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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 53 of 112  ·  2,230 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1041 XHR XENIA HOTELS & RESORTS INC Real Estate 1,657.0 $34K 0.00% -1K -40.2% $20.36 -4.6%
1042 DIOD DIODES INC Technology 305.0 $33K 0.00% -1K -80.1% $109.44 -14.1%
1043 IOVA IOVANCE BIOTHERAPEUTICS INC Healthcare 8,021.0 $33K 0.00% -3K -28.2% $4.16 +99.3%
1044 CELH CELSIUS HOLDINGS INC Consumer Defensive 1,124.0 $33K 0.00% -50.0 -4.3% $29.28 +13.9%
1045 PCOR PROCORE TECHNOLOGIES INC Technology 805.0 $33K 0.00% -89.0 -10.0% $40.62 +56.3%
1046 COHU COHU INC COM Technology 442.0 $33K 0.00% -1K -70.8% $73.91 -26.4%
1047 TCBK TRICO BANCSHARES Financial Services 605.0 $33K 0.00% -399.0 -39.7% $53.85 +2.3%
1048 KMPR KEMPER CORP Financial Services 1,204.0 $32K 0.00% -746.0 -38.3% $26.96 +0.3%
1049 LEG LEGGETT & PLATT INC Consumer Cyclical 2,755.0 $32K 0.00% -2K -37.7% $11.71 -19.6%
1050 TRN TRINITY INDUSTRIES INC Industrials 932.0 $32K 0.00% -731.0 -44.0% $34.58 -13.9%
1051 MAN MANPOWERGROUP INC Industrials 945.0 $32K 0.00% -604.0 -39.0% $33.77 +82.0%
1052 HAMILTON INSURANCE GROU-CL B 938.0 $32K 0.00% -526.0 -35.9% $33.94
1053 TNC TENNANT CO Industrials 362.0 $32K 0.00% -238.0 -39.7% $87.54 -21.5%
1054 HTH HILLTOP HOLDINGS INC Financial Services 817.0 $32K 0.00% -624.0 -43.3% $38.78 -0.3%
1055 AIN ALBANY INTL CORP-CL A Consumer Cyclical 425.0 $32K 0.00% -295.0 -41.0% $74.50 -20.7%
1056 FCFS FIRSTCASH HOLDINGS INC Financial Services 145.0 $31K 0.00% -112.0 -43.6% $216.32 +4.1%
1057 ARCB ARCBEST CORP Industrials 218.0 $31K 0.00% -525.0 -70.7% $143.54 -2.2%
1058 SEB SEABOARD CORP Industrials 7.0 $31K 0.00% -2.0 -22.2% $4464.29 -4.6%
1059 QBTS D-WAVE QUANTUM INC Technology 1,298.0 $31K 0.00% -1K -45.2% $23.99 -15.0%
1060 WING WINGSTOP INC Consumer Cyclical 179.0 $31K 0.00% -19.0 -9.6% $173.41 -33.4%
Page 53 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%