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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 111 of 112  ·  2,230 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2201 SVCO SILVACO GROUP INC Technology 43.0 $593.0 -225.0 -84.0% $13.79 -51.6%
2202 MKTW MARKETWISE INC Technology 32.0 $571.0 -33.0 -50.8% $17.84 +5.4%
2203 GLSI GREENWICH LIFESCIENCES INC Healthcare 24.0 $563.0 -16.0 -40.0% $23.46 -26.1%
2204 LUCD LUCID DIAGNOSTICS INC Healthcare 522.0 $559.0 -1K -72.5% $1.07 -5.7%
2205 LIFEZONE METALS LTD 137.0 $532.0 -43.0 -23.9% $3.88
2206 BRCB BLACK ROCK COFFEE BAR INC-A Consumer Defensive 62.0 $514.0 -259.0 -80.7% $8.29 +6.3%
2207 PMTS CPI CARD GROUP INC Financial Services 24.0 $499.0 -26.0 -52.0% $20.79 +33.6%
2208 XZO EXZEO GROUP INC Financial Services 29.0 $489.0 -149.0 -83.7% $16.86 -4.7%
2209 CXDO CREXENDO INC Communication Services 65.0 $486.0 -29.0 -30.9% $7.48 -12.1%
2210 RCMT RCM TECHNOLOGIES INC Industrials 15.0 $423.0 -17.0 -53.1% $28.20 +42.4%
2211 BZAI BLAIZE HOLDINGS INC Technology 302.0 $417.0 -1K -79.6% $1.38 -63.1%
2212 KLTR KALTURA INC Technology 321.0 $417.0 -191.0 -37.3% $1.30 +28.6%
2213 PDEX PRO-DEX INC Healthcare 7.0 $410.0 -6.0 -46.1% $58.57 +14.3%
2214 MLP MAUI LAND & PINEAPPLE CO Real Estate 20.0 $356.0 -35.0 -63.6% $17.80 -10.7%
2215 REPOSITRAK INC 39.0 $351.0 -34.0 -46.6% $9.00
2216 HRTX HERON THERAPEUTICS INC Healthcare 807.0 $344.0 -4K -82.6% $0.43 -26.1%
2217 HQI HIREQUEST INC Industrials 26.0 $327.0 -143.0 -84.6% $12.58 +32.9%
2218 STXS STEREOTAXIS INC Healthcare 184.0 $316.0 -317.0 -63.3% $1.72 -19.6%
2219 OFLX OMEGA FLEX INC Industrials 10.0 $314.0 -13.0 -56.5% $31.40 -11.1%
2220 SMID SMITH-MIDLAND CORP Basic Materials 10.0 $290.0 -8.0 -44.4% $29.00 -3.4%
Page 111 of 112  ·  2,230 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%