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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 145 of 165  ·  3,289 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2881 CVGI COMMERCIAL VEHICLE GROUP INC Consumer Cyclical 627.0 $3K NEW $4.62 -32.7%
2882 GENC GENCOR INDUSTRIES INC Industrials 194.0 $3K -148.0 -43.3% $14.92 +29.9%
2883 CVI CVR ENERGY INC Energy 105.0 $3K -96.0 -47.8% $27.54 +36.4%
2884 ALOY REALLOYS INC Basic Materials 200.0 $3K NEW $14.45 -15.6%
2885 LOANDEPOT INC -CLASS A 2,298.0 $3K -1K -30.9% $1.25
2886 PTRN PATTERN GROUP INC-CL A Technology 114.0 $3K NEW $25.19 -19.3%
2887 SND SMART SAND INC Energy 573.0 $3K NEW $5.01 -4.2%
2888 IRMD IRADIMED CORP Healthcare 30.0 $3K -23.0 -43.4% $95.57 -8.7%
2889 AMPY AMPLIFY ENERGY CORP Energy 720.0 $3K NEW $3.98 +23.2%
2890 XMAX INC 315.0 $3K NEW $9.09
2891 SION SIONNA THERAPEUTICS INC Healthcare 65.0 $3K -40.0 -38.1% $43.98 -87.2%
2892 LIFECORE BIOMEDICAL INC 544.0 $3K +157.0 +40.6% $5.25
2893 SOLUNA HOLDINGS INC 2,113.0 $3K NEW $1.35
2894 QNST QUINSTREET INC Communication Services 194.0 $3K -160.0 -45.2% $14.65 +40.1%
2895 AEVA AEVA TECHNOLOGIES INC Consumer Cyclical 98.0 $3K -162.0 -62.3% $28.72 -36.2%
2896 ECBK ECB BANCORP INC Financial Services 140.0 $3K -108.0 -43.5% $20.08 +1.2%
2897 KFRC KFORCE INC Industrials 59.0 $3K -130.0 -68.8% $46.92 +23.8%
2898 WLTH WEALTHFRONT CORP Technology 308.0 $3K -222.0 -41.9% $8.94 +3.5%
2899 OMDA OMADA HEALTH INC Healthcare 125.0 $3K -422.0 -77.2% $21.95 +9.3%
2900 DAKT DAKTRONICS INC COM Technology 140.0 $3K -987.0 -87.6% $19.56 -2.8%
Page 145 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%