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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 42 of 161  ·  3,215 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
821 LECO LINCOLN ELECTRIC HOLDINGS Industrials 1,810.0 $451K 0.01% -1K -43.0% $249.08 +4.4%
822 BLX BANCO LATINOAMERICANO DE EXPO Financial Services 8,825.0 $451K 0.01% -5K -37.3% $51.08 +10.4%
823 JBL JABIL INC Technology 1,697.0 $451K 0.01% -969.0 -36.4% $265.63 +34.2%
824 UNILEVER PLC-SPONSORED ADR 7,888.0 $449K 0.01% +8K +3501.8% $56.97
825 VEEV VEEVA SYS INC Healthcare 2,548.0 $448K 0.01% -2K -46.6% $175.66 -6.1%
826 OBIC CO LTD 36,897.0 $447K 0.01% +6K +17.6% $12.11
827 FHN FIRST HORIZON NATIONAL CORP Financial Services 19,474.0 $443K 0.01% -14K -41.8% $22.76 +5.9%
828 NSC NORFOLK SOUTHERN CORP Industrials 1,544.0 $443K 0.01% +516.0 +50.2% $287.00 +8.5%
829 AEO AMERICAN EAGLE OUTFITTERS Consumer Cyclical 26,467.0 $442K 0.01% +17K +185.4% $16.70 -0.9%
830 SUI SUN COMMUNITIES INC Real Estate 3,505.0 $441K 0.01% -3K -42.0% $125.96 -2.4%
831 INCY INCYTE CORP Healthcare 4,658.0 $438K 0.01% -3K -41.0% $94.12 +3.5%
832 IBM INTL BUSINESS MACHINES CORP Technology 1,803.0 $437K 0.01% -32K -94.7% $242.39 +4.4%
833 CSTM CONSTELLIUM SE Basic Materials 17,778.0 $437K 0.01% +12K +232.7% $24.58 +30.3%
834 HRTG HERITAGE INSURANCE HOLDINGS Financial Services 16,589.0 $435K 0.01% -10K -36.5% $26.25 -10.7%
835 TOL TOLL BROTHERS INC Consumer Cyclical 3,185.0 $435K 0.01% -2K -44.0% $136.47 -0.1%
836 SNX SYNNEX CORP Technology 2,575.0 $434K 0.01% -2K -43.0% $168.71 +36.7%
837 VIAV VIAVI SOLUTIONS INC Technology 13,015.0 $433K 0.01% +12K +805.7% $33.28 +44.5%
838 TIGO MILLICOM INTL CELLULAR S.A. Communication Services 5,772.0 $433K 0.01% -7K -53.9% $74.94 +12.2%
839 EVR EVERCORE INC - A Financial Services 1,449.0 $433K 0.01% -953.0 -39.7% $298.51 +16.0%
840 IJR ISHARES CORE S&P SMALL-CAP E 3,479.0 $432K 0.01% $124.31 +9.6%
Page 42 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%