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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 16 of 25  ·  496 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 NESTLE SA ADR 18,270.0 $1.8M 0.04% NEW $99.12
302 CSW INDUSTRIALS INC 6,765.0 $1.8M 0.04% NEW $260.61
303 NCNO NCINO INC Technology 117,635.0 $1.8M 0.04% NEW $14.98 +1.9%
304 BX BLACKSTONE INC Financial Services 15,100.0 $1.7M 0.04% NEW $114.97 +1.8%
305 YETI YETI HOLDINGS INC Consumer Cyclical 46,985.0 $1.7M 0.04% NEW $36.59 +16.9%
306 BSX BOSTON SCIENTIFIC CORP Healthcare 27,240.0 $1.7M 0.04% NEW $62.74 -12.6%
307 GF NEW GERMANY FD INC GF Financial Services 166,188.0 $1.7M 0.03% NEW $10.22 +16.0%
308 CRDO CREDO TECHNOLOGY GROUP HLDG Technology 17,660.0 $1.7M 0.03% NEW $93.88 +64.9%
309 EVR EVERCORE INC - CL A Financial Services 5,415.0 $1.6M 0.03% NEW $298.43 +12.2%
310 GLV CLOUGH GLOBAL DIV & INC FD GLV Financial Services 271,443.0 $1.6M 0.03% NEW $5.92 +5.1%
311 APAM ARTISAN PARTNERS ASSET MGMT IN Financial Services 43,725.0 $1.6M 0.03% NEW $36.39 +1.0%
312 CPK CHESAPEAKE UTILITIES CORP Utilities 12,515.0 $1.6M 0.03% NEW $126.41 +0.4%
313 STE STERIS PLC Healthcare 7,130.0 $1.6M 0.03% NEW $221.18 -2.8%
314 ZWS ZURN ELKAY WATER SOLUTIONS COR Industrials 35,000.0 $1.6M 0.03% NEW $44.83 +6.6%
315 OUTFRONT MEDIA INC 56,850.0 $1.5M 0.03% NEW $26.51
316 AB ALLIANCEBERNSTEIN HOLDING LP Financial Services 40,200.0 $1.5M 0.03% NEW $37.44 +3.3%
317 THG HANOVER INSURANCE GROUP INC/TH Financial Services 8,600.0 $1.5M 0.03% NEW $173.37 +14.8%
318 ALGN ALIGN TECHNOLOGY INC Healthcare 8,560.0 $1.5M 0.03% NEW $171.38 -7.0%
319 DTM DT MIDSTREAM INC Energy 10,875.0 $1.5M 0.03% NEW $134.71 +9.8%
320 TSLA TESLA INC Consumer Cyclical 3,930.0 $1.5M 0.03% NEW $371.76 +10.7%
Page 16 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%