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Portfolio (Quarterly) Guide ↗

Sterling Capital Management LLC

· CIK 0001329883
13F Portfolio $6.2B AUM Filed Feb 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 3239 New
Page 24 of 162  ·  3,239 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
461 RMD RESMED INC Healthcare 6,871.0 $1.7M 0.03% NEW $240.87 -13.8%
462 DTE DTE ENERGY COMPANY Utilities 12,818.0 $1.7M 0.03% NEW $128.98 +11.4%
463 MFC MANULIFE FINANCIAL CORP Financial Services 45,455.0 $1.6M 0.03% NEW $36.28 +4.3%
464 CHEF CHEFS' WAREHOUSE INC/THE Consumer Defensive 26,365.0 $1.6M 0.03% NEW $62.33 +23.6%
465 L'OREAL-UNSPONSORED ADR 18,986.0 $1.6M 0.03% NEW $86.11
466 DOV DOVER CORP Industrials 8,367.0 $1.6M 0.03% NEW $195.24 +6.2%
467 ADM ARCHER-DANIELS-MIDLAND CO Consumer Defensive 28,338.0 $1.6M 0.03% NEW $57.49 +37.3%
468 CAH CARDINAL HEALTH INC Healthcare 7,895.0 $1.6M 0.03% NEW $205.50 -3.2%
469 SIBN SI-BONE INC Healthcare 82,209.0 $1.6M 0.03% NEW $19.72 -24.6%
470 AJG ARTHUR J GALLAGHER & CO Financial Services 6,249.0 $1.6M 0.03% NEW $258.79 -22.6%
471 KMB KIMBERLY-CLARK CORP Consumer Defensive 16,017.0 $1.6M 0.03% NEW $100.89 -4.4%
472 MIR MIRION TECHNOLOGIES INC Industrials 68,802.0 $1.6M 0.03% NEW $23.42 -21.8%
473 SPSC SPS COMMERCE INC Technology 18,001.0 $1.6M 0.03% NEW $89.13 -42.0%
474 CDW CDW CORP/DE Technology 11,751.0 $1.6M 0.03% NEW $136.20 -22.6%
475 AEE AMEREN CORPORATION Utilities 15,999.0 $1.6M 0.03% NEW $99.86 +9.6%
476 CINF CINCINNATI FINANCIAL CORP Financial Services 9,781.0 $1.6M 0.03% NEW $163.32 +2.2%
477 ATO ATMOS ENERGY CORP Utilities 9,488.0 $1.6M 0.03% NEW $167.63 +6.5%
478 FWRG FIRST WATCH RESTAURANT GROUP Consumer Cyclical 105,404.0 $1.6M 0.03% NEW $15.08 -29.4%
479 WCN WASTE CONNECTIONS INC Industrials 9,007.0 $1.6M 0.03% NEW $175.36 -10.6%
480 FSLR FIRST SOLAR INC Energy 6,018.0 $1.6M 0.03% NEW $261.23 -14.2%
Page 24 of 162  ·  3,239 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 28.1%
Financial Services 16.8%
Industrials 13.8%
Consumer Cyclical 9.7%
Healthcare 9.7%
Communication Services 6.5%
Real Estate 3.9%
Consumer Defensive 3.3%
Energy 3.1%
Utilities 2.7%