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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 83 of 165  ·  3,289 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1641 JANUS LIVING INC CL-A-1 1,394.0 $40K 0.00% NEW $28.74
1642 PRLB PROTO LABS INC Industrials 486.0 $40K 0.00% -303.0 -38.4% $81.51 -5.8%
1643 ALMONTY INDUSTRIES INC 1,687.0 $40K 0.00% NEW $23.46
1644 DEI DOUGLAS EMMETT INC Real Estate 3,342.0 $39K 0.00% -2K -37.8% $11.80 +1.3%
1645 JBLU JETBLUE AIRWAYS CORP Industrials 6,877.0 $39K 0.00% -3K -30.1% $5.73 -13.6%
1646 FCEL FUELCELL ENERGY INC Industrials 1,094.0 $39K 0.00% NEW $36.01 -47.9%
1647 GTY GETTY REALTY CORP Real Estate 1,175.0 $39K 0.00% -616.0 -34.4% $33.36 +0.1%
1648 NBHC NATIONAL BANK HOLD-CL A Financial Services 881.0 $39K 0.00% -375.0 -29.9% $44.43 -5.9%
1649 MXL MAXLINEAR INC Technology 304.0 $39K 0.00% -2K -87.5% $128.03 -51.0%
1650 NTB BANK OF N.T. BUTTERFIELD&SON Financial Services 651.0 $39K 0.00% -8K -92.8% $59.50 -1.6%
1651 LC HAPPEN INC Financial Services 1,863.0 $39K 0.00% -2K -50.9% $20.74 -7.4%
1652 LTC LTC PROPERTIES INC Real Estate 1,003.0 $39K 0.00% -562.0 -35.9% $38.45 +5.1%
1653 AGX ARGAN INC Industrials 48.0 $38K 0.00% -39.0 -44.8% $798.54 -41.3%
1654 ANDE ANDERSONS INC/THE Consumer Defensive 557.0 $38K 0.00% -517.0 -48.1% $68.40 -3.9%
1655 ZG ZILLOW GROUP INC - A 1,200.0 $38K 0.00% -416.0 -25.7% $31.37
1656 GT GOODYEAR TIRE & RUBBER CO Consumer Cyclical 5,691.0 $38K 0.00% -3K -37.8% $6.60 -9.1%
1657 STEL STELLAR BANCORP INC Financial Services 949.0 $37K 0.00% -588.0 -38.3% $39.32 -0.0%
1658 WD WALKER & DUNLOP INC Financial Services 682.0 $37K 0.00% -411.0 -37.6% $54.70 -27.8%
1659 SMA SMARTSTOP SELF STORAGE REIT Real Estate 1,138.0 $37K 0.00% -706.0 -38.3% $32.50 +4.2%
1660 CCS CENTURY COMMUNITIES INC Consumer Cyclical 514.0 $37K 0.00% -332.0 -39.2% $71.66 -3.1%
Page 83 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%