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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 91 of 165  ·  3,289 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1801 KOS KOSMOS ENERGY LTD Energy 11,452.0 $24K -4K -27.1% $2.11 +35.5%
1802 WOR WORTHINGTON INDUSTRIES Industrials 449.0 $24K -324.0 -41.9% $53.76 +5.6%
1803 OSCR OSCAR HEALTH INC - CLASS A Healthcare 846.0 $24K -472.0 -35.8% $28.52 +11.5%
1804 ACMR ACM RESEARCH INC-CLASS A Technology 189.0 $24K -2K -88.9% $126.89 -39.0%
1805 AMC ENTERTAINMENT HLDS-CL A 12,556.0 $24K -5K -27.1% $1.90
1806 MYE MYERS INDS INC COM Consumer Cyclical 675.0 $24K -422.0 -38.5% $35.31 -5.3%
1807 GENI GENIUS SPORTS LTD Communication Services 3,925.0 $24K +3K +179.0% $6.06 +31.8%
1808 SNDA SONIDA SENIOR LIVING INC Healthcare 581.0 $24K +491.0 +545.6% $40.80 -3.5%
1809 UPBOUND GROUP INC 1,114.0 $24K -149.0 -11.8% $21.22
1810 AOSL ALPHA & OMEGA SEMICONDUCTOR Technology 499.0 $24K -358.0 -41.8% $47.33 -45.3%
1811 BOX BOX INC - CLASS A Technology 887.0 $24K -866.0 -49.4% $26.54 +26.1%
1812 PRG PROG HOLDINGS INC Industrials 505.0 $24K -798.0 -61.2% $46.61 -16.2%
1813 UA UNDER ARMOUR INC-CLASS C 3,775.0 $23K -2K -38.3% $6.22
1814 UMH UMH PROPERTIES INC Real Estate 1,546.0 $23K +1K +196.7% $15.14 +9.8%
1815 PDM PIEDMONT OFFICE REALTY TRU-A Real Estate 2,558.0 $23K -2K -37.9% $9.15 +7.2%
1816 MANE VERADERMICS INC Healthcare 190.0 $23K NEW $122.94 -19.9%
1817 NUVL NUVALENT INC-A Healthcare 189.0 $23K -135.0 -41.7% $123.50 +0.4%
1818 XE X-ENERGY INC Industrials 1,268.0 $23K NEW $18.36 -1.4%
1819 SYRE SPYRE THERAPEUTICS INC Healthcare 262.0 $23K -789.0 -75.1% $88.78 +20.1%
1820 LENNAR CORP - B SHS 260.0 $23K -56.0 -17.7% $88.71
Page 91 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%