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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 14 of 25  ·  496 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 DGX QUEST DIAGNOSTICS INC Healthcare 13,645.0 $2.7M 0.05% NEW $195.97 -4.8%
262 NAD NUVEEN QUALITY MUNICIPAL INC F Financial Services 231,852.0 $2.7M 0.05% NEW $11.50 +1.2%
263 BDC BELDEN INC Technology 23,065.0 $2.6M 0.05% NEW $114.85 -9.2%
264 THC TENET HEALTHCARE CORP Healthcare 13,820.0 $2.6M 0.05% NEW $188.71 +4.2%
265 CIF MFS INTERMEDIATE HIGH INCOME F Financial Services 1,597,150.0 $2.6M 0.05% NEW $1.62 -0.6%
266 FITB FIFTH THIRD BANCORP Financial Services 54,975.0 $2.6M 0.05% NEW $46.46 +1.9%
267 WEC WEC ENERGY GROUP INC Utilities 21,980.0 $2.5M 0.05% NEW $115.79 -5.7%
268 CRWD CROWDSTRIKE HOLDINGS INC Technology 6,500.0 $2.5M 0.05% NEW $390.46 +52.1%
269 NRK NUVEEN NY AMT-FREE MUNICIPAL I Financial Services 245,974.0 $2.5M 0.05% NEW $10.21 +1.4%
270 IDXX IDEXX LABORATORIES INC Healthcare 4,350.0 $2.4M 0.05% NEW $561.84 -5.9%
271 SRAD SPORTRADAR GROUP AG Technology 144,225.0 $2.4M 0.05% NEW $16.74 -25.4%
272 TFII TFI INTERNATIONAL INC Industrials 22,135.0 $2.4M 0.05% NEW $108.65 +29.9%
273 UBER UBER TECHNOLOGIES INC Technology 33,290.0 $2.4M 0.05% NEW $71.94 +4.4%
274 TDG TRANSDIGM GROUP INC Industrials 2,065.0 $2.4M 0.05% NEW $1158.84 -0.9%
275 TREX TREX CO INC Industrials 65,520.0 $2.4M 0.05% NEW $36.42 +2.8%
276 CXE MFS HIGH INCOME MUNICIPAL TRUS Financial Services 633,241.0 $2.3M 0.05% NEW $3.71 -1.1%
277 CVSA COVISTA INC Consumer Cyclical 20,200.0 $2.3M 0.05% NEW $115.25 +6.7%
278 DASH DOORDASH INC Communication Services 15,205.0 $2.3M 0.05% NEW $150.15 +6.0%
279 RGA REINSURANCE GROUP OF AMERICA I Financial Services 11,170.0 $2.3M 0.05% NEW $204.12 +3.0%
280 IOT SAMSARA, INC. CLASS A Technology 70,368.0 $2.2M 0.04% NEW $31.69 -6.7%
Page 14 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%