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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 60 of 165  ·  3,289 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1181 HLF HERBALIFE NUTRITION LTD Consumer Defensive 17,817.0 $234K 0.00% +603.0 +3.5% $13.15 -4.3%
1182 IPI INTREPID POTASH INC Basic Materials 7,032.0 $231K 0.00% -132.0 -1.8% $32.78 +15.6%
1183 SRE SEMPRA ENERGY Utilities 2,472.0 $229K 0.00% -53K -95.6% $92.71 -8.8%
1184 CRWV COREWEAVE INC-CL A Technology 2,296.0 $229K 0.00% NEW $99.54 -13.4%
1185 JEF JEFFERIES FINANCIAL GROUP IN Financial Services 4,561.0 $228K 0.00% +411.0 +9.9% $49.98 +3.9%
1186 D DOMINION ENERGY INC Utilities 3,328.0 $227K 0.00% -116K -97.2% $68.29 -2.5%
1187 LW LAMB WESTON HOLDINGS INC Consumer Defensive 5,261.0 $227K 0.00% -641.0 -10.9% $43.18 +26.9%
1188 TTEK TETRA TECH INC Industrials 7,821.0 $226K 0.00% +377.0 +5.1% $28.89 +27.6%
1189 AM ANTERO MIDSTREAM CORP Energy 9,928.0 $226K 0.00% -1K -11.5% $22.75 -2.7%
1190 IBEX IBEX LTD Technology 7,436.0 $226K 0.00% $30.37 +21.3%
1191 BMNR BITMINE IMMERSION TECHNOLOGI Financial Services 16,958.0 $226K 0.00% NEW $13.31 +81.4%
1192 CENT CENTRAL GARDEN & PET CO 5,088.0 $226K 0.00% +5K +1736.8% $44.34
1193 KMX CARMAX INC Consumer Cyclical 4,257.0 $225K 0.00% -493.0 -10.4% $52.89 +18.7%
1194 WAL WESTERN ALLIANCE BANCORP Financial Services 2,732.0 $225K 0.00% -261.0 -8.7% $82.20 -4.6%
1195 TESCO PLC-SPONSORED ADR 12,270.0 $224K 0.00% NEW $18.26
1196 MIDD MIDDLEBY CORP Industrials 1,302.0 $224K 0.00% -296.0 -18.5% $172.01 -33.0%
1197 UGI UGI CORP Utilities 6,464.0 $223K 0.00% -750.0 -10.4% $34.54 +10.6%
1198 AJG ARTHUR J GALLAGHER & CO Financial Services 968.0 $222K 0.00% +127.0 +15.1% $229.57 +18.5%
1199 BAH BOOZ ALLEN HAMILTON HOLDINGS Industrials 3,655.0 $222K 0.00% +2K +137.5% $60.67 +24.0%
1200 OKLO OKLO INC Utilities 4,228.0 $221K 0.00% +934.0 +28.4% $52.33 -24.2%
Page 60 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%