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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 59 of 162  ·  3,239 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1161 CHE CHEMED CORP Healthcare 758.0 $324K 0.01% NEW $427.86 +3.2%
1162 NEE NEXTERA ENERGY INC Utilities 4,023.0 $323K 0.01% NEW $80.28 +11.7%
1163 NUTX NUTEX HEALTH INC Healthcare 1,953.0 $322K 0.01% NEW $164.62 -27.8%
1164 TITN TITAN MACHINERY INC Industrials 21,287.0 $320K 0.01% NEW $15.04 +23.2%
1165 CROX CROCS INC Consumer Cyclical 3,741.0 $320K 0.01% NEW $85.52 +27.4%
1166 CPB CAMPBELL SOUP CO Consumer Defensive 11,470.0 $320K 0.01% NEW $27.87 -28.1%
1167 TFX TELEFLEX INC Healthcare 2,613.0 $319K 0.01% NEW $122.04 +10.8%
1168 VNT VONTIER CORP Technology 8,559.0 $318K 0.01% NEW $37.18 -23.6%
1169 BIPC BROOKFIELD INFRASTRUCTURE-A Utilities 6,986.0 $317K 0.01% NEW $45.40 -7.2%
1170 ANIP ANI PHARMACEUTICALS INC Healthcare 4,011.0 $317K 0.01% NEW $78.94 +4.9%
1171 AHR AMERICAN HEALTHCARE REIT INC Real Estate 6,709.0 $316K 0.01% NEW $47.06 +6.5%
1172 EXEL EXELIXIS INC Healthcare 7,185.0 $315K 0.01% NEW $43.83 +13.3%
1173 IPI INTREPID POTASH INC Basic Materials 11,351.0 $315K 0.01% NEW $27.73 +45.6%
1174 BLK BLACKROCK INC Financial Services 294.0 $315K 0.01% NEW $1070.34 -0.6%
1175 INTC INTEL CORP Technology 8,520.0 $314K 0.01% NEW $36.90 +221.1%
1176 TYL TYLER TECHNOLOGIES INC Technology 690.0 $313K 0.01% NEW $453.95 -30.1%
1177 BR BROADRIDGE FINANCIAL SOLUTIO Technology 1,389.0 $310K 0.01% NEW $223.17 -32.8%
1178 DDOG DATADOG INC - CLASS A Technology 2,259.0 $307K 0.01% NEW $135.99 +60.3%
1179 DVA DAVITA INC Healthcare 2,699.0 $307K 0.01% NEW $113.61 +74.9%
1180 BEPC BROOKFIELD RENEWABLE CORP Utilities 7,989.0 $306K 0.01% NEW $38.34 -1.9%
Page 59 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%