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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 20 of 34  ·  670 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 BLMN BLOOMIN' BRANDS INC Consumer Cyclical 35,538.0 $325K 0.01% +34K +2469.6% $9.14 +14.7%
382 SAH SONIC AUTOMOTIVE INC-CLASS A Consumer Cyclical 3,826.0 $324K 0.01% +3K +974.7% $84.79 -8.3%
383 WTS WATTS INDS INC CL A Industrials 820.0 $321K 0.01% +642.0 +360.7% $391.45 -5.5%
384 RLJ RLJ LODGING TRUST Real Estate 27,043.0 $320K 0.01% +23K +557.8% $11.85 -3.1%
385 DAIMLER TRUCK - SPON ADR 13,252.0 $320K 0.01% +386.0 +3.0% $24.12
386 PSA PUBLIC STORAGE Real Estate 999.0 $318K 0.01% +223.0 +28.7% $318.31 +1.4%
387 SGRY SURGERY PARTNERS INC Healthcare 18,731.0 $315K 0.01% +16K +630.8% $16.80 -17.0%
388 LMRI LUMEXA IMAGING HOLDINGS INC Healthcare 27,801.0 $314K 0.01% +27K +3815.6% $11.28 +3.5%
389 HELE HELEN OF TROY LTD Consumer Defensive 10,761.0 $313K 0.01% +10K +1317.8% $29.07 -5.3%
390 OSBC OLD SECOND BANCORP INC Financial Services 13,405.0 $313K 0.01% +12K +702.2% $23.32 +8.1%
391 CARE CARTER BANKSHARES INC Financial Services 9,182.0 $312K 0.01% +9K +1371.5% $34.01 -8.4%
392 DY DYCOM INDUSTRIES INC Industrials 615.0 $311K 0.01% +425.0 +223.7% $505.59 -20.8%
393 U UNITY SOFTWARE INC Technology 10,846.0 $310K 0.01% +407.0 +3.9% $28.58 +62.8%
394 PINS PINTEREST INC- CLASS A Communication Services 14,733.0 $310K 0.01% +3K +22.1% $21.03 +10.5%
395 FTRE FORTREA HOLDINGS INC Healthcare 17,706.0 $308K 0.01% +15K +473.2% $17.40 +4.5%
396 STGW STAGWELL INC Communication Services 41,455.0 $308K 0.01% +41K +5755.2% $7.43 +14.5%
397 KRNY KEARNY FINANCIAL CORP/MD Financial Services 32,435.0 $307K 0.01% +31K +1609.8% $9.46 +2.2%
398 PACS PACS GROUP INC Financial Services 7,182.0 $306K 0.01% +846.0 +13.3% $42.64 +2.2%
399 ADAMM ADAMAS TRUST INC Financial Services 32,411.0 $304K 0.01% +30K +1042.8% $9.38 +171.5%
400 IWF ISHARES RUSSELL 1000 GROWTH 2,440.0 $303K 0.01% +2K +300.0% $124.17 -1.9%
Page 20 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%