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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 34 of 165  ·  3,289 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
661 HSY HERSHEY CO/THE Consumer Defensive 4,116.0 $722K 0.01% -398.0 -8.8% $175.45 +6.3%
662 SM SM ENERGY CO Energy 27,651.0 $722K 0.01% +19K +232.6% $26.10 +42.5%
663 DB DEUTSCHE BANK AG-REGISTERED Financial Services 21,352.0 $721K 0.01% +4K +21.9% $33.76 +12.0%
664 NATWEST GROUP PLC -SPON ADR 40,840.0 $720K 0.01% -370.0 -0.9% $17.63
665 SONY SONY GROUP CORP - SP ADR Technology 35,734.0 $717K 0.01% -7K -16.4% $20.06 +19.2%
666 IUSV ISHARES CORE S&P U.S. VALUE 6,506.0 $717K 0.01% +117.0 +1.8% $110.15 +4.3%
667 ANNALY CAPITAL MANAGEMENT IN 31,916.0 $714K 0.01% -2K -5.3% $22.36
668 CMS CMS ENERGY CORP Utilities 9,248.0 $707K 0.01% -952.0 -9.3% $76.50 -10.8%
669 TFC TRUIST FINANCIAL CORP Financial Services 14,191.0 $707K 0.01% +2K +19.2% $49.82 +1.2%
670 GILD GILEAD SCIENCES INC Healthcare 5,576.0 $704K 0.01% -61K -91.6% $126.34 +15.7%
671 RGA REINSURANCE GROUP OF AMERICA Financial Services 3,303.0 $702K 0.01% -308.0 -8.5% $212.65 +14.3%
672 CHD CHURCH & DWIGHT CO INC Consumer Defensive 7,246.0 $702K 0.01% -957.0 -11.7% $96.88 +2.0%
673 PKG PACKAGING CORP OF AMERICA Consumer Cyclical 2,929.0 $698K 0.01% -394.0 -11.9% $238.28 +6.1%
674 VSCO VICTORIA'S SECRET & CO Consumer Cyclical 8,348.0 $697K 0.01% -2K -15.3% $83.48 +9.6%
675 OAKTREE CAPITAL GRP LLC 33,310.0 $696K 0.01% $20.89
676 BBY BEST BUY CO INC Consumer Cyclical 9,141.0 $694K 0.01% +3K +38.2% $75.88 +13.2%
677 FSLR FIRST SOLAR INC Energy 2,939.0 $693K 0.01% -483.0 -14.1% $235.96 -9.2%
678 KDDI CORP-UNSPONSORED ADR 40,980.0 $692K 0.01% +16K +67.0% $16.89
679 OKTA OKTA INC Technology 5,070.0 $692K 0.01% +1K +30.8% $136.45 -1.0%
680 RELX RELX PLC - SPON ADR Communication Services 21,738.0 $688K 0.01% -10K -31.8% $31.67 +13.4%
Page 34 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%