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Portfolio (Quarterly) Guide ↗

SIT INVESTMENT ASSOCIATES INC

· CIK 0000769317
13F Portfolio $5.3B AUM 521 positions Filed Aug 12, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 54 New 147 Added 137 Reduced 34 Exited
Page 8 of 8  ·  147 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 AEE AMEREN CORP Utilities 5,688.0 $643K 0.01% +245.0 +4.5% $113.05 -3.2%
142 HASI HA SUSTAINABLE INFRA CAPITAL I Financial Services 15,950.0 $623K 0.01% +1K +6.7% $39.06 +7.9%
143 PNI PIMCO NY MUNI INC II FND PNI Financial Services 70,875.0 $503K 0.01% +17K +30.4% $7.10 -3.5%
144 RTO RENTOKIL INITIAL PLC-ADR Industrials 13,430.0 $384K 0.01% +3K +23.3% $28.59 -17.6%
145 SCCO SOUTHERN COPPER CORP Basic Materials 1,735.0 $302K 0.01% +17.0 +1.0% $174.06 +10.3%
146 GGG GRACO INC Industrials 3,160.0 $239K 0.01% +2K +232.6% $75.63 +7.8%
147 KLAC KLA CORP Technology 215.0 $65K 0.00% +77.0 +55.8% $302.33 -31.9%
Page 8 of 8  ·  147 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 55.7%
Technology 20.4%
Industrials 6.0%
Healthcare 5.5%
Communication Services 4.3%
Consumer Cyclical 3.1%
Energy 1.7%
Utilities 1.2%
Basic Materials 0.9%
Consumer Defensive 0.9%