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Portfolio (Quarterly) Guide ↗

Sterling Capital Management LLC

· CIK 0001329883
13F Portfolio $5.3B AUM 3,398 positions Filed Apr 22, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 56 New 395 Added 2476 Reduced 80 Exited
Page 2 of 3  ·  56 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 ADVANTAGE SOLUTIONS INC 3,119.0 $66K 0.00% NEW $21.14
22 VSNT VERSANT MEDIA GROUP INC Industrials 1,420.0 $53K 0.00% NEW $37.02 +20.0%
23 DFTX DEFINIUM THERAPEUTICS INC Healthcare 2,443.0 $46K 0.00% NEW $18.90 +13.0%
24 FXF INVESCO CURRENCYSHARES SWISS Financial Services 414.0 $46K 0.00% NEW $110.41 +1.6%
25 INDV INDIVIOR PHARMACEUTICALS INC Healthcare 1,273.0 $39K 0.00% NEW $30.48 +24.1%
26 CCJ CAMECO CORP Energy 272.0 $30K 0.00% NEW $108.61 -1.0%
27 GPCR STRUCTURE THERAPEUTICS INC Healthcare 590.0 $28K 0.00% NEW $48.20 -17.3%
28 TRP TC ENERGY CORP Energy 420.0 $26K NEW $62.60 +8.8%
29 BROOKFIELD BUSINESS CORP-A 548.0 $24K NEW $43.88
30 CBC CENTRAL BANCOMPANY Financial Services 657.0 $16K NEW $23.95 +11.1%
31 ASST STRIVE INC-A Communication Services 1,499.0 $15K NEW $10.02 +67.6%
32 FIRST FOUNDATION INC 2,104.0 $12K NEW $5.90
33 CDNL CARDINAL INFRASTRUCTURE GR-A Industrials 240.0 $10K NEW $39.65 +31.5%
34 TAC TRANSALTA CORP Utilities 650.0 $9K NEW $13.10 -1.1%
35 BETA BETA TECHNOLOGIES INC -CL A Industrials 544.0 $8K NEW $14.70 +4.8%
36 BLUE FOUNDRY BANCORP 596.0 $8K NEW $13.24
37 SCEP STERLING CAPITAL FUNDS CAP HED 315.0 $7K NEW $23.57 +5.8%
38 AKTS AKTIS ONCOLOGY INC Healthcare 393.0 $7K NEW $17.89 +9.3%
39 YSS YORK SPACE SYSTEMS INC Technology 291.0 $6K NEW $22.17 +30.5%
40 LMRI LUMEXA IMAGING HOLDINGS INC Healthcare 710.0 $6K NEW $8.60 -16.2%
Page 2 of 3  ·  56 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 24.0%
Financial Services 18.1%
Industrials 14.6%
Healthcare 9.5%
Consumer Cyclical 9.4%
Communication Services 6.1%
Consumer Defensive 4.2%
Energy 4.2%
Real Estate 3.6%
Utilities 3.5%