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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 45 of 161  ·  3,215 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
881 ROIV ROIVANT SCIENCES LTD Healthcare 14,321.0 $397K 0.01% -9K -38.0% $27.70 +17.0%
882 ENEL SPA - UNSPON ADR 36,572.0 $395K 0.01% -2K -5.0% $10.80
883 ARMOUR RESIDENTIAL REIT INC 23,632.0 $394K 0.01% +17K +262.9% $16.68
884 PK PARK HOTELS & RESORTS INC Real Estate 37,422.0 $394K 0.01% +26K +222.1% $10.53 +8.2%
885 SNN SMITH & NEPHEW PLC -SPON ADR Healthcare 12,303.0 $391K 0.01% +4K +41.1% $31.78 -2.4%
886 AMERICAN NATIONAL GROUP 16,500.0 $389K 0.01% $23.60
887 GCT GIGACLOUD TECHNOLOGY INC - A Technology 8,579.0 $389K 0.01% -5K -37.3% $45.38 -15.1%
888 LEGN LEGEND BIOTECH CORP-ADR Healthcare 21,482.0 $389K 0.01% -13K -37.3% $18.09 +54.7%
889 DHC DIVERSIFIED HEALTHCARE TRUST Real Estate 58,478.0 $388K 0.01% -35K -37.4% $6.64 +34.0%
890 CUSHMAN & WAKEFIELD LTD 31,565.0 $387K 0.01% -20K -38.2% $12.26
891 ALGN ALIGN TECHNOLOGY INC Healthcare 2,254.0 $386K 0.01% -2K -44.5% $171.43 -4.9%
892 JKHY JACK HENRY & ASSOCIATES INC Technology 2,442.0 $386K 0.01% -2K -43.3% $158.04 -11.7%
893 WTRG ESSENTIAL UTILITIES INC Utilities 9,583.0 $386K 0.01% -7K -42.4% $40.27 -9.3%
894 DOC HEALTHPEAK PROPERTIES INC Real Estate 23,376.0 $384K 0.01% -18K -43.1% $16.43 +19.5%
895 TDG TRANSDIGM GROUP INC Industrials 330.0 $382K 0.01% -172.0 -34.3% $1158.96 +3.4%
896 JLL JONES LANG LASALLE INC Real Estate 1,254.0 $382K 0.01% -881.0 -41.3% $304.32 -3.7%
897 BANK OF HAWAII CORP 23,975.0 $380K 0.01% $15.86
898 SCI SERVICE CORP INTERNATIONAL Consumer Cyclical 4,599.0 $379K 0.01% -3K -43.1% $82.51 -6.0%
899 INTC INTEL CORP Technology 8,592.0 $379K 0.01% +72.0 +0.8% $44.13 +168.5%
900 BTI BRITISH AMERICAN TOB-SP ADR Consumer Defensive 6,465.0 $378K 0.01% -1K -13.7% $58.47 +12.4%
Page 45 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%