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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 94 of 162  ·  3,239 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1861 JOBY JOBY AVIATION INC Industrials 3,179.0 $42K 0.00% NEW $13.20 -21.2%
1862 CAVA CAVA GROUP INC Consumer Cyclical 714.0 $42K 0.00% NEW $58.69 +38.5%
1863 INHIBRX BIOSCIENCES INC 528.0 $42K 0.00% NEW $79.00
1864 BRSP BRIGHTSPIRE CAPITAL INC Real Estate 7,437.0 $42K 0.00% NEW $5.60 +1.8%
1865 HTBK HERITAGE COMMERCE CORP Financial Services 3,456.0 $42K 0.00% NEW $12.01 +12.0%
1866 TFSL TFS FINANCIAL CORP Financial Services 3,100.0 $41K 0.00% NEW $13.38 +17.6%
1867 EAT BRINKER INTL INC COM Consumer Cyclical 289.0 $41K 0.00% NEW $143.52 -4.8%
1868 DAWN DAY ONE BIOPHARMACEUTICALS I Healthcare 4,443.0 $41K 0.00% NEW $9.32 +131.0%
1869 PAR PAR TECHNOLOGY CORP/DEL Technology 1,141.0 $41K 0.00% NEW $36.28 -60.9%
1870 ARVN ARVINAS INC Healthcare 3,482.0 $41K 0.00% NEW $11.86 -23.3%
1871 FCFS FIRSTCASH HOLDINGS INC Financial Services 259.0 $41K 0.00% NEW $159.38 +42.0%
1872 NX QUANEX BUILDING PRODUCTS Industrials 2,683.0 $41K 0.00% NEW $15.38 +11.7%
1873 GKOS GLAUKOS CORP Healthcare 365.0 $41K 0.00% NEW $112.91 +23.1%
1874 JBIO JADE BIOSCIENCES INC Healthcare 2,667.0 $41K 0.00% NEW $15.43 +52.0%
1875 REX REX AMERICAN RESOURCES CORP Basic Materials 1,273.0 $41K 0.00% NEW $32.32 +50.9%
1876 NAT NORDIC AMERICAN TANKERS LTD Industrials 11,922.0 $41K 0.00% NEW $3.44 +59.9%
1877 ALH ALLIANCE LAUNDRY HOLDINGS IN Consumer Cyclical 2,010.0 $41K 0.00% NEW $20.35 +19.1%
1878 MECHANICS BANCORP-A 2,795.0 $41K 0.00% NEW $14.63
1879 RWT REDWOOD TRUST INC Real Estate 7,361.0 $41K 0.00% NEW $5.53 -4.3%
1880 PRAA PRA GROUP INC Financial Services 2,295.0 $41K 0.00% NEW $17.69 -17.8%
Page 94 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%