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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 30 of 34  ·  670 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
581 NIQ GLOBAL INTELLIGENCE PLC 1,611.0 $15K +194.0 +13.7% $9.35
582 PAR PAR TECHNOLOGY CORP/DEL Technology 846.0 $15K +137.0 +19.3% $17.42 +10.7%
583 UHAL AMERCO Industrials 224.0 $15K +42.0 +23.1% $65.44 +11.0%
584 TAC TRANSALTA CORP Utilities 1,024.0 $14K +374.0 +57.5% $13.83 -10.5%
585 SMMT SUMMIT THERAPEUTICS INC Healthcare 891.0 $13K +55.0 +6.6% $14.57 -10.0%
586 OCUL OCULAR THERAPEUTIX INC Healthcare 1,318.0 $13K +97.0 +7.9% $9.82 +19.4%
587 AMSF AMERISAFE INC Financial Services 382.0 $13K +17.0 +4.7% $33.83 -22.6%
588 JBSS JOHN B. SANFILIPPO & SON INC Consumer Defensive 150.0 $13K +15.0 +11.1% $85.99 -5.5%
589 BBNX BETA BIONICS INC Healthcare 821.0 $13K +443.0 +117.2% $15.67 +27.7%
590 ZEVRA THERAPEUTICS INC 877.0 $13K +516.0 +142.9% $14.34
591 ALT ALTIMMUNE INC Healthcare 4,006.0 $12K +3K +373.0% $3.04 +2.6%
592 DJCO DAILY JOURNAL CORP Technology 20.0 $12K +5.0 +33.3% $601.20 -0.5%
593 CRMD CORMEDIX INC Healthcare 1,503.0 $12K +1K +221.2% $7.85 +8.5%
594 ACVA ACV AUCTIONS INC-A Consumer Cyclical 1,606.0 $12K +515.0 +47.2% $7.19 +3.9%
595 IIIN INSTEEL INDUSTRIES INC Industrials 382.0 $12K +35.0 +10.1% $30.20 +3.3%
596 GRPN GROUPON INC Communication Services 479.0 $12K +314.0 +190.3% $24.06 -15.4%
597 SMR NUSCALE POWER CORP Utilities 1,144.0 $11K +110.0 +10.6% $10.03 -7.4%
598 ALLO ALLOGENE THERAPEUTICS INC Healthcare 5,349.0 $11K +100.0 +1.9% $2.08 +7.2%
599 HIPPO HOLDINGS INC 385.0 $11K +48.0 +14.2% $28.26
600 CXM SPRINKLR INC-A Technology 1,987.0 $10K +1K +165.6% $5.16 +38.2%
Page 30 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%