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Filers›Holding Co.›Sterling Capital Management LLC
DOSSIER · 13F-HR · Q1 2026

Sterling Capital Management LLC

Sterling's holding co. based in Stamford, CT — $5.3B in tracked AUM across 3,398 positions as of Q1 2026.

S
Sterling·Stamford, CT·Holding Co.
CIK 0001329883 · last filed Mar 31, 2026
Total AUM
$5.3B
▲ 1.5%
vs prior
Holdings
3,398
—
positions
Whale Score
55
55
tracked
Activity
—
no data
changes this Q
Top sector
Tech
4% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

Comprehensive Analysis of Sterling Capital Management LLC (SEC 13F) – Q3 2025

1. Portfolio Overview

Sterling Capital Management LLC reported a significant expansion in its 13F portfolio for the period ending September 30, 2025. The total portfolio value surged by 125.0%, rising from $3.04 billion in the previous quarter to $6.83 billion. This dramatic increase in Assets Under Management (AUM) suggests substantial net capital inflows or a consolidation of reporting entities, rather than...

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
VOO
VANGUARD S&P 500 ETF
$200M335K3.8%
02
NVDA
NVIDIA CORP
$171M982K3.2%
03
MSFT
MICROSOFT CORP
$152M410K2.9%
04
LIS971000
MANULIFE CO-INVESTMENT PARTNER
$141M14.1M2.7%
05
AAPL
APPLE INC
$114M448K2.2%
06
LJJ328000
TQ DB PENSION PRIV INV ADM
$89M8.9M1.7%
07
AMZN
AMAZON COM INC
$81M390K1.5%
08
SCHW
SCHWAB (CHARLES) CORP
$80M855K1.5%
09
JPM
J P MORGAN CHASE AND CO
$70M237K1.3%
10
WM
WASTE MANAGEMENT INC
$69M300K1.3%

Filing history

Filing history loading…
AI Agent · grounded in Sterling
haiku-4-5 · 3,398 positions indexed
Sector mix
  • Tech4%
  • Cons. Disc.15%
  • Communications40%
  • Industrials22%
  • Energy9%
  • Other10%
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