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Portfolio (Quarterly) Guide ↗

Sterling Capital Management LLC

· CIK 0001329883
13F Portfolio $6.2B AUM Filed Feb 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 3239 New
Page 105 of 162  ·  3,239 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2081 FULC FULCRUM THERAPEUTICS INC Healthcare 2,332.0 $26K NEW $11.31 -41.7%
2082 NXDR NEXTDOOR HOLDINGS INC Communication Services 12,557.0 $26K NEW $2.10 -3.8%
2083 ENCORE ENERGY CORP 10,626.0 $26K NEW $2.48
2084 FA FIRST ADVANTAGE CORP Industrials 1,811.0 $26K NEW $14.53 +3.5%
2085 LTH LIFE TIME GROUP HOLDINGS INC Consumer Cyclical 988.0 $26K NEW $26.58 +24.0%
2086 INDI INDIE SEMICONDUCTOR INC-A Technology 7,409.0 $26K NEW $3.53 +18.4%
2087 SXT SENSIENT TECHNOLOGIES CORP Basic Materials 277.0 $26K NEW $93.95 +21.4%
2088 FFIN FIRST FINL BANKSHARES INC Financial Services 871.0 $26K NEW $29.87 +7.8%
2089 CHCT COMMUNITY HEALTHCARE TRUST I Real Estate 1,578.0 $26K NEW $16.42 +7.9%
2090 INGRAM MICRO HOLDING CORP 1,214.0 $26K NEW $21.34
2091 KOS KOSMOS ENERGY LTD Energy 28,522.0 $26K NEW $0.91 +243.8%
2092 CSGS CSG SYSTEMS INTL INC Technology 337.0 $26K NEW $76.69 +5.2%
2093 AEBI SCHMIDT HOLDING AG 2,029.0 $26K NEW $12.65
2094 VIAV VIAVI SOLUTIONS INC Technology 1,437.0 $26K NEW $17.82 +169.9%
2095 KREF KKR REAL ESTATE FINANCE TRUS Real Estate 3,105.0 $26K NEW $8.22 -22.0%
2096 ZETA ZETA GLOBAL HOLDINGS CORP-A Technology 1,252.0 $25K NEW $20.35 -9.9%
2097 EBF ENNIS INC Industrials 1,408.0 $25K NEW $18.01 +11.3%
2098 HIFS HINGHAM INSTITUTION FOR SVGS Financial Services 89.0 $25K NEW $283.96 -0.1%
2099 HZO MARINEMAX INC Consumer Cyclical 1,042.0 $25K NEW $24.23 +41.1%
2100 FSEC FIDELITY MERRIMACK STR TR INVE 572.0 $25K NEW $44.12 -0.8%
Page 105 of 162  ·  3,239 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 28.1%
Financial Services 16.8%
Industrials 13.8%
Consumer Cyclical 9.7%
Healthcare 9.7%
Communication Services 6.5%
Real Estate 3.9%
Consumer Defensive 3.3%
Energy 3.1%
Utilities 2.7%