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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 5 of 51  ·  1,018 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 FSV FIRSTSERVICE SUBORDINATE VOTING CO Real Estate 1,198,873.0 $166.6M 0.13% +42K +3.7% $138.95 -4.5%
82 FITB FIFTH THIRD BANCORP Financial Services 3,560,914.0 $165.3M 0.13% +2.0M +127.4% $46.41 +7.8%
83 COHR COHERENT CORP Technology 706,001.0 $164.8M 0.12% +201K +39.8% $233.45 +64.1%
84 ESAB ESAB CORP Industrials 1,691,423.0 $163.5M 0.12% +57K +3.5% $96.66 -3.2%
85 AR ANTERO RESOURCES CORP Energy 3,834,807.0 $162.8M 0.12% +19K +0.5% $42.44 -13.6%
86 EPAC ENERPAC TOOL GROUP CORP Industrials 4,449,814.0 $162.3M 0.12% +235K +5.6% $36.47 -4.3%
87 GTLS CHART INDUSTRIES INC Industrials 781,475.0 $161.6M 0.12% +27K +3.6% $206.75 +0.5%
88 ITW ILLINOIS TOOL WORKS Industrials 614,834.0 $159.9M 0.12% +574K +1419.3% $260.14 -3.5%
89 MKTX MARKETAXESS HOLDINGS INC Financial Services 966,029.0 $159.4M 0.12% +416K +75.8% $164.98 -19.8%
90 ORLY O REILLY AUTOMOTIVE INC Consumer Cyclical 1,724,114.0 $159.2M 0.12% +737K +74.7% $92.34 -4.7%
91 STC STEWART INFORMATION SERVICES Financial Services 2,569,225.0 $158.2M 0.12% +418K +19.4% $61.58 +9.9%
92 DE DEERE & CO Industrials 280,305.0 $157.9M 0.12% +45K +19.1% $563.30 -6.2%
93 PEP PEPSICO INC Consumer Defensive 1,012,020.0 $157.3M 0.12% +73K +7.8% $155.40 -5.4%
94 CRM SALESFORCE INC Technology 840,647.0 $156.9M 0.12% +240K +40.0% $186.67 -2.9%
95 DHI D R HORTON INC Consumer Cyclical 1,120,930.0 $153.8M 0.12% +122K +12.3% $137.22 +6.1%
96 ROK ROCKWELL AUTOMATION INC Industrials 426,476.0 $153.1M 0.12% +104K +32.4% $358.88 +27.1%
97 TTWO TAKE TWO INTERACTIVE SOFTWARE INC Communication Services 766,150.0 $151.3M 0.12% +485K +172.6% $197.50 +12.1%
98 CRL CHARLES RIVER LABORATORIES INTERNA Healthcare 874,378.0 $150.7M 0.12% +14K +1.6% $172.38 -8.9%
99 CI THE CIGNA GROUP Healthcare 558,323.0 $148.5M 0.11% +39K +7.5% $266.04 +5.7%
100 ATR APTARGROUP INC Healthcare 1,174,537.0 $148.0M 0.11% +53K +4.8% $126.02 -7.7%
Page 5 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%