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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 3 of 29  ·  569 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 VTI VANGUARD INDEX FDS 4,741.0 $1.5M 0.56% +2K +47.6% $320.81 +13.0%
42 CGGO CAPITAL GROUP GBL GROWTH EQT 43,247.0 $1.4M 0.53% +6K +15.9% $33.37 +23.4%
43 CGIC CAPITAL GROUP INTERNATIONAL 41,869.0 $1.4M 0.51% +6K +18.2% $33.11 +9.0%
44 VXUS VANGUARD STAR FDS 17,784.0 $1.4M 0.50% +3K +17.7% $77.11 +9.6%
45 PG PROCTER & GAMBLE CO Consumer Defensive 9,256.0 $1.3M 0.49% $144.45 +3.2%
46 BMY BRISTOL-MYERS SQUIBB CO Healthcare 21,379.0 $1.3M 0.47% -252.0 -1.2% $60.65 -5.2%
47 TRMB TRIMBLE INC Technology 19,780.0 $1.3M 0.47% $65.23 -22.3%
48 PYLD PIMCO ETF TR 48,871.0 $1.3M 0.47% +45K +1261.7% $26.20 +1.3%
49 NVS NOVARTIS AG Healthcare 8,316.0 $1.3M 0.46% -150.0 -1.8% $152.75 +1.7%
50 IVOO VANGUARD ADMIRAL FDS INC 11,050.0 $1.3M 0.46% $114.32 +12.8%
51 TCHP T ROWE PRICE ETF INC 27,679.0 $1.2M 0.45% +5K +21.1% $44.18 +9.3%
52 QQQ INVESCO QQQ TR Financial Services 2,110.0 $1.2M 0.45% $577.18 +22.4%
53 WY WEYERHAEUSER CO Real Estate 48,402.0 $1.2M 0.43% -2K -4.0% $24.43 +3.6%
54 USB US BANCORP Financial Services 22,724.0 $1.2M 0.43% $52.01 +17.1%
55 WFC WELLS FARGO & CO Financial Services 14,364.0 $1.1M 0.42% -203.0 -1.4% $79.61 +5.4%
56 GILD GILEAD SCIENCES INC Healthcare 8,200.0 $1.1M 0.42% $139.37 -8.2%
57 CGIE CAPITAL GROUP INTERNATIONAL 33,449.0 $1.1M 0.41% +225.0 +0.7% $33.82 +7.5%
58 PFE PFIZER INC Healthcare 39,909.0 $1.1M 0.41% +902.0 +2.3% $28.08 -13.5%
59 LLY ELI LILLY & CO Healthcare 1,166.0 $1.1M 0.39% +20.0 +1.8% $919.89 +31.3%
60 AZN ASTRAZENECA PLC Healthcare 5,362.0 $1.1M 0.39% NEW $197.22 -4.5%
Page 3 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%