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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 12 of 112  ·  2,230 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 MFC MANULIFE FINANCIAL CORP Financial Services 36,842.0 $1.5M 0.03% -4K -9.3% $40.51 +5.3%
222 HWC HANCOCK WHITNEY CORP Financial Services 19,826.0 $1.5M 0.03% -8K -30.0% $74.72 +0.9%
223 HUM HUMANA INC Healthcare 3,681.0 $1.5M 0.03% -474.0 -11.4% $397.22 -3.8%
224 HAS HASBRO INC Consumer Cyclical 17,641.0 $1.5M 0.03% -1K -7.0% $82.59 +13.9%
225 SEIC SEI INVESTMENTS COMPANY Financial Services 16,580.0 $1.5M 0.03% -1K -6.8% $87.71 +24.2%
226 INFINEON TECHNOLOGIES-ADR 15,565.0 $1.5M 0.03% -13K -45.8% $93.37
227 CUBE CUBESMART Real Estate 36,259.0 $1.4M 0.02% -2K -6.0% $39.77 +2.8%
228 EXC EXELON CORP Utilities 30,915.0 $1.4M 0.02% -45K -59.5% $46.62 -5.1%
229 MCHP MICROCHIP TECHNOLOGY INC Technology 15,301.0 $1.4M 0.02% -4K -19.5% $91.20 -16.9%
230 EA ELECTRONIC ARTS INC Communication Services 6,743.0 $1.4M 0.02% -2K -20.5% $205.04 +2.3%
231 BBVA BANCO BILBAO VIZCAYA-SP ADR Financial Services 54,741.0 $1.4M 0.02% -9K -14.3% $25.06 +15.5%
232 LITE LUMENTUM HOLDINGS INC Technology 1,596.0 $1.4M 0.02% -824.0 -34.0% $858.06 +0.8%
233 IWR ISHARES RUSSELL MID-CAP ETF 12,397.0 $1.4M 0.02% -119.0 -0.9% $110.32 +2.8%
234 SMURFIT WESTROCK PLC 29,012.0 $1.3M 0.02% -2K -5.8% $46.26
235 INSM INSMED INC Healthcare 12,580.0 $1.3M 0.02% -413.0 -3.2% $106.62 +19.1%
236 EPRT ESSENTIAL PROPERTIES REALTY Real Estate 44,809.0 $1.3M 0.02% -4K -8.9% $29.85 +3.5%
237 L'OREAL-UNSPONSORED ADR 15,165.0 $1.3M 0.02% -3K -14.4% $87.73
238 MAC MACERICH CO/THE Real Estate 52,767.0 $1.3M 0.02% -5K -9.1% $25.19 -3.1%
239 EBAY EBAY INC Consumer Cyclical 11,800.0 $1.3M 0.02% -5K -28.9% $111.75 -6.8%
240 BXP BXP INC Real Estate 19,871.0 $1.3M 0.02% -1K -6.3% $66.31 +1.3%
Page 12 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%