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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 51 of 112  ·  2,230 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1001 DHC DIVERSIFIED HEALTHCARE TRUST Real Estate 4,500.0 $42K 0.00% -54K -92.3% $9.30 -13.8%
1002 NHC NATIONAL HEALTHCARE CORP COM Healthcare 198.0 $42K 0.00% -223.0 -53.0% $211.36 +10.4%
1003 VVX V2X INC Industrials 556.0 $41K 0.00% -267.0 -32.4% $74.56 +5.3%
1004 IOSP INNOSPEC INC Basic Materials 508.0 $41K 0.00% -281.0 -35.6% $81.39 +15.0%
1005 STC STEWART INFORMATION SERVICES Financial Services 618.0 $41K 0.00% -379.0 -38.0% $66.02 +4.8%
1006 PTCT PTC THERAPEUTICS INC Healthcare 493.0 $40K 0.00% -1K -75.1% $81.57 -14.4%
1007 NEOG NEOGEN CORP Healthcare 4,467.0 $40K 0.00% -3K -38.4% $8.99 +32.9%
1008 PRLB PROTO LABS INC Industrials 486.0 $40K 0.00% -303.0 -38.4% $81.51 -2.3%
1009 DEI DOUGLAS EMMETT INC Real Estate 3,342.0 $39K 0.00% -2K -37.8% $11.80 -0.1%
1010 JBLU JETBLUE AIRWAYS CORP Industrials 6,877.0 $39K 0.00% -3K -30.1% $5.73 -14.7%
1011 GTY GETTY REALTY CORP Real Estate 1,175.0 $39K 0.00% -616.0 -34.4% $33.36 -0.7%
1012 NBHC NATIONAL BANK HOLD-CL A Financial Services 881.0 $39K 0.00% -375.0 -29.9% $44.43 -5.8%
1013 MXL MAXLINEAR INC Technology 304.0 $39K 0.00% -2K -87.5% $128.03 -48.0%
1014 NTB BANK OF N.T. BUTTERFIELD&SON Financial Services 651.0 $39K 0.00% -8K -92.8% $59.50 -1.5%
1015 LC HAPPEN INC Financial Services 1,863.0 $39K 0.00% -2K -50.9% $20.74 -7.4%
1016 LTC LTC PROPERTIES INC Real Estate 1,003.0 $39K 0.00% -562.0 -35.9% $38.45 +4.7%
1017 AGX ARGAN INC Industrials 48.0 $38K 0.00% -39.0 -44.8% $798.54 -37.2%
1018 ANDE ANDERSONS INC/THE Consumer Defensive 557.0 $38K 0.00% -517.0 -48.1% $68.40 -0.5%
1019 ZG ZILLOW GROUP INC - A 1,200.0 $38K 0.00% -416.0 -25.7% $31.37
1020 GT GOODYEAR TIRE & RUBBER CO Consumer Cyclical 5,691.0 $38K 0.00% -3K -37.8% $6.60 -9.5%
Page 51 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%