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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 33 of 162  ·  3,239 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
641 DD DUPONT DE NEMOURS INC Basic Materials 25,076.0 $1.0M 0.02% NEW $40.20 +17.3%
642 TLN TALEN ENERGY CORP Utilities 2,689.0 $1.0M 0.02% NEW $374.84 -8.1%
643 DISCO CORP-UNSPONSORED ADR 32,385.0 $995K 0.02% NEW $30.73
644 TRU TRANSUNION Industrials 11,556.0 $991K 0.02% NEW $85.75 -19.6%
645 LNT ALLIANT ENERGY CORP Utilities 15,228.0 $990K 0.02% NEW $65.01 +12.7%
646 COMPAGNIE DE SAINT-UNSP ADR 48,304.0 $987K 0.02% NEW $20.43
647 ALB ALBEMARLE CORP Basic Materials 6,966.0 $985K 0.02% NEW $141.44 +20.1%
648 ROLLS-ROYCE HOLDINGS-SP ADR 63,687.0 $985K 0.02% NEW $15.47
649 DOW DOW INC Basic Materials 42,049.0 $983K 0.02% NEW $23.38 +53.6%
650 COOPER COS INC/THE 11,809.0 $968K 0.02% NEW $81.96
651 ICLR ICON PLC Healthcare 5,297.0 $965K 0.02% NEW $182.22 -36.0%
652 RDN RADIAN GROUP INC Financial Services 26,750.0 $963K 0.02% NEW $35.99 +4.5%
653 NVT NVENT ELECTRIC PLC Industrials 9,440.0 $963K 0.02% NEW $101.97 +60.4%
654 CNO CNO FINANCIAL GROUP INC Financial Services 22,187.0 $942K 0.01% NEW $42.47 +11.6%
655 VSAT VIASAT INC Technology 27,325.0 $942K 0.01% NEW $34.46 +118.4%
656 AES AES CORP Utilities 65,659.0 $942K 0.01% NEW $14.34 +2.4%
657 SANM SANMINA CORP Technology 6,272.0 $941K 0.01% NEW $150.07 +54.0%
658 AKZO NOBEL NV-SPON ADR 40,610.0 $941K 0.01% NEW $23.18
659 OGS ONE GAS INC Utilities 12,001.0 $927K 0.01% NEW $77.25 +6.6%
660 BWA BORGWARNER INC Consumer Cyclical 20,561.0 $926K 0.01% NEW $45.06 +41.0%
Page 33 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%