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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 15 of 112  ·  2,230 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 COIN COINBASE GLOBAL INC -CLASS A Financial Services 6,630.0 $969K 0.02% -319.0 -4.6% $146.19 +26.5%
282 CINF CINCINNATI FINANCIAL CORP Financial Services 5,229.0 $968K 0.02% -601.0 -10.3% $185.14 -9.0%
283 EQT EQT CORP Energy 18,151.0 $965K 0.02% -2K -10.5% $53.17 +1.2%
284 MCO MOODY'S CORP Financial Services 2,127.0 $963K 0.02% -8K -79.5% $452.92 +11.1%
285 DOV DOVER CORP Industrials 4,288.0 $962K 0.02% -590.0 -12.1% $224.28 -10.0%
286 UBER UBER TECHNOLOGIES INC Technology 13,296.0 $959K 0.02% -37K -73.3% $72.16 +8.8%
287 VSAT VIASAT INC Technology 10,577.0 $950K 0.02% -3K -21.5% $89.81 -16.4%
288 ROAD CONSTRUCTION PARTNERS INC-A Industrials 7,964.0 $946K 0.02% -139.0 -1.7% $118.77 -4.4%
289 JXN JACKSON FINANCIAL INC-A Financial Services 9,201.0 $942K 0.02% -918.0 -9.1% $102.39 +26.5%
290 AEE AMEREN CORPORATION Utilities 8,317.0 $940K 0.02% -774.0 -8.5% $113.04 -6.1%
291 KR KROGER CO Consumer Defensive 16,840.0 $935K 0.02% -3K -14.2% $55.53 +3.8%
292 STLD STEEL DYNAMICS INC Basic Materials 4,060.0 $932K 0.02% -202.0 -4.7% $229.46 -1.2%
293 TDY TELEDYNE TECHNOLOGIES INC Technology 1,385.0 $924K 0.02% -181.0 -11.6% $666.90 -4.4%
294 HLIO HELIOS TECHNOLOGIES INC Industrials 10,343.0 $923K 0.02% -485.0 -4.5% $89.25 -14.5%
295 HUBB HUBBELL INC Industrials 1,736.0 $908K 0.01% -66.0 -3.7% $523.20 -9.8%
296 ALFA LAVAL AB-UNSPON ADR 15,209.0 $907K 0.01% -948.0 -5.9% $59.62
297 NTST NETSTREIT CORP Real Estate 42,608.0 $900K 0.01% -3K -6.2% $21.13 -3.8%
298 DLTR DOLLAR TREE INC Consumer Defensive 7,407.0 $896K 0.01% -14K -66.2% $120.95 +8.1%
299 BAE SYSTEMS PLC -SPON ADR 9,096.0 $890K 0.01% -778.0 -7.9% $97.90
300 CSW INDUSTRIALS INC 3,179.0 $885K 0.01% -47.0 -1.5% $278.30
Page 15 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 26.8%
Financial Services 17.5%
Industrials 13.4%
Healthcare 10.2%
Consumer Cyclical 8.6%
Communication Services 5.4%
Consumer Defensive 4.8%
Energy 3.9%
Real Estate 3.6%
Utilities 3.5%