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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 30 of 165  ·  3,289 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
581 VIAV VIAVI SOLUTIONS INC Technology 19,316.0 $922K 0.02% +6K +48.4% $47.75 -18.5%
582 TIGO MILLICOM INTL CELLULAR S.A. Communication Services 10,017.0 $909K 0.01% +4K +73.5% $90.76 +3.2%
583 HUBB HUBBELL INC Industrials 1,736.0 $908K 0.01% -66.0 -3.7% $523.20 -10.2%
584 ALFA LAVAL AB-UNSPON ADR 15,209.0 $907K 0.01% -948.0 -5.9% $59.62
585 UNICREDIT SPA-ADR 20,137.0 $901K 0.01% +516.0 +2.6% $44.74
586 NTST NETSTREIT CORP Real Estate 42,608.0 $900K 0.01% -3K -6.2% $21.13 -3.7%
587 TENCENT HOLDINGS LTD-UNS ADR 16,425.0 $900K 0.01% +8K +92.5% $54.81
588 SYY SYSCO CORP Consumer Defensive 10,740.0 $898K 0.01% +432.0 +4.2% $83.58 +0.6%
589 DEO DIAGEO PLC-SPONSORED ADR Consumer Defensive 11,162.0 $897K 0.01% +881.0 +8.6% $80.38 +17.7%
590 DLTR DOLLAR TREE INC Consumer Defensive 7,407.0 $896K 0.01% -14K -66.2% $120.95 +8.7%
591 BAE SYSTEMS PLC -SPON ADR 9,096.0 $890K 0.01% -778.0 -7.9% $97.90
592 CSW INDUSTRIALS INC 3,179.0 $885K 0.01% -47.0 -1.5% $278.30
593 FE FIRSTENERGY CORP Utilities 18,604.0 $884K 0.01% +124.0 +0.7% $47.54 -3.3%
594 GEHC GE HEALTHCARE TECHNOLOGY Healthcare 13,807.0 $884K 0.01% -2K -11.2% $64.01 +16.9%
595 LASERTEC CORP - ADR UNSP 14,421.0 $882K 0.01% -7K -33.0% $61.16
596 FCX FREEPORT-MCMORAN INC Basic Materials 14,009.0 $881K 0.01% +4K +35.1% $62.89 +21.9%
597 THC TENET HEALTHCARE CORP Healthcare 4,702.0 $880K 0.01% -1K -21.7% $187.08 +50.1%
598 MIR MIRION TECHNOLOGIES INC Industrials 49,036.0 $879K 0.01% +11K +28.2% $17.93 -17.3%
599 TPC TUTOR PERINI CORP Industrials 10,552.0 $875K 0.01% -1K -11.2% $82.97 +10.0%
600 BFH BREAD FINANCIAL HOLDINGS INC Financial Services 8,073.0 $875K 0.01% -708.0 -8.1% $108.35 -2.3%
Page 30 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%