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Portfolio (Quarterly) Guide ↗

Sterling Capital Management LLC

· CIK 0001329883
13F Portfolio $5.3B AUM 3,398 positions Filed Apr 22, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 56 New 395 Added 2476 Reduced 80 Exited
Page 11 of 20  ·  395 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 MFA MFA FINANCIAL INC Real Estate 30,584.0 $293K 0.01% +25K +414.9% $9.58 -0.4%
202 GLD SPDR GOLD SHARES Financial Services 675.0 $290K 0.01% +115.0 +20.5% $430.29 -0.7%
203 UTL UNITIL CORP Utilities 5,548.0 $290K 0.01% +5K +442.3% $52.24 -2.3%
204 BLK BLACKROCK INC Financial Services 296.0 $285K 0.01% +2.0 +0.7% $961.71 +12.5%
205 SMITHS GROUP PLC- SPON ADR 9,355.0 $281K 0.01% +6K +198.4% $30.07
206 NBBK NB BANCORP INC Financial Services 13,332.0 $281K 0.01% +11K +479.6% $21.07 -6.9%
207 NOC NORTHROP GRUMMAN CORP Industrials 408.0 $278K 0.01% +150.0 +58.1% $682.24 -19.6%
208 SCHL SCHOLASTIC CORP Communication Services 7,088.0 $277K 0.01% +6K +505.3% $39.06 +1.0%
209 SWBI SMITH & WESSON BRANDS INC Industrials 19,276.0 $276K 0.01% +17K +661.0% $14.33 +5.7%
210 IBCP INDEPENDENT BANK CORP - MICH Financial Services 8,256.0 $275K 0.01% +7K +609.9% $33.30 +0.0%
211 AMN AMN HEALTHCARE SERVICES INC Healthcare 14,737.0 $270K 0.01% +13K +574.1% $18.34 +56.0%
212 GOLD GOLD.COM INC Financial Services 6,509.0 $261K 0.01% +5K +494.4% $40.08 +1.2%
213 WGO WINNEBAGO INDUSTRIES Consumer Cyclical 8,394.0 $260K 0.01% +7K +434.0% $30.99 -3.6%
214 SM SM ENERGY CO Energy 8,313.0 $259K 0.01% +2K +26.2% $31.18 +0.6%
215 NFBK NORTHFIELD BANCORP INC Financial Services 19,064.0 $258K 0.01% +17K +903.4% $13.54 +3.7%
216 AER AERCAP HOLDINGS NV Industrials 1,873.0 $257K 0.01% +1K +362.5% $137.18 +1.9%
217 FSUN FIRSTSUN CAPITAL BANCORP Financial Services 7,036.0 $257K 0.01% +6K +867.8% $36.46 -3.4%
218 HOV HOVNANIAN ENTERPRISES-A Consumer Cyclical 2,291.0 $254K 0.01% +2K +733.1% $110.91 -7.5%
219 NBN NORTHEAST BANK Financial Services 2,258.0 $254K 0.01% +2K +1012.3% $112.37 +5.3%
220 VOT VANGUARD MID-CAP GROWTH ETF 977.0 $251K 0.01% +67.0 +7.4% $257.35 +10.9%
Page 11 of 20  ·  395 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 24.0%
Financial Services 18.1%
Industrials 14.6%
Healthcare 9.5%
Consumer Cyclical 9.4%
Communication Services 6.1%
Consumer Defensive 4.2%
Energy 4.2%
Real Estate 3.6%
Utilities 3.5%