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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 132 of 162  ·  3,239 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2621 ITB ISHARES U.S. HOME CONSTRUCTI 100.0 $10K NEW $96.30 -6.4%
2622 LEGH LEGACY HOUSING CORP Consumer Cyclical 492.0 $10K NEW $19.52 +14.6%
2623 TLSI TRISALUS LIFE SCIENCES INC Healthcare 1,371.0 $10K NEW $6.98 -53.6%
2624 AXGN AXOGEN INC Healthcare 292.0 $10K NEW $32.73 +30.4%
2625 NSSC NAPCO SECURITY TECHNOLOGIES Industrials 229.0 $10K NEW $41.70 -14.1%
2626 TDAY USA TODAY CO INC Communication Services 1,847.0 $10K NEW $5.15 +45.8%
2627 BSVN BANK7 CORP Financial Services 232.0 $10K NEW $40.98 +4.6%
2628 RWM PROSHARES SHORT RUSSELL2000 579.0 $9K NEW $16.37 -11.9%
2629 AMERICAN COASTAL INSURANCE C 749.0 $9K NEW $12.63
2630 STOK STOKE THERAPEUTICS INC Healthcare 298.0 $9K NEW $31.74 -5.6%
2631 HAIER SMART HOME CO LTD-ADR 758.0 $9K NEW $12.48
2632 MPAA MOTORCAR PARTS OF AMERICA IN Consumer Cyclical 766.0 $9K NEW $12.34 -15.2%
2633 CATX PERSPECTIVE THERAPEUTICS INC Healthcare 3,435.0 $9K NEW $2.75 +37.1%
2634 CMT CORE MOLDING TECHNOLOGIES IN Basic Materials 468.0 $9K NEW $20.05 +16.8%
2635 LYTS LSI INDUSTRIES INC Technology 510.0 $9K NEW $18.32 +24.0%
2636 PRINCETON BANCORP INC 269.0 $9K NEW $34.69
2637 WTI W&T OFFSHORE INC Energy 5,722.0 $9K NEW $1.63 +192.0%
2638 HCAT HEALTH CATALYST INC Healthcare 3,898.0 $9K NEW $2.39 -46.0%
2639 STRS STRATUS PROPERTIES INC Real Estate 385.0 $9K NEW $24.18 +19.9%
2640 JJSF J & J SNACK FOODS CORP Consumer Defensive 103.0 $9K NEW $90.37 -19.7%
Page 132 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%