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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 114 of 124  ·  2,476 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2261 INNV INNOVAGE HOLDING CORP Healthcare 463.0 $4K -446.0 -49.1% $8.02 -11.2%
2262 TBI TRUEBLUE INC Industrials 948.0 $4K -702.0 -42.5% $3.91 +42.7%
2263 HRTX HERON THERAPEUTICS INC Healthcare 4,627.0 $4K -3K -42.0% $0.80 +7.4%
2264 SGC SUPERIOR GROUP OF COS INC Consumer Cyclical 363.0 $4K -269.0 -42.6% $10.16 +14.9%
2265 MED MEDIFAST INC Consumer Cyclical 357.0 $4K -264.0 -42.5% $10.19 +22.2%
2266 SEMR SEMRUSH HOLDINGS INC-A Technology 304.0 $4K -39.0 -11.4% $11.94 +0.5%
2267 ASAN ASANA INC - CL A Technology 567.0 $4K -8.0 -1.4% $6.40 +2.5%
2268 ASCENT INDUSTRIES CO 272.0 $4K -248.0 -47.7% $13.31
2269 HTZ HERTZ GLOBAL HLDGS INC Industrials 775.0 $4K -20.0 -2.5% $4.61 +19.9%
2270 ACEL ACCEL ENTERTAINMENT INC Consumer Cyclical 326.0 $4K -11K -97.1% $10.91 +8.1%
2271 ONEW ONEWATER MARINE INC-CL A Consumer Cyclical 376.0 $4K -280.0 -42.7% $9.45 +9.4%
2272 ACRES COMMERCIAL REALTY CORP 183.0 $4K -132.0 -41.9% $19.32
2273 FIP FTAI INFRASTRUCTURE INC Industrials 712.0 $4K -28.0 -3.8% $4.94 -6.3%
2274 PNRG PRIMEENERGY RESOURCES CORP Energy 15.0 $3K -5.0 -25.0% $232.87 +15.2%
2275 RMAX RE/MAX HOLDINGS INC-CL A Real Estate 606.0 $3K -450.0 -42.6% $5.76 +58.0%
2276 JELD JELD-WEN HOLDING INC Industrials 2,814.0 $3K -2K -42.6% $1.24 +21.0%
2277 BFS SAUL CENTERS INC Real Estate 107.0 $3K -35.0 -24.6% $32.58 +3.0%
2278 SG SWEETGREEN INC - CLASS A Consumer Cyclical 671.0 $3K -17.0 -2.5% $5.19 +55.9%
2279 RMBI RICHMOND MUTUAL BANCORPORATI Financial Services 256.0 $3K -186.0 -42.1% $13.57 +3.6%
2280 GCI LIBERTY INC-CL A 94.0 $3K -72.0 -43.4% $36.85
Page 114 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%