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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 79 of 165  ·  3,289 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1561 FCPT FOUR CORNERS PROPERTY TRUST Real Estate 2,244.0 $55K 0.00% -1K -36.1% $24.55 +3.7%
1562 MGRC MCGRATH RENTCORP Industrials 455.0 $55K 0.00% +138.0 +43.5% $121.03 -4.1%
1563 WH WYNDHAM HOTELS & RESORTS INC Consumer Cyclical 651.0 $55K 0.00% -80.0 -10.9% $84.21 -10.7%
1564 CORT CORCEPT THERAPEUTICS INC Healthcare 626.0 $54K 0.00% -47.0 -7.0% $86.95 +43.6%
1565 VCTR VICTORY CAPITAL HOLDING - A Financial Services 647.0 $54K 0.00% +355.0 +121.6% $84.06 +39.0%
1566 ENB ENBRIDGE INC Energy 996.0 $54K 0.00% $54.21 -7.6%
1567 VC VISTEON CORP Consumer Cyclical 542.0 $54K 0.00% -369.0 -40.5% $99.21 +2.7%
1568 KEEL KEEL INFRASTRUCTURE CORP Technology 9,366.0 $54K 0.00% NEW $5.74 -42.7%
1569 MANH MANHATTAN ASSOCIATES INC Technology 386.0 $54K 0.00% -36.0 -8.5% $139.25 +51.7%
1570 HUBG HUB GROUP INC-CL A Industrials 1,218.0 $53K 0.00% -763.0 -38.5% $43.79 -8.1%
1571 NWL NEWELL BRANDS INC Consumer Defensive 8,673.0 $53K 0.00% -5K -38.1% $6.14 -0.5%
1572 MMS MAXIMUS INC Industrials 987.0 $53K 0.00% +633.0 +178.8% $53.76 +7.4%
1573 COMP COMPASS INC - CLASS A Technology 4,290.0 $53K 0.00% -4K -47.7% $12.33 -5.2%
1574 ONON ON HOLDING AG-CLASS A Consumer Cyclical 1,492.0 $53K 0.00% -121.0 -7.5% $35.42 -18.5%
1575 FBNC FIRST BANCORP/NC Financial Services 825.0 $53K 0.00% -513.0 -38.3% $63.93 +2.3%
1576 PFSI PENNYMAC FINANCIAL SERVICES Financial Services 605.0 $53K 0.00% -364.0 -37.6% $87.10 -13.1%
1577 ABM ABM INDUSTRIES INC Industrials 1,191.0 $53K 0.00% -793.0 -40.0% $44.24 +6.0%
1578 ACHR ARCHER AVIATION INC-A Industrials 11,130.0 $53K 0.00% +7K +182.1% $4.73 +29.8%
1579 MTN VAIL RESORTS INC Consumer Cyclical 386.0 $53K 0.00% -26.0 -6.3% $136.15 +9.5%
1580 ATKR ATKORE INC Industrials 690.0 $52K 0.00% -426.0 -38.2% $76.04 +23.3%
Page 79 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%