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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 112 of 162  ·  3,239 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2221 WHD CACTUS INC - A Energy 442.0 $20K NEW $45.68 +36.1%
2222 EVH EVOLENT HEALTH INC - A Healthcare 5,045.0 $20K NEW $4.00 -4.0%
2223 HY HYSTER YALE MATLS HANDLING INC Industrials 677.0 $20K NEW $29.71 +12.0%
2224 WLFC WILLIS LEASE FINANCE CORP Industrials 148.0 $20K NEW $135.64 +31.8%
2225 GREIF INC-CL B 268.0 $20K NEW $74.69
2226 BJRI BJ'S RESTAURANTS INC Consumer Cyclical 508.0 $20K NEW $39.40 +12.7%
2227 CTOS CUSTOM TRUCK ONE SOURCE INC Industrials 3,474.0 $20K NEW $5.76 +60.4%
2228 NESTLE SA-SPONS ADR 201.0 $20K NEW $99.39
2229 SLDE SLIDE INSURANCE HOLDINGS INC Financial Services 1,025.0 $20K NEW $19.48 -4.1%
2230 PRME PRIME MEDICINE INC Healthcare 5,736.0 $20K NEW $3.47 -18.4%
2231 NORTHPOINTE BANCSHARES INC 1,183.0 $20K NEW $16.78
2232 ZUMZ ZUMIEZ INC Consumer Cyclical 762.0 $20K NEW $26.05 -12.6%
2233 AGYS AGILYSYS INC Technology 167.0 $20K NEW $118.84 -33.1%
2234 HSTM HEALTHSTREAM INC Healthcare 859.0 $20K NEW $23.07 +2.6%
2235 MGPI MGP INGREDIENTS INC Consumer Defensive 812.0 $20K NEW $24.30 -25.5%
2236 YOU CLEAR SECURE INC -CLASS A Technology 562.0 $20K NEW $35.08 +76.8%
2237 WNC WABASH NATIONAL CORP Industrials 2,273.0 $20K NEW $8.65 -19.5%
2238 AMLX AMYLYX PHARMACEUTICALS INC Healthcare 1,627.0 $20K NEW $12.08 +15.3%
2239 SITE CENTERS CORP 3,047.0 $20K NEW $6.42
2240 ATLC ATLANTICUS HOLDINGS CORP Financial Services 291.0 $19K NEW $66.95 +21.9%
Page 112 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%