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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 13 of 51  ·  1,018 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 OTIS OTIS WORLDWIDE CORP Industrials 655,158.0 $50.5M 0.04% +91K +16.1% $77.01 -5.7%
242 CACI CACI INTERNATIONAL INC CLASS A A Technology 92,608.0 $50.4M 0.04% +52K +125.8% $543.87 -9.2%
243 MLR MILLER INDUSTRIES INC/TENN Consumer Cyclical 1,092,315.0 $49.8M 0.04% +16K +1.5% $45.55 +3.3%
244 LEA LEAR CORP Consumer Cyclical 411,088.0 $49.7M 0.04% +4K +1.0% $120.88 +19.7%
245 BIPC BROOKFIELD INFRASTRUCTURE CORP CLA Utilities 1,242,157.0 $49.1M 0.04% +21K +1.7% $39.52 +5.8%
246 SNOW SNOWFLAKE INC A Technology 322,584.0 $48.7M 0.04% +45K +16.1% $150.82 +19.1%
247 AQN ALGONQUIN POWER UTILITIES CORP Utilities 7,734,900.0 $47.6M 0.04% +3.2M +70.4% $6.15 -2.4%
248 BLDR BUILDERS FIRSTSOURCE INC Industrials 567,298.0 $46.7M 0.04% +331K +139.9% $82.33 -8.2%
249 ITRI ITRON INC Technology 521,407.0 $46.6M 0.04% +163K +45.5% $89.39 -5.1%
250 PKG PACKAGING CORP OF AMERICA Consumer Cyclical 219,256.0 $46.5M 0.04% +124K +130.1% $212.22 +2.5%
251 VRNS VARONIS SYSTEMS INC Technology 2,166,414.0 $46.5M 0.04% +968K +80.7% $21.46 +41.7%
252 CVS CVS HEALTH CORP Healthcare 645,884.0 $46.4M 0.04% +305K +89.4% $71.82 +27.6%
253 HLIO HELIOS TECHNOLOGIES INC Industrials 711,798.0 $46.0M 0.04% +7K +1.1% $64.59 +26.6%
254 ACHC ACADIA HEALTHCARE CO INC Healthcare 1,961,384.0 $45.8M 0.04% +824K +72.4% $23.37 -0.5%
255 AMRX AMNEAL PHARMACEUTICALS INC CLASS A Healthcare 3,682,284.0 $45.7M 0.04% +27K +0.7% $12.41 +2.4%
256 TPR TAPESTRY INC Consumer Cyclical 322,974.0 $45.6M 0.04% +268K +487.7% $141.11 -0.3%
257 O REALTY INCOME REIT CORP REIT Real Estate 742,713.0 $45.4M 0.04% +303K +69.1% $61.18 +1.4%
258 INSM INSMED INC Healthcare 270,700.0 $44.3M 0.03% +63K +30.2% $163.52 -34.1%
259 VLO VALERO ENERGY CORP Energy 177,984.0 $44.0M 0.03% +5K +3.0% $247.08 -0.8%
260 DKNG DRAFTKINGS INC CLASS A A Consumer Cyclical 2,013,351.0 $43.5M 0.03% +821K +68.9% $21.62 +12.7%
Page 13 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%