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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 53 of 161  ·  3,215 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1041 INGR INGREDION INC Consumer Defensive 2,391.0 $269K 0.01% -2K -41.4% $112.66 -9.3%
1042 HXL HEXCEL CORP Industrials 3,321.0 $269K 0.01% -2K -40.3% $80.93 +4.7%
1043 DDOG DATADOG INC - CLASS A Technology 2,264.0 $267K 0.01% $118.05 +84.7%
1044 PRI PRIMERICA INC Financial Services 1,067.0 $267K 0.01% -846.0 -44.2% $250.48 +12.2%
1045 ARE ALEXANDRIA REAL ESTATE EQUIT Real Estate 5,755.0 $267K 0.01% -4K -43.4% $46.42 +3.1%
1046 REYN REYNOLDS CONSUMER PRODUCTS I Consumer Cyclical 12,606.0 $267K 0.01% -66K -84.0% $21.18 +2.6%
1047 KRC KILROY REALTY CORP Real Estate 9,459.0 $267K 0.01% -6K -39.6% $28.21 +21.0%
1048 NTNX NUTANIX INC - A Technology 7,009.0 $266K 0.01% -5K -41.8% $38.01 +17.6%
1049 BFST BUSINESS FIRST BANCSHARES Financial Services 9,785.0 $265K 0.01% -6K -36.6% $27.04 +3.6%
1050 THFF FIRST FINANCIAL CORP/INDIANA Financial Services 4,180.0 $264K 0.01% -2K -37.1% $63.20 +7.9%
1051 UGI UGI CORP Utilities 7,214.0 $263K 0.01% -14K -65.9% $36.42 -3.6%
1052 HSIC HENRY SCHEIN INC Healthcare 3,543.0 $261K 0.01% -3K -44.1% $73.70 -0.3%
1053 NGVT INGEVITY CORP Basic Materials 3,665.0 $261K 0.01% -2K -35.1% $71.23 -8.5%
1054 CMP COMPASS MINERALS INTERNATION Basic Materials 11,174.0 $261K 0.01% -6K -36.6% $23.35 +27.8%
1055 GOLD GOLD.COM INC Financial Services 6,509.0 $261K 0.01% +5K +494.4% $40.08 +4.2%
1056 WGO WINNEBAGO INDUSTRIES Consumer Cyclical 8,394.0 $260K 0.01% +7K +434.0% $30.99 -5.9%
1057 IWF ISHARES RUSSELL 1000 GROWTH 610.0 $260K 0.01% $426.40 -70.8%
1058 WYNN WYNN RESORTS LTD Consumer Cyclical 2,559.0 $260K 0.01% -2K -43.4% $101.55 -3.4%
1059 SPFI SOUTH PLAINS FINANCIAL INC Financial Services 6,197.0 $260K 0.01% -4K -37.2% $41.90 -4.3%
1060 SM SM ENERGY CO Energy 8,313.0 $259K 0.01% +2K +26.2% $31.18 +11.6%
Page 53 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%