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Portfolio (Quarterly) Guide ↗

Sterling Capital Management LLC

· CIK 0001329883
13F Portfolio $5.3B AUM 3,398 positions Filed Apr 22, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 56 New 395 Added 2476 Reduced 80 Exited
Page 90 of 161  ·  3,215 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1781 SAFT SAFETY INSURANCE GROUP INC Financial Services 489.0 $36K 0.00% -362.0 -42.5% $72.64 -1.1%
1782 UA UNDER ARMOUR INC-CLASS C Consumer Cyclical 6,116.0 $35K 0.00% -5K -44.6% $5.79 +0.7%
1783 MBC MASTERBRAND INC Consumer Cyclical 4,210.0 $35K 0.00% -3K -42.5% $8.31 +6.9%
1784 MGRC MCGRATH RENTCORP Industrials 317.0 $35K 0.00% -148.0 -31.8% $110.28 +4.4%
1785 FIDELIS INSURANCE HOLDINGS L 1,822.0 $35K 0.00% -1K -43.5% $19.11
1786 PIPER SANDLER COS 452.0 $35K 0.00% +338.0 +296.5% $76.55
1787 OLMA OLEMA PHARMACEUTICALS INC Healthcare 2,314.0 $35K 0.00% -1K -32.8% $14.91 -33.8%
1788 CAI CARIS LIFE SCIENCES INC Healthcare 1,927.0 $34K 0.00% +1K +128.3% $17.88 +0.5%
1789 ENPH ENPHASE ENERGY INC Energy 909.0 $34K 0.00% $37.81 +44.4%
1790 QBTS D-WAVE QUANTUM INC Technology 2,370.0 $34K 0.00% +182.0 +8.3% $14.43 +62.0%
1791 REX REX AMERICAN RESOURCES CORP Basic Materials 749.0 $34K 0.00% -524.0 -41.2% $45.57 -3.6%
1792 FIGR FIGURE TECHNOLOGY SOLUT-CL A Financial Services 1,005.0 $34K 0.00% -727.0 -42.0% $33.95 -17.7%
1793 NESTLE SA-SPONS ADR 349.0 $34K 0.00% +148.0 +73.6% $97.59
1794 CIM CHIMERA INVESTMENT CORP Real Estate 2,711.0 $34K 0.00% -2K -42.5% $12.55 +6.5%
1795 CNOB CONNECTONE BANCORP INC Financial Services 1,267.0 $34K 0.00% -881.0 -41.0% $26.77 +22.4%
1796 BLSH BULLISH Technology 946.0 $34K 0.00% -744.0 -44.0% $35.73 -23.8%
1797 PMT PENNYMAC MORTGAGE INVESTMENT Real Estate 2,892.0 $34K 0.00% -2K -42.5% $11.66 -13.2%
1798 OSBC OLD SECOND BANCORP INC Financial Services 1,671.0 $34K 0.00% -23K -93.2% $20.16 +11.6%
1799 GCI LIBERTY INC-CL C 905.0 $34K 0.00% -648.0 -41.7% $37.21
1800 OCFC OCEANFIRST FINANCIAL CORP Financial Services 1,863.0 $34K 0.00% -1K -42.8% $18.04 +3.1%
Page 90 of 161  ·  3,215 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 24.0%
Financial Services 18.1%
Industrials 14.6%
Healthcare 9.5%
Consumer Cyclical 9.4%
Communication Services 6.1%
Consumer Defensive 4.2%
Energy 4.2%
Real Estate 3.6%
Utilities 3.5%