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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 18 of 112  ·  2,230 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 NATWEST GROUP PLC -SPON ADR 40,840.0 $720K 0.01% -370.0 -0.9% $17.63
342 SONY SONY GROUP CORP - SP ADR Technology 35,734.0 $717K 0.01% -7K -16.4% $20.06 +19.2%
343 ANNALY CAPITAL MANAGEMENT IN 31,916.0 $714K 0.01% -2K -5.3% $22.36
344 CMS CMS ENERGY CORP Utilities 9,248.0 $707K 0.01% -952.0 -9.3% $76.50 -10.8%
345 GILD GILEAD SCIENCES INC Healthcare 5,576.0 $704K 0.01% -61K -91.6% $126.34 +15.7%
346 RGA REINSURANCE GROUP OF AMERICA Financial Services 3,303.0 $702K 0.01% -308.0 -8.5% $212.65 +14.3%
347 CHD CHURCH & DWIGHT CO INC Consumer Defensive 7,246.0 $702K 0.01% -957.0 -11.7% $96.88 +2.0%
348 PKG PACKAGING CORP OF AMERICA Consumer Cyclical 2,929.0 $698K 0.01% -394.0 -11.9% $238.28 +6.1%
349 VSCO VICTORIA'S SECRET & CO Consumer Cyclical 8,348.0 $697K 0.01% -2K -15.3% $83.48 +9.6%
350 FSLR FIRST SOLAR INC Energy 2,939.0 $693K 0.01% -483.0 -14.1% $235.96 -9.2%
351 RELX RELX PLC - SPON ADR Communication Services 21,738.0 $688K 0.01% -10K -31.8% $31.67 +13.4%
352 SNY SANOFI-ADR Healthcare 16,025.0 $684K 0.01% -4K -21.3% $42.66 +7.5%
353 NTAP NETAPP INC Technology 4,413.0 $683K 0.01% -309.0 -6.5% $154.76 +24.2%
354 TILE INTERFACE INC Consumer Cyclical 19,044.0 $683K 0.01% -673.0 -3.4% $35.84 +8.6%
355 UTHR UNITED THERAPEUTICS CORP Healthcare 1,246.0 $675K 0.01% -183.0 -12.8% $541.83 -5.3%
356 ANGLOGOLD ASHANTI PLC 8,272.0 $669K 0.01% -69K -89.3% $80.89
357 RB GLOBAL INC 5,595.0 $652K 0.01% -357.0 -6.0% $116.45
358 SNA SNAP-ON INC Industrials 1,614.0 $649K 0.01% -214.0 -11.7% $402.40 -2.2%
359 EHC ENCOMPASS HEALTH CORP Healthcare 6,394.0 $646K 0.01% -485.0 -7.0% $101.08 +19.0%
360 IFF INTL FLAVORS & FRAGRANCES Basic Materials 8,059.0 $638K 0.01% -985.0 -10.9% $79.22 +6.4%
Page 18 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%