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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 69 of 124  ·  2,476 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1361 BBAI BIGBEAR.AI HOLDINGS INC Technology 11,676.0 $41K 0.00% -8K -41.1% $3.52 +19.3%
1362 XHR XENIA HOTELS & RESORTS INC Real Estate 2,771.0 $41K 0.00% -30K -91.6% $14.83 +14.0%
1363 ICUI ICU MEDICAL INC Healthcare 318.0 $41K 0.00% -154.0 -32.6% $129.15 +1.7%
1364 WABC WESTAMERICA BANCORPORATION COM Financial Services 787.0 $41K 0.00% -615.0 -43.9% $52.15 +6.3%
1365 ASTE ASTEC INDUSTRIES INC Industrials 758.0 $41K 0.00% -561.0 -42.5% $53.84 -9.7%
1366 SNDR SCHNEIDER NATIONAL INC-CL B Industrials 1,547.0 $41K 0.00% -1K -43.1% $26.36 +27.5%
1367 LILAK LIBERTY LATIN AMERIC-CL C Communication Services 4,596.0 $41K 0.00% -51K -91.8% $8.82 -5.6%
1368 NBR NABORS INDUSTRIES LTD Energy 469.0 $40K 0.00% -348.0 -42.6% $86.06 +21.5%
1369 CTS CTS CORP Technology 844.0 $40K 0.00% -619.0 -42.3% $47.76 +25.4%
1370 WOR WORTHINGTON INDUSTRIES Industrials 773.0 $40K 0.00% -525.0 -40.5% $52.14 +4.8%
1371 CNXC CONCENTRIX CORP Technology 1,467.0 $40K 0.00% -1K -43.9% $27.36 -5.4%
1372 EAT BRINKER INTL INC COM Consumer Cyclical 281.0 $40K 0.00% -8.0 -2.8% $142.77 -4.3%
1373 BFC BANK FIRST CORP Financial Services 297.0 $40K 0.00% -151.0 -33.7% $135.06 +5.4%
1374 TNC TENNANT CO Industrials 600.0 $40K 0.00% -464.0 -43.6% $66.40 +24.8%
1375 NAT NORDIC AMERICAN TANKERS LTD Industrials 6,796.0 $40K 0.00% -5K -43.0% $5.86 -6.1%
1376 INSTALLED BUILDING PRODUCTS 150.0 $40K 0.00% -2.0 -1.3% $265.15
1377 ICFI ICF INTERNATIONAL INC Industrials 609.0 $40K 0.00% -450.0 -42.5% $65.29 +4.2%
1378 WEBULL CORP 8,230.0 $40K 0.00% -6K -41.7% $4.80
1379 BIRKENSTOCK HOLDING PLC 1,102.0 $39K 0.00% -1K -52.5% $35.83
1380 ROCK GIBRALTAR INDUSTRIES INC Industrials 989.0 $39K 0.00% -741.0 -42.8% $39.87 -11.8%
Page 69 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%