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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 148 of 162  ·  3,239 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2941 NPWR NET POWER INC Industrials 1,812.0 $4K NEW $2.28 -20.2%
2942 BZAI BLAIZE HOLDINGS INC Technology 2,109.0 $4K NEW $1.95 -33.3%
2943 HTZ HERTZ GLOBAL HLDGS INC Industrials 795.0 $4K NEW $5.14 +1.2%
2944 SEMR SEMRUSH HOLDINGS INC-A Technology 343.0 $4K NEW $11.89 +0.9%
2945 DOMO DOMO INC - CLASS B Technology 482.0 $4K NEW $8.43 -56.5%
2946 AVBH AVIDBANK HOLDINGS INC Financial Services 152.0 $4K NEW $26.56 +11.1%
2947 CSV CARRIAGE SERVICES INC Consumer Cyclical 95.0 $4K NEW $42.31 +3.7%
2948 MYPS PLAYSTUDIOS INC Technology 6,168.0 $4K NEW $0.65 -27.9%
2949 FBYD FALCON'S BEYOND GLOBAL INC-A Industrials 267.0 $4K NEW $15.01 -25.7%
2950 SWIM LATHAM GROUP INC Industrials 630.0 $4K NEW $6.35 -23.8%
2951 SPT SPROUT SOCIAL INC - CLASS A Technology 354.0 $4K NEW $11.27 -42.2%
2952 ARHS ARHAUS INC Consumer Cyclical 352.0 $4K NEW $11.21 -48.4%
2953 VALEO SPONSORED ADR 576.0 $4K NEW $6.83
2954 TDUP THREDUP INC - CLASS A Consumer Cyclical 614.0 $4K NEW $6.39 -36.3%
2955 GOSS GOSSAMER BIO INC Healthcare 1,265.0 $4K NEW $3.10 -93.6%
2956 NRDS NERDWALLET INC-CL A Financial Services 289.0 $4K NEW $13.55 -40.6%
2957 CWH CAMPING WORLD HOLDINGS INC-A Consumer Cyclical 400.0 $4K NEW $9.73 -28.3%
2958 RPC P10 INC-A Financial Services 394.0 $4K NEW $9.81 -15.1%
2959 BKSY BLACKSKY TECHNOLOGY INC Technology 206.0 $4K NEW $18.75 +140.9%
2960 STGW STAGWELL INC Communication Services 789.0 $4K NEW $4.89 +31.3%
Page 148 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%