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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 27 of 165  ·  3,289 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
521 SKYWARD SPECIALTY INSURANCE 18,587.0 $1.1M 0.02% +135.0 +0.7% $58.35
522 CAH CARDINAL HEALTH INC Healthcare 4,526.0 $1.1M 0.02% -334.0 -6.9% $237.56 -3.4%
523 UMBF UMB FINANCIAL CORP Financial Services 7,514.0 $1.1M 0.02% -1K -13.2% $142.76 +1.7%
524 R RYDER SYSTEM INC Industrials 4,059.0 $1.1M 0.02% +3K +208.0% $263.77 -5.3%
525 NKE NIKE INC -CL B Consumer Cyclical 26,056.0 $1.1M 0.02% +1K +4.7% $41.05 -0.7%
526 WBI WATERBRIDGE INFRASTRUC-CL A Energy 31,147.0 $1.1M 0.02% NEW $34.27 -7.5%
527 SOCIETE GENERALE-SPONS ADR 60,281.0 $1.1M 0.02% +18K +41.4% $17.69
528 RVMD REVOLUTION MEDICINES INC Healthcare 5,685.0 $1.1M 0.02% -6K -49.9% $187.28 +11.8%
529 OXY OCCIDENTAL PETROLEUM CORP Energy 21,819.0 $1.1M 0.02% -2K -8.1% $48.57 +26.2%
530 TEL TE CONNECTIVITY PLC Technology 5,233.0 $1.1M 0.02% +5K +10000.0% $201.61 +1.0%
531 MTB M & T BANK CORP Financial Services 4,416.0 $1.1M 0.02% -699.0 -13.7% $238.01 +1.0%
532 MMSI MERIT MEDICAL SYSTEMS INC Healthcare 15,141.0 $1.0M 0.02% +622.0 +4.3% $69.34 +30.9%
533 CMCSA COMCAST CORP-CLASS A Communication Services 42,570.0 $1.0M 0.02% +6K +17.8% $24.55 +9.4%
534 GHM GRAHAM CORP Industrials 8,414.0 $1.0M 0.02% +8K +10000.0% $123.79 -18.0%
535 ROP ROPER TECHNOLOGIES INC Industrials 3,077.0 $1.0M 0.02% +3K +1430.8% $338.39 +21.7%
536 BIIB BIOGEN INC Healthcare 4,810.0 $1.0M 0.02% -326.0 -6.3% $216.06 +0.3%
537 MLM MARTIN MARIETTA MATERIALS Basic Materials 1,797.0 $1.0M 0.02% -220.0 -10.9% $576.70 -7.2%
538 ZION ZIONS BANCORP NA Financial Services 14,891.0 $1.0M 0.02% +6K +62.7% $69.19 -1.5%
539 RIO RIO TINTO PLC-SPON ADR Basic Materials 10,838.0 $1.0M 0.02% -2K -12.8% $94.93 +10.9%
540 INGERSOLL-RAND INC 12,547.0 $1.0M 0.02% -2K -11.3% $81.99
Page 27 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%