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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 25 of 162  ·  3,239 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
481 DBS GROUP HOLDINGS-SPON ADR 8,906.0 $1.6M 0.03% NEW $175.30
482 CBOE CBOE GLOBAL MARKETS INC Financial Services 6,211.0 $1.6M 0.03% NEW $251.00 +44.6%
483 PAYX PAYCHEX INC Industrials 13,892.0 $1.6M 0.03% NEW $112.18 -18.0%
484 HLNE HAMILTON LANE INC-CLASS A Financial Services 11,562.0 $1.6M 0.03% NEW $134.31 -37.6%
485 CNP CENTERPOINT ENERGY INC Utilities 40,359.0 $1.5M 0.03% NEW $38.34 +11.4%
486 LITE LUMENTUM HOLDINGS INC Technology 4,196.0 $1.5M 0.03% NEW $368.59 +145.6%
487 PPL PPL CORP Utilities 43,879.0 $1.5M 0.03% NEW $35.02 +1.4%
488 NOVT NOVANTA INC Technology 12,910.0 $1.5M 0.03% NEW $118.99 +24.7%
489 OMC OMNICOM GROUP Communication Services 18,982.0 $1.5M 0.03% NEW $80.75 -12.3%
490 AVB AVALONBAY COMMUNITIES INC Real Estate 8,431.0 $1.5M 0.03% NEW $181.31 +2.3%
491 MMSI MERIT MEDICAL SYSTEMS INC Healthcare 17,309.0 $1.5M 0.03% NEW $88.14 -27.7%
492 BIIB BIOGEN INC Healthcare 8,661.0 $1.5M 0.03% NEW $175.99 +8.2%
493 MKL MARKEL GROUP INC Financial Services 708.0 $1.5M 0.03% NEW $2149.65 -14.1%
494 EL ESTEE LAUDER COMPANIES-CL A Consumer Defensive 14,528.0 $1.5M 0.03% NEW $104.72 -26.9%
495 DBX DROPBOX INC-CLASS A Technology 54,535.0 $1.5M 0.03% NEW $27.80 -3.3%
496 AWK AMERICAN WATER WORKS CO INC Utilities 11,567.0 $1.5M 0.03% NEW $130.50 -5.5%
497 AFG AMERICAN FINANCIAL GROUP INC Financial Services 10,963.0 $1.5M 0.02% NEW $136.68 -1.2%
498 VVV VALVOLINE INC Energy 51,493.0 $1.5M 0.02% NEW $29.06 +10.2%
499 RVTY REVVITY INC Healthcare 15,429.0 $1.5M 0.02% NEW $96.75 -2.5%
500 EXPAND ENERGY CORP 13,481.0 $1.5M 0.02% NEW $110.36
Page 25 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%