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Portfolio (Quarterly) Guide ↗

Sterling Capital Management LLC

· CIK 0001329883
13F Portfolio $5.3B AUM 3,398 positions Filed Apr 22, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 56 New 395 Added 2476 Reduced 80 Exited
Page 66 of 124  ·  2,476 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1301 KROS KEROS THERAPEUTICS INC Healthcare 4,361.0 $48K 0.00% -3K -37.9% $11.04 +1.6%
1302 RRR RED ROCK RESORTS INC-CLASS A Consumer Cyclical 902.0 $48K 0.00% -541.0 -37.5% $53.36 -1.7%
1303 NWL NEWELL BRANDS INC Consumer Defensive 14,015.0 $48K 0.00% -11K -43.2% $3.43 +4.4%
1304 EFC ELLINGTON FINANCIAL INC Real Estate 4,039.0 $48K 0.00% -2K -28.3% $11.85 +14.5%
1305 KOD KODIAK SCIENCES INC Healthcare 1,254.0 $48K 0.00% -635.0 -33.6% $38.12 -1.9%
1306 TCBK TRICO BANCSHARES Financial Services 1,004.0 $48K 0.00% -743.0 -42.5% $47.54 +6.4%
1307 CORZ CORE SCIENTIFIC INC Technology 3,185.0 $48K 0.00% -1K -27.6% $14.96 +65.9%
1308 AGX ARGAN INC Industrials 87.0 $47K 0.00% -2.0 -2.2% $544.66 +18.4%
1309 XPRO EXPRO GROUP HOLDINGS NV Energy 2,716.0 $47K 0.00% -2K -47.1% $17.41 -2.5%
1310 NSIT INSIGHT ENTERPRISES INC Technology 704.0 $47K 0.00% -488.0 -40.9% $67.01 +39.6%
1311 NTLA INTELLIA THERAPEUTICS INC Healthcare 3,679.0 $47K 0.00% -2K -39.3% $12.82 -3.5%
1312 PEB PEBBLEBROOK HOTEL TRUST Real Estate 3,730.0 $47K 0.00% -3K -45.0% $12.63 +17.7%
1313 PUMP PROPETRO HOLDING CORP Energy 3,251.0 $47K 0.00% -43K -93.0% $14.41 +18.2%
1314 COLM COLUMBIA SPORTSWEAR CO Consumer Cyclical 852.0 $47K 0.00% -687.0 -44.6% $54.81 +12.0%
1315 COHU COHU INC COM Technology 1,516.0 $46K 0.00% -1K -42.5% $30.62 +49.1%
1316 RLAY RELAY THERAPEUTICS INC Healthcare 4,665.0 $46K 0.00% -3K -42.5% $9.95 +30.9%
1317 AWR AMERICAN STS WTR CO COM Utilities 611.0 $46K 0.00% -331.0 -35.1% $75.62 +0.9%
1318 HQY HEALTHEQUITY INC Healthcare 550.0 $46K 0.00% -8.0 -1.4% $83.57 +3.4%
1319 MAN MANPOWERGROUP INC Industrials 1,549.0 $46K 0.00% -1K -43.1% $29.46 -2.3%
1320 CLEARWAY ENERGY INC-A 1,164.0 $46K 0.00% -885.0 -43.2% $39.17
Page 66 of 124  ·  2,476 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 24.0%
Financial Services 18.1%
Industrials 14.6%
Healthcare 9.5%
Consumer Cyclical 9.4%
Communication Services 6.1%
Consumer Defensive 4.2%
Energy 4.2%
Real Estate 3.6%
Utilities 3.5%