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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 158 of 165  ·  3,289 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
3141 NL NL INDUSTRIES Industrials 158.0 $940.0 -121.0 -43.4% $5.95 +10.9%
3142 ISSC INNOVATIVE SOLUTIONS & SUPPORT Industrials 52.0 $936.0 NEW $18.00 +37.7%
3143 INSEEGO CORP 90.0 $930.0 -301.0 -77.0% $10.33
3144 CV CAPSOVISION INC Healthcare 122.0 $925.0 -295.0 -70.7% $7.58 -19.5%
3145 INSE INSPIRED ENTERTAINMENT INC Consumer Cyclical 112.0 $924.0 -50.0 -30.9% $8.25 -27.2%
3146 EVGO EVGO INC Consumer Cyclical 479.0 $915.0 -3K -87.6% $1.91 -21.0%
3147 INNV INNOVAGE HOLDING CORP Healthcare 77.0 $912.0 -386.0 -83.4% $11.84 -7.7%
3148 CHCI COMSTOCK HOLDING COMPANIES Real Estate 57.0 $911.0 NEW $15.98 +19.7%
3149 DMAC DIAMEDICA THERAPEUTICS INC Healthcare 129.0 $908.0 -77.0 -37.4% $7.04 -4.9%
3150 NRC NATIONAL RESEARCH CORP Healthcare 42.0 $906.0 -35.0 -45.5% $21.57 +2.2%
3151 TLS TELOS CORPORATION Technology 197.0 $906.0 -1K -88.4% $4.60 -4.8%
3152 OPFI OPPFI INC Technology 91.0 $904.0 -69.0 -43.1% $9.93 -27.5%
3153 EAF GRAFTECH INTERNATIONAL LTD Industrials 149.0 $881.0 NEW $5.91 +17.7%
3154 EVEX EVE HOLDING INC Industrials 349.0 $876.0 -277.0 -44.2% $2.51 +6.2%
3155 GOGO GOGO INC Communication Services 282.0 $874.0 -231.0 -45.0% $3.10 -13.2%
3156 EGAN EGAIN CORP Technology 138.0 $869.0 -101.0 -42.3% $6.30 +17.8%
3157 XPOF XPONENTIAL FITNESS INC-A Consumer Cyclical 125.0 $865.0 -54.0 -30.2% $6.92 -28.1%
3158 LINEAGE CELL THERAPEUTICS IN 647.0 $848.0 NEW $1.31
3159 LAW CS DISCO INC Technology 223.0 $843.0 -191.0 -46.1% $3.78 +17.7%
3160 CDZI CADIZ INC Utilities 201.0 $840.0 -156.0 -43.7% $4.18 -19.0%
Page 158 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%