SEC 13F Intelligence

Managers / Q4 2024 · view latest →

Sterling Capital Management LLC

CIK 0001329883 · 4350 CONGRESS STREET, SUITE 1000, CHARLOTTE, NC, 28209 · (704) 372-8670

Reported Value
$7.3B
Q4 2024
Positions
3,244
Filings on Record
12
2019–present window
Filed
Feb 13, 2025
original filing

Summary

Sterling Capital Management LLC reported $7.3B in U.S.-listed holdings across 3,244 positions for Q4 2024.

Its largest position, MSFT, represents 4.3% of the portfolio.

Compared with Q3 2024, the fund opened 59 new positions and exited 90.

Portfolio Metrics

Turnover
+13.7%
vs prior filed quarter
Top-10 Concentration
+23.3%
share of reported value
Largest Position
+4.3%
Microsoft
New / Exited
59 / 90
positions this quarter

Methodology: turnover is min(value bought, value sold) ÷ average reported value across the two quarters — value-based, so market moves inflate it slightly versus a share-based measure. Concentration and largest position are shares of the filing’s total reported value, options excluded. New/exited counts compare against the prior filed quarter. All figures derive solely from the fund’s 13F filings.

Reported Value by Quarter

13F Reported Value
Q4 ’18: $9.2BQ4 ’18Q1 ’19: $10.1BQ2 ’19: $10.4BQ2 ’19Q3 ’19: $10.5BQ3 ’24: $7.7BQ3 ’24Q4 ’24: $7.3BQ1 ’25: $6.4BQ1 ’25Q2 ’25: $7.0BQ3 ’25: $6.8BQ3 ’25Q4 ’25: $6.2BQ1 ’26: $5.3BQ1 ’26filingsflow.com

Portfolio Composition

By security type
Common Stock: 85.2%ETP: 5.4%Other: 4.1%REIT: 3.3%ADR: 1.8%Other: 0.2%
  • Common Stock · 85.2% · $6.2B
  • ETP · 5.4% · $396M
  • Other · 4.1% · $298M
  • REIT · 3.3% · $239M
  • ADR · 1.8% · $130M
  • Other · 0.2% · $18M

Quarter-over-Quarter Changes full breakdown →

vs Q3 2024 (amended baseline)

IssuerMoveShare ΔShares nowValue ΔValue now
ISHARES TR RUSSELL1000VALNEW+56.9K56.9K+$11M$11M
ISHARES TR DJ SEL DIV INXNEW+65.8K65.8K+$9M$9M
LRCXLAM RESEARCH CORPNEW+95.8K95.8K+$7M$7M
ANETARISTA NETWORKS INCNEW+43.8K43.8K+$5M$5M
ECGEVERUS CONSTRUCTION GROUPNEW+23.0K23.0K+$2M$2M
EXEEXPAND ENERGY CORPNEW+13.7K13.7K+$1M$1M
APTIV PLCNEW+13.9K13.9K+$843,515$843,515
NTDOYNINTENDO CO LTD-UNSPONS ADRNEW+41.1K41.1K+$605,114$605,114

Value changes conflate price moves with buying and selling — share changes are the real signal. Share counts are not split-adjusted.

Holdings — Q4 2024

49 positions
#IssuerClass% PortfolioValueShares
1MSFTMICROSOFT CORPhistory →COM4.26%$311M737.7K
2VANGUARD S&P 500 ETFETF2.50%$183M338.8K
3NVDANVIDIA CORPhistory →COM2.44%$178M1.32M
4SCHWSCHWAB (CHARLES) CORPhistory →COM2.29%$167M2.26M
5AAPLAPPLE INChistory →COM2.24%$164M653.9K
6UNHUNITEDHEALTH GROUP INChistory →COM2.19%$160M316.3K
7RJFRAYMOND JAMES FINANCIAL INChistory →COM1.96%$143M919.8K
8AMZNAMAZON.COM INChistory →COM1.93%$141M643.6K
9GOOGALPHABET INC-CL Chistory →COM1.85%$135M712.2K
10A4SAMERIPRISE FINANCIAL INChistory →COM1.79%$131M245.8K
11ADPAUTOMATIC DATA PROCESSINGhistory →COM1.71%$124M425.3K
12ADIANALOG DEVICES INChistory →COM1.68%$122M576.0K
13ELVELEVANCE HEALTH INChistory →COM1.60%$117M316.8K
14HDHOME DEPOT INChistory →COM1.58%$115M296.7K
15PEPPEPSICO INChistory →COM1.54%$112M739.5K
16EVEREST GROUP LTDCOM1.38%$101M278.6K
17AVYAVERY DENNISON CORPhistory →COM1.38%$100M536.5K
18MOALTRIA GROUP INChistory →COM1.35%$98M1.88M
19HSYHERSHEY CO/THEhistory →COM1.34%$98M576.4K
20MCHPMICROCHIP TECHNOLOGY INChistory →COM1.33%$97M1.69M
21CTRACOTERRA ENERGY INChistory →COM1.28%$94M3.66M
22ABBVABBVIE INChistory →COM1.15%$84M471.1K
23BAHBOOZ ALLEN HAMILTON HOLDINGShistory →COM1.08%$79M610.8K
24VLOVALERO ENERGY CORPhistory →COM1.04%$76M617.1K
25FERGFERGUSON ENTERPRISES INChistory →COM1.03%$75M432.9K
26CUBECUBESMARThistory →REIT0.99%$72M1.69M
27MRSHMARSH & MCLENNAN COShistory →COM0.98%$71M336.2K
28METAMETA PLATFORMS INC-CLASS Ahistory →COM0.92%$67M114.2K
29NDAQNASDAQ INChistory →COM0.87%$63M821.1K
30METMETLIFE INChistory →COM0.84%$61M746.2K
31VVISA INC-CLASS A SHAREShistory →COM0.83%$61M191.7K
32TSLATESLA INChistory →COM0.83%$60M149.5K
33ROKROCKWELL AUTOMATION INChistory →COM0.78%$57M200.0K
34BDXBECTON DICKINSON AND COhistory →COM0.76%$56M245.6K
35CHVCHEVRON CORPhistory →COM0.74%$54M374.8K
36GSGOLDMAN SACHS GROUP INChistory →COM0.74%$54M94.1K
37ABTABBOTT LABORATORIEShistory →COM0.74%$54M474.8K
38GPNGLOBAL PAYMENTS INChistory →COM0.73%$53M474.2K
39ORCLORACLE CORPhistory →COM0.71%$52M312.3K
40TEVATEVA PHARMACEUTICAL-SP ADRhistory →COM0.63%$46M2.07M
41AVGOBROADCOM INChistory →COM0.62%$45M193.9K
42MRVLMARVELL TECHNOLOGY INChistory →COM0.59%$43M392.0K
43MRKMERCK & CO. INC.history →COM0.56%$41M413.6K
44TTWOTAKE-TWO INTERACTIVE SOFTWREhistory →COM0.53%$38M208.3K
45LLYELI LILLY & COhistory →COM0.49%$36M46.3K
46COHRCOHERENT CORPhistory →COM0.48%$35M372.1K
47ISHARES CORE MSCI EMERGINGETF0.47%$34M657.8K
48OKEONEOK INChistory →COM0.46%$34M337.2K
49AFLAFLAC INChistory →COM0.46%$34M325.9K

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$5.3B3,398Apr 22, 202613F-HRchanges · EDGAR ↗
Q4 2025$6.2B3,420Feb 13, 202613F-HRchanges · EDGAR ↗
Q3 2025$6.8B3,251Nov 12, 202513F-HRchanges · EDGAR ↗
Q2 2025$7.0B3,270Aug 8, 2025RESTATEMENTchanges · EDGAR ↗
Q1 2025$6.4B3,219May 13, 202513F-HRchanges · EDGAR ↗
Q4 2024$7.3B3,244Feb 13, 202513F-HRchanges · EDGAR ↗
Q3 2024$7.7B3,275Nov 12, 202413F-HRchanges · EDGAR ↗
Q3 2019$10.5B831Nov 14, 201913F-HRchanges · EDGAR ↗
Q2 2019$10.4B837Aug 14, 201913F-HRchanges · EDGAR ↗
Q1 2019$10.1B817May 15, 201913F-HRchanges · EDGAR ↗
Q4 2018$9.2B833Feb 14, 201913F-HRchanges · EDGAR ↗

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.