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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 26 of 112  ·  2,230 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
501 LNC LINCOLN NATIONAL CORP Financial Services 11,070.0 $391K 0.01% -46K -80.7% $35.35 +19.2%
502 RIVN RIVIAN AUTOMOTIVE INC-A Consumer Cyclical 22,532.0 $391K 0.01% -4K -15.9% $17.35 -2.2%
503 UVE UNIVERSAL INSURANCE HOLDINGS Financial Services 9,444.0 $391K 0.01% -179.0 -1.9% $41.36 +2.3%
504 PNW PINNACLE WEST CAPITAL Utilities 3,644.0 $390K 0.01% -373.0 -9.3% $107.00 -9.0%
505 SSNC SS&C TECHNOLOGIES HOLDINGS Technology 6,240.0 $387K 0.01% -19K -74.9% $62.05 +33.7%
506 SLB SCHLUMBERGER LTD Energy 8,292.0 $385K 0.01% -2K -18.1% $46.49 +15.9%
507 CMC COMMERCIAL METALS CO Basic Materials 6,095.0 $382K 0.01% -4K -40.3% $62.75 +5.7%
508 NVR NVR INC Consumer Cyclical 56.0 $382K 0.01% -36.0 -39.1% $6813.39 -6.7%
509 OC OWENS CORNING Industrials 2,397.0 $381K 0.01% -339.0 -12.4% $158.96 -6.9%
510 WMS ADVANCED DRAINAGE SYSTEMS IN Industrials 2,426.0 $381K 0.01% -157.0 -6.1% $156.96 -8.4%
511 ZBRA ZEBRA TECHNOLOGIES CORP-CL A Technology 1,443.0 $380K 0.01% -272.0 -15.9% $263.26 +40.0%
512 HCSG HEALTHCARE SERVICES GROUP Healthcare 15,356.0 $377K 0.01% -663.0 -4.1% $24.56 -7.3%
513 GGG GRACO INC Industrials 4,965.0 $375K 0.01% -641.0 -11.4% $75.61 +6.7%
514 LCII LCI INDUSTRIES Consumer Cyclical 3,535.0 $374K 0.01% -275.0 -7.2% $105.88 -3.7%
515 GEN GEN DIGITAL INC Technology 15,034.0 $374K 0.01% -2K -10.8% $24.89 +16.2%
516 ELS EQUITY LIFESTYLE PROPERTIES Real Estate 5,804.0 $374K 0.01% -674.0 -10.4% $64.45 +1.6%
517 AIT AMERITECH CORPRATION Industrials 1,106.0 $374K 0.01% -136.0 -10.9% $338.15 +1.0%
518 PGNY PROGYNY INC Healthcare 12,877.0 $371K 0.01% -248.0 -1.9% $28.83 -11.0%
519 KNX KNIGHT-SWIFT TRANSPORTATION Industrials 4,756.0 $370K 0.01% -525.0 -9.9% $77.87 -8.1%
520 PNR PENTAIR PLC Industrials 4,821.0 $370K 0.01% -702.0 -12.7% $76.66 -16.0%
Page 26 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%