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Portfolio (Quarterly) Guide ↗

Sterling Capital Management LLC

· CIK 0001329883
13F Portfolio $5.9B AUM 3,477 positions Filed Jul 28, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 258 New 670 Added 2230 Reduced 184 Exited
Page 15 of 34  ·  670 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 AMADEUS IT GROUP-UNSP ADR 12,642.0 $738K 0.01% +12K +6696.8% $58.40
282 ALGN ALIGN TECHNOLOGY INC Healthcare 4,319.0 $728K 0.01% +2K +91.6% $168.66 -5.8%
283 SM SM ENERGY CO Energy 27,651.0 $722K 0.01% +19K +232.6% $26.10 +44.2%
284 DB DEUTSCHE BANK AG-REGISTERED Financial Services 21,352.0 $721K 0.01% +4K +21.9% $33.76 +11.3%
285 IUSV ISHARES CORE S&P U.S. VALUE 6,506.0 $717K 0.01% +117.0 +1.8% $110.15 +3.8%
286 TFC TRUIST FINANCIAL CORP Financial Services 14,191.0 $707K 0.01% +2K +19.2% $49.82 +0.8%
287 BBY BEST BUY CO INC Consumer Cyclical 9,141.0 $694K 0.01% +3K +38.2% $75.88 +13.0%
288 KDDI CORP-UNSPONSORED ADR 40,980.0 $692K 0.01% +16K +67.0% $16.89
289 OKTA OKTA INC Technology 5,070.0 $692K 0.01% +1K +30.8% $136.45 -1.7%
290 GLOBUS MEDICAL INC - A 8,618.0 $681K 0.01% +5K +129.1% $79.01
291 IWD ISHARES RUSSELL 1000 VALUE E 2,780.0 $674K 0.01% +2K +136.0% $242.43 +5.7%
292 ANF ABERCROMBIE & FITCH CO-CL A Consumer Cyclical 7,467.0 $672K 0.01% +5K +184.6% $90.01 +16.7%
293 MILLROSE PROPERTIES 22,144.0 $665K 0.01% +659.0 +3.1% $30.05
294 COCO VITA COCO CO INC/THE Consumer Defensive 9,952.0 $658K 0.01% +10K +3120.7% $66.14 -1.5%
295 VLTO VERALTO CORP Industrials 7,403.0 $656K 0.01% +2K +28.3% $88.68 +12.2%
296 CHE CHEMED CORP Healthcare 1,390.0 $647K 0.01% +956.0 +220.3% $465.74 +14.8%
297 PATK PATRICK INDUSTRIES INC Consumer Cyclical 7,077.0 $635K 0.01% +216.0 +3.1% $89.78 -4.8%
298 LIBERTY MEDIA CORP-LIB-NEW-C 6,537.0 $622K 0.01% +1K +22.3% $95.14
299 AGNC AGNC INVESTMENT CORP Real Estate 56,970.0 $621K 0.01% +20K +52.7% $10.90 +0.2%
300 FNB FNB CORP Financial Services 32,425.0 $619K 0.01% +21K +172.3% $19.08 -2.9%
Page 15 of 34  ·  670 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 26.3%
Financial Services 17.3%
Industrials 13.1%
Healthcare 10.0%
Consumer Cyclical 8.4%
Communication Services 7.1%
Consumer Defensive 4.7%
Energy 3.8%
Real Estate 3.5%
Utilities 3.4%