Arkolith/Funds/Sterling Capital Management LLC

Sterling Capital Management LLC

CIK 1329883
Holdings as of Jun 30, 2026·disclosed Jul 28, 2026·~28-day 13F lag·13F-HR
Active Filer

Sterling Capital Management LLC holds a diversified book of 3289 stocks worth $5.9B as of Q2 2026 (disclosed Jul 28, 2026, a ~28-day 13F lag). This quarter they opened Coca-Cola Europacific Partne and trimmed Vanguard S&P 500 ETF. Their largest long position is Rreef Core Plus Residential Fu at 5% of the equity book.

Opened
326
bought for the first time
Added to
691
already held, bought more
  • Rreef Core Plus Residential Fu
  • Manulife Co-Investment Partner
  • TQ DB Pension Priv Inv Adm
  • +688 more · largest first
Trimmed
2240
sold some, still holds it
Sold out
184
exited the position entirely

Concentration

Top-heavy: diversified book

Top 5 holdings
16%
Top 10 holdings
24%
Top 20 holdings
33%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

78% mapped to company sectors

Information Technology
25%
ETF / fund or unclassified
22%
Financials
14%
Industrials
10%
Health Care
7%
Consumer Discretionary
6%
Utilities
4%
Materials
3%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as Sterling Capital Management LLC

Manager / fundShared namesTheir $ in those
FMR LLC73 / 80$819.5B
MORGAN STANLEY73 / 80$532.3B
WELLS FARGO & COMPANY/MN73 / 80$137.4B
ENVESTNET ASSET MANAGEMENT INC73 / 80$56.4B
LPL Financial LLC73 / 80$52.4B
Cerity Partners LLC73 / 80$20.7B
FIFTH THIRD BANCORP73 / 80$20.6B
TRUIST FINANCIAL CORP73 / 80$18.9B

Ranked by the share of each fund's own book sitting in the names it shares with Sterling Capital Management LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

3,289 positions
#SecurityValueShares% PortLast moveHistory
1Rreef Core Plus Residential Fu
LP
$282.4M28.24M
4.8%
10×
Added · +25.5M sh
2Vanguard S&P 500 ETF
ETF
$210.8M307.0K
3.6%
−8.3%
Reduced · −28K sh
3Nvidia Corp
COM
$196.3M981.1K
3.3%
−0.1%
Reduced · −1K sh
4Manulife Co-Investment Partner
LP
$155.8M15.58M
2.6%
+10%
Added · +1.5M sh
5Microsoft Corp
COM
$117.6M315.3K
2.0%
−23%
Reduced · −94K sh
6Apple Inc
COM
$92.3M318.9K
1.6%
−29%
Reduced · −129K sh
7TQ DB Pension Priv Inv Adm
LP
$91.6M9.16M
1.6%
+2.9%
Added · +255K sh
8Alphabet Inc-CL A
COM
$88.5M247.6K
1.5%
+28%
Added · +55K sh
9Alphabet Inc Cap STK CL C
COM
$80.7M228.3K
1.4%
+14%
Added · +28K sh
10J P Morgan Chase And Co
COM
$72.4M221.1K
1.2%
−6.5%
Reduced · −15K sh
11Schwab (Charles) Corp
COM
$67.5M732.0K
1.1%
−14%
Reduced · −123K sh
12Eli Lilly & Co
COM
$64.7M54.0K
1.1%
−3.1%
Reduced · −2K sh
13Broadcom Inc
COM
$62.0M164.1K
1.1%
+3.8%
Added · +6K sh
14Amazon Com Inc
COM
$59.2M248.3K
1.0%
−36%
Reduced · −142K sh
15Analog Devices Inc
COM
$59.1M148.7K
1.0%
−23%
Reduced · −44K sh
16Micron Technology Inc
COM
$54.4M47.1K
0.9%
+101%
Added · +24K sh
17Waste Management Inc
COM
$53.5M239.9K
0.9%
−20%
Reduced · −60K sh
18Deere & Co
COM
$48.5M76.5K
0.8%
−17%
Reduced · −16K sh
19Eaton Corp PLC
COM
$48.3M113.2K
0.8%
−18%
Reduced · −24K sh
20Linde PLC
COM
$48.0M92.4K
0.8%
−27%
Reduced · −35K sh
21Southern Co
COM
$46.4M484.7K
0.8%
−19%
Reduced · −115K sh
22Philip Morris International
COM
$46.3M255.7K
0.8%
35×
Added · +248K sh
23Abbvie Inc
COM
$44.9M178.4K
0.8%
−34%
Reduced · −93K sh
24Home Depot Inc
COM
$44.8M127.1K
0.8%
−14%
Reduced · −21K sh
25Visa Inc
COM
$44.8M130.7K
0.8%
−6.3%
Reduced · −9K sh
26Motorola Solutions Inc
COM
$44.2M106.5K
0.8%
−23%
Reduced · −31K sh
27Ameriprise Financial Inc
COM
$43.4M94.5K
0.7%
−16%
Reduced · −18K sh
28Ferguson Enterprises Inc
COM
$43.3M182.6K
0.7%
−20%
Reduced · −47K sh
29Aflac Inc
COM
$42.5M362.5K
0.7%
−16%
Reduced · −70K sh
30Rockwell Automation Inc
COM
$42.4M85.7K
0.7%
−14%
Reduced · −14K sh
31American Express Co
COM
$42.3M125.1K
0.7%
−5.9%
Reduced · −8K sh
32Tesla Inc
COM
$41.1M97.7K
0.7%
+5.8%
Added · +5K sh
33Meta Platforms Inc CL A
COM
$40.3M71.6K
0.7%
+4.0%
Added · +3K sh
34Stepstone VC Micro V LP
LP
$39.8M3.98M
0.7%
+38%
Added · +1.1M sh
35Ishares Russell Top 200 Grow
ETF
$39.2M134.7K
0.7%
−3.3%
Reduced · −5K sh
36D R Horton Inc
COM
$38.9M238.6K
0.7%
−19%
Reduced · −57K sh
37Ishares Core Msci Emerging
ETF
$37.3M450.5K
0.6%
−1.9%
Reduced · −9K sh
38Pepsico Inc
COM
$36.6M270.2K
0.6%
−12%
Reduced · −38K sh
39Ishares Russell Top 200 Valu
ETF
$33.3M316.2K
0.6%
+34%
Added · +80K sh
40Oracle Corp
COM
$33.1M226.1K
0.6%
−8.5%
Reduced · −21K sh
41FDS REIT Holding I LLC
REIT
$32.1M3.21M
0.5%
−1.3%
Reduced · −42K sh
42Harbert Growth Partners VI LP
LP
$31.6M3.16M
0.5%
+870%
Added · +2.8M sh
43Marsh & McLennan Cos
COM
$30.6M183.6K
0.5%
−14%
Reduced · −29K sh
44Advanced Micro Devices
COM
$30.0M51.6K
0.5%
+108%
Added · +27K sh
45Unitedhealth Group Inc
COM
$29.8M71.8K
0.5%
+27%
Added · +15K sh
46Ishares Core Msci Dev MKTS
ETF
$29.0M325.3K
0.5%
−9.3%
Reduced · −33K sh
47Raymond James Financial Inc
COM
$27.6M181.8K
0.5%
−22%
Reduced · −53K sh
48Natera Inc
COM
$27.3M100.6K
0.5%
−5.3%
Reduced · −6K sh
49Abrdn Emerging Mar Div A ETF
ETF
$27.2M551.0K
0.5%
−5.1%
Reduced · −30K sh
50NXP Semiconductors N V
COM
$27.1M96.5K
0.5%
+23%
Added · +18K sh
Showing 50 of 3,289 positions
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Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Jul 28, 20263,477$5.9B13F-HR
Q1 2026Mar 31, 2026Apr 22, 20263,398$5.3B13F-HR
Q4 2025Dec 31, 2025Feb 13, 20263,420$6.2B13F-HR
Q3 2025Sep 30, 2025Nov 12, 20253,251$6.8B13F-HR
Q2 2025Jun 30, 2025Aug 8, 20253,270$7.0B13F-HR/A
Q1 2025Mar 31, 2025May 13, 20253,219$6.4B13F-HR
Q4 2024Dec 31, 2024Feb 13, 20253,244$7.3B13F-HR
Q3 2024Sep 30, 2024Nov 12, 20243,275$7.7B13F-HR
Q3 2019Sep 30, 2019Nov 14, 2019831$10.5B13F-HR
Q2 2019Jun 30, 2019Aug 14, 2019837$10.4B13F-HR
Q1 2019Mar 31, 2019May 15, 2019817$10.1B13F-HR
Q4 2018Dec 31, 2018Feb 14, 2019833$9.2B13F-HR
Q3 2018Sep 30, 2018Nov 1, 2018859$11.1B13F-HR
Q2 2018Jun 30, 2018Aug 14, 2018838$10.7B13F-HR
Q1 2018Mar 31, 2018May 15, 2018840$10.6B13F-HR
Q4 2017Dec 31, 2017Feb 15, 2018871$11.1B13F-HR
Q3 2017Sep 30, 2017Nov 15, 2017985$10.6B13F-HR
Q2 2017Jun 30, 2017Aug 15, 2017997$10.4B13F-HR
Q1 2017Mar 31, 2017May 15, 20171,019$10.6B13F-HR
Q4 2016Dec 31, 2016Feb 14, 20171,018$11.1B13F-HR
Q3 2016Sep 30, 2016Nov 14, 2016960$10.9B13F-HR
Q2 2016Jun 30, 2016Aug 19, 2016981$10.9B13F-HR
Q1 2016Mar 31, 2016May 17, 2016953$11.0B13F-HR
Amended / restated
  • Q2 2025 · filed Aug 6, 202513F-HR · superseded

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.