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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 106 of 165  ·  3,289 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2101 BHB BAR HARBOR BANKSHARES Financial Services 335.0 $13K -213.0 -38.9% $37.76 +4.9%
2102 NKTR NEKTAR THERAPEUTICS Healthcare 181.0 $13K NEW $69.81 +5.6%
2103 SH PROSHARES SHORT S&P500 381.0 $13K $33.02 -1.4%
2104 ZEVRA THERAPEUTICS INC 877.0 $13K +516.0 +142.9% $14.34
2105 SMBK SMARTFINANCIAL INC Financial Services 267.0 $13K -166.0 -38.3% $46.92 +9.1%
2106 NTGR NETGEAR INC Technology 535.0 $12K -377.0 -41.3% $23.35 -11.3%
2107 FBRT FRANKLIN BSP REALTY TRUST IN Real Estate 1,532.0 $12K -1K -43.5% $8.14 +3.7%
2108 BNTX BIONTECH SE-ADR Healthcare 134.0 $12K $93.05 +21.2%
2109 DCO DUCOMMUN INC Industrials 67.0 $12K -390.0 -85.3% $185.21 -0.7%
2110 CON CONCENTRA GROUP HOLDINGS PAR Healthcare 414.0 $12K -528.0 -56.0% $29.75 +17.6%
2111 FDMT 4D MOLECULAR THERAPEUTICS IN Healthcare 924.0 $12K -541.0 -36.9% $13.30 +15.7%
2112 MSBI MIDLAND STATES BANCORP INC Financial Services 394.0 $12K -279.0 -41.5% $31.14 +5.3%
2113 OSIS OSI SYSTEMS INC COM Technology 56.0 $12K -46.0 -45.1% $218.70 -6.7%
2114 HNGE HINGE HEALTH INC-A Healthcare 147.0 $12K NEW $83.00 +8.4%
2115 ORIC ORIC PHARMACEUTICALS INC Healthcare 1,126.0 $12K -575.0 -33.8% $10.83 +24.3%
2116 OPK OPKO HEALTH INC Healthcare 8,122.0 $12K -6K -40.8% $1.50 -1.3%
2117 ALT ALTIMMUNE INC Healthcare 4,006.0 $12K +3K +373.0% $3.04 +2.3%
2118 MOV MOVADO GROUP INC Consumer Cyclical 309.0 $12K -195.0 -38.7% $39.31 -11.7%
2119 SINCLAIR INC 852.0 $12K -436.0 -33.9% $14.25
2120 DAMORA THERAPEUTICS INC 464.0 $12K NEW $26.01
Page 106 of 165  ·  3,289 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%