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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 96 of 165  ·  3,289 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1901 CSR CENTERSPACE Real Estate 345.0 $19K -213.0 -38.2% $56.19 -2.8%
1902 CNXC CONCENTRIX CORP Technology 862.0 $19K -605.0 -41.2% $22.40 +16.2%
1903 INSTALLED BUILDING PRODUCTS 84.0 $19K -66.0 -44.0% $229.85
1904 CALUMET INC 535.0 $19K -2K -74.2% $36.02
1905 TRST TRUSTCO BANK CORP NY Financial Services 350.0 $19K -235.0 -40.2% $54.91 +4.2%
1906 CCO CLEAR CHANNEL OUTDOOR HOLDIN Communication Services 7,886.0 $19K NEW $2.42 -2.5%
1907 UVXY PROSHARES ULTRA VIX ST FUTUR Financial Services 766.0 $19K +440.0 +135.0% $24.89 -21.6%
1908 GO GROCERY OUTLET HOLDING CORP Consumer Defensive 1,909.0 $19K -1K -39.6% $9.98 +20.6%
1909 REPL REPLIMUNE GROUP INC Healthcare 1,706.0 $19K -777.0 -31.3% $11.07 +32.9%
1910 ARRY ARRAY TECHNOLOGIES INC Energy 2,530.0 $19K -2K -39.1% $7.41 -38.3%
1911 FDP DEL MONTE CORP Consumer Defensive 670.0 $19K -7K -91.6% $27.91 +4.7%
1912 YOU CLEAR SECURE INC -CLASS A Technology 335.0 $19K -237.0 -41.4% $55.73 -19.8%
1913 SXT SENSIENT TECHNOLOGIES CORP Basic Materials 151.0 $19K -123.0 -44.9% $123.29 +11.5%
1914 OUTFRONT MEDIA INC 567.0 $19K -392.0 -40.9% $32.76
1915 CAC CAMDEN NATIONAL CORP Financial Services 342.0 $19K -217.0 -38.8% $54.22 +4.9%
1916 ADEA ADEIA INC Technology 563.0 $19K -500.0 -47.0% $32.93 -20.2%
1917 NNE NANO NUCLEAR ENERGY INC Industrials 877.0 $19K +553.0 +170.7% $21.14 -13.6%
1918 UEC URANIUM ENERGY CORP COM Energy 1,738.0 $19K -1K -43.8% $10.66 +17.4%
1919 VRTS VIRTUS INVT PARTNERS INC COM Financial Services 129.0 $19K -85.0 -39.7% $143.50 +17.3%
1920 CIE FINANCIERE RICH-UNSP ADR 797.0 $18K $23.13
Page 96 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%