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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 13 of 165  ·  3,289 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 RSG REPUBLIC SERVICES INC Industrials 17,075.0 $3.6M 0.06% +349.0 +2.1% $213.08 +3.4%
242 VTRS VIATRIS INC Healthcare 227,731.0 $3.6M 0.06% -5K -2.0% $15.88 +1.9%
243 CL COLGATE-PALMOLIVE CO Consumer Defensive 39,408.0 $3.6M 0.06% -24K -37.8% $91.68 -1.3%
244 PK PARK HOTELS & RESORTS INC Real Estate 252,856.0 $3.6M 0.06% +215K +575.7% $14.25 +10.7%
245 CHRD CHORD ENERGY CORP Energy 30,898.0 $3.5M 0.06% -15K -33.0% $114.30 +29.4%
246 ADM ARCHER-DANIELS-MIDLAND CO Consumer Defensive 45,891.0 $3.5M 0.06% +29K +167.9% $76.40 +8.2%
247 FANG DIAMONDBACK ENERGY INC Energy 19,868.0 $3.5M 0.06% -2K -11.1% $175.78 +20.2%
248 SBUX STARBUCKS CORP Consumer Cyclical 34,103.0 $3.5M 0.06% +12K +54.7% $102.19 +1.8%
249 ALLY ALLY FINANCIAL INC Financial Services 75,634.0 $3.5M 0.06% +61K +426.2% $45.95 -6.5%
250 FIX COMFORT SYSTEMS USA INC Industrials 1,749.0 $3.5M 0.06% +224.0 +14.7% $1981.95 -16.7%
251 CF CF INDUSTRIES HOLDINGS INC Basic Materials 31,870.0 $3.5M 0.06% +6K +23.7% $108.26 +19.6%
252 REYN REYNOLDS CONSUMER PRODUCTS I Consumer Cyclical 126,008.0 $3.4M 0.06% +113K +899.6% $26.85 -5.1%
253 RDN RADIAN GROUP INC Financial Services 89,348.0 $3.4M 0.06% +73K +441.6% $37.67 -2.3%
254 OMC OMNICOM GROUP Communication Services 45,841.0 $3.3M 0.06% +35K +335.3% $72.83 +19.4%
255 HIW HIGHWOODS PPTYS INC Real Estate 110,393.0 $3.3M 0.06% -5K -4.3% $30.16 +4.0%
256 DRI DARDEN RESTAURANTS INC Consumer Cyclical 16,081.0 $3.3M 0.06% -190.0 -1.2% $206.01 +6.5%
257 DAR DARLING INGREDIENTS INC Consumer Defensive 60,390.0 $3.3M 0.06% +8K +14.9% $54.62 +23.3%
258 NTRS NORTHERN TRUST CORP Financial Services 18,810.0 $3.3M 0.06% +1K +8.2% $173.84 +6.8%
259 BEN FRANKLIN RESOURCES INC Financial Services 98,279.0 $3.3M 0.06% +12K +13.4% $33.27 +3.7%
260 CXT CRANE HLDGS CO COM Industrials 63,743.0 $3.3M 0.06% -2K -2.9% $51.16 -3.9%
Page 13 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 26.3%
Financial Services 17.3%
Industrials 13.1%
Healthcare 10.0%
Consumer Cyclical 8.4%
Communication Services 7.1%
Consumer Defensive 4.7%
Energy 3.8%
Real Estate 3.5%
Utilities 3.4%