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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 40 of 165  ·  3,289 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
781 DUKE ENERGY CORP 23,100.0 $534K 0.01% $23.13
782 PUK PRUDENTIAL PLC-ADR Financial Services 19,878.0 $533K 0.01% +2K +14.1% $26.81 +5.0%
783 MDLN MEDLINE INC-CL A Healthcare 13,497.0 $532K 0.01% +3K +23.3% $39.44 -13.1%
784 UHS UNIVERSAL HEALTH SERVICES-B Healthcare 3,575.0 $532K 0.01% -8K -69.8% $148.69 +19.2%
785 OTTR OTTER TAIL CORP Utilities 5,901.0 $531K 0.01% -431.0 -6.8% $89.98 +1.0%
786 ITT ITT INC Industrials 2,683.0 $531K 0.01% -204.0 -7.1% $197.76 +5.2%
787 NXT NEXTRACKER INC-CL A Technology 4,453.0 $531K 0.01% +3K +156.7% $119.14 -27.7%
788 FIRST HAWAIIAN INC 17,898.0 $524K 0.01% +14K +332.8% $29.30
789 ARMK ARAMARK Industrials 9,182.0 $522K 0.01% -1K -10.2% $56.90 +5.0%
790 SWKS SKYWORKS SOLUTIONS INC Technology 7,689.0 $521K 0.01% -5K -39.9% $67.80 -1.0%
791 RBC RBC BEARINGS INC Industrials 809.0 $521K 0.01% -2K -67.0% $644.06 -21.5%
792 ROIV ROIVANT SCIENCES LTD Healthcare 14,722.0 $521K 0.01% +401.0 +2.8% $35.39 +2.6%
793 ALB ALBEMARLE CORP Basic Materials 3,847.0 $519K 0.01% -412.0 -9.7% $135.03 +6.1%
794 VNO VORNADO REALTY TRUST Real Estate 13,205.0 $519K 0.01% -648.0 -4.7% $39.30 -3.6%
795 BLX BANCO LATINOAMERICANO DE EXPO Financial Services 8,441.0 $519K 0.01% -384.0 -4.3% $61.47 -13.1%
796 AIR LIQUIDE-UNSPONSORED ADR 12,925.0 $512K 0.01% -533.0 -4.0% $39.62
797 IJR ISHARES CORE S&P SMALL-CAP E 3,443.0 $511K 0.01% -36.0 -1.0% $148.31 -0.7%
798 AVA AVISTA CORP Utilities 12,462.0 $510K 0.01% +10K +357.8% $40.91 -8.2%
799 RGLD ROYAL GOLD INC Basic Materials 2,551.0 $509K 0.01% -282.0 -9.9% $199.61 +29.8%
800 IEX IDEX CORP Industrials 2,228.0 $506K 0.01% -324.0 -12.7% $226.95 +3.3%
Page 40 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%