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Portfolio (Quarterly) Guide ↗

SITTNER & NELSON, LLC

· CIK 0001846138
13F Portfolio $274M AUM 573 positions Filed May 12, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 42 New 45 Added 55 Reduced 4 Exited
Page 23 of 29  ·  569 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
441 BNTX BIONTECH SE Healthcare 100.0 $9K 0.00% $88.88 +2.6%
442 TAP MOLSON COORS BEVERAGE CO Consumer Defensive 200.0 $9K 0.00% $43.06 -3.7%
443 RSP INVESCO EXCHANGE TRADED FD T 44.0 $8K 0.00% $191.93 +10.7%
444 VMC VULCAN MATLS CO Basic Materials 30.0 $8K 0.00% $272.30 +14.3%
445 BSX BOSTON SCIENTIFIC CORP Healthcare 129.0 $8K 0.00% $62.75 -29.5%
446 MLKN MILLERKNOLL INC Consumer Cyclical 551.0 $8K 0.00% $14.46 +38.0%
447 KDP KEURIG DR PEPPER INC Consumer Defensive 300.0 $8K 0.00% $26.33 +26.9%
448 F FORD MTR CO Consumer Cyclical 678.0 $8K 0.00% $11.54 +22.4%
449 HLN HALEON PLC Healthcare 781.0 $8K 0.00% $10.01 -7.7%
450 IMMUNITYBIO INC 1,000.0 $8K 0.00% $7.67
451 SMR NUSCALE PWR CORP Utilities 700.0 $8K 0.00% -150.0 -17.6% $10.84 -6.8%
452 DRNZ REX ETF TR 317.0 $8K 0.00% $23.93 -12.9%
453 AMP AMERIPRISE FINL INC Financial Services 17.0 $8K 0.00% $444.41 +1.9%
454 OKLO OKLO INC Utilities 150.0 $7K 0.00% $49.59 +0.8%
455 IFF INTERNATIONAL FLAVORS&FRAGRA Basic Materials 100.0 $7K 0.00% $72.55 +5.2%
456 DORM DORMAN PRODS INC Consumer Cyclical 68.0 $7K 0.00% NEW $104.37 +29.1%
457 MUB ISHARES TR 66.0 $7K 0.00% $106.15 +1.4%
458 AUR AURORA INNOVATION INC Technology 1,600.0 $7K 0.00% $4.12 +54.4%
459 ONON ON HLDG AG Consumer Cyclical 192.0 $7K 0.00% $34.02 +9.0%
460 IRIDIUM COMMUNICATIONS INC 235.0 $7K 0.00% +135.0 +135.0% $27.74
Page 23 of 29  ·  569 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
Technology 33.9%
Healthcare 12.8%
Industrials 11.4%
Communication Services 9.0%
Financial Services 8.9%
Consumer Cyclical 6.8%
Energy 6.8%
Consumer Defensive 6.1%
Basic Materials 2.1%
Utilities 1.2%