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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 60 of 112  ·  2,230 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1181 ABR ARBOR REALTY TRUST INC Real Estate 3,870.0 $21K -3K -39.9% $5.42 -3.0%
1182 CAI CARIS LIFE SCIENCES INC Healthcare 1,177.0 $21K -750.0 -38.9% $17.82 +47.4%
1183 APOGEE THERAPEUTICS INC 158.0 $21K -131.0 -45.3% $132.73
1184 TFIN TRIUMPH FINANCIAL INC Financial Services 274.0 $21K -207.0 -43.0% $76.31 -3.4%
1185 ACLS AXCELIS TECHNOLOGIES INC Technology 110.0 $21K -859.0 -88.7% $189.45 -34.4%
1186 XENE XENON PHARMACEUTICALS INC Healthcare 345.0 $21K -215.0 -38.4% $60.36 +0.4%
1187 MRTN MARTEN TRANSPORT LTD Industrials 1,196.0 $21K -749.0 -38.5% $17.35 -15.8%
1188 REAL REALREAL INC/THE Consumer Cyclical 1,760.0 $21K -1K -37.3% $11.79 -6.1%
1189 ENVA ENOVA INTERNATIONAL INC Financial Services 86.0 $21K -69.0 -44.5% $240.73 +2.6%
1190 HBNC HORIZON BANCORP INC/IN Financial Services 1,034.0 $21K -633.0 -38.0% $19.98 -1.4%
1191 SHO SUNSTONE HOTEL INVESTORS INC Real Estate 1,781.0 $20K -4K -68.7% $11.45 -1.7%
1192 CNMD CONMED CORP Healthcare 621.0 $20K -412.0 -39.9% $32.73 +57.8%
1193 LEU CENTRUS ENERGY CORP-CLASS A Energy 121.0 $20K -90.0 -42.6% $167.87 +4.3%
1194 SFBS SERVISFIRST BANCSHARES INC Financial Services 234.0 $20K -100.0 -29.9% $86.75 -49.3%
1195 BV BRIGHTVIEW HOLDINGS INC Industrials 1,432.0 $20K -924.0 -39.2% $14.17 -21.1%
1196 CHH CHOICE HOTELS INTL INC Consumer Cyclical 184.0 $20K -506.0 -73.3% $110.27 +0.1%
1197 OII OCEANEERING INTL INC Energy 499.0 $20K -448.0 -47.3% $40.52 +24.2%
1198 CPF CENTRAL PACIFIC FINANCIAL CO Financial Services 527.0 $20K -330.0 -38.5% $38.20 -0.7%
1199 WMK WEIS MKTS INC COM Consumer Defensive 257.0 $20K -197.0 -43.4% $78.31 -9.0%
1200 VPG VISHAY PRECISION GROUP Technology 134.0 $20K -265.0 -66.4% $149.91 -56.4%
Page 60 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%