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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 27 of 112  ·  2,230 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
521 OBIC CO LTD 31,262.0 $368K 0.01% -6K -15.3% $11.76
522 ELAN ELANCO ANIMAL HEALTH INC Healthcare 14,866.0 $366K 0.01% -2K -10.4% $24.61 -2.6%
523 GLPI GAMING AND LEISURE PROPERTIE Real Estate 8,186.0 $365K 0.01% -968.0 -10.6% $44.53 -2.2%
524 CGNX COGNEX CORP Technology 5,019.0 $363K 0.01% -610.0 -10.8% $72.42 -16.4%
525 FNF FIDELITY NATIONAL FINANCIAL Financial Services 7,654.0 $361K 0.01% -1K -11.7% $47.16 +0.3%
526 TMP TOMPKINS FINANCIAL CORP Financial Services 3,818.0 $361K 0.01% -169.0 -4.2% $94.52 +3.6%
527 ZTS ZOETIS INC Healthcare 5,017.0 $361K 0.01% -4K -44.1% $71.86 +8.2%
528 SOUTHSTATE BANK CORP 3,608.0 $360K 0.01% -289.0 -7.4% $99.90
529 LYFT LYFT INC-A Technology 24,527.0 $358K 0.01% -1K -4.5% $14.61 +19.6%
530 SRCE 1ST SOURCE CORP Financial Services 4,392.0 $358K 0.01% -249.0 -5.4% $81.58 +5.2%
531 BUD ANHEUSER-BUSCH INBEV-SPN ADR Consumer Defensive 4,348.0 $358K 0.01% -4K -45.9% $82.40 -4.2%
532 TALO TALOS ENERGY INC Energy 27,714.0 $358K 0.01% -2K -5.6% $12.91 +35.3%
533 CCSI CONSENSUS CLOUD SOLUTION Technology 9,361.0 $357K 0.01% -462.0 -4.7% $38.15 +1.6%
534 CTBI COMMUNITY TRUST BANCORP INC Financial Services 4,932.0 $357K 0.01% -202.0 -3.9% $72.36 +5.7%
535 TRMB TRIMBLE INC Technology 6,957.0 $356K 0.01% -1K -13.4% $51.18 +17.7%
536 AAT AMERICAN ASSETS TR INC COM Real Estate 14,274.0 $352K 0.01% -720.0 -4.8% $24.69 -7.5%
537 TNK TEEKAY TANKERS LTD-CLASS A Energy 5,431.0 $352K 0.01% -300.0 -5.2% $64.87 +40.3%
538 SYMRISE AG-UNSPON ADR 14,032.0 $352K 0.01% -3K -16.8% $25.10
539 SOLV SOLVENTUM CORP Healthcare 4,542.0 $350K 0.01% -419.0 -8.4% $77.15 +16.1%
540 BY BYLINE BANCORP INC Financial Services 9,278.0 $349K 0.01% -399.0 -4.1% $37.66 +1.6%
Page 27 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%