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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 73 of 112  ·  2,230 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1441 EBF ENNIS INC Industrials 503.0 $11K -296.0 -37.0% $21.25 +1.5%
1442 UPST UPSTART HOLDINGS INC Financial Services 301.0 $11K -257.0 -46.1% $35.43 -14.5%
1443 BABA ALIBABA GROUP HOLDING-SP ADR Consumer Cyclical 111.0 $11K -500.0 -81.8% $95.98 +24.3%
1444 MYGN MYRIAD GENETICS INC Healthcare 1,864.0 $11K -1K -39.8% $5.71 -44.0%
1445 RSI RUSH STREET INTERACTIVE INC Consumer Cyclical 357.0 $11K -236.0 -39.8% $29.74 -13.2%
1446 RGR STURM RUGER & CO INC Industrials 280.0 $11K -53.0 -15.9% $37.85 +3.2%
1447 ARQT ARCUTIS BIOTHERAPEUTICS INC Healthcare 402.0 $11K -311.0 -43.6% $26.22 -4.3%
1448 HBT HBT FINANCIAL INC/DE Financial Services 328.0 $10K -51.0 -13.5% $31.99 +11.8%
1449 HGV HILTON GRAND VACATIONS INC Consumer Cyclical 199.0 $10K -195.0 -49.5% $52.37 -13.9%
1450 AEHR AEHR TEST SYSTEMS Technology 108.0 $10K -242.0 -69.1% $96.06 +5.9%
1451 WEBULL CORP 1,583.0 $10K -7K -80.8% $6.52
1452 VTS VITESSE ENERGY INC Energy 651.0 $10K -332.0 -33.8% $15.77 +8.5%
1453 GOOD GLADSTONE COMMERCIAL CORP Real Estate 832.0 $10K -537.0 -39.2% $12.30 +5.0%
1454 BH BIGLARI HOLDINGS INC-B Consumer Cyclical 24.0 $10K -9.0 -27.3% $426.04 -8.7%
1455 EWTX EDGEWISE THERAPEUTICS INC Healthcare 251.0 $10K -187.0 -42.7% $40.63 +8.7%
1456 CHCT COMMUNITY HEALTHCARE TRUST I Real Estate 557.0 $10K -350.0 -38.6% $18.28 -18.7%
1457 YORW YORK WATER CO Utilities 332.0 $10K -85.0 -20.4% $30.65 +11.0%
1458 EXPO EXPONENT INC Industrials 173.0 $10K -151.0 -46.6% $58.76 +19.5%
1459 ILPT INDUSTRIAL LOGISTICS PROPERT Real Estate 1,145.0 $10K -696.0 -37.8% $8.87 -6.4%
1460 ASC ARDMORE SHIPPING CORP Industrials 722.0 $10K -421.0 -36.8% $14.01 +31.3%
Page 73 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%