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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 106 of 124  ·  2,476 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2101 CYH COMMUNITY HEALTH SYSTEMS INC Healthcare 2,078.0 $6K -1K -35.5% $2.94 -4.1%
2102 MEI METHODE ELECTRONICS INC Technology 1,106.0 $6K -820.0 -42.6% $5.52 +90.8%
2103 PALLADYNE AI CORP 1,002.0 $6K -654.0 -39.5% $6.07
2104 ADTRAN HOLDINGS INC 483.0 $6K -17.0 -3.4% $12.58
2105 VABK VIRGINIA NATIONAL BANKSHARES Financial Services 158.0 $6K -116.0 -42.3% $38.20 +10.5%
2106 ALEC ALECTOR INC Healthcare 2,806.0 $6K -2K -36.5% $2.15 -1.4%
2107 CMT CORE MOLDING TECHNOLOGIES IN Basic Materials 269.0 $6K -199.0 -42.5% $22.40 +3.8%
2108 NXDT NEXPOINT DIVERSIFIED REAL ES Financial Services 1,290.0 $6K -750.0 -36.8% $4.67 +0.9%
2109 SEVN SEVEN HILLS REALTY TRUST Real Estate 731.0 $6K -542.0 -42.6% $8.22 +1.3%
2110 OSG OCTAVE SPECIALTY GROUP INC Financial Services 1,291.0 $6K -1K -45.7% $4.65 +21.7%
2111 ANIK ANIKA THERAPEUTICS INC Healthcare 413.0 $6K -305.0 -42.5% $14.50 +3.1%
2112 CNDT CONDUENT INC Technology 4,668.0 $6K -4K -44.4% $1.28 +21.1%
2113 CRCT CRICUT INC - CLASS A Technology 1,593.0 $6K -1K -42.6% $3.74 +5.1%
2114 VYGR VOYAGER THERAPEUTICS INC Healthcare 1,542.0 $6K -1K -42.6% $3.86 -8.5%
2115 RVLV REVOLVE GROUP INC Consumer Cyclical 263.0 $6K -6.0 -2.2% $22.61 -17.7%
2116 JAKK JAKKS PACIFIC INC Consumer Cyclical 298.0 $6K -222.0 -42.7% $19.92 +7.0%
2117 ACDC PROFRAC HOLDING CORP-A Energy 951.0 $6K -706.0 -42.6% $6.20 +26.0%
2118 NAVN NAVAN INC-CL A Technology 439.0 $6K -181.0 -29.2% $13.24 +39.4%
2119 RPAY REPAY HOLDINGS CORP Technology 2,232.0 $6K -2K -42.6% $2.60 +33.5%
2120 ESCA ESCALADE INC Consumer Cyclical 338.0 $6K -251.0 -42.6% $17.17 +6.9%
Page 106 of 124  ·  2,476 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%