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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 52 of 112  ·  2,230 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1021 STEL STELLAR BANCORP INC Financial Services 949.0 $37K 0.00% -588.0 -38.3% $39.32 -0.0%
1022 WD WALKER & DUNLOP INC Financial Services 682.0 $37K 0.00% -411.0 -37.6% $54.70 -26.5%
1023 SMA SMARTSTOP SELF STORAGE REIT Real Estate 1,138.0 $37K 0.00% -706.0 -38.3% $32.50 +5.3%
1024 CCS CENTURY COMMUNITIES INC Consumer Cyclical 514.0 $37K 0.00% -332.0 -39.2% $71.66 -2.2%
1025 ZD ZIFF DAVIS INC Communication Services 703.0 $37K 0.00% -595.0 -45.8% $52.37 +7.1%
1026 GEF GREIF INC CL A Consumer Cyclical 494.0 $37K 0.00% -302.0 -37.9% $74.49 +18.0%
1027 STBA S & T BANCORP INC Financial Services 747.0 $37K 0.00% -489.0 -39.6% $49.08 +2.7%
1028 NPO ENPRO INDUSTRIES INC Industrials 97.0 $37K 0.00% -536.0 -84.7% $376.93 -17.2%
1029 HUN HUNTSMAN CORP Basic Materials 3,388.0 $36K 0.00% -2K -38.6% $10.62 -6.5%
1030 PPC PILGRIM'S PRIDE CORP Consumer Defensive 1,275.0 $36K 0.00% -113.0 -8.1% $28.11 +15.3%
1031 NEO NEOGENOMICS INC Healthcare 2,455.0 $36K 0.00% -1K -37.8% $14.59 +14.7%
1032 GABC GERMAN AMERICAN BANCORP Financial Services 754.0 $36K 0.00% -448.0 -37.3% $47.46 +5.6%
1033 BROWN-FORMAN CORP-CLASS A 1,293.0 $35K 0.00% -173.0 -11.8% $27.36
1034 ALG ALAMO GROUP INC Industrials 213.0 $35K 0.00% -46.0 -17.8% $164.49 +0.4%
1035 GNL GLOBAL NET LEASE INC Real Estate 3,901.0 $35K 0.00% -3K -40.6% $8.94 +2.2%
1036 HOPE HOPE BANCORP INC Financial Services 2,522.0 $35K 0.00% -1K -35.9% $13.68 +2.0%
1037 EFC ELLINGTON FINANCIAL INC Real Estate 2,513.0 $34K 0.00% -2K -37.8% $13.61 +0.2%
1038 STRA STRATEGIC EDUCATION INC Consumer Defensive 445.0 $34K 0.00% -315.0 -41.5% $76.62 +9.0%
1039 HLMN HILLMAN SOLUTIONS CORP Industrials 4,022.0 $34K 0.00% -3K -38.7% $8.44 -0.5%
1040 KRYS KRYSTAL BIOTECH INC Healthcare 91.0 $34K 0.00% -70.0 -43.5% $371.67 -7.6%
Page 52 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%