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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 47 of 112  ·  2,230 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
921 HALO HALOZYME THERAPEUTICS INC Healthcare 775.0 $61K 0.00% -53.0 -6.4% $78.27 +38.2%
922 BANC BANC OF CALIFORNIA INC Financial Services 2,960.0 $60K 0.00% -1K -30.5% $20.43 -8.8%
923 ALKS ALKERMES PLC Healthcare 1,153.0 $60K 0.00% -4K -78.3% $52.39 -7.8%
924 CXW CORECIVIC INC Real Estate 1,982.0 $60K 0.00% -1K -33.8% $30.38 +11.9%
925 CPK CHESAPEAKE UTILITIES CORP Utilities 490.0 $60K 0.00% -75.0 -13.3% $122.48 +9.5%
926 UE URBAN EDGE PROPERTIES Real Estate 2,608.0 $60K 0.00% -2K -38.2% $22.88 -6.3%
927 CWT CALIFORNIA WATER SERVICE GRP Utilities 1,226.0 $60K 0.00% -756.0 -38.1% $48.65 +1.8%
928 LLYVA LIBERTY LIVE HOLDINGS-CL A 589.0 $60K 0.00% -72.0 -10.9% $101.26
929 MUSA MURPHY USA INC Consumer Cyclical 110.0 $59K 0.00% -12.0 -9.8% $538.87 +5.7%
930 HNI HNI CORP Industrials 1,459.0 $59K 0.00% -106.0 -6.8% $40.41 +21.8%
931 CAR AVIS BUDGET GROUP COM Industrials 398.0 $59K 0.00% -16.0 -3.9% $147.83 -0.8%
932 DX DYNEX CAPITAL INC Real Estate 4,424.0 $58K 0.00% -2K -33.2% $13.11 -0.6%
933 IDYA IDEAYA BIOSCIENCES INC Healthcare 1,554.0 $58K 0.00% -1K -44.9% $37.27 +6.4%
934 VAC MARRIOTT VACATIONS WORLD Consumer Cyclical 568.0 $58K 0.00% -356.0 -38.5% $101.88 +10.5%
935 BTU PEABODY ENERGY CORP Energy 2,499.0 $58K 0.00% -2K -38.6% $23.12 +19.4%
936 LIBERTY GLOBAL LTD-A 5,075.0 $58K 0.00% -539.0 -9.6% $11.37
937 AKR ACADIA REALTY TRUST Real Estate 2,752.0 $58K 0.00% -2K -37.1% $20.91 +0.7%
938 ALGM ALLEGRO MICROSYSTEMS INC Technology 818.0 $57K 0.00% -3K -80.2% $69.62 -46.6%
939 DIGITALBRIDGE GROUP INC 3,608.0 $57K 0.00% -2K -38.6% $15.78
940 BCC BOISE CASCADE CO Basic Materials 733.0 $57K 0.00% -511.0 -41.1% $77.63 +6.2%
Page 47 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%