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Portfolio (Quarterly) Guide ↗

SIT INVESTMENT ASSOCIATES INC

· CIK 0000769317
13F Portfolio $4.9B AUM 501 positions Filed May 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 496 New 4 Added 1 Reduced 1 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 RA BROOKFIELD REAL ASSETS INC FD Financial Services 2,855,236.0 $36.7M 0.74% +640K +28.9% $12.86 -1.9%
2 FS SPECIALTY LENDING FUND FSSL 2,409,441.0 $30.1M 0.61% +765K +46.5% $12.51
3 PAI WESTERN ASSET INV GRADE INC FD Financial Services 1,154,680.0 $14.0M 0.28% +6K +0.5% $12.10 -0.3%
4 HIX WESTERN ASSET HIGH INC FD II I Financial Services 79,965.0 $318K 0.01% +80K +10000.0% $3.98 -1.4%

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 57.0%
Technology 18.3%
Industrials 6.2%
Healthcare 5.6%
Communication Services 4.1%
Consumer Cyclical 3.4%
Energy 2.1%
Utilities 1.1%
Basic Materials 0.9%
Consumer Defensive 0.8%