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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 25 of 109  ·  2,162 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
481 AQN ALGONQUIN POWER UTILITIES CORP Utilities 7,734,900.0 $47.6M 0.04% +3.2M +70.4% $6.15 -2.8%
482 WSO WATSCO INC Industrials 130,482.0 $47.6M 0.04% -252K -65.9% $364.48 +4.5%
483 EXPO EXPONENT INC Industrials 724,076.0 $47.2M 0.04% -754K -51.0% $65.25 -12.8%
484 BLDR BUILDERS FIRSTSOURCE INC Industrials 567,298.0 $46.7M 0.04% +331K +139.9% $82.33 -6.1%
485 ITRI ITRON INC Technology 521,407.0 $46.6M 0.04% +163K +45.5% $89.39 -4.6%
486 PKG PACKAGING CORP OF AMERICA Consumer Cyclical 219,256.0 $46.5M 0.04% +124K +130.1% $212.22 +2.1%
487 SUNB SUNBELT RENTALS HOLDINGS INC Financial Services 738,175.0 $46.5M 0.04% NEW $63.00 +26.2%
488 VRNS VARONIS SYSTEMS INC Technology 2,166,414.0 $46.5M 0.04% +968K +80.7% $21.46 +42.7%
489 CVS CVS HEALTH CORP Healthcare 645,884.0 $46.4M 0.04% +305K +89.4% $71.82 +27.7%
490 MFC MANULIFE FINANCIAL CORP Financial Services 1,362,884.0 $46.1M 0.04% -25K -1.8% $33.85 +14.2%
491 WEC WEC ENERGY GROUP INC Utilities 396,440.0 $46.1M 0.04% -10K -2.4% $116.24 -2.6%
492 STUBHUB HOLDINGS INC Class A 7,368,767.0 $46.0M 0.04% $6.24
493 HLIO HELIOS TECHNOLOGIES INC Industrials 711,798.0 $46.0M 0.04% +7K +1.1% $64.59 +27.1%
494 ACHC ACADIA HEALTHCARE CO INC Healthcare 1,961,384.0 $45.8M 0.04% +824K +72.4% $23.37 +2.2%
495 AMRX AMNEAL PHARMACEUTICALS INC CLASS A Healthcare 3,682,284.0 $45.7M 0.04% +27K +0.7% $12.41 +4.3%
496 WST WEST PHARMACEUTICAL SERVICES INC Healthcare 181,853.0 $45.6M 0.04% -246K -57.5% $250.64 +23.7%
497 TPR TAPESTRY INC Consumer Cyclical 322,974.0 $45.6M 0.04% +268K +487.7% $141.11 -0.8%
498 O REALTY INCOME REIT CORP REIT Real Estate 742,713.0 $45.4M 0.04% +303K +69.1% $61.18 +2.3%
499 AVB AVALONBAY COMMUNITIES REIT INC REIT Real Estate 276,396.0 $45.1M 0.03% -26K -8.5% $163.35 +14.7%
500 J JACOBS SOLUTIONS INC Industrials 353,435.0 $45.0M 0.03% -718K -67.0% $127.28 -8.6%
Page 25 of 109  ·  2,162 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%