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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 60 of 161  ·  3,215 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1181 IBEX IBEX LTD Technology 7,411.0 $199K 0.00% -4K -36.4% $26.82 +19.5%
1182 KMX CARMAX INC Consumer Cyclical 4,750.0 $198K 0.00% -4K -45.2% $41.58 -6.4%
1183 TXNM ENERGY INC 3,361.0 $196K 0.00% -2K -42.6% $58.46
1184 TPL TEXAS PACIFIC LAND CORP Energy 414.0 $196K 0.00% $474.56 -15.2%
1185 GXO GXO LOGISTICS INC Industrials 3,765.0 $195K 0.00% -3K -43.3% $51.85 -9.9%
1186 SSE PLC-SPN ADR 5,696.0 $195K 0.00% NEW $34.22
1187 CBT CABOT CORPORATION Basic Materials 2,576.0 $194K 0.00% -1K -34.0% $75.31 +4.0%
1188 ASB ASSOCIATED BANC-CORP Financial Services 7,496.0 $194K 0.00% -5K -41.3% $25.86 +8.5%
1189 COLL COLLEGIUM PHARMACEUTICAL INC Healthcare 5,856.0 $194K 0.00% -3K -35.8% $33.07 +4.1%
1190 MTG MGIC INVESTMENT CORP Financial Services 7,375.0 $194K 0.00% -28K -79.0% $26.25 -0.3%
1191 H HYATT HOTELS CORP - CL A Consumer Cyclical 1,346.0 $194K 0.00% -1K -44.1% $143.79 +22.1%
1192 GTES GATES INDUSTRIAL CORP PLC Industrials 8,507.0 $192K 0.00% -92K -91.5% $22.61 +6.5%
1193 BE BLOOM ENERGY CORP- A Industrials 1,419.0 $192K 0.00% -14.0 -1.0% $135.49 +127.2%
1194 POOL POOL CORP Industrials 944.0 $191K 0.00% -687.0 -42.1% $202.33 -10.1%
1195 GATX GATX CORP Industrials 1,118.0 $191K 0.00% -822.0 -42.4% $170.74 +1.3%
1196 OLLI OLLIE'S BARGAIN OUTLET HOLDI Consumer Defensive 2,054.0 $189K 0.00% -2K -43.3% $92.04 -9.7%
1197 FLUTTER ENTERTAINMENT PLC-DI 1,854.0 $189K 0.00% -694.0 -27.2% $101.95
1198 ALKS ALKERMES PLC Healthcare 5,318.0 $188K 0.00% -3K -34.7% $35.36 +4.5%
1199 RGEN REPLIGEN CORP Healthcare 1,596.0 $188K 0.00% -1K -42.5% $117.82 -5.2%
1200 HR HEALTHCARE REALTY TRUST INC Real Estate 11,009.0 $187K 0.00% -8K -43.3% $16.99 +19.8%
Page 60 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%