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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 52 of 109  ·  2,162 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1021 MOO PUT JUN27 MOO US C @ 86 5,100.0 $4.0M 0.00% NEW $789.34 -89.9%
1022 IDYA IDEAYA BIOSCIENCES INC Healthcare 120,603.0 $4.0M 0.00% +9K +8.4% $33.32 -11.5%
1023 DEO DIAGEO ADR REPRESENTING PLC ADR Consumer Defensive 53,084.0 $4.0M 0.00% -642.0 -1.2% $74.45 +11.7%
1024 HUBB HUBBELL INC Industrials 8,048.0 $3.9M 0.00% -371.0 -4.4% $490.74 -4.7%
1025 RCI ROGERS COMMUNICATIONS NON-VOTING I B Communication Services 101,880.0 $3.9M 0.00% +6K +6.2% $38.71 -1.6%
1026 RJF RAYMOND JAMES FINANCIAL INC Financial Services 26,975.0 $3.9M 0.00% -3K -9.6% $144.79 -1.1%
1027 APA APA CORP Energy 91,914.0 $3.9M 0.00% +19K +26.7% $42.44 -15.0%
1028 ALLE ALLEGION PLC Industrials 26,372.0 $3.8M 0.00% -5K -14.8% $145.29 -9.6%
1029 QTUM DEFIANCE QUANTUM ETF 35,288.0 $3.8M 0.00% +2K +5.4% $107.30 +48.3%
1030 GDX CALL June 27 Calls on GDX US 2,000.0 $3.8M 0.00% -2K -55.6% $1887.25 -95.3%
1031 STEP STEPSTONE GROUP INC CLASS A Financial Services 78,966.0 $3.8M 0.00% -326K -80.5% $47.72 +4.1%
1032 LOAR LOAR HOLDINGS INC Industrials 65,349.0 $3.7M 0.00% +22K +51.3% $57.29 +13.7%
1033 OMC OMNICOM GROUP Communication Services 49,424.0 $3.7M 0.00% -3K -5.2% $75.31 -2.7%
1034 GSK GSK AMERICAN DEPOSITORY SHARES REP ADR Healthcare 67,388.0 $3.7M 0.00% +11K +19.4% $55.19 -8.1%
1035 WSM WILLIAMS SONOMA INC Consumer Cyclical 20,197.0 $3.7M 0.00% +977.0 +5.1% $182.33 +12.9%
1036 RS RELIANCE INC Basic Materials 12,020.0 $3.7M 0.00% -3K -21.4% $303.92 +26.4%
1037 SEB SEABOARD CORP Industrials 645.0 $3.6M 0.00% -9.0 -1.4% $5654.02 -9.7%
1038 WING WINGSTOP INC Consumer Cyclical 23,503.0 $3.6M 0.00% -159K -87.1% $154.97 +1.8%
1039 CUZ COUSINS PROPERTIES INC Real Estate 160,534.0 $3.6M 0.00% -362K -69.3% $22.57 +19.9%
1040 ROKU ROKU INC CLASS A Communication Services 38,266.0 $3.6M 0.00% +33K +590.2% $94.62 +39.6%
Page 52 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%