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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 50 of 112  ·  2,230 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
981 PBH PRESTIGE CONSUMER HEALTHCARE Healthcare 966.0 $46K 0.00% -392.0 -28.9% $47.27 +8.5%
982 CORZ CORE SCIENTIFIC INC Technology 1,781.0 $46K 0.00% -1K -44.1% $25.59 -30.4%
983 NWBI NORTHWEST BANCSHARES INC Financial Services 3,001.0 $45K 0.00% -2K -37.6% $15.16 +1.7%
984 BANR BANNER CORPORATION Financial Services 684.0 $45K 0.00% -432.0 -38.7% $66.44 +7.1%
985 HE HAWAIIAN ELEC INDUSTRIES COM Utilities 3,348.0 $45K 0.00% -2K -38.3% $13.53 -15.0%
986 KWR QUAKER CHEMICAL CORP Basic Materials 281.0 $45K 0.00% -175.0 -38.4% $158.87 +2.6%
987 PEB PEBBLEBROOK HOTEL TRUST Real Estate 2,288.0 $44K 0.00% -1K -38.7% $19.41 -4.8%
988 BHE BENCHMARK ELECTRONICS INC Technology 448.0 $44K 0.00% -723.0 -61.7% $98.67 -26.4%
989 PTON PELOTON INTERACTIVE INC-A Consumer Cyclical 7,459.0 $44K 0.00% -4K -33.6% $5.91 -8.5%
990 XRAY DENTSPLY SIRONA INC Healthcare 4,126.0 $44K 0.00% -3K -38.2% $10.61 +2.9%
991 BEACON FINANCIAL CORP 1,430.0 $44K 0.00% -1K -48.2% $30.45
992 DYN DYNE THERAPEUTICS INC Healthcare 1,960.0 $44K 0.00% -1K -40.3% $22.21 +17.5%
993 HTO H2O AMERICA Utilities 714.0 $43K 0.00% -391.0 -35.4% $60.77 +4.5%
994 LIBERTY GLOBAL LTD-C 3,881.0 $43K 0.00% -495.0 -11.3% $11.00
995 IESC IES HOLDINGS INC Industrials 58.0 $43K 0.00% -1.0 -1.7% $734.66 -6.8%
996 NWN NORTHWEST NATURAL HOLDING CO Utilities 866.0 $42K 0.00% -520.0 -37.5% $49.06 +0.7%
997 HMN HORACE MANN EDUCATORS Financial Services 822.0 $42K 0.00% -529.0 -39.2% $51.65 -2.0%
998 FCF FIRST COMMONWEALTH FINL CORP Financial Services 2,075.0 $42K 0.00% -1K -39.4% $20.33 +3.7%
999 MBC MASTERBRAND INC Consumer Cyclical 4,098.0 $42K 0.00% -112.0 -2.7% $10.29 -11.5%
1000 AGIO AGIOS PHARMACEUTICALS INC Healthcare 1,136.0 $42K 0.00% -735.0 -39.3% $37.11 -10.8%
Page 50 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%