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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 67 of 162  ·  3,239 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1321 ASO ACADEMY SPORTS & OUTDOORS IN Consumer Cyclical 3,861.0 $193K 0.00% NEW $49.96 +2.1%
1322 PSN PARSONS CORPORATION COM Industrials 3,121.0 $193K 0.00% NEW $61.80 -16.4%
1323 MARA MARATHON DIGITAL HOLDINGS IN Financial Services 21,428.0 $192K 0.00% NEW $8.98 +50.9%
1324 ALGM ALLEGRO MICROSYSTEMS INC Technology 7,281.0 $192K 0.00% NEW $26.38 +69.4%
1325 SLG SL GREEN REALTY CORP Real Estate 4,181.0 $192K 0.00% NEW $45.87 -9.6%
1326 CRCL CIRCLE INTERNET GROUP INC Financial Services 2,411.0 $191K 0.00% NEW $79.30 +44.9%
1327 TSCO TRACTOR SUPPLY COMPANY Consumer Cyclical 3,805.0 $190K 0.00% NEW $50.01 -36.6%
1328 BNL BROADSTONE NET LEASE INC Real Estate 10,945.0 $190K 0.00% NEW $17.37 +17.5%
1329 LGND LIGAND PHARMACEUTICALS Healthcare 1,004.0 $190K 0.00% NEW $189.07 +17.5%
1330 INTERNATIONAL BANCSHARES CORP 2,856.0 $190K 0.00% NEW $66.44
1331 PVH PVH CORP Consumer Cyclical 2,822.0 $189K 0.00% NEW $67.02 +26.3%
1332 FUL H.B. FULLER CO. Basic Materials 3,165.0 $188K 0.00% NEW $59.46 -5.2%
1333 U-HAUL HOLDING CO-NON VOTING 3,980.0 $186K 0.00% NEW $46.74
1334 CME CME GROUP INC Financial Services 681.0 $186K 0.00% NEW $273.08 +5.9%
1335 FIRST HAWAIIAN INC 7,291.0 $184K 0.00% NEW $25.30
1336 CDP COPT DEFENSE PROPERTIES Real Estate 6,633.0 $184K 0.00% NEW $27.80 +16.2%
1337 TEGNA INC 9,364.0 $182K 0.00% NEW $19.41
1338 HAYW HAYWARD HOLDINGS INC Industrials 11,739.0 $181K 0.00% NEW $15.45 -11.5%
1339 CNR CORE NATURAL RESOURCES INC Energy 2,034.0 $180K 0.00% NEW $88.51 -5.1%
1340 FIBK FIRST INTERSTATE BANCSYS-A Financial Services 5,173.0 $179K 0.00% NEW $34.60 +1.7%
Page 67 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%