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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 95 of 165  ·  3,289 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1881 OII OCEANEERING INTL INC Energy 499.0 $20K -448.0 -47.3% $40.52 +24.5%
1882 CPF CENTRAL PACIFIC FINANCIAL CO Financial Services 527.0 $20K -330.0 -38.5% $38.20 -1.2%
1883 WMK WEIS MKTS INC COM Consumer Defensive 257.0 $20K -197.0 -43.4% $78.31 -9.3%
1884 VPG VISHAY PRECISION GROUP Technology 134.0 $20K -265.0 -66.4% $149.91 -55.9%
1885 AIR AAR CORP Industrials 140.0 $20K -905.0 -86.6% $142.93 -5.8%
1886 SVC SERVICE PROPERTIES TRUST Real Estate 11,836.0 $20K +6K +121.7% $1.69 +374.0%
1887 ATMU ATMUS FILTRATION TECHNOLOGIE Industrials 391.0 $20K -354.0 -47.5% $50.99 -5.6%
1888 PURR HYPERLIQUID STRATEGIES Basic Materials 2,533.0 $20K NEW $7.87 +35.2%
1889 DIVERSIFIED ENERGY CO 1,431.0 $20K -668.0 -31.8% $13.86
1890 INVX INNOVEX INTERNATIONAL INC Energy 799.0 $20K -486.0 -37.8% $24.80 +15.4%
1891 CRK COMSTOCK RESOURCES INC Energy 1,326.0 $20K +239.0 +22.0% $14.92 -4.3%
1892 LQDA LIQUIDIA CORP Healthcare 248.0 $20K -176.0 -41.5% $79.73 -11.9%
1893 HLX HELIX ENERGY SOLUTIONS GRP INC Energy 2,255.0 $20K -1K -39.6% $8.74 +14.1%
1894 AKZO NOBEL NV-SPON ADR 866.0 $20K -10K -91.8% $22.61
1895 FTDR FRONTDOOR INC Consumer Cyclical 252.0 $20K -219.0 -46.5% $77.59 +6.6%
1896 MIRM MIRUM PHARMACEUTICALS INC Healthcare 167.0 $20K -106.0 -38.8% $117.07 -17.4%
1897 RCUS ARCUS BIOSCIENCES INC Healthcare 634.0 $20K -501.0 -44.1% $30.83 -2.3%
1898 APOG APOGEE ENTERPRISES INC Industrials 427.0 $20K -279.0 -39.5% $45.74 -9.6%
1899 FSUN FIRSTSUN CAPITAL BANCORP Financial Services 502.0 $19K -7K -92.9% $38.78 +4.6%
1900 CLDX CELLDEX THERAPEUTICS INC Healthcare 522.0 $19K -2K -75.9% $37.21 +9.0%
Page 95 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%