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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 6 of 9  ·  173 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 JD JD COM ADR REPRESENTING CLASS A I ADR Consumer Cyclical 8,144.0 $241K NEW $29.57 +3.2%
102 MD PEDIATRIX MEDICAL GROUP INC Healthcare 11,215.0 $240K NEW $21.39 -0.6%
103 TRMK TRUSTMARK CORP Financial Services 5,623.0 $237K NEW $42.14 +5.4%
104 CON CONCENTRA GROUP HOLDINGS PARENT IN Healthcare 10,972.0 $235K NEW $21.45 +18.0%
105 NTCT NETSCOUT SYSTEMS INC Technology 7,387.0 $235K NEW $31.79 +29.0%
106 TFSL TFS FINANCIAL CORP Financial Services 16,712.0 $235K NEW $14.05 +13.7%
107 CAVA CAVA GROUP INC Consumer Cyclical 2,897.0 $234K NEW $80.90 -0.6%
108 COGT COGENT BIOSCIENCES INC Healthcare 6,061.0 $233K NEW $38.49 -15.1%
109 MEOH METHANEX CORP Basic Materials 3,782.0 $233K NEW $61.67 -2.5%
110 PFBC PREFERRED BANK/LOS ANGELES Financial Services 2,568.0 $233K NEW $90.69 +4.5%
111 PATHWARD FINANCIAL INC 2,609.0 $233K NEW $89.23
112 INVA INNOVIVA INC Healthcare 9,876.0 $230K NEW $23.30 -3.6%
113 EZM WISDOMTREE US MIDCAP FUND 3,420.0 $230K NEW $67.22 +8.0%
114 CELC CELCUITY INC Healthcare 2,011.0 $230K NEW $114.14 +21.1%
115 STBA S AND T BANCORP INC Financial Services 5,476.0 $229K NEW $41.83 +7.2%
116 IPAR INTERPARFUMS INC Consumer Defensive 2,510.0 $228K NEW $90.85 +2.0%
117 GCT GIGACLOUD TECHNOLOGY INC - A Technology 4,979.0 $226K NEW $45.38 -15.8%
118 TS TENARIS ADR REP SA Energy 3,837.0 $223K NEW $58.17 +5.9%
119 ALRM ALARM.COM HOLDINGS INC Technology 5,157.0 $223K NEW $43.19 +1.4%
120 PJT PJT PARTNERS INC - A Financial Services 1,591.0 $222K NEW $139.73 +12.0%
Page 6 of 9  ·  173 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%