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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 14 of 51  ·  1,018 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 GPC GENUINE PARTS CO Consumer Cyclical 408,176.0 $43.2M 0.03% +116K +39.8% $105.75 -8.2%
262 CGNT COGNYTE SOFTWARE LTD Technology 5,316,194.0 $43.0M 0.03% +123K +2.4% $8.09 +28.5%
263 TTMI TTM TECHNOLOGIES INC Technology 438,583.0 $42.7M 0.03% +194K +79.2% $97.42 +102.2%
264 BDX BECTON DICKINSON AND CO Healthcare 271,924.0 $42.7M 0.03% +9K +3.6% $157.02 -5.9%
265 MIDD MIDDLEBY CORP Industrials 317,808.0 $42.1M 0.03% +108K +51.5% $132.58 +13.7%
266 RDWR RADWARE LTD Technology 1,568,490.0 $41.2M 0.03% +503K +47.2% $26.29 +13.7%
267 CM CANADIAN IMPERIAL BANK OF COMMERCE Financial Services 444,996.0 $41.2M 0.03% +20K +4.8% $92.62 +25.0%
268 GOLF ACUSHNET HOLDINGS CORP Consumer Cyclical 440,500.0 $41.2M 0.03% +11K +2.5% $93.48 -3.7%
269 CNQ CANADIAN NATURAL RESOURCES LTD Energy 832,516.0 $41.0M 0.03% +135K +19.4% $49.27 -5.0%
270 MICC MAGNUM ICE CREAM CO NV/THE Consumer Defensive 2,664,018.0 $39.8M 0.03% +2.5M +2065.3% $14.95 +4.8%
271 DELL DELL TECHNOLOGIES -C Technology 240,642.0 $39.5M 0.03% +188K +360.5% $164.13 +85.9%
272 LPLA LPL FINANCIAL HOLDINGS INC Financial Services 127,421.0 $38.3M 0.03% +122K +2370.8% $300.83 -6.1%
273 BLLN BILLIONTOONE INC CLASS A Healthcare 709,214.0 $37.8M 0.03% +8K +1.2% $53.32 +58.4%
274 FWRG FIRST WATCH RESTAURANT GROUP INC Consumer Cyclical 3,574,318.0 $37.5M 0.03% +465K +14.9% $10.48 +10.1%
275 FANG DIAMONDBACK ENERGY INC Energy 188,520.0 $37.3M 0.03% +139K +276.9% $197.94 -1.4%
276 SWX SOUTHWEST GAS HOLDINGS INC Utilities 427,037.0 $37.1M 0.03% +57K +15.3% $86.95 +2.6%
277 MO ALTRIA GROUP INC Consumer Defensive 558,193.0 $36.8M 0.03% +45K +8.8% $65.99 +9.7%
278 EAT BRINKER INTERNATIONAL INC Consumer Cyclical 256,336.0 $36.6M 0.03% +250K +4136.3% $142.77 -2.2%
279 PLTR PALANTIR TECHNOLOGIES INC CLASS A A Technology 248,439.0 $36.5M 0.03% +59K +31.4% $146.87 -7.0%
280 TPL TEXAS PACIFIC LAND CORP Energy 75,264.0 $35.7M 0.03% +49K +188.8% $474.56 -15.7%
Page 14 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%