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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 35 of 165  ·  3,289 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
681 SNY SANOFI-ADR Healthcare 16,025.0 $684K 0.01% -4K -21.3% $42.66 +7.5%
682 NTAP NETAPP INC Technology 4,413.0 $683K 0.01% -309.0 -6.5% $154.76 +24.2%
683 TILE INTERFACE INC Consumer Cyclical 19,044.0 $683K 0.01% -673.0 -3.4% $35.84 +8.6%
684 GLOBUS MEDICAL INC - A 8,618.0 $681K 0.01% +5K +129.1% $79.01
685 UTHR UNITED THERAPEUTICS CORP Healthcare 1,246.0 $675K 0.01% -183.0 -12.8% $541.83 -5.3%
686 IWD ISHARES RUSSELL 1000 VALUE E 2,780.0 $674K 0.01% +2K +136.0% $242.43 +6.1%
687 ANF ABERCROMBIE & FITCH CO-CL A Consumer Cyclical 7,467.0 $672K 0.01% +5K +184.6% $90.01 +21.1%
688 ANGLOGOLD ASHANTI PLC 8,272.0 $669K 0.01% -69K -89.3% $80.89
689 MILLROSE PROPERTIES 22,144.0 $665K 0.01% +659.0 +3.1% $30.05
690 COCO VITA COCO CO INC/THE Consumer Defensive 9,952.0 $658K 0.01% +10K +3120.7% $66.14 -4.2%
691 VLTO VERALTO CORP Industrials 7,403.0 $656K 0.01% +2K +28.3% $88.68 +11.4%
692 RB GLOBAL INC 5,595.0 $652K 0.01% -357.0 -6.0% $116.45
693 SNA SNAP-ON INC Industrials 1,614.0 $649K 0.01% -214.0 -11.7% $402.40 -2.2%
694 RECRUIT HOLDINGS CO LTD-ADR 46,494.0 $648K 0.01% NEW $13.94
695 CHE CHEMED CORP Healthcare 1,390.0 $647K 0.01% +956.0 +220.3% $465.74 +16.1%
696 EHC ENCOMPASS HEALTH CORP Healthcare 6,394.0 $646K 0.01% -485.0 -7.0% $101.08 +19.0%
697 VWO VANGUARD FTSE EMERGING MARKE 10,709.0 $639K 0.01% $59.69 +1.3%
698 IFF INTL FLAVORS & FRAGRANCES Basic Materials 8,059.0 $638K 0.01% -985.0 -10.9% $79.22 +6.4%
699 PATK PATRICK INDUSTRIES INC Consumer Cyclical 7,077.0 $635K 0.01% +216.0 +3.1% $89.78 -7.1%
700 KHC KRAFT HEINZ CO/THE Consumer Defensive 26,849.0 $634K 0.01% -3K -10.2% $23.62 +8.3%
Page 35 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%