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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 92 of 112  ·  2,230 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1821 AVAH AVEANNA HEALTHCARE HOLDINGS Healthcare 529.0 $5K -179.0 -25.3% $8.57 +53.5%
1822 CDNL CARDINAL INFRASTRUCTURE GR-A Industrials 48.0 $5K -192.0 -80.0% $94.21 -53.8%
1823 ASIC ATEGRITY SPECIALTY HOLDINGS Financial Services 188.0 $5K -23.0 -10.9% $24.04 +7.5%
1824 FB BANCORP INC 300.0 $5K -232.0 -43.6% $15.06
1825 ASPI ASP ISOTOPES INC Basic Materials 718.0 $4K -20.0 -2.7% $6.22 -35.7%
1826 XPEL XPEL INC Consumer Cyclical 90.0 $4K -74.0 -45.1% $49.60 +3.5%
1827 FIZZ NATIONAL BEVERAGE CORP Consumer Defensive 143.0 $4K -13.0 -8.3% $31.20 +3.7%
1828 TG TREDEGAR CORP COM Industrials 560.0 $4K -324.0 -36.6% $7.96 +0.1%
1829 COSO COASTAL SOUTH BANCSHARES INC Financial Services 166.0 $4K -106.0 -39.0% $26.85 +2.0%
1830 BRBS BLUE RIDGE BANKSHARES INC Financial Services 1,262.0 $4K -996.0 -44.1% $3.53 +10.5%
1831 LMNR LIMONEIRA CO Consumer Defensive 339.0 $4K -212.0 -38.5% $13.13 +5.5%
1832 PRCT PROCEPT BIOROBOTICS CORP Healthcare 197.0 $4K -149.0 -43.1% $22.58 -4.0%
1833 FRD FRIEDMAN INDUSTRIES Basic Materials 138.0 $4K -85.0 -38.1% $32.18 +29.6%
1834 TBPH THERAVANCE BIOPHARMA INC Healthcare 261.0 $4K -15K -98.3% $17.00 +0.1%
1835 PNTG PENNANT GROUP INC/THE Healthcare 120.0 $4K -100.0 -45.5% $36.95 +5.2%
1836 CRCT CRICUT INC - CLASS A Technology 1,007.0 $4K -586.0 -36.8% $4.39 +27.3%
1837 CTOS CUSTOM TRUCK ONE SOURCE INC Industrials 374.0 $4K -2K -81.3% $11.81 -17.3%
1838 PRTA PROTHENA CORP PLC Healthcare 450.0 $4K -898.0 -66.6% $9.79 -3.5%
1839 FULC FULCRUM THERAPEUTICS INC Healthcare 1,196.0 $4K -653.0 -35.3% $3.66 +4.7%
1840 JAKK JAKKS PACIFIC INC Consumer Cyclical 188.0 $4K -110.0 -36.9% $23.28 +9.4%
Page 92 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%