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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 111 of 165  ·  3,289 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2201 GOOD GLADSTONE COMMERCIAL CORP Real Estate 832.0 $10K -537.0 -39.2% $12.30 +5.0%
2202 BH BIGLARI HOLDINGS INC-B Consumer Cyclical 24.0 $10K -9.0 -27.3% $426.04 -8.7%
2203 EWTX EDGEWISE THERAPEUTICS INC Healthcare 251.0 $10K -187.0 -42.7% $40.63 +8.7%
2204 CHCT COMMUNITY HEALTHCARE TRUST I Real Estate 557.0 $10K -350.0 -38.6% $18.28 -18.7%
2205 RPD RAPID7 INC Technology 1,257.0 $10K +832.0 +195.8% $8.10 +46.3%
2206 YORW YORK WATER CO Utilities 332.0 $10K -85.0 -20.4% $30.65 +11.0%
2207 EXPO EXPONENT INC Industrials 173.0 $10K -151.0 -46.6% $58.76 +19.5%
2208 ILPT INDUSTRIAL LOGISTICS PROPERT Real Estate 1,145.0 $10K -696.0 -37.8% $8.87 -6.4%
2209 ASC ARDMORE SHIPPING CORP Industrials 722.0 $10K -421.0 -36.8% $14.01 +31.3%
2210 STUBHUB HOLDINGS INC-CLASS A 784.0 $10K NEW $12.87
2211 GPGI GPGI INC Industrials 636.0 $10K -1K -61.6% $15.85 -19.3%
2212 ABSI ABSCI CORP Healthcare 866.0 $10K -776.0 -47.3% $11.59 -17.6%
2213 CARS CARS.COM INC Consumer Cyclical 917.0 $10K -819.0 -47.2% $10.94 +11.7%
2214 MIAMI INTERNATIONAL HOLDINGS 269.0 $10K -195.0 -42.0% $37.16
2215 CNS COHEN & STEERS INC Financial Services 131.0 $10K -115.0 -46.8% $76.14 +6.9%
2216 SEZL SEZZLE INC Financial Services 58.0 $10K -86.0 -59.7% $171.64 -30.6%
2217 OSW ONESPAWORLD HOLDINGS LTD Consumer Cyclical 352.0 $10K -297.0 -45.8% $28.24 -5.5%
2218 MTW MANITOWOC COMPANY INC Industrials 714.0 $10K -430.0 -37.6% $13.89 +41.7%
2219 AIOT POWERFLEET INC Technology 2,583.0 $10K -2K -37.6% $3.83 -20.6%
2220 FSLY FASTLY INC - CLASS A Technology 538.0 $10K -4K -88.6% $18.36 +35.9%
Page 111 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%