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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 23 of 112  ·  2,230 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
441 CLH CLEAN HARBORS INC Industrials 1,606.0 $480K 0.01% -446.0 -21.7% $298.75 +5.8%
442 NDSN NORDSON CORP Industrials 1,587.0 $479K 0.01% -210.0 -11.7% $301.69 +10.1%
443 TXT TEXTRON INC Industrials 5,207.0 $478K 0.01% -714.0 -12.1% $91.73 -9.6%
444 UNFI UNITED NATURAL FOODS INC Consumer Defensive 10,354.0 $473K 0.01% -876.0 -7.8% $45.67 +5.2%
445 UNILEVER PLC-SPONSORED ADR 7,803.0 $469K 0.01% -85.0 -1.1% $60.12
446 IWM ISHARES RUSSELL 2000 ETF 1,560.0 $469K 0.01% -129.0 -7.6% $300.45 -0.2%
447 TOL TOLL BROTHERS INC Consumer Cyclical 2,836.0 $467K 0.01% -349.0 -11.0% $164.75 -10.7%
448 NFG NATIONAL FUEL GAS CO Energy 6,036.0 $466K 0.01% -326.0 -5.1% $77.21 +6.8%
449 SYK STRYKER CORP Healthcare 1,474.0 $464K 0.01% -1K -45.4% $314.84 +4.6%
450 RUSHA RUSH ENTERPRISES INC-CL A Consumer Cyclical 6,357.0 $464K 0.01% -927.0 -12.7% $72.99 +7.9%
451 UVSP UNIVEST FINANCIAL CORP Financial Services 10,577.0 $463K 0.01% -364.0 -3.3% $43.75 -4.9%
452 GVA GRANITE CONSTRUCTION INC Industrials 2,924.0 $462K 0.01% -211.0 -6.7% $158.08 -21.7%
453 AMN AMN HEALTHCARE SERVICES INC Healthcare 14,253.0 $461K 0.01% -484.0 -3.3% $32.37 +6.5%
454 NICE NICE LTD - SPON ADR Technology 5,067.0 $460K 0.01% -2K -26.4% $90.85 +10.3%
455 RKT ROCKET COS INC-CLASS A Financial Services 29,147.0 $459K 0.01% -3K -8.3% $15.75 -11.6%
456 SHIONOGI & CO LTD-UNSPON ADR 53,169.0 $456K 0.01% -6K -9.6% $8.58
457 ALLE ALLEGION PLC Industrials 3,246.0 $456K 0.01% -134.0 -4.0% $140.49 +15.5%
458 CALY CALLAWAY GOLF COMPANY Consumer Cyclical 24,086.0 $453K 0.01% -2K -6.0% $18.79 -15.4%
459 STNG SCORPIO TANKERS INC Energy 6,528.0 $452K 0.01% -571.0 -8.0% $69.26 +13.3%
460 QTWO Q2 HOLDINGS INC Technology 9,398.0 $452K 0.01% -180.0 -1.9% $48.10 +32.9%
Page 23 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 26.8%
Financial Services 17.5%
Industrials 13.4%
Healthcare 10.2%
Consumer Cyclical 8.6%
Communication Services 5.4%
Consumer Defensive 4.8%
Energy 3.9%
Real Estate 3.6%
Utilities 3.5%