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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 93 of 112  ·  2,230 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1841 ARDX ARDELYX INC Healthcare 858.0 $4K -695.0 -44.8% $5.10 -23.7%
1842 TRDA ENTRADA THERAPEUTICS INC Healthcare 593.0 $4K -350.0 -37.1% $7.36 +2.9%
1843 ALKT ALKAMI TECHNOLOGY INC Technology 239.0 $4K -208.0 -46.5% $18.12 +12.5%
1844 SPOK SPOK HOLDINGS INC Healthcare 422.0 $4K -252.0 -37.4% $10.24 +0.7%
1845 ZYMEWORKS INC 165.0 $4K -159.0 -49.1% $26.14
1846 INBK FIRST INTERNET BANCORP Financial Services 155.0 $4K -2.0 -1.3% $27.80 +5.0%
1847 VABK VIRGINIA NATIONAL BANKSHARES Financial Services 97.0 $4K -61.0 -38.6% $44.38 +5.2%
1848 CNDT CONDUENT INC Technology 2,900.0 $4K -2K -37.9% $1.46 +10.3%
1849 ENVX ENOVIX CORP Industrials 697.0 $4K -555.0 -44.3% $6.07 -44.3%
1850 BARNES & NOBLE EDUCATION INC 336.0 $4K -197.0 -37.0% $12.56
1851 COLL COLLEGIUM PHARMACEUTICAL INC Healthcare 116.0 $4K -6K -98.0% $36.20 -25.1%
1852 MITK MITEK SYSTEMS INC Technology 208.0 $4K -1K -83.2% $20.13 -7.8%
1853 PCYO PURECYCLE CORP COM NEW Utilities 390.0 $4K -300.0 -43.5% $10.71 +5.7%
1854 RCAT RED CAT HOLDINGS INC Technology 391.0 $4K -282.0 -41.9% $10.65 -9.7%
1855 BBSI BARRETT BUSINESS SVCS INC Industrials 117.0 $4K -44.0 -27.3% $35.52 -5.5%
1856 MT ARCELORMITTAL-NY REGISTERED Basic Materials 69.0 $4K -3K -97.9% $60.22 +19.9%
1857 NC NACCO INDS INC CL A Energy 83.0 $4K -49.0 -37.1% $50.05 -18.1%
1858 PCT PURECYCLE TECHNOLOGIES INC Industrials 512.0 $4K -331.0 -39.3% $8.11 -16.1%
1859 HDSN HUDSON TECHNOLOGIES INC Basic Materials 720.0 $4K -554.0 -43.5% $5.74 -1.9%
1860 TDAY USA TODAY CO INC Communication Services 482.0 $4K -812.0 -62.8% $8.55 -24.3%
Page 93 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%