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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 11 of 161  ·  3,215 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 MTDR MATADOR RES CO Energy 66,662.0 $4.2M 0.08% +3K +4.4% $63.18 -2.3%
202 COLB COLUMBIA BANKING SYSTEM INC Financial Services 152,949.0 $4.2M 0.08% -20K -11.4% $27.43 +4.7%
203 CI THE CIGNA GROUP Healthcare 15,691.0 $4.2M 0.08% +14K +1064.9% $266.75 +9.2%
204 GPN GLOBAL PAYMENTS INC Industrials 61,950.0 $4.2M 0.08% -98K -61.4% $67.30 +1.0%
205 WST WEST PHARMACEUTICAL SERVICES Healthcare 16,564.0 $4.2M 0.08% -2K -10.7% $250.64 +21.3%
206 NOG NORTHERN OIL AND GAS INC Energy 141,330.0 $4.1M 0.08% +3K +2.3% $29.23 -14.8%
207 CBU COMMUNITY BK SYS INC Financial Services 70,428.0 $4.1M 0.08% -2K -2.5% $58.65 +8.7%
208 GTX GARRETT MOTION INC Consumer Cyclical 226,353.0 $4.1M 0.08% -6K -2.4% $18.17 +64.3%
209 VST VISTRA CORP Utilities 27,266.0 $4.1M 0.08% -22K -44.7% $150.33 -10.4%
210 PTC PTC INC Technology 28,328.0 $4.0M 0.08% -3K -10.6% $142.49 +1.1%
211 PLD PROLOGIS INC Real Estate 29,580.0 $3.9M 0.07% -2K -5.3% $132.18 +7.8%
212 SPY SS SPDR S&P 500 ETF TRUST-US Financial Services 5,910.0 $3.8M 0.07% $650.34 +14.0%
213 MPWR MONOLITHIC POWER SYSTEMS INC Technology 3,485.0 $3.8M 0.07% +3K +674.4% $1093.35 +34.3%
214 MTH MERITAGE CORP Consumer Cyclical 61,243.0 $3.8M 0.07% -2K -3.9% $61.84 -1.6%
215 APA APA CORP Energy 89,064.0 $3.8M 0.07% -9K -9.1% $42.44 -7.4%
216 ASML ASML HOLDING N V N Y REGISTRY Technology 2,856.0 $3.8M 0.07% +834.0 +41.2% $1320.83 +17.4%
217 TECHNIPFMC PLC 54,233.0 $3.7M 0.07% -37K -40.7% $69.13
218 EXC EXELON CORP Utilities 76,301.0 $3.7M 0.07% +16K +27.1% $49.02 -9.0%
219 CDNS CADENCE DESIGN SYS INC Technology 13,350.0 $3.7M 0.07% +365.0 +2.8% $277.87 +26.3%
220 ADBE ADOBE INC Technology 15,224.0 $3.7M 0.07% -7K -32.7% $243.08 +4.2%
Page 11 of 161  ·  3,215 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%