNERS $260 Holding Largest Purchases this Quarter Toll Brothers 79,138 shares (about $10.80K)Progressive 47,228 shares (about $9.36K)Capital One Financial 45,019 shares (about $8.21K)Fidelis Insurance 106,958 shares (about $2.04K)U HAUL HOLDING COMPANY 34,161 shares (about $1.53K) Largest Sales this Quarter Alphabet 17,491 shares (about $5.02K)MILLROSE PPTYS INC 48,469 shares (about $1.36K)Westrock Coffee 216,211 shares (about $918.87)Darling Ingredients 12,666 shares (about $783.38)MGIC Investment 18,777 shares (about $492.89) Sector Allocation Over TimeMap of 500 Largest Holdings ofNfc Investments, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorMTGMGIC Investment$46,373$493 â–¼-1.1%1,766,60112.9%FinanceAPOApollo Global Management$33,766$989 â–²3.0%303,0519.4%FinanceDARDarling Ingredients$27,813$783 â–¼-2.7%449,6907.7%Consumer StaplesGOOGAlphabet$26,028$5,018 â–¼-16.2%90,7327.2%Computer and TechnologyPGRProgressive$25,700$9,362 â–²57.3%129,6417.2%FinanceAZOAutoZone$18,997$47 â–¼-0.2%5,6245.3%Retail/WholesaleFIHLFidelis Insurance$17,513$2,044 â–²13.2%916,4124.9%FinanceTRGPTarga Resources$16,674$224 â–¼-1.3%66,5014.6%EnergyWESTWestrock Coffee$15,001$919 â–¼-5.8%3,529,7484.2%Consumer StaplesRRCRange Resources$11,971$204 â–¼-1.7%264,9583.3%EnergySTWDStarwood Property Trust$11,581$196 â–¼-1.7%672,5143.2%FinanceAXPAmerican Express$11,554$198 â–¼-1.7%38,1303.2%FinanceTOLToll Brothers$10,800$10,800 â–²New Holding79,1383.0%ConstructionEGEverest Group$9,519$26 â–¼-0.3%29,1232.7%FinanceETEnergy Transfer$9,221$126 â–²1.4%477,7572.6%EnergyCOFCapital One Financial$8,213$8,213 â–²New Holding45,0192.3%FinanceU HAUL HOLDING COMPANY$7,968$1,526 â–²23.7%178,3732.2%COM SER NTRIUMPH FINANCIAL INC$7,609$22 â–²0.3%127,5332.1%COMKMIKinder Morgan$7,127$438 â–¼-5.8%212,5502.0%EnergyORIOld Republic International$6,115$170 â–¼-2.7%153,2501.7%FinanceVIPER ENERGY INC$5,758$241 â–¼-4.0%122,5301.6%CL AHIGThe Hartford Insurance Group$4,7330.0%35,0001.3%FinanceTRAVELERS GROUP INC$3,7920.0%13,0001.1%COMESNTEssent Group$2,871$165 â–¼-5.4%49,1330.8%FinanceRWTRedwood Trust$2,661$140 â–¼-5.0%474,4940.7%FinanceARLPAlliance Resource Partners$1,816$111 â–¼-5.7%65,7000.5%EnergyFHNFirst Horizon$1,377$1,161 â–²537.2%60,5200.4%FinanceKOCocaCola$9510.0%12,5000.3%Consumer StaplesMILLROSE PPTYS INC$868$1,357 â–¼-61.0%30,9920.2%COMNMIHNMI$623$281 â–¼-31.1%16,6200.2%FinanceBRK.BBerkshire Hathaway$5630.0%1,1760.2%FinanceRFRegions Financial$5020.0%19,2350.1%FinanceMSFTMicrosoft$457$93 â–¼-16.9%1,2340.1%Computer and TechnologyKKRKKR & Co. Inc.$439$1 â–²0.2%4,7500.1%FinanceBACBank of America$407$407 â–²New Holding8,3470.1%FinanceFDXFedEx$384$1 â–²0.2%1,0770.1%TransportationAAPLApple$366$163 â–¼-30.8%1,4400.1%Computer and TechnologyGOOGLAlphabet$2680.0%9300.1%Computer and TechnologyQQQInvesco QQQ$2600.0%4500.1%FinancePINNACLE FINL PARTNERS$260$260 â–²New Holding3,0140.1%COMMGKVanguard Mega Cap Growth ETF$2590.0%7040.1%ETFLEN.BLennar$0$10,778 â–¼-100.0%00.0%ConstructionEQHEquitable$0$3,588 â–¼-100.0%00.0%FinanceTIPTTiptree Financial$0$406 â–¼-100.0%00.0%FinanceNVDANVIDIA$0$282 â–¼-100.0%00.0%Computer and TechnologyHOMBHome BancShares$0$278 â–¼-100.0%00.0%FinanceONEQFidelity NASDAQ Composite Index ETF$0$213 â–¼-100.0%00.0%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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