Current Market Value 766,042,555
Current Holdings 274
Most Recent File Date 2025-08-13
Total Filings on Record 11
SEC Form 13F Filing History

This page shows a list of all the recent 13F filings made by Per Stirling Capital Management, LLC. . Form 13F is required to be filed within 45 days of the end of a calendar quarter. The Form 13F report requires disclosure of the manager that files the report, the name and class of the security, the CUSIP number, the number of shares as of the end of the calendar quarter for which the report is filed, and the total market value. The market value column should not be used as a substitute for Assets Under Management (AUM), as it does not include cash held in accounts.

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File Date Reporting Period Form Amendment Holdings Reported Value
($1000)
2025-08-13 2025-06-30 13F-HR 274 766,043
2025-05-14 2025-03-31 13F-HR 257 695,333
2025-02-13 2024-12-31 13F-HR 256 704,786
2024-11-13 2024-09-30 13F-HR 258 720,740
2024-08-14 2024-06-30 13F-HR 238 620,910
2024-05-14 2024-03-31 13F-HR 223 599,174
2024-02-13 2023-12-31 13F-HR 209 545,080
2023-11-14 2023-09-30 13F-HR 195 481,550
2023-08-11 2023-06-30 13F-HR 194 491,145
2023-05-15 2023-03-31 13F-HR 177 463,721
2023-02-14 2022-12-31 13F-HR 209 549,432