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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 19 of 34  ·  670 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 OMCL OMNICELL INC Healthcare 8,691.0 $361K 0.01% +7K +487.6% $41.52 -14.5%
362 FIVN FIVE9 INC Technology 16,793.0 $358K 0.01% +16K +3205.7% $21.32 +51.5%
363 CBRL CRACKER BARREL OLD COUNTRY Consumer Cyclical 6,708.0 $358K 0.01% +6K +1060.5% $53.30 +3.4%
364 PRGS PROGRESS SOFTWARE CORP Technology 10,559.0 $355K 0.01% +10K +3782.0% $33.58 +28.7%
365 MOH MOLINA HEALTHCARE INC COM Healthcare 1,548.0 $354K 0.01% +579.0 +59.8% $228.70 -13.9%
366 SSE PLC-SPN ADR 10,838.0 $350K 0.01% +5K +90.3% $32.33
367 BHRB BURKE & HERBERT FINANCIAL SE Financial Services 4,828.0 $347K 0.01% +762.0 +18.7% $71.86 -1.2%
368 CRI CARTER'S INC Consumer Cyclical 8,419.0 $347K 0.01% +7K +613.5% $41.16 -12.0%
369 LULU LULULEMON ATHLETICA INC Consumer Cyclical 3,001.0 $343K 0.01% +1K +59.5% $114.18 +1.3%
370 INVA INNOVIVA INC Healthcare 15,036.0 $341K 0.01% +793.0 +5.6% $22.71 -7.5%
371 PCRX PACIRA BIOSCIENCES INC Healthcare 13,292.0 $337K 0.01% +2K +17.9% $25.37 -6.1%
372 DT DYNATRACE INC Technology 7,677.0 $337K 0.01% +6K +266.3% $43.91 +12.0%
373 CRCL CIRCLE INTERNET GROUP INC Financial Services 5,381.0 $337K 0.01% +2K +60.9% $62.63 +33.6%
374 SMITHS GROUP PLC- SPON ADR 9,851.0 $335K 0.01% +496.0 +5.3% $33.98
375 ICE INTERCONTINENTAL EXCHANGE IN Financial Services 2,712.0 $334K 0.01% +2K +146.1% $123.11 +28.8%
376 TDOC TELADOC HEALTH INC Healthcare 39,364.0 $334K 0.01% +28K +255.7% $8.48 -23.5%
377 NOC NORTHROP GRUMMAN CORP Industrials 655.0 $334K 0.01% +247.0 +60.5% $509.31 +10.7%
378 LAMR LAMAR ADVERTISING CO-A Real Estate 2,118.0 $330K 0.01% +2K +243.8% $155.98 -3.2%
379 GIII G-III APPAREL GROUP LTD Consumer Cyclical 9,702.0 $327K 0.01% +8K +705.1% $33.71 -1.6%
380 PELAGOS INSURANCE CAPITAL LT 13,361.0 $325K 0.01% +12K +633.3% $24.35
Page 19 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%