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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 55 of 161  ·  3,215 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1081 ORRF ORRSTOWN FINL SERVICES INC Financial Services 6,960.0 $251K 0.01% -4K -37.2% $36.08 +1.9%
1082 SMCI SUPER MICRO COMPUTER INC Technology 11,010.0 $251K 0.01% -7K -39.4% $22.77 +46.9%
1083 FLR FLUOR CORP Industrials 5,371.0 $251K 0.01% -4K -42.4% $46.65 -4.4%
1084 MAGN MAGNERA CORP Industrials 26,315.0 $250K 0.01% +24K +1328.6% $9.51 +11.0%
1085 FOR FORESTAR GROUP INC Real Estate 10,239.0 $250K 0.01% -6K -37.0% $24.44 +7.2%
1086 LW LAMB WESTON HOLDINGS INC Consumer Defensive 5,902.0 $249K 0.01% -29K -83.1% $42.26 +1.3%
1087 PAGS PAGSEGURO DIGITAL LTD-CL A Technology 24,784.0 $248K 0.01% -14K -36.5% $10.02 -7.0%
1088 ALGT ALLEGIANT TRAVEL CO Industrials 3,051.0 $247K 0.01% +2K +334.6% $81.04 +0.4%
1089 NORTHPOINTE BANCSHARES INC 14,310.0 $247K 0.01% +13K +1109.6% $17.26
1090 TBPH THERAVANCE BIOPHARMA INC Healthcare 15,056.0 $244K 0.01% -9K -36.4% $16.23 +2.0%
1091 PINE ALPINE INCOME PROPERTY TRUST Real Estate 13,554.0 $244K 0.01% -8K -36.8% $18.00 +6.2%
1092 MTCH MATCH GROUP INC Communication Services 7,895.0 $242K 0.01% -51K -86.6% $30.71 +16.1%
1093 STWD STARWOOD PROPERTY TRUST INC Real Estate 14,059.0 $242K 0.01% -9K -39.5% $17.22 -0.5%
1094 BGS B&G FOODS INC Consumer Defensive 50,215.0 $242K 0.01% +46K +1016.6% $4.81 -11.6%
1095 CE CELANESE CORP Basic Materials 3,668.0 $241K 0.01% -3K -43.3% $65.77 -19.6%
1096 UNTY UNITY BANCORP INC Financial Services 4,650.0 $241K 0.01% +4K +1798.0% $51.83 +5.0%
1097 CNA CNA FINANCIAL CORP Financial Services 5,243.0 $241K 0.01% +4K +318.8% $45.92 -3.5%
1098 AMBP ARDAGH METAL PACKAGING SA Consumer Cyclical 59,417.0 $241K 0.01% -35K -36.8% $4.05 +0.5%
1099 PCVX VAXCYTE INC Healthcare 4,139.0 $241K 0.01% -2K -37.4% $58.11 -18.4%
1100 KEX KIRBY CORP Industrials 1,809.0 $240K 0.01% -1K -45.2% $132.88 +9.6%
Page 55 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%