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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 90 of 109  ·  2,162 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1781 LTC LTC PROPERTIES REIT INC REIT Real Estate 9,263.0 $344K +3K +43.6% $37.16 +4.3%
1782 JBT MAREL CORP 2,681.0 $343K -3K -49.6% $127.87
1783 PII POLARIS INC Consumer Cyclical 6,276.0 $342K +1K +30.1% $54.50 +26.1%
1784 LBRT LIBERTY ENERGY INC CLASS A A Energy 11,844.0 $341K +597.0 +5.3% $28.80 +10.9%
1785 MTH MERITAGE HOMES CORP Consumer Cyclical 5,515.0 $341K +782.0 +16.5% $61.84 +4.8%
1786 NMIH NMI HOLDINGS INC A Financial Services 9,064.0 $340K +1K +14.0% $37.51 -1.0%
1787 REXR REXFORD INDUSTRIAL REALTY REIT INC REIT Real Estate 10,297.0 $337K -7K -38.8% $32.73 +11.8%
1788 UCTT ULTRA CLEAN HOLDINGS INC Technology 5,412.0 $337K NEW $62.18 +40.7%
1789 ATEN A10 NETWORKS INC Technology 14,512.0 $336K NEW $23.12 +27.9%
1790 SRAD SPORTRADAR GROUP AG-A Technology 20,000.0 $335K NEW $16.74 -22.4%
1791 GNTX GENTEX CORP Consumer Cyclical 15,258.0 $333K -9K -37.6% $21.85 +9.5%
1792 BCC BOISE CASCADE CO Basic Materials 4,393.0 $333K $75.85 -10.2%
1793 IJS ISHARES S&P SMALL-CAP 600 VA 2,792.0 $331K +694.0 +33.1% $118.45 +10.6%
1794 GNR STATE STREET SPDR S&P GLOBAL 4,426.0 $330K -3K -42.3% $74.67 -0.8%
1795 FROG JFROG LTD Technology 7,035.0 $330K -692.0 -9.0% $46.93 +55.6%
1796 MATX MATSON INC Industrials 2,013.0 $330K +281.0 +16.2% $163.95 +12.6%
1797 SPTM SS SPDR P S&P 1500 COMP ETF 4,174.0 $330K -130.0 -3.0% $79.06 +15.0%
1798 IAC IAC INC Technology 8,190.0 $328K +2K +29.9% $40.03 +6.1%
1799 LLYVA LIBERTY LIVE HOLDINGS-A Communication Services 3,575.0 $328K +187.0 +5.5% $91.64 +4.6%
1800 HY HYSTER YALE INC CLASS A A Industrials 10,046.0 $327K NEW $32.51 +8.2%
Page 90 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%