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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 25 of 112  ·  2,230 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
481 BUNGE GLOBAL SA 3,995.0 $426K 0.01% -393.0 -9.0% $106.73
482 UNM UNUM GROUP Financial Services 4,766.0 $426K 0.01% -833.0 -14.9% $89.40 -1.8%
483 EVEREST GROUP LTD 1,190.0 $425K 0.01% -54.0 -4.3% $357.23
484 SJM JM SMUCKER CO/THE Consumer Defensive 3,775.0 $425K 0.01% -21K -84.5% $112.50 +10.5%
485 CUBI CUSTOMERS BANCORP INC Financial Services 5,361.0 $424K 0.01% -402.0 -7.0% $79.10 +0.9%
486 APTIV PLC 6,841.0 $420K 0.01% -3K -31.7% $61.38
487 COOPER COS INC/THE 5,849.0 $419K 0.01% -743.0 -11.3% $71.71
488 AEO AMERICAN EAGLE OUTFITTERS Consumer Cyclical 24,385.0 $419K 0.01% -2K -7.9% $17.20 -6.0%
489 KMT KENNAMETAL INC Industrials 11,959.0 $419K 0.01% -2K -11.8% $35.05 -14.5%
490 TRU TRANSUNION Industrials 5,792.0 $418K 0.01% -792.0 -12.0% $72.14 +17.3%
491 AA ALCOA CORP Basic Materials 7,919.0 $413K 0.01% -5K -38.9% $52.14 -0.6%
492 LEIDOS HOLDINGS INC 4,005.0 $412K 0.01% -292.0 -6.8% $102.97
493 CCK CROWN HOLDINGS INC Consumer Cyclical 3,680.0 $411K 0.01% -549.0 -13.0% $111.82 +6.8%
494 DRH DIAMONDROCK HOSPITALITY CO Real Estate 33,488.0 $408K 0.01% -2K -4.6% $12.18 +5.3%
495 EFSC ENTERPRISE FINANCIAL SERVICE Financial Services 6,149.0 $405K 0.01% -472.0 -7.1% $65.88 -3.4%
496 AIZ ASSURANT INC Financial Services 1,490.0 $400K 0.01% -184.0 -11.0% $268.53 +5.8%
497 ECVT ECOVYST INC Basic Materials 32,084.0 $399K 0.01% -3K -8.5% $12.45 -16.1%
498 CRC CALIFORNIA RESOURCES CORP Energy 7,512.0 $397K 0.01% -954.0 -11.3% $52.87 +0.7%
499 ARMOUR RESIDENTIAL REIT INC 22,454.0 $392K 0.01% -1K -5.0% $17.45
500 KSS KOHLS CORP Consumer Cyclical 22,086.0 $391K 0.01% -5K -18.6% $17.72 -0.7%
Page 25 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%