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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 82 of 161  ·  3,215 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1621 HNI HNI CORP Industrials 1,565.0 $52K 0.00% -791.0 -33.6% $33.39 -6.1%
1622 GTM ZOOMINFO TECHNOLOGIES INC Technology 8,703.0 $52K 0.00% -7K -44.5% $5.98 -41.5%
1623 UNIT UNITI GROUP INC Real Estate 5,541.0 $52K 0.00% -4K -42.5% $9.38 +20.1%
1624 PUI INVESCO DWA UTILITIES MOMENT 1,100.0 $52K 0.00% $47.01 +2.1%
1625 STBA S & T BANCORP INC Financial Services 1,236.0 $52K 0.00% -970.0 -44.0% $41.83 +8.4%
1626 WTS WATTS INDS INC CL A Industrials 178.0 $52K 0.00% -2.0 -1.1% $290.29 +4.2%
1627 HTH HILLTOP HOLDINGS INC Financial Services 1,441.0 $52K 0.00% -1K -42.5% $35.82 +5.4%
1628 LIBERTY GLOBAL LTD-C 4,376.0 $51K 0.00% -4K -44.8% $11.73
1629 SHO SUNSTONE HOTEL INVESTORS INC Real Estate 5,683.0 $51K 0.00% -4K -42.2% $9.01 +20.5%
1630 FLO FLOWERS FOODS INC Consumer Defensive 6,278.0 $51K 0.00% -5K -43.1% $8.15 -4.4%
1631 NVTS NAVITAS SEMICONDUCTOR CORP Technology 5,830.0 $51K 0.00% -2K -25.5% $8.77 +262.5%
1632 IDCC INTERDIGITAL INC Technology 169.0 $51K 0.00% $302.00 -12.8%
1633 PCOR PROCORE TECHNOLOGIES INC Technology 894.0 $51K 0.00% +74.0 +9.0% $57.00 -16.6%
1634 SEB SEABOARD CORP Industrials 9.0 $51K 0.00% -6.0 -40.0% $5654.00 -13.1%
1635 DEI DOUGLAS EMMETT INC Real Estate 5,370.0 $51K 0.00% -4K -42.9% $9.42 +22.9%
1636 SOLS SOLSTICE ADV MATERIALS INC Basic Materials 662.0 $50K 0.00% -139.0 -17.4% $76.16 +11.1%
1637 VSEC VSE CORP Industrials 273.0 $50K 0.00% -42.0 -13.3% $184.40 -6.8%
1638 GABC GERMAN AMERICAN BANCORP Financial Services 1,202.0 $50K 0.00% -889.0 -42.5% $41.79 +4.9%
1639 ALMS ALUMIS INC Healthcare 2,271.0 $50K 0.00% -982.0 -30.2% $22.03 +1.4%
1640 ABR ARBOR REALTY TRUST INC Real Estate 6,442.0 $50K 0.00% -5K -43.0% $7.71 -29.6%
Page 82 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%