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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 15 of 124  ·  2,476 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 PEG PUBLIC SERVICE ENTERPRISE GP Utilities 16,816.0 $1.4M 0.03% -13K -43.2% $80.95 -5.6%
282 ADUS ADDUS HOMECARE CORP Healthcare 14,464.0 $1.4M 0.03% -8K -35.0% $93.65 -1.1%
283 PCG P G & E CORP Utilities 77,038.0 $1.4M 0.03% -54K -41.1% $17.57 -8.2%
284 RENESAS ELECTRO-UNSPON ADR 198,899.0 $1.3M 0.03% -3K -1.3% $6.76
285 RHP RYMAN HOSPITALITY PROPERTIES Real Estate 14,546.0 $1.3M 0.03% -896.0 -5.8% $92.27 +13.6%
286 NUE NUCOR CORP Basic Materials 7,937.0 $1.3M 0.03% -6K -42.6% $169.10 +34.3%
287 RBC RBC BEARINGS INC Industrials 2,452.0 $1.3M 0.03% -2K -44.1% $543.12 +4.8%
288 CRY ARTIVION INC 36,238.0 $1.3M 0.03% -17K -31.4% $36.62 -51.2%
289 CWST CASELLA WASTE SYSTEMS INC-A Industrials 16,671.0 $1.3M 0.03% -14K -44.8% $79.34 +7.4%
290 FRPT FRESHPET INC Consumer Defensive 22,180.0 $1.3M 0.03% -7K -24.1% $58.96 -16.3%
291 ABNB AIRBNB INC-CLASS A Consumer Cyclical 10,338.0 $1.3M 0.03% -7K -41.9% $126.28 +6.4%
292 MDB MONGODB INC Technology 5,328.0 $1.3M 0.03% -5K -46.8% $244.77 +27.5%
293 JCI JOHNSON CONTROLS INTERNATION Industrials 9,892.0 $1.3M 0.03% -58K -85.5% $130.95 +9.3%
294 EQT EQT CORP Energy 20,290.0 $1.3M 0.02% -17K -44.9% $63.64 -11.7%
295 DOCN DIGITALOCEAN HOLDINGS INC Technology 14,833.0 $1.3M 0.02% -20K -57.1% $85.78 +80.5%
296 ODFL OLD DOMINION FGHT LINES INC Industrials 6,486.0 $1.3M 0.02% -6K -46.9% $195.40 +4.0%
297 MRCY MERCURY SYSTEMS INC Industrials 17,260.0 $1.3M 0.02% -10K -36.4% $72.91 +26.2%
298 ARW ARROW ELECTRONICS INC Technology 8,757.0 $1.3M 0.02% -2K -17.4% $143.41 +45.0%
299 FORTINET INC 15,344.0 $1.3M 0.02% -11K -42.4% $81.72
300 ADM ARCHER-DANIELS-MIDLAND CO Consumer Defensive 17,130.0 $1.2M 0.02% -11K -39.5% $72.69 +11.3%
Page 15 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%