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Portfolio (Quarterly) Guide ↗

Sterling Capital Management LLC

· CIK 0001329883
13F Portfolio $6.2B AUM Filed Feb 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 3239 New
Page 43 of 162  ·  3,239 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
841 AEFC AEGON FUNDING CO LLC Financial Services 31,260.0 $617K 0.01% NEW $19.73 -2.8%
842 WMS ADVANCED DRAINAGE SYSTEMS IN Industrials 4,249.0 $615K 0.01% NEW $144.83 -5.5%
843 DCI DONALDSON CO INC Industrials 6,883.0 $610K 0.01% NEW $88.66 -6.8%
844 JBL JABIL INC Technology 2,666.0 $608K 0.01% NEW $228.02 +56.3%
845 UNFI UNITED NATURAL FOODS INC Consumer Defensive 18,030.0 $607K 0.01% NEW $33.67 +49.6%
846 ASSA ABLOY AB - UNSP ADR 31,167.0 $607K 0.01% NEW $19.47
847 BERKLEY (WR) CORPORATION 30,760.0 $604K 0.01% NEW $19.62
848 RY ROYAL BANK OF CANADA Financial Services 3,535.0 $603K 0.01% NEW $170.49 +9.8%
849 FIVE FIVE BELOW Consumer Cyclical 3,192.0 $601K 0.01% NEW $188.36 +16.7%
850 SJM JM SMUCKER CO/THE Consumer Defensive 6,144.0 $601K 0.01% NEW $97.81 +2.7%
851 SHIONOGI & CO LTD-UNSPON ADR 66,067.0 $599K 0.01% NEW $9.06
852 PUBLIC STORAGE 31,475.0 $596K 0.01% NEW $18.95
853 OVV OVINTIV INC Energy 15,197.0 $596K 0.01% NEW $39.19 +50.2%
854 LUMN LUMEN TECHNOLOGIES INC Communication Services 76,474.0 $594K 0.01% NEW $7.77 +21.5%
855 CVLT COMMVAULT SYSTEMS INC Technology 4,731.0 $593K 0.01% NEW $125.36 -15.4%
856 AR ANTERO RES CORP COM Energy 17,176.0 $592K 0.01% NEW $34.46 +7.5%
857 ALLSTATE CORP 28,120.0 $590K 0.01% NEW $20.99
858 SBH SALLY BEAUTY HOLDINGS INC Consumer Cyclical 41,330.0 $589K 0.01% NEW $14.26 -11.8%
859 SOMPO JAPAN NIPPONKOA-UN ADR 34,521.0 $588K 0.01% NEW $17.02
860 SIRIUSPOINT LTD 26,815.0 $587K 0.01% NEW $21.89
Page 43 of 162  ·  3,239 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 28.1%
Financial Services 16.8%
Industrials 13.8%
Consumer Cyclical 9.7%
Healthcare 9.7%
Communication Services 6.5%
Real Estate 3.9%
Consumer Defensive 3.3%
Energy 3.1%
Utilities 2.7%