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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 35 of 112  ·  2,230 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
681 STAG STAG INDUSTRIAL INC Real Estate 5,757.0 $219K 0.00% -506.0 -8.1% $38.06 -3.7%
682 AVT AVNET INC Technology 2,441.0 $217K 0.00% -269.0 -9.9% $88.82 -0.2%
683 HRL HORMEL FOODS CORP Consumer Defensive 8,717.0 $216K 0.00% -987.0 -10.2% $24.82 -3.7%
684 STWD STARWOOD PROPERTY TRUST INC Real Estate 13,154.0 $215K 0.00% -905.0 -6.4% $16.38 -0.0%
685 PB PROSPERITY BANCSHARES INC Financial Services 2,937.0 $214K 0.00% -205.0 -6.5% $73.03 -0.4%
686 CRBG COREBRIDGE FINANCIAL INC 7,406.0 $212K 0.00% -2K -20.1% $28.63
687 OMF ONEMAIN HOLDINGS INC Financial Services 3,472.0 $212K 0.00% -478.0 -12.1% $60.97 +3.6%
688 AOS SMITH (A.O.) CORP Industrials 3,362.0 $211K 0.00% -450.0 -11.8% $62.72 +0.6%
689 GTES GATES INDUSTRIAL CORP PLC Industrials 7,518.0 $210K 0.00% -989.0 -11.6% $27.97 -7.4%
690 CYTK CYTOKINETICS INC Healthcare 2,429.0 $207K 0.00% -1K -33.3% $85.19 -9.8%
691 BCO BRINK'S CO/THE Industrials 2,187.0 $207K 0.00% -123.0 -5.3% $94.49 +17.9%
692 STANDARDAERO INC 6,867.0 $205K 0.00% -266.0 -3.7% $29.91
693 HR HEALTHCARE REALTY TRUST INC Real Estate 10,075.0 $203K 0.00% -934.0 -8.5% $20.17 -3.9%
694 VEL VELOCITY FINANCIAL INC Financial Services 10,976.0 $203K 0.00% -147.0 -1.3% $18.46 -0.7%
695 MOS MOSAIC CO/THE Basic Materials 9,557.0 $203K 0.00% -1K -9.8% $21.19 +15.2%
696 DXC DXC TECHNOLOGY CO Technology 22,859.0 $202K 0.00% -2K -8.7% $8.85 +22.0%
697 FIVE FIVE BELOW Consumer Cyclical 1,124.0 $202K 0.00% -691.0 -38.1% $179.79 +39.2%
698 INGR INGREDION INC Consumer Defensive 2,129.0 $202K 0.00% -262.0 -11.0% $94.71 +12.8%
699 BRKR BRUKER CORP COM Healthcare 3,336.0 $201K 0.00% -130.0 -3.8% $60.18 -1.0%
700 AMPH AMPHASTAR PHARMACEUTICALS IN Healthcare 9,912.0 $200K 0.00% -473.0 -4.5% $20.18 +7.0%
Page 35 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%