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Portfolio (Quarterly) Guide ↗

Sterling Capital Management LLC

· CIK 0001329883
13F Portfolio $5.9B AUM 3,477 positions Filed Jul 28, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 258 New 670 Added 2230 Reduced 184 Exited
Page 13 of 112  ·  2,230 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 CNC CENTENE CORP Healthcare 20,290.0 $1.3M 0.02% -3K -11.4% $64.19 -0.1%
242 ED CONSOLIDATED EDISON INC Utilities 11,559.0 $1.3M 0.02% -1K -8.3% $110.63 -2.1%
243 ILMN ILLUMINA INC Healthcare 7,216.0 $1.3M 0.02% -3K -26.2% $175.83 +21.3%
244 AIG AMERICAN INTERNATIONAL GROUP Financial Services 16,780.0 $1.3M 0.02% -883.0 -5.0% $74.53 +1.6%
245 PSTG EVERPURE INC-A 15,742.0 $1.2M 0.02% -2K -11.9% $78.79
246 BCS BARCLAYS PLC-SPONS ADR Financial Services 46,032.0 $1.2M 0.02% -7K -12.9% $26.86 -1.4%
247 RVTY REVVITY INC Healthcare 10,975.0 $1.2M 0.02% -792.0 -6.7% $111.26 +11.6%
248 PEG PUBLIC SERVICE ENTERPRISE GP Utilities 15,019.0 $1.2M 0.02% -2K -10.7% $81.16 -8.1%
249 PRU PRUDENTIAL FINANCIAL INC Financial Services 11,262.0 $1.2M 0.02% -1K -10.4% $107.93 +11.7%
250 MAS MASCO CORP Industrials 14,935.0 $1.2M 0.02% -1K -8.2% $81.37 -9.8%
251 ODFL OLD DOMINION FGHT LINES INC Industrials 5,516.0 $1.2M 0.02% -970.0 -15.0% $216.60 -5.6%
252 MDB MONGODB INC Technology 3,546.0 $1.2M 0.02% -2K -33.5% $335.90 +25.1%
253 RDNT RADNET INC Healthcare 19,172.0 $1.2M 0.02% -539.0 -2.7% $61.67 +24.9%
254 MTSI MACOM TECHNOLOGY SOLUTIONS H Technology 3,068.0 $1.2M 0.02% -5K -61.0% $380.37 -30.0%
255 VICI VICI PPTYS INC Real Estate 43,450.0 $1.2M 0.02% -273K -86.3% $26.55 +0.1%
256 VMC VULCAN MATERIALS CO Basic Materials 3,900.0 $1.2M 0.02% -546.0 -12.3% $295.01 -8.3%
257 ALLIANZ SE - UNSP ADR 24,251.0 $1.1M 0.02% -4K -13.6% $47.34
258 IVT INVENTRUST PROPERTIES CORP Real Estate 32,288.0 $1.1M 0.02% -3K -7.5% $35.40 -6.2%
259 A AGILENT TECHNOLOGIES INC Healthcare 8,528.0 $1.1M 0.02% -1K -11.4% $132.83 +17.7%
260 FAST FASTENAL CO Industrials 23,511.0 $1.1M 0.02% -1K -4.7% $48.03 +5.5%
Page 13 of 112  ·  2,230 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 26.3%
Financial Services 17.3%
Industrials 13.1%
Healthcare 10.0%
Consumer Cyclical 8.4%
Communication Services 7.1%
Consumer Defensive 4.7%
Energy 3.8%
Real Estate 3.5%
Utilities 3.4%