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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 77 of 165  ·  3,289 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1521 ASH ASHLAND GLOBAL HOLDINGS INC Basic Materials 937.0 $62K 0.00% -583.0 -38.4% $65.89 +11.1%
1522 PEGA PEGASYSTEMS INC Technology 2,056.0 $62K 0.00% -233.0 -10.2% $29.97 +13.6%
1523 VERSIGENT PLC 1,455.0 $61K 0.00% NEW $42.01
1524 PL PLANET LABS PBC Industrials 1,841.0 $61K 0.00% +75.0 +4.2% $33.13 -35.3%
1525 WULF TERAWULF INC Financial Services 2,464.0 $61K 0.00% -13.0 -0.5% $24.70 -34.1%
1526 CURB CURBLINE PROPERTIES CORP Real Estate 1,996.0 $61K 0.00% -1K -38.1% $30.40 -0.9%
1527 HALO HALOZYME THERAPEUTICS INC Healthcare 775.0 $61K 0.00% -53.0 -6.4% $78.27 +39.6%
1528 BANC BANC OF CALIFORNIA INC Financial Services 2,960.0 $60K 0.00% -1K -30.5% $20.43 -9.3%
1529 ALKS ALKERMES PLC Healthcare 1,153.0 $60K 0.00% -4K -78.3% $52.39 -6.4%
1530 CXW CORECIVIC INC Real Estate 1,982.0 $60K 0.00% -1K -33.8% $30.38 +9.0%
1531 CPK CHESAPEAKE UTILITIES CORP Utilities 490.0 $60K 0.00% -75.0 -13.3% $122.48 +10.2%
1532 UE URBAN EDGE PROPERTIES Real Estate 2,608.0 $60K 0.00% -2K -38.2% $22.88 -6.4%
1533 CWT CALIFORNIA WATER SERVICE GRP Utilities 1,226.0 $60K 0.00% -756.0 -38.1% $48.65 +3.5%
1534 LLYVA LIBERTY LIVE HOLDINGS-CL A 589.0 $60K 0.00% -72.0 -10.9% $101.26
1535 MUSA MURPHY USA INC Consumer Cyclical 110.0 $59K 0.00% -12.0 -9.8% $538.87 +1.7%
1536 HNI HNI CORP Industrials 1,459.0 $59K 0.00% -106.0 -6.8% $40.41 +21.6%
1537 CAR AVIS BUDGET GROUP COM Industrials 398.0 $59K 0.00% -16.0 -3.9% $147.83 -1.7%
1538 DX DYNEX CAPITAL INC Real Estate 4,424.0 $58K 0.00% -2K -33.2% $13.11 -1.2%
1539 IDYA IDEAYA BIOSCIENCES INC Healthcare 1,554.0 $58K 0.00% -1K -44.9% $37.27 +12.3%
1540 VAC MARRIOTT VACATIONS WORLD Consumer Cyclical 568.0 $58K 0.00% -356.0 -38.5% $101.88 +13.1%
Page 77 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%