Sterling Capital Management LLC
Sterling Capital Management LLC is a registered investment adviser founded in 1970 and headquartered in Charlotte, NC. The firm is an indirect, wholly-owned subsidiary of Guardian Capital Group Limited, a diversified financial services company. Sterling has over 180 employees across offices in Charlotte, Raleigh, Virginia Beach, King of Prussia, and San Francisco. The firm serves a broad client base including individuals, institutions, retirement plans, charitable organizations, and other investors by providing personalized investment management, separate accounts, wrap programs, and direct indexing solutions.
Investment Strategy
Sterling Capital Management offers an array of fixed income, equity, and asset allocation strategies, including municipal bonds, value, growth, core equities, and direct indexing with tax management. The firm provides discretionary and non-discretionary portfolio management, using a disciplined investment process to construct portfolios aligned with clients’ objectives. They serve both institutional and individual clients through separate accounts, wrap programs, and model portfolios and place a strong emphasis on risk management, tax efficiency, and customized solutions.
Latest 13F Filing Activity
Sterling Capital Management LLC filed their most recent 13F report on Jun 30, 2025 disclosing 3,173 equity positions with a total 13F market value of $7B. The fund increased holdings in Microsoft Corp., Nvidia Corp., Ferguson Enterprises Inc. among other positions. Sterling Capital Management LLC reduced exposure to Unitedhealth Group Inc., Altria Group Inc., Valero Energy Corp. among others.
Top Holdings
Equity Positions (3,173)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
M MSFT | MICROSOFT CORP | 5.27% | $371.3M | 746,460 | $434.66 | $497.41 | +$109.3M |
N NVDA | NVIDIA CORP | 3.44% | $242.1M | 1,532,587 | $128.35 | $157.99 | +$103.4M |
V VOO | VANGUARD S&P 500 ETF | 2.79% | $196.6M | 346,108 | $530.29 | $568.03 | +$30.2M |
S SCHW | SCHWAB (CHARLES) CORP | 2.63% | $185.1M | 2,028,959 | $64.88 | $91.24 | +$15.3M |
A AAPL | APPLE INC | 2.25% | $158.4M | 772,054 | $228.28 | $205.17 | +$19.6M |
Industry Allocation
Investment Team (28)
| Name | Role | Location | |
|---|---|---|---|
 | Director, Portfolio Manager | Charlotte, NC , United States | |
 | Executive Director and Portfolio Manager | Virginia Beach, VA , United States | |
 | Portfolio Manager and Executive Director | Virginia Beach, VA , United States | |
 | Executive Director, Portfolio Manager | Charlotte, NC , United States | |
J Jeremy Paul Lopez | Director, Senior Equity Research Analyst | Virginia Beach, VA , United States | |
P Patrick Rau | Managing Director | Charlotte, NC , United States | |
 | Director, Portfolio Manager | Conshohocken, PA , United States | |
 | Director, Portfolio Manager | Jupiter, FL , United States | |
| Director and Research Analyst | Charlotte, NC , United States | ||
 | Senior Portfolio Manager | Charlotte, NC , United States |
Ask Fintool AI Agent
Get instant answers from SEC filings, earnings calls & more