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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 78 of 112  ·  2,230 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1541 MATIV INC 1,110.0 $8K -691.0 -38.4% $7.57
1542 OLP ONE LIBERTY PPTYS INC COM Real Estate 343.0 $8K -265.0 -43.6% $24.42 -1.0%
1543 NAVN NAVAN INC-CL A Technology 366.0 $8K -73.0 -16.6% $22.87 +27.5%
1544 BMRC BANK OF MARIN BANCORP Financial Services 302.0 $8K -186.0 -38.1% $27.70 -2.8%
1545 FMAO FARMERS & MERCHANTS BANCO/OH Financial Services 273.0 $8K -148.0 -35.1% $30.58 +11.4%
1546 CAL CALERES INC Consumer Cyclical 672.0 $8K -422.0 -38.6% $12.37 +10.1%
1547 RAMP LIVERAMP HOLDINGS INC Technology 220.0 $8K -186.0 -45.8% $37.64 -0.2%
1548 HTFL HEARTFLOW INC Healthcare 282.0 $8K -105.0 -27.1% $29.34 +69.6%
1549 DIN DINEEQUITY INC COM Consumer Cyclical 230.0 $8K -181.0 -44.0% $35.90 -0.2%
1550 TWI TITAN INTERNATIONAL INC Industrials 1,071.0 $8K -540.0 -33.5% $7.71 -7.3%
1551 FLY FIREFLY AEROSPACE INC Industrials 280.0 $8K -103.0 -26.9% $29.40 -16.8%
1552 CZNC CITIZENS & NORTHERN CORP Financial Services 353.0 $8K -218.0 -38.2% $23.31 +10.7%
1553 PDFS PDF SOLUTIONS INC Technology 116.0 $8K -91.0 -44.0% $70.79 -35.5%
1554 PHAT PHATHOM PHARMACEUTICALS INC Healthcare 756.0 $8K -442.0 -36.9% $10.85 -18.3%
1555 BCRX BIOCRYST PHARMACEUTICALS INC Healthcare 818.0 $8K -1K -61.0% $10.00 -4.5%
1556 AIP ARTERIS INC Technology 168.0 $8K -794.0 -82.5% $48.59 -50.8%
1557 LILAK LIBERTY LATIN AMERIC-CL C Communication Services 1,046.0 $8K -4K -77.2% $7.79 +7.7%
1558 PDLB PONCE FINANCIAL GROUP INC Financial Services 408.0 $8K -243.0 -37.3% $19.94 +2.4%
1559 WT WISDOMTREE INC Financial Services 479.0 $8K -325.0 -40.4% $16.94 +38.8%
1560 CCRN CROSS COUNTRY HEALTHCARE INC Healthcare 614.0 $8K -24K -97.5% $13.21 +0.3%
Page 78 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%