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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 30 of 112  ·  2,230 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
581 AR ANTERO RES CORP COM Energy 8,929.0 $314K 0.01% -859.0 -8.8% $35.14 +8.0%
582 AES AES CORP Utilities 21,380.0 $313K 0.01% -2K -10.2% $14.66 +0.8%
583 SF STIFEL FINANCIAL CORP Financial Services 4,485.0 $313K 0.01% -490.0 -9.8% $69.77 +16.0%
584 GFS GLOBALFOUNDRIES INC Technology 3,795.0 $313K 0.01% -324.0 -7.9% $82.41 -41.7%
585 DCI DONALDSON CO INC Industrials 3,471.0 $312K 0.01% -385.0 -10.0% $89.77 +3.9%
586 MBWM MERCANTILE BANK CORP Financial Services 5,421.0 $311K 0.01% -210.0 -3.7% $57.42 +3.8%
587 AZZ AZZ INC Industrials 2,003.0 $311K 0.01% -6K -73.6% $155.05 -8.9%
588 NJR NEW JERSEY RESOURCES CORP Utilities 5,516.0 $309K 0.01% -1K -19.0% $56.04 -4.5%
589 DASSAULT SYSTEMES S-SPON ADR 15,161.0 $309K 0.01% -2K -11.0% $20.37
590 SCHL SCHOLASTIC CORP Communication Services 6,691.0 $308K 0.01% -397.0 -5.6% $46.00 -12.7%
591 TKR TIMKEN CO Industrials 2,117.0 $308K 0.01% -161.0 -7.1% $145.32 -13.9%
592 SCI SERVICE CORP INTERNATIONAL Consumer Cyclical 4,035.0 $306K 0.01% -564.0 -12.3% $75.96 +9.6%
593 SAFEHOLD INC 19,508.0 $306K 0.01% -715.0 -3.5% $15.70
594 SYSMEX CORP-UNSPON ADR 33,737.0 $305K 0.01% -5K -12.5% $9.05
595 MAGN MAGNERA CORP Industrials 25,920.0 $305K 0.01% -395.0 -1.5% $11.75 +5.0%
596 FANUC CORP-UNSP ADR 13,380.0 $303K 0.01% -31K -69.7% $22.63
597 OGE OGE ENERGY CORP Utilities 6,193.0 $301K 0.01% -862.0 -12.2% $48.66 -6.2%
598 JKHY JACK HENRY & ASSOCIATES INC Technology 2,164.0 $298K 0.01% -278.0 -11.4% $137.74 +20.7%
599 COKE COCA-COLA CONSOLIDATED INC Consumer Defensive 1,548.0 $296K 0.01% -148.0 -8.7% $190.92 -1.0%
600 CNH INDUSTRIAL NV 26,198.0 $294K 0.01% -3K -11.0% $11.23
Page 30 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%