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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 111 of 162  ·  3,239 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2201 CLNE CLEAN ENERGY FUELS CORP COM Energy 10,030.0 $21K NEW $2.10 -3.3%
2202 SNCY SUN COUNTRY AIRLINES HOLDING Industrials 1,461.0 $21K NEW $14.39 +12.4%
2203 BGC BGC GROUP INC-A Financial Services 2,348.0 $21K NEW $8.93 +24.6%
2204 CALX CALIX INC Technology 396.0 $21K NEW $52.93 -27.4%
2205 ARQT ARCUTIS BIOTHERAPEUTICS INC Healthcare 718.0 $21K NEW $29.04 -27.7%
2206 CZNC CITIZENS & NORTHERN CORP Financial Services 1,033.0 $21K NEW $20.17 +5.1%
2207 TARS TARSUS PHARMACEUTICALS INC Healthcare 253.0 $21K NEW $81.88 -20.9%
2208 FWRD FORWARD AIR CORP Industrials 826.0 $21K NEW $25.00 -66.6%
2209 BHP BHP GROUP LTD-SPON ADR Basic Materials 342.0 $21K NEW $60.37 +40.7%
2210 CMPX COMPASS THERAPEUTICS INC Healthcare 3,827.0 $21K NEW $5.37 -64.1%
2211 FLNC FLUENCE ENERGY INC Utilities 1,036.0 $20K NEW $19.78 +2.1%
2212 PSMT PRICESMART INC Consumer Defensive 167.0 $20K NEW $122.67 +35.3%
2213 FRBA FIRST BANK/HAMILTON NJ Financial Services 1,244.0 $20K NEW $16.46 -5.1%
2214 MRVI MARAVAI LIFESCIENCES HLDGS-A Healthcare 6,300.0 $20K NEW $3.25 +37.8%
2215 CARG CARGURUS INC Consumer Cyclical 532.0 $20K NEW $38.35 -28.0%
2216 MCS MARCUS CORPORATION Communication Services 1,315.0 $20K NEW $15.51 +18.1%
2217 KGS KODIAK GAS SERVICES INC Energy 545.0 $20K NEW $37.40 +93.6%
2218 SHAK SHAKE SHACK INC - CLASS A Consumer Cyclical 251.0 $20K NEW $81.17 -21.8%
2219 RRBI RED RIVER BANCSHARES INC Financial Services 285.0 $20K NEW $71.43 +25.1%
2220 VINCI S.A.-UNSPONS ADR 575.0 $20K NEW $35.25
Page 111 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%