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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 12 of 26  ·  501 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 EVF EATON VANCE SR INCOME TR EVF Financial Services 797,107.0 $4.0M 0.08% NEW $4.99 -0.8%
222 BAH BOOZ ALLEN HAMILTON HOLDING CO Industrials 50,875.0 $4.0M 0.08% NEW $78.03 -1.3%
223 AZZ AZZ INC Industrials 31,300.0 $3.9M 0.08% NEW $125.14 +8.3%
224 NPCT NUVEEN CORE PLUS IMPACT FUND N Financial Services 383,375.0 $3.9M 0.08% NEW $10.19 -3.1%
225 EBAY EBAY INC Consumer Cyclical 42,850.0 $3.9M 0.08% NEW $91.02 +25.7%
226 AIR LEASE CORP 59,245.0 $3.8M 0.08% NEW $64.93
227 GRMN GARMIN LTD Technology 16,324.0 $3.8M 0.08% NEW $231.99 -2.2%
228 HBAN HUNTINGTON BANCSHARES INC/OH Financial Services 241,893.0 $3.8M 0.08% NEW $15.65 -0.5%
229 VZ VERIZON COMMUNICATIONS INC Communication Services 75,300.0 $3.8M 0.08% NEW $50.20 -6.9%
230 MMT MFS MULTIMARKET INCOME TRUST M Financial Services 815,330.0 $3.8M 0.08% NEW $4.62 -4.8%
231 USB US BANCORP Financial Services 71,725.0 $3.7M 0.08% NEW $52.00 +2.8%
232 HUBS HUBSPOT INC Technology 15,125.0 $3.7M 0.07% NEW $244.10 -14.6%
233 FDX FEDEX CORP Industrials 10,243.0 $3.6M 0.07% NEW $356.15 +3.8%
234 ARDC ARES DYNAMIC CRED ALLOC FD AR Financial Services 298,905.0 $3.6M 0.07% NEW $12.16 +4.0%
235 PCQ PIMCO CA MUNICIPAL INCOME FUND Financial Services 416,952.0 $3.6M 0.07% NEW $8.58 +0.4%
236 SUPN SUPERNUS PHARMACEUTICALS INC Healthcare 68,825.0 $3.6M 0.07% NEW $51.70 -6.5%
237 GD GENERAL DYNAMICS CORP Industrials 10,024.0 $3.4M 0.07% NEW $343.18 -0.0%
238 KNX KNIGHT-SWIFT TRANSPORT INC Industrials 59,600.0 $3.4M 0.07% NEW $57.58 +20.3%
239 LHX L3HARRIS TECHNOLOGIES INC Industrials 9,915.0 $3.4M 0.07% NEW $345.13 -9.8%
240 NUVEEN NJ QUALITY MUNI INC FD 265,380.0 $3.3M 0.07% NEW $12.30
Page 12 of 26  ·  501 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%