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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 88 of 162  ·  3,239 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1741 PCOR PROCORE TECHNOLOGIES INC Technology 820.0 $60K 0.00% NEW $72.74 -36.2%
1742 RLJ RLJ LODGING TRUST Real Estate 7,919.0 $59K 0.00% NEW $7.45 +27.4%
1743 SCL STEPAN CO Basic Materials 1,243.0 $59K 0.00% NEW $47.36 +7.1%
1744 JBGS JBG SMITH PROPERTIES Real Estate 3,457.0 $59K 0.00% NEW $17.01 -15.3%
1745 CIM CHIMERA INVESTMENT CORP Real Estate 4,716.0 $59K 0.00% NEW $12.43 +6.9%
1746 OCFC OCEANFIRST FINANCIAL CORP Financial Services 3,254.0 $58K 0.00% NEW $17.95 +4.7%
1747 AER AERCAP HOLDINGS NV Industrials 405.0 $58K 0.00% NEW $143.76 -2.9%
1748 DCOM DIME COMMUNITY BANCSHARES IN Financial Services 1,931.0 $58K 0.00% NEW $30.09 +22.6%
1749 IMKTA INGLES MARKETS INC-CLASS A Consumer Defensive 844.0 $58K 0.00% NEW $68.55 +27.4%
1750 GCI LIBERTY INC-CL C 1,553.0 $58K 0.00% NEW $37.21
1751 ARWR ARROWHEAD PHARMACEUTICALS IN Healthcare 867.0 $58K 0.00% NEW $66.39 +13.8%
1752 QBTS D-WAVE QUANTUM INC Technology 2,188.0 $57K 0.00% NEW $26.15 -26.2%
1753 ASTE ASTEC INDUSTRIES INC Industrials 1,319.0 $57K 0.00% NEW $43.32 +12.2%
1754 DLX DELUXE CORP Communication Services 2,550.0 $57K 0.00% NEW $22.33 +5.6%
1755 NPK INTERNATIONAL INC 4,731.0 $56K 0.00% NEW $11.92
1756 TMP TOMPKINS FINANCIAL CORP Financial Services 777.0 $56K 0.00% NEW $72.52 +17.8%
1757 CNOB CONNECTONE BANCORP INC Financial Services 2,148.0 $56K 0.00% NEW $26.22 +13.5%
1758 HALO HALOZYME THERAPEUTICS INC Healthcare 830.0 $56K 0.00% NEW $67.30 +1.8%
1759 NVTS NAVITAS SEMICONDUCTOR CORP Technology 7,823.0 $56K 0.00% NEW $7.14 +241.5%
1760 SFM SPROUTS FARMERS MARKET INC Consumer Defensive 701.0 $56K 0.00% NEW $79.67 +11.0%
Page 88 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%