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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
Page 11 of 25  ·  496 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 NEA NUVEEN AMT-FREE QUALITY MUNI I Financial Services 411,729.0 $4.6M 0.09% NEW $11.23 -1.1%
202 DOV DOVER CORP Industrials 22,128.0 $4.6M 0.09% NEW $208.47 -0.7%
203 ASCENDIS PHARMA A/S ADR 20,095.0 $4.6M 0.09% NEW $228.71
204 GLNG GOLAR LNG LTD Energy 83,025.0 $4.5M 0.09% NEW $54.10 +5.5%
205 NOG NORTHERN OIL AND GAS INC Energy 149,000.0 $4.4M 0.09% NEW $29.23 -15.1%
206 PINNACLE FINL PARTNERS INC 50,033.0 $4.3M 0.09% NEW $86.14
207 C CITIGROUP INC Financial Services 37,330.0 $4.2M 0.09% NEW $113.42 +6.3%
208 AVAV AEROVIRONMENT INC Industrials 22,833.0 $4.2M 0.09% NEW $183.07 -12.8%
209 LMT LOCKHEED MARTIN CORP Industrials 6,894.0 $4.2M 0.09% NEW $604.44 -13.1%
210 MUA BLACKROCK MUNIASSETS FD I MUA Financial Services 391,622.0 $4.2M 0.08% NEW $10.61 -0.6%
211 TEAM ATLASSIAN CORP Technology 60,564.0 $4.1M 0.08% NEW $68.24 +34.0%
212 BAE SYSTEMS PLC ADR 35,476.0 $4.1M 0.08% NEW $116.50
213 CR CRANE COMPANY Industrials 23,790.0 $4.1M 0.08% NEW $171.00 -2.6%
214 OPP RIVERNORTH DOUBLELINE STR OPP Financial Services 529,888.0 $4.1M 0.08% NEW $7.67 -0.5%
215 BK BANK OF NEW YORK MELLON CORP Financial Services 33,840.0 $4.0M 0.08% NEW $118.62 +14.0%
216 PODD INSULET CORP Healthcare 19,020.0 $4.0M 0.08% NEW $209.83 -27.5%
217 EVF EATON VANCE SR INCOME TR EVF Financial Services 797,107.0 $4.0M 0.08% NEW $4.99 -1.0%
218 BAH BOOZ ALLEN HAMILTON HOLDING CO Industrials 50,875.0 $4.0M 0.08% NEW $78.03 -3.0%
219 AZZ AZZ INC Industrials 31,300.0 $3.9M 0.08% NEW $125.14 +9.8%
220 NPCT NUVEEN CORE PLUS IMPACT FUND N Financial Services 383,375.0 $3.9M 0.08% NEW $10.19 -1.6%
Page 11 of 25  ·  496 positions

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%