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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 13 of 26  ·  501 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 ATRC ATRICURE INC Healthcare 113,330.0 $3.2M 0.07% NEW $28.53 +1.0%
242 EXP EAGLE MATERIALS INC Basic Materials 16,835.0 $3.2M 0.07% NEW $189.43 +3.8%
243 AME AMETEK INC Industrials 14,675.0 $3.1M 0.06% NEW $214.38 +3.2%
244 J JACOBS SOLUTIONS INC Industrials 24,700.0 $3.1M 0.06% NEW $127.29 -10.7%
245 NTRA NATERA INC Healthcare 15,688.0 $3.1M 0.06% NEW $199.96 -3.7%
246 RRX REGAL REXNORD CORP Industrials 16,693.0 $3.1M 0.06% NEW $187.26 +0.5%
247 HLNE HAMILTON LANE INC Financial Services 30,840.0 $3.1M 0.06% NEW $99.38 -12.7%
248 MP MP MATERIALS CORP Basic Materials 63,375.0 $3.1M 0.06% NEW $48.25 +17.4%
249 CAT CATERPILLAR INC Industrials 4,300.0 $3.0M 0.06% NEW $708.37 +21.4%
250 SF STIFEL FINANCIAL CORP Financial Services 40,813.0 $3.0M 0.06% NEW $73.92 +0.2%
251 EFR EATON VANCE SENIOR FLOATING-RA Financial Services 286,091.0 $3.0M 0.06% NEW $10.54 -1.2%
252 NBXG NEUBERGER NEXT GEN CONN FD NB Financial Services 230,874.0 $3.0M 0.06% NEW $12.87 +17.6%
253 NXST NEXSTAR MEDIA GROUP INC Communication Services 16,375.0 $3.0M 0.06% NEW $180.82 +8.7%
254 CIGI COLLIERS INTL GROUP INC Real Estate 27,400.0 $2.9M 0.06% NEW $106.90 -12.8%
255 ADUS ADDUS HOMECARE CORP Healthcare 31,075.0 $2.9M 0.06% NEW $93.64 -1.1%
256 WDI WESTERN ASSET DIVERSIFIED INC Financial Services 214,483.0 $2.9M 0.06% NEW $13.44 -0.8%
257 VST VISTRA CORP Utilities 19,100.0 $2.9M 0.06% NEW $150.31 -9.0%
258 RIO RIO TINTO PLC ADR Basic Materials 30,550.0 $2.9M 0.06% NEW $93.29 +10.8%
259 ONB OLD NATIONAL BANCORP/IN Financial Services 126,000.0 $2.8M 0.06% NEW $22.10 +6.2%
260 BUI BLCKRCK UTIL INFRA & PWR OPP B Financial Services 105,107.0 $2.8M 0.06% NEW $26.38 +4.0%
Page 13 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%