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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 120 of 165  ·  3,289 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2381 DFIN DONNELLEY FINANCIAL SOLUTION Financial Services 181.0 $8K -174.0 -49.0% $41.95 +15.0%
2382 NVCR NOVOCURE LTD Healthcare 500.0 $8K -160.0 -24.2% $15.15 +12.9%
2383 CONSTELLATION SOFTWARE INC 4.0 $8K NEW $1888.00
2384 OEC ORION ENGINEERED CARBONS SA Basic Materials 1,131.0 $7K -707.0 -38.5% $6.63 -7.7%
2385 OVID OVID THERAPEUTICS INC Healthcare 2,786.0 $7K NEW $2.69 +4.1%
2386 KREF KKR REAL ESTATE FINANCE TRUS Real Estate 1,091.0 $7K -737.0 -40.3% $6.84 +10.8%
2387 OFIX ORTHOFIX MEDICAL INC Healthcare 815.0 $7K -503.0 -38.2% $9.14 +9.5%
2388 KELYA KELLY SVCS INC CL A Industrials 605.0 $7K -412.0 -40.5% $12.28 +39.2%
2389 INSP INSPIRE MEDICAL SYSTEMS INC Healthcare 166.0 $7K -38.0 -18.6% $44.61 +39.8%
2390 SONO SONOS INC Technology 547.0 $7K -491.0 -47.3% $13.53 +17.0%
2391 BCAX BICARA THERAPEUTICS INC Healthcare 249.0 $7K -751.0 -75.1% $29.69 -19.5%
2392 LMAT LEMAITRE VASCULAR INC Healthcare 77.0 $7K -58.0 -43.0% $95.96 -14.7%
2393 CTMX CYTOMX THERAPEUTICS INC Healthcare 1,969.0 $7K NEW $3.75 -12.5%
2394 TENAX THERAPEUTICS INC 507.0 $7K NEW $14.55
2395 CIVEO CORP 210.0 $7K NEW $35.00
2396 SERV SERVE ROBOTICS INC Industrials 1,116.0 $7K +477.0 +74.7% $6.58 -24.3%
2397 PFIZER INC CVR RT 1,497.0 $7K $4.90
2398 NG NOVAGOLD RESOURCES INC Basic Materials 1,225.0 $7K -1K -47.7% $5.97 +46.1%
2399 SSTK SHUTTERSTOCK INC Communication Services 524.0 $7K -284.0 -35.1% $13.95 -61.9%
2400 RZLT REZOLUTE INC Healthcare 1,404.0 $7K +632.0 +81.9% $5.20 -2.1%
Page 120 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%