BWVCX
Sterling Capital West Virginia Intermediate
Sterling Capital Funds

Portfolio concentration

As of March 31, 2026 · N-PORT
Holdings
44
Top-10 weight
34.01%
Effective holdings ?
39
Crowding ?
3.5

Holdings

As of March 31, 2026 · N-PORT
#SecurityTickerSharesValue% of fund
1 WEST VIRGINIA ST PARKWAYS AUTH TURNPIKE TOLL REVENUE WVSTRN 1,980,000 $2.03M 4.21%
2 Berkeley County Board of Education/WV 1,750,000 $1.80M 3.72%
3 West Virginia University 1,610,000 $1.68M 3.47%
4 Putnam County Board of Education/WV 5 06/01/2037 1,500,000 $1.66M 3.43%
5 West Virginia Economic Development Authority 1,500,000 $1.62M 3.35%
6 Wood County Board of Education 1,500,000 $1.60M 3.32%
7 State of West Virginia 1,505,000 $1.56M 3.24%
8 WV HOSP 5% 9/1/2039 1,470,000 $1.49M 3.09%
9 Marshall University 1,360,000 $1.46M 3.03%
10 OHIO WV 5.25% 6/1/2044 OHSDEV 1,275,000 $1.30M 2.69%
11 WV HOSP 5% 6/1/2039 1,125,000 $1.20M 2.50%
12 Morgantown Utility Board Inc 1,140,000 $1.18M 2.45%
13 West Virginia Economic Development Authority 1,145,000 $1.18M 2.44%
14 West Virginia Parkways Authority 1,105,000 $1.14M 2.36%
15 Taylor County Board of Education/WV 1,000,000 $1.12M 2.32%
16 Taylor County Board of Education/WV 1,000,000 $1.11M 2.31%
17 Wyoming County Board of Education 1,000,000 $1.11M 2.30%
18 Putnam County Board of Education/WV 5 06/01/2032 1,000,000 $1.11M 2.29%
19 Wyoming County Board of Education 1,000,000 $1.10M 2.28%
20 Hancock County Board of Education 5 06/01/2035 1,000,000 $1.09M 2.26%
21 West Virginia Housing Development Fund 1,070,000 $1.08M 2.23%
22 WV HOSP 5% 6/1/2041 WVSMED 1,000,000 $1.06M 2.19%
23 Wood County Board of Education 1,000,000 $1.06M 2.19%
24 State of West Virginia 1,000,000 $1.05M 2.18%
25 West Virginia Lottery Excess Lottery Revenue 1,000,000 $1.05M 2.18%
26 WV Water Development Authority 5 11/01/2035 1,015,000 $1.04M 2.15%
27 Ohio County Board of Education 1,000,000 $1.03M 2.14%
28 West Virginia (State of) (Bidding Group 2), Series 2019 A, GO Bonds 1,000,000 $1.03M 2.13%
29 Berkeley County Board of Education/WV 1,000,000 $1.03M 2.13%
30 Braxton County Board of Education 1,000,000 $1.00M 2.08%
31 West Virginia Water Development Authority 1,000,000 $1.00M 2.08%
32 Berkeley County Public Service Sewer District 1,000,000 $1.00M 2.07%
33 West Virginia Housing Development Fund 905,000 $909.92K 1.89%
34 W VIRGINIA ST COMMISSIONER OF HIGHWAYS SPL OBLG 850,000 $877.10K 1.82%
35 West Virginia Lottery Excess Lottery Revenue 5 07/01/2039 735,000 $788.66K 1.63%
36 School Building Authority of West Virginia 765,000 $766.54K 1.59%
37 Ohio County Board of Education 750,000 $749.24K 1.55%
38 Morgantown Utility Board Inc 705,000 $734.42K 1.52%
39 Fairmont State University 5 6/1/2026 610,000 $612.03K 1.27%
40 Berkeley County Public Service Sewer District, Series 2025 A 500,000 $526.58K 1.09%
41 West Virginia University 500,000 $517.65K 1.07%
42 WV WVSDEV 03/01/2040 WVSDEV 500,000 $503.40K 1.04%
43 W VIRGINIA HOSP FIN-A 450,000 $470.26K 0.97%
44 Federated Hermes Treasury Oligations Fund 192,511 $192.51K 0.40%

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