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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 24 of 124  ·  2,476 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
461 DISCO CORP-UNSPONSORED ADR 17,763.0 $684K 0.01% -15K -45.1% $38.49
462 CPRT COPART INC Industrials 20,521.0 $681K 0.01% -202K -90.8% $33.20 +0.6%
463 GIS GENERAL MILLS INC Consumer Defensive 18,279.0 $680K 0.01% -14K -42.7% $37.22 -11.1%
464 RNR RENAISSANCERE HOLDINGS LTD Financial Services 2,272.0 $675K 0.01% -2K -41.0% $297.23 +0.1%
465 FSLR FIRST SOLAR INC Energy 3,422.0 $675K 0.01% -3K -43.1% $197.26 +15.2%
466 BWA BORGWARNER INC Consumer Cyclical 12,403.0 $673K 0.01% -8K -39.7% $54.26 +11.8%
467 KHC KRAFT HEINZ CO/THE Consumer Defensive 29,903.0 $673K 0.01% -21K -40.9% $22.49 +2.5%
468 LEIDOS HOLDINGS INC 4,297.0 $668K 0.01% -3K -43.2% $155.52
469 EHC ENCOMPASS HEALTH CORP Healthcare 6,879.0 $665K 0.01% -4K -37.4% $96.73 +5.4%
470 SNA SNAP-ON INC Industrials 1,828.0 $664K 0.01% -1K -42.0% $363.22 -1.3%
471 WFC WELLS FARGO & CO Financial Services 8,330.0 $663K 0.01% -78K -90.4% $79.61 -6.6%
472 PFG PRINCIPAL FINANCIAL GROUP Financial Services 7,334.0 $661K 0.01% -6K -43.2% $90.11 +11.7%
473 ATI ALLEGHENY TECHNOLOGIES INC Industrials 4,541.0 $661K 0.01% -3K -43.1% $145.46 +1.2%
474 ZBH ZIMMER BIOMET HOLDINGS INC Healthcare 7,277.0 $658K 0.01% -5K -41.3% $90.42 -6.9%
475 BFH BREAD FINANCIAL HOLDINGS INC Financial Services 8,781.0 $658K 0.01% -5K -37.6% $74.89 +14.4%
476 CHRW C.H. ROBINSON WORLDWIDE INC Industrials 3,959.0 $657K 0.01% -3K -43.1% $166.07 +1.1%
477 IFF INTL FLAVORS & FRAGRANCES Basic Materials 9,044.0 $656K 0.01% -7K -42.3% $72.55 -1.4%
478 HEINEKEN NV-SPN ADR 17,137.0 $655K 0.01% -1K -6.4% $38.20
479 AX AXOS FINANCIAL INC Financial Services 7,664.0 $652K 0.01% -5K -37.8% $85.09 -1.6%
480 PFE PFIZER INC Healthcare 23,021.0 $646K 0.01% -156.0 -0.7% $28.08 -9.9%
Page 24 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%