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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 25  ·  496 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 NTRA NATERA INC Healthcare 15,688.0 $3.1M 0.06% NEW $199.96 -4.3%
242 RRX REGAL REXNORD CORP Industrials 16,693.0 $3.1M 0.06% NEW $187.26 -2.1%
243 HLNE HAMILTON LANE INC Financial Services 30,840.0 $3.1M 0.06% NEW $99.38 -13.5%
244 MP MP MATERIALS CORP Basic Materials 63,375.0 $3.1M 0.06% NEW $48.25 +15.5%
245 CAT CATERPILLAR INC Industrials 4,300.0 $3.0M 0.06% NEW $708.37 +20.4%
246 SF STIFEL FINANCIAL CORP Financial Services 40,813.0 $3.0M 0.06% NEW $73.92 -0.9%
247 EFR EATON VANCE SENIOR FLOATING-RA Financial Services 286,091.0 $3.0M 0.06% NEW $10.54 -1.5%
248 NBXG NEUBERGER NEXT GEN CONN FD NB Financial Services 230,874.0 $3.0M 0.06% NEW $12.87 +17.9%
249 NXST NEXSTAR MEDIA GROUP INC Communication Services 16,375.0 $3.0M 0.06% NEW $180.82 +7.3%
250 CIGI COLLIERS INTL GROUP INC Real Estate 27,400.0 $2.9M 0.06% NEW $106.90 -14.1%
251 ADUS ADDUS HOMECARE CORP Healthcare 31,075.0 $2.9M 0.06% NEW $93.64 -0.9%
252 WDI WESTERN ASSET DIVERSIFIED INC Financial Services 214,483.0 $2.9M 0.06% NEW $13.44 -0.5%
253 VST VISTRA CORP Utilities 19,100.0 $2.9M 0.06% NEW $150.31 -10.7%
254 RIO RIO TINTO PLC ADR Basic Materials 30,550.0 $2.9M 0.06% NEW $93.29 +7.8%
255 ONB OLD NATIONAL BANCORP/IN Financial Services 126,000.0 $2.8M 0.06% NEW $22.10 +5.3%
256 BUI BLCKRCK UTIL INFRA & PWR OPP B Financial Services 105,107.0 $2.8M 0.06% NEW $26.38 +3.6%
257 IMAX IMAX CORP Communication Services 72,100.0 $2.7M 0.06% NEW $38.02 -11.3%
258 VKI INVESCO ADVANTAGE MUNI INC TRU Financial Services 314,308.0 $2.7M 0.06% NEW $8.66 -0.1%
259 DT DYNATRACE INC Technology 73,010.0 $2.7M 0.06% NEW $36.98 +9.5%
260 VCEL VERICEL CORP Healthcare 83,280.0 $2.7M 0.05% NEW $32.17 +8.1%
Page 13 of 25  ·  496 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%