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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 127 of 162  ·  3,239 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2521 CLFD CLEARFIELD INC Technology 407.0 $12K NEW $29.15 +46.8%
2522 OVLY OAK VALLEY BANCORP Financial Services 394.0 $12K NEW $30.06 +12.3%
2523 PANL PANGAEA LOGISTICS SOLUTIONS Industrials 1,719.0 $12K NEW $6.88 +20.3%
2524 ALCO ALICO INC Consumer Defensive 325.0 $12K NEW $36.38 +12.3%
2525 CC CHEMOURS CO/THE Basic Materials 1,001.0 $12K NEW $11.79 +81.8%
2526 YELP YELP INC Communication Services 388.0 $12K NEW $30.39 -26.1%
2527 ATLO AMES NATIONAL CORP Financial Services 513.0 $12K NEW $22.96 +25.4%
2528 DK DELEK US HOLDINGS INC Energy 397.0 $12K NEW $29.66 +41.9%
2529 TNET TRINET GROUP INC Industrials 199.0 $12K NEW $59.13 -27.9%
2530 PKOH PARK OHIO HLDGS CORP COM Industrials 560.0 $12K NEW $20.94 +42.7%
2531 HWBK HAWTHORN BANCSHARES INC Financial Services 335.0 $12K NEW $34.88 +0.6%
2532 NGNE NEUROGENE INC Healthcare 567.0 $12K NEW $20.60 +34.0%
2533 CECO CECO ENVIRONMENTAL CORP Industrials 194.0 $12K NEW $59.85 +34.8%
2534 ALTI ALTI GLOBAL INC Financial Services 2,494.0 $12K NEW $4.64 -25.4%
2535 IMVT IMMUNOVANT INC Healthcare 454.0 $12K NEW $25.42 +34.3%
2536 NFE NEW FORTRESS ENERGY INC Utilities 10,120.0 $12K NEW $1.14 -47.4%
2537 PSQ PROSHARES SHORT QQQ 382.0 $12K NEW $30.20 -13.5%
2538 UVXY PROSHARES ULTRA VIX ST FUTUR Financial Services 321.0 $12K NEW $35.93 -9.1%
2539 TNXP TONIX PHARMACEUTICALS HOLDIN Healthcare 734.0 $11K NEW $15.62 -7.2%
2540 RSI RUSH STREET INTERACTIVE INC Consumer Cyclical 590.0 $11K NEW $19.43 +42.3%
Page 127 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%