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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 65 of 161  ·  3,215 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1281 REZI RESIDEO TECHNOLOGIES INC Industrials 4,296.0 $145K 0.00% -3K -42.8% $33.71 -14.2%
1282 CRSP CRISPR THERAPEUTICS AG Healthcare 3,037.0 $144K 0.00% -2K -39.9% $47.57 +4.9%
1283 RIOT RIOT BLOCKCHAIN INC Financial Services 11,599.0 $143K 0.00% -9K -42.5% $12.36 +91.5%
1284 SAIC SCIENCE APPLICATIONS INTE Technology 1,509.0 $143K 0.00% -1K -44.4% $94.92 +1.7%
1285 XLU ST SR UTL SL SE SPDR ETF-USD 3,104.0 $142K 0.00% -46.0 -1.5% $45.89 -1.9%
1286 EBC EASTERN BANKSHARES INC Financial Services 7,240.0 $142K 0.00% -6K -43.8% $19.56 +1.5%
1287 MDU MDU RESOURCES GROUP INC Industrials 6,803.0 $141K 0.00% -5K -43.3% $20.72 +5.4%
1288 AIRBUS SE - UNSP ADR 3,037.0 $141K 0.00% NEW $46.32
1289 LSCC LATTICE SEMICONDUCTOR CORP Technology 1,507.0 $140K 0.00% -522.0 -25.7% $92.76 +50.2%
1290 NBIX NEUROCRINE BIOSCIENCES INC CA Healthcare 1,061.0 $140K 0.00% -359.0 -25.3% $131.74 +18.0%
1291 TDS TELEPHONE & DATA SYS INC COM N Communication Services 3,311.0 $139K 0.00% -2K -42.8% $42.10 -1.2%
1292 CIFR CIPHER MINING INC Financial Services 10,795.0 $139K 0.00% -8K -42.6% $12.87 +67.2%
1293 BFAM BRIGHT HORIZONS FAMILY SOLUT Consumer Cyclical 1,689.0 $139K 0.00% -1K -43.5% $82.13 -17.8%
1294 FSLY FASTLY INC - CLASS A Technology 4,727.0 $137K 0.00% -3K -41.3% $29.06 -43.6%
1295 MSM MSC INDUSTRIAL DIRECT CO-A Industrials 1,475.0 $136K 0.00% -1K -43.3% $92.27 +14.9%
1296 NEU NEWMARKET CORP Basic Materials 212.0 $136K 0.00% -120.0 -36.1% $640.95 +12.4%
1297 NWE NORTHWESTERN CORP Utilities 2,054.0 $135K 0.00% -2K -42.5% $65.94 +8.9%
1298 AEP AMERICAN ELECTRIC POWER Utilities 1,032.0 $135K 0.00% -52K -98.1% $131.08 -1.1%
1299 PTCT PTC THERAPEUTICS INC Healthcare 1,983.0 $135K 0.00% -3K -62.5% $68.13 +4.2%
1300 THO THOR INDUSTRIES INC Consumer Cyclical 1,690.0 $135K 0.00% -1K -43.3% $79.89 -6.4%
Page 65 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%