Sterling Capital Management LLC
Annual return '25
+13.4%
SPY '25
+17.7%
Alpha
-4.3ptsvs SPY
Invested
$5.3B
Holdings
3,190
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 99%. 3 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR
Carry-forward filing.
Latest filing (2026-03-31) contained only unmappable securities. Holdings shown are carried forward from Q4 2025.
01
$VOO
VANGUARD S&P 500 ETF
Q3 2025: New position (299.6k shares)
4.1%
02
$NVDA
NVIDIA CORP
Q3 2025: Exited (was 1.53M shares)
3.5%
03
$MSFT
MICROSOFT CORP
Q3 2025: Sold 14.2% (746.5k → 640.3k shares)
3.1%
04
$AAPL
APPLE INC
Q3 2025: Sold 13.2% (772.1k → 669.7k shares)
2.3%
05
$AMZN
AMAZON COM INC
Q3 2025: Sold 9.0% (566.8k → 516.0k shares)
1.6%
06
$SCHW
SCHWAB (CHARLES) CORP
Q3 2025: New position (1.33M shares)
1.6%
07
$JPM
J P MORGAN CHASE AND CO
Q3 2025: Exited (was 67.3k shares)
1.4%
08
$WM
WASTE MANAGEMENT INC
Held since at least Q1 2024
1.4%
09
$LIN
LINDE PLC
Held since at least Q1 2024
1.3%
10
$ADI
ANALOG DEVICES INC
Q3 2025: Sold 8.2% (516.3k → 473.7k shares)
1.2%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 08:12 UTC.