Fund HoldingsSterling Capital Management LLC

Total Portfolio Value
$6.15B
Total Bought
$745.20M
Total Sold
$1.53B
Net Transaction
-$786.92M
Filing Period:
Securities
SharesValue ($K)
Q3 2025
Q4 2025
Change
Q3 2025
Q4 2025
Weight (%)
Change
MANULIFE CO-INVESTMENT PARTNER1,128,85712,541,798+11,412,94111,289125,4182.04%+114,129
SOUTHERN CO(SO)0516,512+516,512045,0400.73%+45,040
ELI LILLY & CO(LLY)061,347+61,347065,9281.07%+65,928
MOTOROLA INC(MSI)082,339+82,339031,5620.51%+31,562
LIUSMAL52600002,750,000+2,750,000027,5000.45%+27,500
TEVA PHARMACEUTICAL INDS LTD(TEVA)0859,188+859,188026,8150.44%+26,815
ABRDN EMERGING MAR DIV A ETF
EMER MKTS DI ETF
0629,063+629,063024,1470.39%+24,147
VICI PPTYS INC(VICI)0971,802+971,802027,3270.44%+27,327
SYNOPSYS INC(SNPS)053,816+53,816025,2780.41%+25,278
ALPHABET INC CAP STK CL C(GOOG)292,805276,081-16,72471,31386,6341.41%+15,322
NATERA INC(NTRA)071,247+71,247016,3220.27%+16,322
ISHARES RUSSELL 1000 VALUE E060,979+60,979012,8260.21%+12,826
ALPHABET INC CAP STK CL A(GOOG)229,507215,952-13,55555,79367,5931.10%+11,800
STEPSTONE VC MICRO V LP918,2161,927,131+1,008,9159,18219,2710.31%+10,089
REGENERON PHARMACEUTICALS(REGN)012,035+12,03509,2890.15%+9,289
CUMMINS INC(CMI)021,101+21,101010,7710.18%+10,771
ISHARES TR DJ SEL DIV INX048,386+48,38606,8290.11%+6,829
APOLLO GLOBAL MANAGEMENT(APO)0248,800+248,80006,5510.11%+6,551
MICRON TECHNOLOGY INC(MU)32,28139,937+7,6565,40111,3980.19%+5,997
SEMPRA ENERGY(SRE)069,648+69,64806,1490.10%+6,149
SOUTHERN COPPER CORP(SCCO)040,199+40,19905,7670.09%+5,767
CENCORA INC025,530+25,53008,6230.14%+8,623
CHUBB LTD
COM
018,497+18,49705,7730.09%+5,773
JPMORGAN CHASE & CO(JPM)67,09382,137+15,04421,16326,4660.43%+5,303
APPLE INC(AAPL)669,738646,793-22,945170,535175,8372.86%+5,302
LAM RESEARCH CORP(LRCX)75,92689,123+13,19710,16615,2560.25%+5,090
PARKER HANNIFIN CORP(PH)06,123+6,12305,3820.09%+5,382
TANGER FACTORY OUTLET CTRS I(SKT)0148,300+148,30004,9490.08%+4,949
PHILLIPS 66(PSX)072,720+72,72009,3840.15%+9,384
VALERO ENERGY CORP(VLO)074,935+74,935012,1990.20%+12,199
VISTRA CORP(VST)049,318+49,31807,9560.13%+7,956
US BANCORP(USB)085,264+85,26404,5500.07%+4,550
CAPITAL ONE FINANCIAL CORP(COF)034,572+34,57208,3790.14%+8,379
MORGAN STANLEY(MS)052,534+52,53409,3260.15%+9,326
CISCO SYSTEMS INC(CSCO)0144,245+144,245011,1110.18%+11,111
INTL BUSINESS MACHINES CORP(IBM)033,689+33,68909,9790.16%+9,979
UNIVERSAL DISPLAY CORP(OLED)49,27791,172+41,8957,07810,6470.17%+3,569
BOOKING HOLDINGS INC(BKNG)02,179+2,179011,6690.19%+11,669
ROSS STORES INC(ROST)033,367+33,36706,0110.10%+6,011
WALT DISNEY CO/THE(DIS)0100,871+100,871011,4760.19%+11,476
CITIGROUP INC(C)53,65875,559+21,9015,4468,8170.14%+3,371
JOHNSON CONTROLS INTERNATION
SHS
068,349+68,34908,1850.13%+8,185
WELLS FARGO & CO(WFC)086,826+86,82608,0920.13%+8,092
HIGHWOODS PPTYS INC(HIW)0121,073+121,07303,1260.05%+3,126
BANK OF NEW YORK MELLON CORP097,372+97,372011,3040.18%+11,304
ISHARES RUSSELL 3000 ETF015,201+15,20105,8810.10%+5,881
NEWMONT CORP(NEM)074,278+74,27807,4170.12%+7,417
GENERAL MOTORS CO(GM)085,455+85,45506,9490.11%+6,949
AT&T INC(T)0327,334+327,33408,1310.13%+8,131
AKAMAI TECHNOLOGIES INC(AKAM)0204,040+204,040017,8020.29%+17,802
AMGEN INC(AMGN)040,158+40,158013,1440.21%+13,144
QUALCOMM INC(QCOM)060,165+60,165010,2910.17%+10,291
TRAVELERS COS INC/THE(TRV)022,443+22,44306,5100.11%+6,510
AMERICAN ELECTRIC POWER32,35753,190+20,8333,6406,1330.10%+2,493
CVS HEALTH CORP(CVS)086,672+86,67206,8780.11%+6,878
AMERICAN AIRLINES GROUP INC(AAL)0185,874+185,87402,8490.05%+2,849
TERADATA CORP DEL COM(TDC)082,288+82,28802,5050.04%+2,505
GENERAL DYNAMICS CORP(GD)11,65718,921+7,2643,9756,3700.10%+2,395
DOLLAR GENERAL CORP(DG)029,530+29,53003,9210.06%+3,921
WESTERN DIGITAL CORP(WDC)028,662+28,66204,9380.08%+4,938
SIMON PROPERTY GROUP INC(SPG)35,34348,503+13,1606,6338,9780.15%+2,346
VIATRIS INC(VTRS)0258,300+258,30003,2160.05%+3,216
ASML HOLDING N V N Y REGISTRY
N Y REGISTRY SHS
02,022+2,02202,1630.04%+2,163
MOODY'S CORP(MCO)010,456+10,45605,3410.09%+5,341
JAZZ PHARMACEUTICALS PLC(JAZZ)017,458+17,45802,9680.05%+2,968
GAP INC/THE(GAP)097,068+97,06802,4850.04%+2,485
ALLSTATE CORP(ALL)043,968+43,96809,1520.15%+9,152
DOLLAR TREE INC(DLTR)026,175+26,17503,2200.05%+3,220
APEX SILVER MINES LTD ORD024,856+24,856010,2800.17%+10,280
FLOWSERVE CORP(FLS)034,664+34,66402,4050.04%+2,405
TRAVEL & LEISURE CO(TNL)035,090+35,09002,4750.04%+2,475
HERC HLDGS INC(HRI)022,693+22,69303,3670.05%+3,367
ZSCALER INC(ZS)08,935+8,93502,0100.03%+2,010
MCKESSON CORP(MCK)015,159+15,159012,4350.20%+12,435
SMITHFIELD FOODS INC(SFD)087,751+87,75101,9590.03%+1,959
NEXSTAR MEDIA GROUP INC-CL A(NXST)012,165+12,16502,4700.04%+2,470
COMFORT SYSTEMS USA INC(FIX)02,045+2,04501,9090.03%+1,909
ROCKET LAB CORP(RKLB)027,031+27,03101,8860.03%+1,886
BROADCOM INC(AVGO)198,552194,623-3,92965,50467,3591.09%+1,855
COCA-COLA CO/THE(KO)0178,022+178,022012,4460.20%+12,446
ADVANCED MICRO DEVICES(AMD)040,729+40,72908,7230.14%+8,723
MILLROSE PROPERTIES(MRP)067,651+67,65102,0210.03%+2,021
DELL TECHNOLOGIES -C(DELL)044,691+44,69105,6260.09%+5,626
ANGLOGOLD ASHANTI PLC(AU)45,80357,974+12,1713,2214,9440.08%+1,723
REYNOLDS CONSUMER PRODUCTS I(REYN)078,641+78,64101,8020.03%+1,802
SKYWARD SPECIALTY INSURANCE(SKWD)033,542+33,54201,7140.03%+1,714
UNIVERSAL HEALTH SERVICES-B(UHS)013,523+13,52302,9480.05%+2,948
DIGITALOCEAN HOLDINGS INC(DOCN)034,582+34,58201,6640.03%+1,664
LXP INDUSTRIAL TRUST(LXP)033,419+33,41901,6570.03%+1,657
MUELLER INDS INC(MLI)181,203173,342-7,86118,32119,9000.32%+1,578
REALTY INCOME CORP(O)0147,095+147,09508,2920.13%+8,292
APA CORP(APA)097,983+97,98302,3970.04%+2,397
NOVANTA INC(NOVT)012,910+12,91001,5360.02%+1,536
MERIT MEDICAL SYSTEMS INC(MMSI)017,309+17,30901,5260.02%+1,526
ADOBE INC(ADBE)022,622+22,62207,9170.13%+7,917
CATERPILLAR INC(CAT)05,728+5,72803,2810.05%+3,281
GARMIN LTD(GRMN)019,656+19,65603,9870.06%+3,987
HILTON WORLDWIDE HOLDINGS IN(HLT)012,892+12,89203,7030.06%+3,703
VERICEL CORP(VCEL)040,354+40,35401,4530.02%+1,453
UNITED AIRLINES HOLDINGS INC(UAL)043,917+43,91704,9110.08%+4,911
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