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Portfolio (Quarterly) Guide ↗

Sterling Capital Management LLC

· CIK 0001329883
13F Portfolio $5.3B AUM 3,398 positions Filed Apr 22, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 56 New 395 Added 2476 Reduced 80 Exited
Page 40 of 161  ·  3,215 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
781 KMT KENNAMETAL INC Industrials 13,556.0 $490K 0.01% -8K -37.8% $36.13 -2.5%
782 MKC MCCORMICK & CO-NON VTG SHRS Consumer Defensive 9,701.0 $489K 0.01% -5K -35.4% $50.44 -6.9%
783 TECHTRONIC INDUSTRIES-SP ADR 7,512.0 $489K 0.01% -831.0 -10.0% $65.11
784 TLN TALEN ENERGY CORP Utilities 1,531.0 $489K 0.01% -1K -43.1% $319.23 +7.9%
785 APG API GROUP CORP 144A Industrials 12,060.0 $489K 0.01% -10K -44.8% $40.52 +2.4%
786 MDLN MEDLINE INC-CL A Healthcare 10,945.0 $487K 0.01% NEW $44.50 -16.6%
787 PHIN PHINIA INC Consumer Cyclical 7,111.0 $487K 0.01% -4K -37.7% $68.44 +8.9%
788 IEX IDEX CORP Industrials 2,552.0 $484K 0.01% -2K -43.0% $189.55 +8.5%
789 NTAP NETAPP INC Technology 4,722.0 $483K 0.01% -3K -40.0% $102.39 +21.1%
790 RUSHA RUSH ENTERPRISES INC-CL A Consumer Cyclical 7,284.0 $482K 0.01% -4K -36.8% $66.11 +5.8%
791 PNR PENTAIR PLC Industrials 5,523.0 $481K 0.01% -4K -43.0% $87.11 -14.8%
792 GL GLOBE LIFE INC Financial Services 3,443.0 $479K 0.01% -2K -37.3% $139.17 +12.5%
793 NDSN NORDSON CORP Industrials 1,797.0 $478K 0.01% -1K -43.0% $266.06 +7.8%
794 KKR KKR & CO INC Financial Services 5,165.0 $478K 0.01% -3K -35.7% $92.50 +2.4%
795 RYANAIR HOLDINGS PLC-SP ADR 8,218.0 $475K 0.01% -491.0 -5.6% $57.80
796 CATY CATHAY GENERAL BANCORP Financial Services 9,519.0 $475K 0.01% -6K -38.3% $49.86 +14.8%
797 GGG GRACO INC Industrials 5,606.0 $475K 0.01% -4K -43.0% $84.65 -11.0%
798 NTB BANK OF N.T. BUTTERFIELD&SON Financial Services 9,014.0 $473K 0.01% -5K -37.6% $52.48 +6.9%
799 COOPER COS INC/THE 6,592.0 $471K 0.01% -5K -44.2% $71.50
800 PII POLARIS INC Consumer Cyclical 8,614.0 $469K 0.01% -3K -27.4% $54.50 +15.7%
Page 40 of 161  ·  3,215 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 24.0%
Financial Services 18.1%
Industrials 14.6%
Healthcare 9.5%
Consumer Cyclical 9.4%
Communication Services 6.1%
Consumer Defensive 4.2%
Energy 4.2%
Real Estate 3.6%
Utilities 3.5%