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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 29 of 165  ·  3,289 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
561 MCO MOODY'S CORP Financial Services 2,127.0 $963K 0.02% -8K -79.5% $452.92 +11.1%
562 DOV DOVER CORP Industrials 4,288.0 $962K 0.02% -590.0 -12.1% $224.28 -10.0%
563 UBER UBER TECHNOLOGIES INC Technology 13,296.0 $959K 0.02% -37K -73.3% $72.16 +9.2%
564 PAYX PAYCHEX INC Industrials 9,711.0 $955K 0.02% +1K +18.2% $98.33 +26.6%
565 CNI CANADIAN NATL RAILWAY CO Industrials 8,002.0 $954K 0.02% +3K +66.0% $119.24 +8.9%
566 BILL BILL HOLDINGS INC Technology 26,342.0 $953K 0.02% +7K +36.4% $36.16 +32.2%
567 VSAT VIASAT INC Technology 10,577.0 $950K 0.02% -3K -21.5% $89.81 -16.8%
568 PSN PARSONS CORPORATION COM Industrials 18,116.0 $949K 0.02% +16K +923.5% $52.39 -6.4%
569 ROAD CONSTRUCTION PARTNERS INC-A Industrials 7,964.0 $946K 0.02% -139.0 -1.7% $118.77 -5.6%
570 JXN JACKSON FINANCIAL INC-A Financial Services 9,201.0 $942K 0.02% -918.0 -9.1% $102.39 +26.8%
571 AEE AMEREN CORPORATION Utilities 8,317.0 $940K 0.02% -774.0 -8.5% $113.04 -6.1%
572 KR KROGER CO Consumer Defensive 16,840.0 $935K 0.02% -3K -14.2% $55.53 +4.3%
573 STLD STEEL DYNAMICS INC Basic Materials 4,060.0 $932K 0.02% -202.0 -4.7% $229.46 -0.3%
574 ASPEN INSURANCE HLDG LTD 40,000.0 $927K 0.02% NEW $23.18
575 ICLR ICON PLC Healthcare 5,329.0 $926K 0.02% +137.0 +2.6% $173.71 -0.9%
576 TDY TELEDYNE TECHNOLOGIES INC Technology 1,385.0 $924K 0.02% -181.0 -11.6% $666.90 -4.6%
577 PFG PRINCIPAL FINANCIAL GROUP Financial Services 8,569.0 $924K 0.02% +1K +16.8% $107.78 +2.8%
578 SUNB SUNBELT RENTALS HOLDINGS INC Financial Services 12,343.0 $923K 0.02% NEW $74.81 +2.8%
579 HLIO HELIOS TECHNOLOGIES INC Industrials 10,343.0 $923K 0.02% -485.0 -4.5% $89.25 -14.6%
580 DEUTSCHE TELEKOM AG COMMON 33,828.0 $922K 0.02% +10K +41.0% $27.27
Page 29 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%