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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 54 of 165  ·  3,289 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1061 ADAMM ADAMAS TRUST INC 32,411.0 $304K 0.01% +30K +1042.8% $9.38
1062 SIKA AG-ADR 14,663.0 $303K 0.01% NEW $20.67
1063 IWF ISHARES RUSSELL 1000 GROWTH 2,440.0 $303K 0.01% +2K +300.0% $124.17 -2.5%
1064 FANUC CORP-UNSP ADR 13,380.0 $303K 0.01% -31K -69.7% $22.63
1065 CME CME GROUP INC Financial Services 1,367.0 $302K 0.01% +677.0 +98.1% $220.83 +26.4%
1066 XPLR INFRASTRUCTURE LP 25,550.0 $302K 0.01% $11.81
1067 OGE OGE ENERGY CORP Utilities 6,193.0 $301K 0.01% -862.0 -12.2% $48.66 -5.5%
1068 GTLS CHART INDUSTRIES INC Industrials 1,435.0 $300K 0.01% +1K +389.8% $208.94 +0.5%
1069 FISI FINANCIAL INSTITUTIONS INC Financial Services 7,687.0 $300K 0.01% +7K +1086.3% $38.97 +4.7%
1070 JKHY JACK HENRY & ASSOCIATES INC Technology 2,164.0 $298K 0.01% -278.0 -11.4% $137.74 +23.8%
1071 FRSH FRESHWORKS INC-CL A Technology 29,439.0 $298K 0.01% +28K +2072.6% $10.12 +30.3%
1072 CARR CARRIER GLOBAL CORP Industrials 4,044.0 $297K 0.01% +1K +56.7% $73.35 -18.2%
1073 COKE COCA-COLA CONSOLIDATED INC Consumer Defensive 1,548.0 $296K 0.01% -148.0 -8.7% $190.92 +0.9%
1074 HRMY HARMONY BIOSCIENCES HOLDINGS Healthcare 8,114.0 $295K 0.01% +2K +41.4% $36.41 +5.7%
1075 CNH INDUSTRIAL NV 26,198.0 $294K 0.01% -3K -11.0% $11.23
1076 PFIS PEOPLES FINANCIAL SERVICES Financial Services 4,425.0 $294K 0.01% +4K +1463.6% $66.37 +6.4%
1077 UNICHARM CORP - SPN ADR 100,940.0 $293K 0.01% -13K -11.6% $2.90
1078 NBN NORTHEAST BANK Financial Services 2,204.0 $292K 0.01% -54.0 -2.4% $132.53 -2.3%
1079 ORLY O'REILLY AUTOMOTIVE INC Consumer Cyclical 3,157.0 $291K 0.01% -16K -83.7% $92.09 -1.5%
1080 CBT CABOT CORPORATION Basic Materials 3,197.0 $290K 0.01% +621.0 +24.1% $90.82 -7.6%
Page 54 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%