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Portfolio (Quarterly) Guide ↗

NEUBERGER BERMAN GROUP LLC

· CIK 0001465109
13F Portfolio $131.4B AUM 3,889 positions Filed May 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 173 New 1018 Added 824 Reduced 122 Exited
Page 17 of 51  ·  1,018 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 QDEL QUIDELORTHO CORP Healthcare 1,530,414.0 $25.1M 0.02% +546K +55.5% $16.40 -26.9%
322 EE EXCELERATE ENERGY INC CLASS A Utilities 749,180.0 $25.0M 0.02% +46K +6.6% $33.42 +7.8%
323 SLAB SILICON LABORATORIES INC Technology 119,399.0 $24.9M 0.02% +117K +5645.9% $208.15 +5.2%
324 KTOS KRATOS DEFENSE AND SECURITY SOLUTI Industrials 351,973.0 $24.8M 0.02% +51K +16.8% $70.51 -19.4%
325 BURL BURLINGTON STORES INC Consumer Cyclical 75,909.0 $24.7M 0.02% +71K +1618.6% $325.38 +0.4%
326 ALSN ALLISON TRANSMISSION HOLDINGS INC Consumer Cyclical 209,796.0 $24.6M 0.02% +69K +49.1% $117.06 -2.5%
327 VNQ VANGUARD REAL ESTATE ETF 276,709.0 $24.5M 0.02% +24K +9.5% $88.70 +9.6%
328 FTAI AVIATION LTD 97,858.0 $24.0M 0.02% +91K +1321.9% $245.00
329 BTI BRITISH AMERICAN TOBACCO PLC ADR Consumer Defensive 409,606.0 $23.9M 0.02% +340K +489.8% $58.44 +11.1%
330 CVE CENOVUS ENERGY INC Energy 889,742.0 $23.7M 0.02% +358K +67.5% $26.69 +8.3%
331 UA UNDER ARMOUR INC-CLASS C Consumer Cyclical 4,003,227.0 $23.1M 0.02% +232K +6.2% $5.78 -4.3%
332 SITM SITIME CORP Technology 65,892.0 $22.8M 0.02% +35K +110.9% $345.35 +115.2%
333 SONY SONY GROUP ADR REPRESENTING CORP ADR Technology 1,098,779.0 $22.7M 0.02% +72K +7.0% $20.70 +7.1%
334 D DOMINION ENERGY INC Utilities 366,387.0 $22.7M 0.02% +47K +14.6% $61.82 +8.8%
335 MCHP MICROCHIP TECHNOLOGY INC Technology 344,176.0 $22.2M 0.02% +96K +38.8% $64.61 +51.8%
336 MRSH MARSH & MCLENNAN COS Financial Services 126,591.0 $22.0M 0.02% +50K +66.2% $173.45 -6.6%
337 EBAY EBAY INC Consumer Cyclical 238,742.0 $21.7M 0.02% +21K +9.8% $91.02 +26.7%
338 NVS NOVARTIS ADR REPRESENTING AG Healthcare 140,620.0 $21.5M 0.02% +21K +17.2% $152.75 -1.3%
339 MPC MARATHON PETROLEUM CORP Energy 86,418.0 $21.1M 0.02% +7K +8.2% $244.18 +1.6%
340 VYX NCR VOYIX CORP Technology 3,325,228.0 $21.0M 0.02% +1.6M +88.0% $6.33 +4.2%
Page 17 of 51  ·  1,018 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 26.4%
Financial Services 13.4%
Industrials 13.2%
Healthcare 9.2%
Consumer Cyclical 8.8%
Communication Services 8.5%
Energy 8.0%
Utilities 4.8%
Basic Materials 3.2%
Consumer Defensive 2.8%