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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 9 of 34  ·  670 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 BLOCK INC 26,936.0 $2.0M 0.04% +2K +6.5% $76.00
162 SXI STANDEX INTERNATIONAL CORP Industrials 5,706.0 $2.0M 0.04% +2K +52.7% $357.67 -12.6%
163 JBHT HUNT (JB) TRANSPRT SVCS INC Industrials 7,047.0 $2.0M 0.04% +528.0 +8.1% $289.43 -5.9%
164 PCAR PACCAR INC Industrials 16,923.0 $2.0M 0.03% +7K +66.6% $120.12 +6.1%
165 SCHNEIDER ELECT SE-UNSP ADR 31,034.0 $2.0M 0.03% +1K +3.7% $65.26
166 IWO ISHARES RUSSELL 2000 GROWTH 5,074.0 $2.0M 0.03% +146.0 +3.0% $393.96 -0.9%
167 EWBC EAST WEST BANCORP INC Financial Services 15,322.0 $2.0M 0.03% +2K +17.7% $129.09 +1.0%
168 MDT MEDTRONIC PLC Healthcare 25,030.0 $2.0M 0.03% +23K +903.2% $78.23 +20.3%
169 AMER SPORTS INC 56,678.0 $1.9M 0.03% +27K +93.3% $33.84
170 SPOT SPOTIFY TECHNOLOGY SA Communication Services 4,148.0 $1.9M 0.03% +335.0 +8.8% $459.13 +16.2%
171 ZM ZOOM COMMUNICATIONS INC Technology 21,935.0 $1.9M 0.03% +1K +5.9% $86.31 +24.5%
172 KERING-UNSPONSORED ADR 66,669.0 $1.9M 0.03% +4K +7.2% $28.27
173 CSX CSX CORP Industrials 38,871.0 $1.8M 0.03% +3K +9.7% $47.53 +6.6%
174 AZO AUTOZONE INC Consumer Cyclical 574.0 $1.8M 0.03% +94.0 +19.6% $3195.94 -3.7%
175 SPXC SPX TECHNOLOGIES INC Industrials 7,250.0 $1.8M 0.03% +1K +18.9% $245.17 -15.2%
176 JCI JOHNSON CONTROLS INTERNATION Industrials 11,882.0 $1.7M 0.03% +2K +20.1% $146.11 -0.8%
177 VVV VALVOLINE INC Energy 43,739.0 $1.7M 0.03% +10K +27.8% $39.54 -13.8%
178 ALNY ALNYLAM PHARMACEUTICALS INC Healthcare 5,687.0 $1.7M 0.03% +505.0 +9.8% $301.03 -19.4%
179 YETI YETI HOLDINGS INC Consumer Cyclical 34,240.0 $1.7M 0.03% +8K +31.8% $49.56 -11.1%
180 COLD AMERICOLD REALTY TRUST Real Estate 106,513.0 $1.7M 0.03% +97K +1013.6% $15.72 -4.1%
Page 9 of 34  ·  670 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 26.3%
Financial Services 17.3%
Industrials 13.1%
Healthcare 10.0%
Consumer Cyclical 8.4%
Communication Services 7.1%
Consumer Defensive 4.7%
Energy 3.8%
Real Estate 3.5%
Utilities 3.4%