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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 27 of 34  ·  670 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
521 VCTR VICTORY CAPITAL HOLDING - A Financial Services 647.0 $54K 0.00% +355.0 +121.6% $84.06 +34.8%
522 MMS MAXIMUS INC Industrials 987.0 $53K 0.00% +633.0 +178.8% $53.76 +7.9%
523 ACHR ARCHER AVIATION INC-A Industrials 11,130.0 $53K 0.00% +7K +182.1% $4.73 +28.3%
524 MWA MUELLER WATER PRODUCTS INC-A Industrials 2,015.0 $52K 0.00% +80.0 +4.1% $25.83 -2.6%
525 BIRKENSTOCK HOLDING PLC 1,208.0 $52K 0.00% +106.0 +9.6% $43.03
526 KNTK KINETIK HOLDINGS INC Energy 969.0 $47K 0.00% +320.0 +49.3% $48.34 +12.8%
527 KYMR KYMERA THERAPEUTICS INC Healthcare 401.0 $46K 0.00% +30.0 +8.1% $114.67 +7.3%
528 STNE STONECO LTD-A Technology 4,227.0 $46K 0.00% +3K +159.6% $10.84 -14.9%
529 BANF BANCFIRST CORP Financial Services 411.0 $46K 0.00% +230.0 +127.1% $111.13 +1.7%
530 ALRM ALARM.COM HOLDINGS INC Technology 887.0 $41K 0.00% +578.0 +187.1% $46.72 +22.1%
531 RARE ULTRAGENYX PHARMACEUTICAL INC Healthcare 1,223.0 $41K 0.00% +563.0 +85.3% $33.39 -22.8%
532 PJT PJT PARTNERS INC - A Financial Services 270.0 $41K 0.00% +121.0 +81.2% $150.94 +13.9%
533 SRPT SAREPTA THERAPEUTICS INC Healthcare 1,977.0 $36K 0.00% +865.0 +77.8% $17.97 +5.0%
534 QUBT QUANTUM COMPUTING INC Technology 3,651.0 $35K 0.00% +2K +179.3% $9.70 -16.1%
535 RXRX RECURSION PHARMACEUTICALS-A Healthcare 9,533.0 $35K 0.00% +7K +220.3% $3.67 -8.6%
536 SYBT STOCK YARDS BANCORP INC Financial Services 457.0 $35K 0.00% +245.0 +115.6% $76.47 +6.9%
537 AGM FEDERAL AGRIC MTG CORP-CL C Financial Services 173.0 $34K 0.00% +90.0 +108.4% $199.27 +12.3%
538 VCYT VERACYTE INC Healthcare 583.0 $34K 0.00% +74.0 +14.5% $58.73 -28.3%
539 LRN STRIDE INC Consumer Defensive 378.0 $33K 0.00% +107.0 +39.5% $86.24 -4.6%
540 BTDR BITDEER TECHNOLOGIES GROUP-A Technology 2,026.0 $32K 0.00% +1K +154.8% $15.87 -33.5%
Page 27 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%