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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 92 of 165  ·  3,289 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1821 NAT NORDIC AMERICAN TANKERS LTD Industrials 4,154.0 $23K -3K -38.9% $5.54 +24.5%
1822 LADR LADDER CAPITAL CORP-REIT Real Estate 2,310.0 $23K -1K -39.0% $9.95 +0.2%
1823 APAM ARTISAN PARTNERS ASSET MA -A Financial Services 665.0 $23K -493.0 -42.6% $34.53 +26.4%
1824 PZZA PAPA JOHN'S INTL INC Consumer Cyclical 624.0 $23K -385.0 -38.2% $36.77 -34.4%
1825 AVNS AVANOS MEDICAL INC Healthcare 921.0 $23K -20K -95.6% $24.88 +0.4%
1826 FRHC FREEDOM HOLDING CORP/NV Financial Services 175.0 $23K -20.0 -10.3% $130.47 +31.1%
1827 COUR COURSERA INC Consumer Defensive 4,033.0 $23K +3K +338.9% $5.64 +9.8%
1828 GBTG GLOBAL BUSINESS TRAVEL GROUP Technology 2,420.0 $23K +1K +94.7% $9.39 +0.9%
1829 COGT COGENT BIOSCIENCES INC Healthcare 586.0 $23K -567.0 -49.2% $38.70 -4.9%
1830 CIM CHIMERA INVESTMENT CORP Real Estate 1,699.0 $23K -1K -37.3% $13.34 -13.0%
1831 PURSUIT ATTRACTIONS AND HOSP 404.0 $23K -268.0 -39.9% $55.97
1832 WS WORTHINGTON STEEL INC Basic Materials 673.0 $23K -416.0 -38.2% $33.58 +1.3%
1833 XNCR XENCOR INC Healthcare 1,403.0 $23K -931.0 -39.9% $16.10 +82.0%
1834 JJSF J & J SNACK FOODS CORP Consumer Defensive 307.0 $23K +209.0 +213.3% $73.45 +21.6%
1835 UCTT ULTRA CLEAN HOLDINGS INC Technology 158.0 $23K -1K -88.7% $142.59 -48.6%
1836 SMPL SIMPLY GOOD FOODS CO/THE Consumer Defensive 1,696.0 $23K +318.0 +23.1% $13.28 -17.5%
1837 KRMN KARMAN HOLDINGS INC Industrials 451.0 $23K +88.0 +24.2% $49.92 -1.4%
1838 RYZ RYERSON HOLDING CORP Consumer Defensive 914.0 $22K -545.0 -37.4% $24.61 -0.1%
1839 LGND LIGAND PHARMACEUTICALS Healthcare 71.0 $22K -512.0 -87.8% $316.08 -10.9%
1840 DEA EASTERLY GOVERNMENT PROPERTI Real Estate 900.0 $22K -507.0 -36.0% $24.93 +0.7%
Page 92 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%