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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 11 of 13  ·  258 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 EAF GRAFTECH INTERNATIONAL LTD Industrials 149.0 $881.0 NEW $5.91 +18.6%
202 LINEAGE CELL THERAPEUTICS IN 647.0 $848.0 NEW $1.31
203 TOYO CO LTD 118.0 $820.0 NEW $6.95
204 SIDUS SPACE INC-CL A 289.0 $812.0 NEW $2.81
205 APC ARKO PETROLEUM CORP Energy 43.0 $811.0 NEW $18.86 -1.6%
206 SWMR SWARMER INC Technology 18.0 $798.0 NEW $44.33 +5.7%
207 SENS SENSEONICS HOLDINGS INC Healthcare 139.0 $790.0 NEW $5.68 +52.9%
208 ALXO ALX ONCOLOGY HOLDINGS INC Healthcare 379.0 $785.0 NEW $2.07 +0.4%
209 OPUS GENETICS INC 188.0 $773.0 NEW $4.11
210 KORE GROUP HOLDINGS INC 83.0 $766.0 NEW $9.23
211 LTRX LANTRONIX INC COM NEW Technology 125.0 $735.0 NEW $5.88 +6.8%
212 PPIH PERMA-PIPE INTERNATIONAL HOL Industrials 26.0 $708.0 NEW $27.23 -3.3%
213 ARTIVA BIOTHERAPEUTICS INC 72.0 $698.0 NEW $9.69
214 ELMT ELMET GROUP CO/THE Industrials 35.0 $691.0 NEW $19.74 -8.9%
215 SURROZEN INC 26.0 $675.0 NEW $25.96
216 INFU INFUSYSTEM HOLDINGS INC Healthcare 68.0 $656.0 NEW $9.65 +26.8%
217 RAIL FREIGHTCAR AMER INC COM Industrials 67.0 $653.0 NEW $9.75 -26.5%
218 TAYD TAYLOR DEVICES INC Industrials 11.0 $645.0 NEW $58.64 -4.6%
219 UNCY UNICYCIVE THERAPEUTICS INC Healthcare 135.0 $633.0 NEW $4.69 +20.1%
220 RFIL RF INDS LTD COM Industrials 29.0 $615.0 NEW $21.21 -39.2%
Page 11 of 13  ·  258 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%