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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 165 of 165  ·  3,289 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
3281 GENESIS EMERGING MARKETS FUND 2,842.0 $3.0 $0.00
3282 BRISTOL MYERS SQUIBB CO NON-TR 109.0
3283 ICOSAVAX INC CVR 2,057.0
3284 LIGAND PHARMACEUTICALS INC CON 23.0
3285 LIGAND PHARMACEUTICALS INC CON 23.0
3286 NOVARTIS AG CVR RT 1,006.0
3287 TPG INC - CVR 7,524.0 NEW
3288 US INTERACTIVE INC 5.0
3289 WALGREENS BOOTS ALLIANCE, INC. 691.0
Page 165 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%