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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 22 of 34  ·  670 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
421 HL HECLA MINING CO Basic Materials 18,224.0 $281K 0.01% +1K +6.3% $15.43 +34.9%
422 CBNK CAPITAL BANCORP INC/MD Financial Services 7,946.0 $279K 0.01% +8K +2422.5% $35.12 +4.4%
423 FBIZ FIRST BUSINESS FINANCIAL SER Financial Services 4,416.0 $279K 0.01% +4K +1645.5% $63.17 +8.9%
424 NUTX NUTEX HEALTH INC Healthcare 1,623.0 $277K 0.01% +365.0 +29.0% $170.89 +10.3%
425 VKTX VIKING THERAPEUTICS INC Healthcare 7,069.0 $276K 0.01% +2K +41.3% $39.01 -11.9%
426 ENSG ENSIGN GROUP INC COM Healthcare 1,700.0 $273K 0.01% +1K +367.0% $160.30 +12.2%
427 CNM CORE & MAIN INC-CLASS A Industrials 5,638.0 $272K 0.01% +2K +63.0% $48.25 -7.9%
428 ASSICURAZIONI GEN-UNSPON ADR 11,121.0 $271K 0.01% +353.0 +3.3% $24.36
429 PAGS PAGSEGURO DIGITAL LTD-CL A Technology 29,845.0 $270K 0.01% +5K +20.4% $9.05 -6.7%
430 BJRI BJ'S RESTAURANTS INC Consumer Cyclical 4,446.0 $270K 0.01% +4K +1348.2% $60.73 +5.8%
431 TCMD TACTILE SYSTEMS TECHNOLOGY I Healthcare 8,912.0 $265K 0.01% +8K +1110.9% $29.78 -21.3%
432 LXU LSB INDUSTRIES INC Basic Materials 24,470.0 $265K 0.00% +23K +1271.6% $10.81 -1.1%
433 KTOS KRATOS DEFENSE & SECURITY Industrials 5,268.0 $263K 0.00% +4K +348.0% $49.86 +12.7%
434 PHR PHREESIA INC Healthcare 25,220.0 $260K 0.00% +25K +6607.4% $10.29 +16.6%
435 RMR RMR GROUP INC/THE - A Real Estate 12,497.0 $257K 0.00% +1K +12.6% $20.53 -3.5%
436 EBMT EAGLE BANCORP MONTANA INC Financial Services 10,329.0 $247K 0.00% +10K +4115.9% $23.93 -4.5%
437 DOCU DOCUSIGN INC Technology 5,540.0 $246K 0.00% +3K +105.1% $44.42 +40.2%
438 SFM SPROUTS FARMERS MARKET INC Consumer Defensive 2,816.0 $238K 0.00% +2K +302.9% $84.58 -7.3%
439 NRG NRG ENERGY INC Utilities 1,612.0 $235K 0.00% +143.0 +9.7% $146.06 -21.0%
440 BERKELEY GROUP-UNSPON ADR 25,273.0 $235K 0.00% +423.0 +1.7% $9.29
Page 22 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%