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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 42  ·  824 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 SPXC SPX TECHNOLOGIES INC Industrials 797,672.0 $159.5M 0.12% -51K -6.0% $199.94 +7.8%
102 TTC TORO CO Industrials 1,690,011.0 $157.9M 0.12% -173K -9.3% $93.44 -2.1%
103 SPY SS SPDR S&P 500 ETF TRUST-US Financial Services 240,624.0 $156.5M 0.12% -5K -2.1% $650.34 +15.6%
104 TECHNIPFMC PLC 2,249,456.0 $155.4M 0.12% -656K -22.6% $69.09
105 AWI ARMSTRONG WORLD INDUSTRIES Industrials 916,010.0 $151.0M 0.12% -26K -2.8% $164.80 -3.4%
106 SRE SEMPRA Utilities 1,551,868.0 $150.9M 0.12% -907K -36.9% $97.21 -5.1%
107 FSS FEDERAL SIGNAL CORP Industrials 1,393,757.0 $150.7M 0.12% -39K -2.7% $108.14 +7.5%
108 VRSK VERISK ANALYTICS INC Industrials 792,999.0 $150.5M 0.12% -555K -41.2% $189.75 -10.7%
109 BE BLOOM ENERGY CLASS A CORP A Industrials 1,100,997.0 $148.6M 0.11% -239K -17.8% $135.00 +126.7%
110 PLD PROLOGIS REIT INC REIT Real Estate 1,121,138.0 $148.3M 0.11% -51K -4.3% $132.30 +11.4%
111 AER AERCAP HOLDINGS NV Industrials 1,073,198.0 $147.0M 0.11% -220K -17.0% $136.98 +3.0%
112 ORA ORMAT TECHNOLOGIES INC Utilities 1,311,413.0 $146.6M 0.11% -82K -5.9% $111.80 +22.5%
113 CRH PLC 1,390,816.0 $146.4M 0.11% -63K -4.3% $105.28
114 LITE LUMENTUM HOLDINGS INC Technology 207,005.0 $145.0M 0.11% -279K -57.4% $700.43 +32.3%
115 SCI SERVICE CORP INTERNATIONAL Consumer Cyclical 1,729,841.0 $142.7M 0.11% -98K -5.3% $82.51 -7.4%
116 SANDISK CORP 231,730.0 $141.7M 0.11% -273K -54.1% $611.38
117 NOC NORTHROP GRUMMAN CORP Industrials 205,364.0 $140.0M 0.11% -23K -10.0% $681.82 -18.8%
118 KD KYNDRYL HOLDINGS INC Technology 10,390,679.0 $136.0M 0.10% -5.1M -32.8% $13.09 -6.7%
119 HWM HOWMET AEROSPACE INC Industrials 574,696.0 $132.4M 0.10% -69K -10.8% $230.46 +13.6%
120 MANH MANHATTAN ASSOCIATES INC Technology 966,740.0 $128.7M 0.10% -8K -0.8% $133.12 +5.3%
Page 6 of 42  ·  824 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%