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Portfolio (Quarterly) Guide ↗

Sterling Capital Management LLC

· CIK 0001329883
13F Portfolio $5.3B AUM 3,398 positions Filed Apr 22, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 56 New 395 Added 2476 Reduced 80 Exited
Page 37 of 124  ·  2,476 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
721 DXC DXC TECHNOLOGY CO Technology 25,032.0 $315K 0.01% -8K -23.4% $12.57 -26.6%
722 SAIA SAIA INC Industrials 894.0 $314K 0.01% -1K -61.9% $351.28 +32.8%
723 CTBI COMMUNITY TRUST BANCORP INC Financial Services 5,134.0 $312K 0.01% -3K -37.2% $60.72 +10.3%
724 NWPX NORTHWEST PIPE CO COM Industrials 3,988.0 $311K 0.01% -2K -37.0% $77.86 +40.0%
725 DCH DAUCH CORPORATION Industrials 52,164.0 $309K 0.01% -25K -32.3% $5.93 +3.7%
726 TTC TORO CO Industrials 3,307.0 $309K 0.01% -3K -43.3% $93.44 -4.6%
727 IPI INTREPID POTASH INC Basic Materials 7,164.0 $306K 0.01% -4K -36.9% $42.77 -5.6%
728 ORI OLD REPUBLIC INTL CORP Financial Services 7,667.0 $306K 0.01% -6K -43.4% $39.90 -0.6%
729 BY BYLINE BANCORP INC Financial Services 9,677.0 $306K 0.01% -6K -37.4% $31.57 +4.6%
730 OKTA OKTA INC Technology 3,875.0 $305K 0.01% -3K -40.3% $78.71 +13.6%
731 KNX KNIGHT-SWIFT TRANSPORTATION Industrials 5,281.0 $304K 0.01% -4K -43.4% $57.58 +22.0%
732 FRT FEDERAL REALTY INVS TRUST Real Estate 2,854.0 $303K 0.01% -2K -43.4% $106.21 +11.7%
733 IIPR INNOVATIVE INDUSTRIAL PROPER Real Estate 6,002.0 $301K 0.01% -4K -37.6% $50.16 +12.4%
734 BLDR BUILDERS FIRSTSOURCE INC Industrials 3,640.0 $300K 0.01% -3K -43.4% $82.33 -10.3%
735 CENTA CENTRAL GARDEN AND PET CO-A Consumer Defensive 9,242.0 $300K 0.01% -6K -38.1% $32.42 +6.6%
736 AGO ASSURED GUARANTY LTD Financial Services 3,663.0 $298K 0.01% -2K -40.2% $81.48 -3.4%
737 TKO TKO GROUP HOLDINGS INC Communication Services 1,480.0 $298K 0.01% -1K -41.9% $201.65 -3.7%
738 HCSG HEALTHCARE SERVICES GROUP Healthcare 16,019.0 $297K 0.01% -9K -36.8% $18.55 +8.9%
739 OC OWENS CORNING Industrials 2,736.0 $296K 0.01% -2K -44.4% $108.22 +7.2%
740 VNOM VIPER ENERGY INC-CL A Energy 6,281.0 $295K 0.01% -4K -37.1% $46.99 +1.5%
Page 37 of 124  ·  2,476 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 24.0%
Financial Services 18.1%
Industrials 14.6%
Healthcare 9.5%
Consumer Cyclical 9.4%
Communication Services 6.1%
Consumer Defensive 4.2%
Energy 4.2%
Real Estate 3.6%
Utilities 3.5%