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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 46 of 162  ·  3,239 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
901 GCT GIGACLOUD TECHNOLOGY INC - A Technology 13,682.0 $537K 0.01% NEW $39.28 -1.9%
902 GLOBE LIFE INC 32,180.0 $537K 0.01% NEW $16.70
903 RYN RAYONIER INC Real Estate 24,648.0 $534K 0.01% NEW $21.65 -6.6%
904 TKO TKO GROUP HOLDINGS INC Communication Services 2,549.0 $533K 0.01% NEW $209.00 -7.0%
905 DHT DHT HOLDINGS INC Energy 43,630.0 $533K 0.01% NEW $12.21 +45.5%
906 ACT ENACT HOLDINGS INC Financial Services 13,427.0 $532K 0.01% NEW $39.64 +9.5%
907 SMCI SUPER MICRO COMPUTER INC Technology 18,171.0 $532K 0.01% NEW $29.27 +14.3%
908 STANDARD CHARTERED- UNSP ADR 10,765.0 $528K 0.01% NEW $49.01
909 PGR PROGRESSIVE CORP Financial Services 2,304.0 $525K 0.01% NEW $227.72 -11.0%
910 TALO TALOS ENERGY INC Energy 47,148.0 $520K 0.01% NEW $11.02 +47.0%
911 DOX AMDOCS LTD Technology 6,418.0 $517K 0.01% NEW $80.51 -22.5%
912 UVE UNIVERSAL INSURANCE HOLDINGS Financial Services 15,248.0 $515K 0.01% NEW $33.80 +18.1%
913 PINS PINTEREST INC- CLASS A Communication Services 19,800.0 $513K 0.01% NEW $25.89 -27.3%
914 AMTM AMENTUM HOLDINGS INC Industrials 17,578.0 $510K 0.01% NEW $29.00 -20.1%
915 OGE OGE ENERGY CORP Utilities 11,909.0 $509K 0.01% NEW $42.70 +12.6%
916 FRT FEDERAL REALTY INVS TRUST Real Estate 5,043.0 $508K 0.01% NEW $100.80 +17.7%
917 KE KIMBALL ELECTRONICS INC Industrials 18,222.0 $507K 0.01% NEW $27.82 -13.0%
918 G GENPACT LTD Technology 10,794.0 $505K 0.01% NEW $46.78 -31.6%
919 ROIV ROIVANT SCIENCES LTD Healthcare 23,113.0 $502K 0.01% NEW $21.70 +49.4%
920 DASSAULT SYSTEMES S-SPON ADR 17,888.0 $501K 0.01% NEW $28.00
Page 46 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%