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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 22 of 112  ·  2,230 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
421 IJR ISHARES CORE S&P SMALL-CAP E 3,443.0 $511K 0.01% -36.0 -1.0% $148.31 -0.7%
422 RGLD ROYAL GOLD INC Basic Materials 2,551.0 $509K 0.01% -282.0 -9.9% $199.61 +29.8%
423 IEX IDEX CORP Industrials 2,228.0 $506K 0.01% -324.0 -12.7% $226.95 +3.3%
424 VYX NCR VOYIX CORP Technology 61,793.0 $505K 0.01% -2K -2.8% $8.17 -3.2%
425 CDE COEUR MINING INC Basic Materials 30,910.0 $504K 0.01% -763.0 -2.4% $16.32 +28.5%
426 EL ESTEE LAUDER COMPANIES-CL A Consumer Defensive 6,388.0 $504K 0.01% -2K -22.7% $78.95 +29.1%
427 KIM KIMCO REALTY CORP Real Estate 19,891.0 $504K 0.01% -3K -11.8% $25.35 -5.2%
428 FCNCA FIRST CITIZENS BCSHS -CL A Financial Services 241.0 $501K 0.01% -55.0 -18.6% $2080.79 +4.9%
429 SWK STANLEY BLACK & DECKER INC Industrials 5,312.0 $500K 0.01% -512.0 -8.8% $94.12 +6.3%
430 SAFRAN SA-UNSPON ADR 5,050.0 $498K 0.01% -1K -17.1% $98.61
431 GMAB GENMAB A/S -SP ADR Healthcare 18,110.0 $497K 0.01% -2K -8.8% $27.47 +21.8%
432 DAN DANA INC Consumer Cyclical 18,272.0 $497K 0.01% -3K -15.6% $27.21 +16.6%
433 CANADIAN PACIFIC KANSAS CITY 5,672.0 $491K 0.01% -5K -44.5% $86.65
434 ULTA ULTA BEAUTY INC Consumer Cyclical 1,084.0 $489K 0.01% -4K -78.4% $450.98 +15.6%
435 APG API GROUP CORP 144A Industrials 11,472.0 $486K 0.01% -588.0 -4.9% $42.35 -2.8%
436 NNN NATIONAL RETAIL PROPERTIES Real Estate 10,421.0 $485K 0.01% -647.0 -5.8% $46.53 -1.5%
437 WRB WR BERKLEY CORP Financial Services 6,826.0 $481K 0.01% -762.0 -10.0% $70.53 -2.7%
438 PRDO PERDOCEO EDUCATION CORP Consumer Defensive 15,024.0 $481K 0.01% -849.0 -5.3% $32.00 +3.2%
439 TSN TYSON FOODS INC-CL A Consumer Defensive 8,393.0 $480K 0.01% -1K -11.1% $57.25 +2.1%
440 CSTM CONSTELLIUM SE Basic Materials 15,056.0 $480K 0.01% -3K -15.3% $31.87 -15.2%
Page 22 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%