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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 138 of 165  ·  3,289 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2741 EFSI EAGLE FINANCIAL SERVICES INC Financial Services 96.0 $4K -50.0 -34.2% $41.46 +2.1%
2742 CVLG COVENANT LOGISTICS GROUP INC Industrials 90.0 $4K -327.0 -78.4% $44.18 -20.3%
2743 FIRST TRACKS BIOTHERAPEUTICS 197.0 $4K NEW $20.12
2744 CSV CARRIAGE SERVICES INC Consumer Cyclical 103.0 $4K +11.0 +12.0% $38.34 -10.1%
2745 FCAP FIRST CAPITAL INC Financial Services 61.0 $4K -47.0 -43.5% $64.64 -3.4%
2746 PWP PERELLA WEINBERG PARTNERS Financial Services 247.0 $4K -177.0 -41.8% $15.96 +4.1%
2747 UTMD UTAH MEDICAL PRODUCTS INC Healthcare 57.0 $4K -43.0 -43.0% $68.98 +3.7%
2748 EMBC EMBECTA CORP Healthcare 1,206.0 $4K -609.0 -33.5% $3.26 +60.4%
2749 MRBK MERIDIAN CORP Financial Services 196.0 $4K -66.0 -25.2% $20.03 -0.7%
2750 PEBK PEOPLES BANCORP OF NC Financial Services 91.0 $4K -48.0 -34.5% $43.09 +2.9%
2751 ANGI ANGI INC Communication Services 657.0 $4K -507.0 -43.6% $5.95 -17.3%
2752 ASUR ASURE SOFTWARE INC Technology 491.0 $4K -291.0 -37.2% $7.94 +10.1%
2753 HMH HMH HOLDING INC CL-A Energy 207.0 $4K NEW $18.74 +8.7%
2754 RXST RXSIGHT INC Healthcare 803.0 $4K +561.0 +231.8% $4.82 +29.7%
2755 PGEN PRECIGEN INC Healthcare 678.0 $4K -770.0 -53.2% $5.70 +26.3%
2756 GCMG GCM GROSVENOR INC - CLASS A Financial Services 314.0 $4K -267.0 -46.0% $12.30 +11.6%
2757 NATH NATHAN'S FAMOUS INC Consumer Cyclical 38.0 $4K +12.0 +46.1% $101.61 -2.9%
2758 MPAA MOTORCAR PARTS OF AMERICA IN Consumer Cyclical 251.0 $4K -189.0 -43.0% $15.32 -22.0%
2759 AREC AMERICAN RESOURCES CORP Energy 1,787.0 $4K NEW $2.15 +24.7%
2760 PRECISION BIOSCIENCES INC 484.0 $4K NEW $7.86
Page 138 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%