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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 8 of 42  ·  824 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 KAI KADANT INC Industrials 369,486.0 $108.0M 0.08% -33K -8.1% $292.35 +9.3%
142 LNN LINDSAY CORP Industrials 904,278.0 $107.7M 0.08% -27K -2.9% $119.07 -8.3%
143 MCK MCKESSON CORP Healthcare 123,701.0 $107.0M 0.08% -2K -1.9% $865.36 -11.5%
144 TRU TRANSUNION Industrials 1,532,428.0 $106.0M 0.08% -217K -12.4% $69.19 +2.1%
145 ICE INTERCONTINENTAL EXCHANGE IN Financial Services 671,814.0 $105.7M 0.08% -121K -15.2% $157.28 -2.7%
146 ABG ASBURY AUTOMOTIVE GROUP INC Consumer Cyclical 537,195.0 $105.0M 0.08% -25K -4.5% $195.41 -3.9%
147 RDDT REDDIT INC CLASS A A Communication Services 776,752.0 $104.6M 0.08% -251K -24.4% $134.65 +5.2%
148 NET CLOUDFLARE INC CLASS A A Technology 506,756.0 $104.6M 0.08% -46K -8.3% $206.34 +4.8%
149 EMR EMERSON ELECTRIC CO Industrials 786,347.0 $103.2M 0.08% -35K -4.3% $131.20 +4.0%
150 ZTS ZOETIS INC CLASS A A Healthcare 866,525.0 $102.4M 0.08% -318K -26.9% $118.21 -32.3%
151 MDLZ MONDELEZ INTERNATIONAL INC-A Consumer Defensive 1,752,504.0 $101.1M 0.08% -1.5M -46.0% $57.68 +7.1%
152 IAU ISHARES GOLD TRUST Financial Services 1,132,631.0 $99.9M 0.08% -30K -2.6% $88.16 -3.8%
153 DASH DOORDASH INC CLASS A A Communication Services 663,679.0 $99.7M 0.08% -61K -8.4% $150.15 +6.7%
154 KNTK KINETIK HOLDINGS INC CLASS A Energy 2,044,238.0 $99.0M 0.07% -24K -1.2% $48.41 +4.4%
155 ISRG INTUITIVE SURGICAL INC Healthcare 212,926.0 $98.3M 0.07% -140K -39.7% $461.46 -5.1%
156 LEN LENNAR CORP-A Consumer Cyclical 1,131,025.0 $98.2M 0.07% -144K -11.3% $86.84 +2.3%
157 CSW INDUSTRIALS INC 371,863.0 $96.9M 0.07% -18K -4.7% $260.58
158 CCL CARNIVAL CORP Consumer Cyclical 3,737,989.0 $96.7M 0.07% -70K -1.8% $25.88 +0.4%
159 HLT HILTON WORLDWIDE HOLDINGS IN Consumer Cyclical 317,484.0 $96.5M 0.07% -14K -4.3% $304.08 +5.6%
160 NBSD NEUBERGER SHORT DURATION INC 1,899,982.0 $96.3M 0.07% -955K -33.5% $50.71 +0.1%
Page 8 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%