Sterling Capital Management LLC

CIK: 0001329883SEC EDGAR →

Portfolio Value

$6.2T

Holdings

3,239

As of

Q4 2025

New Positions

39

Closed Positions

63

Portfolio Value History

Top 10 Holdings

RankStockSharesValue% of Portfolio
1

MICROSOFT CORP

535,486$257.0B
4.18%
2

NVIDIA CORP

1,323,907$246.0B
4.00%
3

VANGUARD S&P 500 ETF

287,591$180.0B
2.93%
4

APPLE INC

646,793$175.0B
2.85%
5

MANULIFE CO-INVESTMENT PARTNER

12,541,798$125.0B
2.03%
6

AMAZON COM INC

479,371$109.0B
1.77%
7

SCHWAB (CHARLES) CORP

949,798$94.0B
1.53%
8

ALPHABET INC CAP STK CL C

276,081$86.0B
1.40%
9

WASTE MANAGEMENT INC

314,798$68.0B
1.11%
10

BROADCOM INC

194,623$67.0B
1.09%

Quarterly Changes

Top Buys

MANULIFE CO-INVESTMENT PARTNER↑ Increased
$113.7B
SO↑ Increased
$41.6B
LLY↑ Increased
$29.6B
MSI↑ Increased
$29.5B
LIUSMAL526000NEW
$27.0B

Top Sells

MSFT↓ Decreased
$74.6B
BAH↓ Decreased
$52.5B
ADI↓ Decreased
$50.4B
FERG↓ Decreased
$48.5B
HD↓ Decreased
$46.8B

New Positions (60)

LIUSMAL526000
$27.0B · 2.8M shares
$24.0B · 629K shares
$6.0B · 249K shares
$1.0B · 33K shares
$1.0B · 13K shares
$0 · 49 shares
$0 · 2K shares
$0 · 1K shares
$0 · 9K shares
$0 · 743 shares
$0 · 1K shares
$0 · 916 shares
OWENS & MINOR INC
$0 · 4K shares
$0 · 438 shares
$0 · 16K shares
$0 · 31K shares
$0 · 469 shares
$0 · 32K shares
$0 · 22K shares
$0 · 5 shares
$0 · 4K shares
$0 · 171 shares
$0 · 3K shares
$0 · 519 shares
$0 · 1K shares
$0 · 2K shares
$0 · 718 shares
$0 · 3K shares
$0 · 9K shares
$0 · 731 shares
$0 · 25 shares
$0 · 620 shares
$0 · 82 shares
$0 · 547 shares
$0 · 2K shares
$0 · 597 shares
$0 · 451 shares
$0 · 2K shares
$0 · 321 shares
$0 · 267 shares
$0 · 2K shares
$0 · 4K shares
$0 · 14K shares
$0 · 1K shares
$0 · 356 shares
$0 · 22K shares
$0 · 51K shares
$0 · 3K shares
$0 · 17K shares
$0 · 18K shares
$0 · 443 shares
$0 · 152 shares
$0 · 801 shares
$0 · 174 shares
$0 · 59K shares
$0 · 592 shares
$0 · 261 shares
$0 · 98 shares
$0 · 2K shares
$0 · 219 shares

Closed Positions (72)

$1.5B · 17K shares
$1.4B · 17K shares
$939.6M · 22K shares
$854.9M · 54K shares
$817.9M · 4K shares
$636.5M · 23K shares
$538.7M · 11K shares
MAC COPPER LTD
$427.9M · 35K shares
$366.9M · 40K shares
$333.9M · 10K shares
$274.3M · 3K shares
$269.2M · 4K shares
$249.2M · 6K shares
$223.1M · 13K shares
$181.0M · 20K shares
$162.8M · 7K shares
GEORGIA BANKING CO INC
$162.0M · 7K shares
$158.8M · 6K shares
$136.3M · 4K shares
$131.8M · 1K shares
$123.1M · 4K shares
$114.9M · 1K shares
$99.9M · 6K shares
$88.8M · 2K shares
$85.1M · 6K shares
$84.6M · 13K shares
$84.5M · 4K shares
$84.0M · 6K shares
$77.1M · 10K shares
$70.9M · 26K shares
$57.8M · 1K shares
$55.9M · 4K shares
$53.1M · 2K shares
$47.2M · 6K shares
$46.2M · 5K shares
$46.0M · 2K shares
$43.2M · 2K shares
$35.9M · 3K shares
$34.7M · 2K shares
$25.0M · 5K shares
$20.1M · 5K shares
$18.0M · 3K shares
$14.6M · 246 shares
$14.1M · 3K shares
$13.8M · 1K shares
$12.8M · 68 shares
$12.0M · 25 shares
$10.6M · 126 shares
$10.2M · 1K shares
$9.2M · 879 shares
$8.7M · 22 shares
$8.0M · 169 shares
$7.6M · 1K shares
$7.1M · 1K shares
WNS HOLDINGS LTD
$6.9M · 91 shares
$6.8M · 3K shares
$6.0M · 414 shares
$5.6M · 852 shares
$5.2M · 243 shares
$4.1M · 242 shares
$4.1M · 414 shares
$3.6M · 2K shares
$3.2M · 75 shares
$2.4M · 106 shares
$1.9M · 75 shares
$1.8M · 2K shares
$1.5M · 77 shares
$1.0M · 34 shares
$544K · 96 shares
$457K · 30 shares
$377K · 14 shares
$0 · 4K shares

Sector Breakdown

Sector# HoldingsValue%
Technology431$1.4T25.1%
Financial Services579$1.1T19.9%
Industrials393$620.0B11.5%
Unknown287$480.0B8.9%
Consumer Cyclical308$476.0B8.8%
Healthcare486$432.0B8.0%
Communication Services109$313.0B5.8%
Consumer Defensive128$145.0B2.7%
Real Estate190$142.0B2.6%
Energy138$132.0B2.4%
Basic Materials114$113.0B2.1%
Utilities76$113.0B2.1%