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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 49 of 165  ·  3,289 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
961 CCSI CONSENSUS CLOUD SOLUTION Technology 9,361.0 $357K 0.01% -462.0 -4.7% $38.15 +1.6%
962 CTBI COMMUNITY TRUST BANCORP INC Financial Services 4,932.0 $357K 0.01% -202.0 -3.9% $72.36 +5.7%
963 TRMB TRIMBLE INC Technology 6,957.0 $356K 0.01% -1K -13.4% $51.18 +17.7%
964 PRGS PROGRESS SOFTWARE CORP Technology 10,559.0 $355K 0.01% +10K +3782.0% $33.58 +32.1%
965 MOH MOLINA HEALTHCARE INC COM Healthcare 1,548.0 $354K 0.01% +579.0 +59.8% $228.70 -12.4%
966 AAT AMERICAN ASSETS TR INC COM Real Estate 14,274.0 $352K 0.01% -720.0 -4.8% $24.69 -7.5%
967 TNK TEEKAY TANKERS LTD-CLASS A Energy 5,431.0 $352K 0.01% -300.0 -5.2% $64.87 +40.3%
968 SYMRISE AG-UNSPON ADR 14,032.0 $352K 0.01% -3K -16.8% $25.10
969 SOLV SOLVENTUM CORP Healthcare 4,542.0 $350K 0.01% -419.0 -8.4% $77.15 +16.1%
970 SSE PLC-SPN ADR 10,838.0 $350K 0.01% +5K +90.3% $32.33
971 BY BYLINE BANCORP INC Financial Services 9,278.0 $349K 0.01% -399.0 -4.1% $37.66 +1.6%
972 SBH SALLY BEAUTY HOLDINGS INC Consumer Cyclical 24,550.0 $347K 0.01% -1K -5.1% $14.14 +17.2%
973 LECO LINCOLN ELECTRIC HOLDINGS Industrials 1,307.0 $347K 0.01% -503.0 -27.8% $265.51 +6.1%
974 BHRB BURKE & HERBERT FINANCIAL SE Financial Services 4,828.0 $347K 0.01% +762.0 +18.7% $71.86 -0.4%
975 CRI CARTER'S INC Consumer Cyclical 8,419.0 $347K 0.01% +7K +613.5% $41.16 -13.1%
976 CLX CLOROX COMPANY Consumer Defensive 3,624.0 $346K 0.01% -483.0 -11.8% $95.44 +11.8%
977 AYI ACUITY BRANDS INC Industrials 910.0 $343K 0.01% -126.0 -12.2% $376.66 -8.9%
978 LULU LULULEMON ATHLETICA INC Consumer Cyclical 3,001.0 $343K 0.01% +1K +59.5% $114.18 +6.0%
979 INVA INNOVIVA INC Healthcare 15,036.0 $341K 0.01% +793.0 +5.6% $22.71 -7.2%
980 LFUS LITTELFUSE INC Technology 748.0 $341K 0.01% -76.0 -9.2% $455.33 -9.5%
Page 49 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%