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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 12 of 13  ·  258 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 NMRA NEUMORA THERAPEUTICS INC Healthcare 360.0 $612.0 NEW $1.70 -3.5%
222 OBIO ORCHESTRA BIOMED HOLDINGS IN Healthcare 140.0 $604.0 NEW $4.31 +31.2%
223 FJET STARFIGHTERS SPACE INC Industrials 108.0 $575.0 NEW $5.32 -25.4%
224 INNOVATE CORP 30.0 $560.0 NEW $18.67
225 ESP ESPEY MFG & ELECTRS CORP COM Industrials 8.0 $539.0 NEW $67.38 -3.6%
226 PRLD PRELUDE THERAPEUTICS INC Healthcare 97.0 $517.0 NEW $5.33 +7.9%
227 ZENATECH INC 340.0 $510.0 NEW $1.50
228 CHARGEPOINT HOLDINGS INC 85.0 $502.0 NEW $5.91
229 GPRO GOPRO INC CL A CA Technology 635.0 $494.0 NEW $0.78 -23.9%
230 AP AMPCO-PITTSBURGH CORP PA Industrials 57.0 $493.0 NEW $8.65 +3.7%
231 CAMP CAMP4 THERAPEUTICS CORP Healthcare 111.0 $485.0 NEW $4.37 +12.1%
232 RENT THE RUNWAY INC-A 152.0 $479.0 NEW $3.15
233 WATT ENERGOUS CORP Technology 19.0 $457.0 NEW $24.05 -40.8%
234 PED PEDEVCO CORP Energy 31.0 $417.0 NEW $13.45 -9.9%
235 DIGIMARC CORP 47.0 $386.0 NEW $8.21
236 PLBY PLBY GROUP INC Consumer Cyclical 314.0 $383.0 NEW $1.22 -3.3%
237 GREEN THUMB INDUSTRIES INC 48.0 $380.0 NEW $7.92
238 HYPR HYPERFINE INC Healthcare 275.0 $371.0 NEW $1.35 -33.6%
239 CNTB CONNECT BIOPHARMA HOLDINGS L Healthcare 150.0 $357.0 NEW $2.38 +2.1%
240 TRULIEVE CANNABIS CORP 36.0 $354.0 NEW $9.83
Page 12 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%