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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 72 of 112  ·  2,230 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1421 ESPR ESPERION THERAPEUTICS INC Healthcare 3,546.0 $11K -2K -39.4% $3.16 +0.6%
1422 WRLD WORLD ACCEP CORP DEL COM Financial Services 50.0 $11K -28.0 -35.9% $223.84 -15.8%
1423 MBUU MALIBU BOATS INC - A Consumer Cyclical 404.0 $11K -212.0 -34.4% $27.43 +7.9%
1424 CC CHEMOURS CO/THE Basic Materials 540.0 $11K -438.0 -44.8% $20.52 -22.6%
1425 MEC MAYVILLE ENGINEERING CO INC Industrials 295.0 $11K -106.0 -26.4% $37.46 -42.2%
1426 WRBY WARBY PARKER INC-CLASS A Healthcare 364.0 $11K -280.0 -43.5% $30.34 -10.2%
1427 RRR RED ROCK RESORTS INC-CLASS A Consumer Cyclical 169.0 $11K -733.0 -81.3% $65.06 -6.1%
1428 AHRT AH REALTY TRUST INC Financial Services 1,550.0 $11K -1K -41.9% $7.08 -5.8%
1429 CORE LABORATORIES INC 939.0 $11K -617.0 -39.6% $11.65
1430 PRVA PRIVIA HEALTH GROUP INC Healthcare 425.0 $11K -34K -98.8% $25.73 -17.9%
1431 DK DELEK US HOLDINGS INC Energy 215.0 $11K -168.0 -43.9% $50.81 +39.5%
1432 CTKB CYTEK BIOSCIENCES INC Healthcare 2,451.0 $11K -1K -37.5% $4.43 +8.4%
1433 NAVI NAVIENT CORP Financial Services 1,273.0 $11K -994.0 -43.9% $8.51 +11.0%
1434 WNC WABASH NATIONAL CORP Industrials 802.0 $11K -505.0 -38.6% $13.50 -10.5%
1435 CLBK COLUMBIA FINANCIAL INC Financial Services 510.0 $11K -344.0 -40.3% $21.22 -44.4%
1436 OSPN ONESPAN INC Technology 752.0 $11K -380.0 -33.6% $14.35 +9.5%
1437 ASIX ADVANSIX INC Basic Materials 541.0 $11K -329.0 -37.8% $19.88 -14.0%
1438 NXDR NEXTDOOR HOLDINGS INC Communication Services 4,728.0 $11K -3K -35.5% $2.27 +4.6%
1439 LIONSGATE STUDIOS CORP 699.0 $11K -6K -89.7% $15.31
1440 ETD ETHAN ALLEN INTERIORS INC Consumer Cyclical 479.0 $11K -295.0 -38.1% $22.34 +5.5%
Page 72 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%