Sterling Capital Management LLC

data from 30/09/2025

Capitalization

$ 6.829 B -2.99 %

Average holding period

4 ans

Performance

$ 7.541 B 31 016.85 %

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in Sterling Capital Management LLC

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2025/09/30 MSFT MICROSOFT CORP 4.86% 331.638 M $ 640289 2024/09/30 15.332 M $ 4.13 %
2025/09/30 NVDA NVIDIA CORP 3.74% 255.672 M $ 1370307 2024/09/30 43.817 M $ 18.10 %
2025/09/30 VOO VANGUARD S&P 500 ETF 2.69% 183.467 M $ 299596 2024/09/30 15.350 M $ 7.81 %
2025/09/30 AAPL APPLE INC 2.50% 170.535 M $ 669738 2024/09/30 38.186 M $ 24.11 %
2025/09/30 SCHW SCHWAB (CHARLES) CORP 1.86% 126.731 M $ 1327444 2024/09/30 8.582 M $ 4.64 %
2025/09/30 ADI ANALOG DEVICES INC 1.70% 116.397 M $ 473738 2024/09/30 3.965 M $ 3.23 %
2025/09/30 AMZN AMAZON.COM INC 1.66% 113.288 M $ 515954 2024/09/30 102.020 K $ 0.08 %
2025/09/30 LIN LINDE PLC 1.58% 107.767 M $ 226878 2024/09/30 1.434 M $ 1.24 %
2025/09/30 FERG FERGUSON ENTERPRISES INC 1.54% 105.489 M $ 469715 2024/09/30 4.524 M $ 3.14 %
2025/09/30 ADP AUTOMATIC DATA PROCESSING 1.51% 103.335 M $ 352079 2024/09/30 -5.733 M $ -4.83 %
2025/09/30 HD HOME DEPOT INC 1.49% 101.776 M $ 251181 2024/09/30 10.584 M $ 10.51 %
2025/09/30 AMP AMERIPRISE FINANCIAL INC 1.42% 96.761 M $ 196968 2024/09/30 -9.127 M $ -7.96 %
2025/09/30 ABBV ABBVIE INC 1.41% 96.364 M $ 416187 2024/09/30 21.455 M $ 24.74 %
2025/09/30 ROK ROCKWELL AUTOMATION INC 1.28% 87.301 M $ 249767 2024/09/30 4.871 M $ 5.23 %
2025/09/30 EVEREST GROUP LTD 1.22% 83.357 M $ 238006 2024/09/30 2.703 M $ 3.05 %
2025/09/30 WM WASTE MANAGEMENT INC 1.20% 82.141 M $ 371966 2024/09/30 -1.857 M $ -3.49 %
2025/09/30 BAH BOOZ ALLEN HAMILTON HOLDINGS 1.18% 80.485 M $ 805248 2024/09/30 -3.274 M $ -4.01 %
2025/09/30 DPZ DOMINO'S PIZZA INC 1.15% 78.511 M $ 181861 2024/09/30 -3.402 M $ -4.19 %
2025/09/30 AFL AFLAC INC 1.13% 77.391 M $ 692851 2024/09/30 4.818 M $ 5.92 %
2025/09/30 CTRA COTERRA ENERGY INC 1.12% 76.296 M $ 3226029 2024/09/30 -5.751 M $ -6.82 %
2025/09/30 MMC MARSH & MCLENNAN COS 1.11% 75.661 M $ 375433 2024/09/30 -6.956 M $ -7.83 %
2025/09/30 DE DEERE & CO 1.07% 73.036 M $ 159725 2024/09/30 -9.043 M $ -10.07 %
2025/09/30 PEP PEPSICO INC 1.07% 72.803 M $ 518395 2024/09/30 4.813 M $ 6.36 %
2025/09/30 ORCL ORACLE CORP 1.06% 72.713 M $ 258544 2024/09/30 19.091 M $ 28.64 %
2025/09/30 GOOG ALPHABET INC-CL C 1.04% 71.313 M $ 292805 2024/09/30 21.805 M $ 37.30 %
2025/09/30 META META PLATFORMS INC-CLASS A 0.99% 67.424 M $ 91811 2024/09/30 -395.304 K $ -0.50 %
2025/09/30 HON HONEYWELL INTERNATIONAL INC 0.97% 66.093 M $ 313982 2024/09/30 -103.395 K $ -9.61 %
2025/09/30 RJF RAYMOND JAMES FINANCIAL INC 0.96% 65.804 M $ 381254 2024/09/30 7.889 M $ 12.54 %
2025/09/30 AVGO BROADCOM INC 0.96% 65.504 M $ 198552 2024/09/30 12.547 M $ 19.68 %
2025/09/30 TSLA TESLA INC 0.93% 63.608 M $ 143029 2024/09/30 20.963 M $ 40.00 %
2025/09/30 ACN ACCENTURE PLC-CL A 0.90% 61.730 M $ 250326 2024/09/30 -14.489 M $ -17.49 %
2025/09/30 DHI DR HORTON INC 0.89% 60.960 M $ 359709 2024/09/30 12.731 M $ 31.45 %
2025/09/30 V VISA INC-CLASS A SHARES 0.86% 59.003 M $ 172837 2024/09/30 -2.555 M $ -3.85 %
2025/09/30 ELV ELEVANCE HEALTH INC 0.84% 57.336 M $ 177444 2024/09/30 -12.903 M $ -16.93 %
2025/09/30 IEMG ISHARES CORE MSCI EMERGING 0.84% 57.107 M $ 866306 2024/09/30 5.240 M $ 9.81 %
2025/09/30 UNH UNITEDHEALTH GROUP INC 0.83% 57.003 M $ 165082 2024/09/30 6.175 M $ 10.68 %
2025/09/30 GOOGL ALPHABET INC-CL A 0.82% 55.793 M $ 229507 2024/09/30 17.257 M $ 37.94 %
2025/09/30 ABT ABBOTT LABORATORIES 0.79% 53.972 M $ 402958 2024/09/30 -890.062 K $ -1.52 %
2025/09/30 MET METLIFE INC 0.74% 50.698 M $ 615491 2024/09/30 1.298 M $ 2.42 %
2025/09/30 GS GOLDMAN SACHS GROUP INC 0.67% 45.788 M $ 57497 2024/09/30 7.019 M $ 12.52 %
2025/09/30 NDAQ NASDAQ INC 0.62% 42.481 M $ 480281 2024/09/30 -498.249 K $ -1.08 %
2025/09/30 IWY ISHARES RUSSELL TOP 200 GROW 0.54% 36.944 M $ 135006 2024/09/30 3.872 M $ 11.01 %
2025/09/30 CUBE CUBESMART 0.53% 35.880 M $ 882447 2024/09/30 -1.740 M $ -4.33 %
2025/09/30 LLY ELI LILLY & CO 0.52% 35.364 M $ 46348 2024/09/30 -855.394 K $ -2.12 %
2025/09/30 MRVL MARVELL TECHNOLOGY INC 0.49% 33.625 M $ 399969 2024/09/30 2.422 M $ 8.62 %
2025/09/30 CACI CACI INTERNATIONAL INC -CL A 0.47% 32.392 M $ 64942 2024/09/30 1.427 M $ 4.63 %
2025/09/30 CRH CRH PLC 0.47% 32.350 M $ 269807 2024/09/30 7.526 M $ 30.61 %
2025/09/30 IDEV ISHARES CORE MSCI DEV MKTS 0.47% 31.792 M $ 396558 2024/09/30 1.900 M $ 5.43 %
2025/09/30 INTU INTUIT INC 0.45% 30.739 M $ 45013 2024/09/30 -5.317 M $ -13.30 %
2025/09/30 TEVA TEVA PHARMACEUTICAL-SP ADR 0.44% 30.334 M $ 1501661 2024/09/30 5.119 M $ 20.53 %
2025/09/30 NFLX NETFLIX INC 0.44% 30.140 M $ 25139 2024/09/30 -4.110 M $ -10.47 %
2025/09/30 AVY AVERY DENNISON CORP 0.43% 29.206 M $ 180098 2024/09/30 -2.547 M $ -7.58 %
2025/09/30 MO ALTRIA GROUP INC 0.42% 28.744 M $ 435123 2024/09/30 3.510 M $ 12.67 %
2025/09/30 DXCM DEXCOM INC 0.40% 27.392 M $ 407080 2024/09/30 -7.003 M $ -22.91 %
2025/09/30 LEN LENNAR CORP-A 0.35% 23.994 M $ 190372 2024/09/30 1.586 M $ 13.95 %
2025/09/30 COHR COHERENT CORP 0.35% 23.609 M $ 219168 2024/09/30 5.547 M $ 20.75 %
2025/09/30 COST COSTCO WHOLESALE CORP 0.33% 22.631 M $ 24449 2024/09/30 -1.754 M $ -6.50 %
2025/09/30 APO APOLLO GLOBAL MANAGEMENT INC 0.33% 22.213 M $ 166679 2024/09/30 -1.439 M $ -6.06 %
2025/09/30 TTWO TAKE-TWO INTERACTIVE SOFTWRE 0.32% 22.121 M $ 85622 2024/09/30 1.380 M $ 6.39 %
2025/09/30 CPRT COPART INC 0.32% 22.118 M $ 491835 2024/09/30 -2.066 M $ -8.36 %
2025/09/30 GUARDIAN SMART INFRASTRUCTURE 0.32% 21.971 M $ 21970858 2025/09/30 0.000 $ 0.00 %
2025/09/30 IWX ISHARES RUSSELL TOP 200 VALU 0.32% 21.932 M $ 249562 2024/09/30 880.116 K $ 4.38 %
2025/09/30 JPM JPMORGAN CHASE & CO 0.31% 21.163 M $ 67093 2024/09/30 1.717 M $ 8.80 %
2025/09/30 NXPI NXP SEMICONDUCTORS NV 0.30% 20.502 M $ 90026 2024/09/30 558.992 K $ 4.23 %
2025/09/30 MA MASTERCARD INC - A 0.29% 19.888 M $ 34965 2024/09/30 276.318 K $ 1.22 %
2025/09/30 HCA HCA HEALTHCARE INC 0.28% 19.317 M $ 45324 2024/09/30 2.228 M $ 11.25 %
2025/09/30 DHR DANAHER CORP 0.28% 18.808 M $ 94867 2024/09/30 67.726 K $ 0.36 %
2025/09/30 MLI MUELLER INDUSTRIES INC 0.27% 18.321 M $ 181203 2024/09/30 3.703 M $ 27.23 %
2025/09/30 CBRE CBRE GROUP INC - A 0.26% 17.990 M $ 114180 2024/09/30 2.001 M $ 12.45 %
2025/09/30 IWS ISHARES RUSSELL MID-CAP VALU 0.26% 17.593 M $ 125961 2024/09/30 949.706 K $ 5.70 %
2025/09/30 SPGI S&P GLOBAL INC 0.26% 17.419 M $ 35790 2024/09/30 -1.436 M $ -7.70 %
2025/09/30 PLTR PALANTIR TECHNOLOGIES INC-A 0.25% 17.129 M $ 93896 2024/09/30 4.976 M $ 33.82 %
2025/09/30 TMUS T-MOBILE US INC 0.24% 16.056 M $ 67072 2024/09/30 74.505 K $ 0.47 %
2025/09/30 FFIV F5 INC 0.23% 15.403 M $ 47660 2024/09/30 1.531 M $ 9.81 %
2025/09/30 AKAM AKAMAI TECHNOLOGIES INC 0.22% 14.808 M $ 195464 2024/09/30 -778.612 K $ -5.02 %
2025/09/30 GPN GLOBAL PAYMENTS INC 0.21% 14.507 M $ 174616 2024/09/30 534.346 K $ 3.80 %
2025/09/30 MTZ MASTEC INC 0.20% 13.965 M $ 65620 2024/09/30 3.350 M $ 24.87 %
2025/09/30 OKE ONEOK INC 0.20% 13.644 M $ 186979 2024/09/30 -1.953 M $ -10.61 %
2025/09/30 GE GENERAL ELECTRIC CO 0.20% 13.589 M $ 45173 2024/09/30 2.256 M $ 16.87 %
2025/09/30 URI UNITED RENTALS INC 0.19% 13.129 M $ 13753 2024/09/30 3.206 M $ 26.71 %
2025/09/30 BRO BROWN & BROWN INC 0.18% 12.622 M $ 134572 2024/09/30 -2.304 M $ -15.41 %
2025/09/30 JNJ JOHNSON & JOHNSON 0.18% 12.501 M $ 67418 2024/09/30 1.701 M $ 21.39 %
2025/09/30 CASY CASEY'S GENERAL STORES INC 0.18% 12.004 M $ 21234 2024/09/30 1.265 M $ 10.79 %
2025/09/30 ISHARES CORE MSCI WORLD UCITS 0.17% 11.537 M $ 91707 2024/09/30 820.121 K $ 6.92 %
2025/09/30 MANULIFE CO-INVESTMENT PARTNER 0.17% 11.289 M $ 1128857 2025/09/30 0.000 $ 0.00 %
2025/09/30 AMT AMERICAN TOWER CORP 0.16% 11.106 M $ 57749 2024/09/30 -1.750 M $ -12.99 %
2025/09/30 WTFC WINTRUST FINANCIAL CORP 0.16% 10.965 M $ 82790 2024/09/30 669.372 K $ 6.82 %
2025/09/30 KO COCA-COLA CO/THE 0.16% 10.603 M $ 159875 2024/09/30 -716.184 K $ -6.26 %
2025/09/30 MCK MCKESSON CORP 0.15% 10.533 M $ 13634 2024/09/30 550.835 K $ 5.43 %
2025/09/30 CR CRANE CO 0.15% 10.518 M $ 57121 2024/09/30 -326.312 K $ -3.03 %
2025/09/30 MOG-A MOOG INC-CLASS A 0.15% 10.328 M $ 49732 2024/09/30 1.226 M $ 14.75 %
2025/09/30 AMGN AMGEN INC 0.15% 10.224 M $ 36229 2024/09/30 117.961 K $ 1.07 %
2025/09/30 LRCX LAM RESEARCH CORP 0.15% 10.166 M $ 75926 2024/12/31 2.474 M $ 37.56 %
2025/09/30 IWP ISHARES RUSSELL MID-CAP GROW 0.15% 10.031 M $ 70438 2024/09/30 341.071 K $ 2.69 %
2025/09/30 OSK OSHKOSH CORP 0.15% 10.011 M $ 77184 2024/09/30 1.082 M $ 14.23 %
2025/09/30 NOW SERVICENOW INC 0.15% 10.006 M $ 10873 2024/09/30 -1.310 M $ -10.49 %
2025/09/30 DLR DIGITAL REALTY TRUST INC 0.14% 9.851 M $ 56984 2024/09/30 -86.511 K $ -0.83 %
2025/09/30 UBER UBER TECHNOLOGIES INC 0.14% 9.556 M $ 97541 2024/09/30 537.587 K $ 5.01 %
2025/09/30 PFGC PERFORMANCE FOOD GROUP CO 0.14% 9.513 M $ 91440 2024/09/30 1.517 M $ 18.94 %
2025/09/30 EFG ISHARES MSCI EAFE GROWTH ETF 0.14% 9.267 M $ 81371 2024/09/30 158.812 K $ 1.68 %