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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 100 of 165  ·  3,289 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1981 FWRG FIRST WATCH RESTAURANT GROUP Consumer Cyclical 1,252.0 $16K -56K -97.8% $12.89 +2.1%
1982 TXG 10X GENOMICS INC-CLASS A Healthcare 419.0 $16K -3K -85.9% $38.34 +62.6%
1983 MFA MFA FINANCIAL INC Real Estate 1,656.0 $16K -29K -94.6% $9.69 -7.5%
1984 VECO VEECO INSTRS INC DEL COM Technology 211.0 $16K -2K -89.3% $75.80 -39.2%
1985 BIOA BIOAGE LABS INC Healthcare 651.0 $16K -349.0 -34.9% $24.51 -62.3%
1986 SENEA SENECA FOODS CORP - CL A Consumer Defensive 91.0 $16K -64.0 -41.3% $173.95 +12.7%
1987 CSIQ CANADIAN SOLAR INC COM Energy 986.0 $16K NEW $16.02 -10.4%
1988 AXTI AXT INC COM Technology 219.0 $16K NEW $72.08 -11.6%
1989 COTY COTY INC-CL A Consumer Defensive 7,295.0 $16K -4K -37.2% $2.16 +28.9%
1990 HAE HAEMONETICS CORP/MASS Healthcare 210.0 $16K -94.0 -30.9% $75.00 +44.9%
1991 XMTR XOMETRY INC-A Industrials 163.0 $16K -122.0 -42.8% $96.52 -11.4%
1992 ZETA ZETA GLOBAL HOLDINGS CORP-A Technology 798.0 $16K -568.0 -41.6% $19.68 +45.4%
1993 CYRX CRYOPORT INC Industrials 999.0 $16K -331.0 -24.9% $15.70 +5.0%
1994 ESRT EMPIRE STATE REALTY TRUST-A Real Estate 2,899.0 $16K -2K -37.9% $5.41 -10.4%
1995 VIA VIA TRANSPORTATION INC-CL A Technology 863.0 $16K +742.0 +613.2% $18.14 +50.3%
1996 FLNG FLEX LNG LTD Energy 557.0 $16K -355.0 -38.9% $28.06 +14.8%
1997 LAUR LAUREATE EDUCATION INC-A Consumer Defensive 430.0 $16K -3K -85.8% $36.32 +4.2%
1998 HOMETRUST BANCSHARES INC 313.0 $16K -2K -87.3% $49.89
1999 DGII DIGI INTERNATIONAL INC Technology 208.0 $16K -1K -83.1% $74.95 -2.4%
2000 BMI BADGER METER INC Technology 105.0 $16K -87.0 -45.3% $148.38 -9.7%
Page 100 of 165  ·  3,289 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%