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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 29 of 112  ·  2,230 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
561 BMRN BIOMARIN PHARMACEUTICAL INC Healthcare 5,769.0 $330K 0.01% -609.0 -9.6% $57.22 +16.6%
562 HII HUNTINGTON INGALLS INDUSTRIE Industrials 1,179.0 $330K 0.01% -137.0 -10.4% $279.89 +6.5%
563 CCNE CNB FINANCIAL CORP/PA Financial Services 9,782.0 $330K 0.01% -373.0 -3.7% $33.71 +0.4%
564 BAX BAXTER INTERNATIONAL INC Healthcare 15,458.0 $330K 0.01% -2K -10.1% $21.32 +23.5%
565 VMI VALMONT INDS INC COM Industrials 570.0 $329K 0.01% -5K -90.2% $577.60 -15.9%
566 TW TRADEWEB MARKETS INC-CLASS A Financial Services 3,294.0 $328K 0.01% -376.0 -10.2% $99.66 +7.4%
567 ESI ELEMENT SOLUTIONS INC Basic Materials 6,867.0 $328K 0.01% -688.0 -9.1% $47.75 -26.1%
568 BLD TOPBUILD CORP Industrials 923.0 $327K 0.01% -110.0 -10.7% $354.53 +0.0%
569 NYT NEW YORK TIMES CO-A Communication Services 4,632.0 $324K 0.01% -788.0 -14.5% $69.98 -6.1%
570 PFBC PREFERRED BANK/LOS ANGELES Financial Services 3,042.0 $323K 0.01% -157.0 -4.9% $106.26 -1.7%
571 BLBD BLUE BIRD CORP Consumer Cyclical 4,083.0 $322K 0.01% -93.0 -2.2% $78.96 -21.6%
572 SCSC SCANSOURCE INC Technology 6,165.0 $321K 0.01% -288.0 -4.5% $52.09 +4.3%
573 ADC AGREE REALTY CORP Real Estate 4,214.0 $319K 0.01% -305.0 -6.8% $75.74 -2.5%
574 HAFC HANMI FINANCIAL CORPORATION Financial Services 9,839.0 $319K 0.01% -381.0 -3.7% $32.40 -4.0%
575 FRT FEDERAL REALTY INVS TRUST Real Estate 2,577.0 $318K 0.01% -277.0 -9.7% $123.44 -5.4%
576 FMBH FIRST MID BANCSHARES INC Financial Services 6,605.0 $318K 0.01% -225.0 -3.3% $48.09 +4.6%
577 NNI NELNET INC-CL A Financial Services 2,381.0 $317K 0.01% -127.0 -5.1% $133.33 -4.7%
578 FOR FORESTAR GROUP INC Real Estate 9,996.0 $316K 0.01% -243.0 -2.4% $31.65 -7.8%
579 CSGP COSTAR GROUP INC Real Estate 11,145.0 $316K 0.01% -5K -30.4% $28.32 +13.9%
580 THFF FIRST FINANCIAL CORP/INDIANA Financial Services 4,073.0 $315K 0.01% -107.0 -2.6% $77.44 +2.1%
Page 29 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%