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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 39 of 112  ·  2,230 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
761 SATS ECHOSTAR CORP-A Technology 1,347.0 $137K 0.00% -3K -70.1% $101.50 -14.3%
762 AN AUTONATION INC Consumer Cyclical 734.0 $136K 0.00% -158.0 -17.7% $185.79 +7.4%
763 ACI ALBERTSONS COS INC - CLASS A Consumer Defensive 9,980.0 $135K 0.00% -2K -15.7% $13.53 -8.5%
764 BYD BOYD GAMING CORP Consumer Cyclical 1,520.0 $134K 0.00% -325.0 -17.6% $88.33 -8.5%
765 VSH VISHAY INTERTECHNOLOGY INC Technology 2,487.0 $134K 0.00% -2K -38.1% $53.78 -41.2%
766 FCN FTI CONSULTING INC Industrials 893.0 $133K 0.00% -117.0 -11.6% $149.01 +4.5%
767 CPB CAMPBELL SOUP CO Consumer Defensive 5,966.0 $133K 0.00% -539.0 -8.3% $22.27 +7.5%
768 VTWG VANGUARD RUSSELL 2000 GROWTH 460.0 $132K 0.00% -110.0 -19.3% $287.68 -1.7%
769 BURL BURLINGTON STORES INC Consumer Cyclical 414.0 $131K 0.00% -38.0 -8.4% $316.80 +3.1%
770 PATH UIPATH INC - CLASS A Technology 12,001.0 $130K 0.00% -1K -11.1% $10.87 +50.8%
771 KBR KBR INC COM Industrials 3,775.0 $130K 0.00% -194.0 -4.9% $34.53 +11.7%
772 MDU MDU RESOURCES GROUP INC Industrials 6,145.0 $130K 0.00% -658.0 -9.7% $21.21 -5.9%
773 ORA ORMAT TECHNOLOGIES INC Utilities 1,181.0 $129K 0.00% -855.0 -42.0% $108.90 -0.5%
774 ELF ELF BEAUTY INC Consumer Defensive 1,737.0 $129K 0.00% -206.0 -10.6% $74.00 +37.8%
775 HEICO CORP-CLASS A 497.0 $128K 0.00% -43.0 -8.0% $257.91
776 HRB H&R BLOCK INC Consumer Cyclical 3,344.0 $127K 0.00% -302.0 -8.3% $38.08 +41.0%
777 TXNM ENERGY INC 2,223.0 $126K 0.00% -1K -33.9% $56.78
778 VHT VANGUARD HEALTH CARE ETF 417.0 $125K 0.00% -5.0 -1.2% $299.01 +9.6%
779 SLGN SILGAN HOLDINGS INC Consumer Cyclical 2,662.0 $123K 0.00% -265.0 -9.1% $46.39 -8.6%
780 AUB ATLANTIC UNION BANKSHARES CO Financial Services 2,914.0 $123K 0.00% -2K -38.5% $42.31 -2.7%
Page 39 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%