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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 18 of 25  ·  496 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 BHP BHP GROUP ADR Basic Materials 16,050.0 $1.2M 0.02% NEW $72.71 +16.0%
342 POWI POWER INTEGRATIONS INC Technology 22,600.0 $1.2M 0.02% NEW $51.19 +30.5%
343 CLM CORNERSTONE STRATEGIC VALUE FD Financial Services 158,042.0 $1.2M 0.02% NEW $7.28 +1.8%
344 NBH NEUBERGER BERMAN INTERMEDIATE Financial Services 113,046.0 $1.1M 0.02% NEW $10.15 +1.1%
345 MFG MIZUHO FINANCIAL GROUP ADR Financial Services 139,000.0 $1.1M 0.02% NEW $7.94 +5.2%
346 NXG CUSHING NEXGEN INFRASTRUCTURE Financial Services 19,902.0 $1.1M 0.02% NEW $54.92 +5.3%
347 SLGN SILGAN HOLDINGS INC Consumer Cyclical 27,665.0 $1.1M 0.02% NEW $38.79 -3.9%
348 HMN HORACE MANN EDUCATORS CORP Financial Services 24,950.0 $1.1M 0.02% NEW $42.69 +7.1%
349 TOST TOAST INC Technology 39,420.0 $1.0M 0.02% NEW $26.51 -14.2%
350 MXF MEXICO FUND INC MXF Financial Services 49,669.0 $1.0M 0.02% NEW $20.94 +3.3%
351 KKR KKR & CO INC Financial Services 11,050.0 $1.0M 0.02% NEW $92.49 +4.0%
352 KEYS KEYSIGHT TECHNOLOGIES INC Technology 3,567.0 $1.0M 0.02% NEW $282.31 +20.8%
353 VFL DELAWARE INVESTMENTS NATL MUNI Financial Services 100,445.0 $1.0M 0.02% NEW $9.96 +0.8%
354 ROK ROCKWELL AUTOMATION INC Industrials 2,780.0 $998K 0.02% NEW $358.99 +21.6%
355 VVR INVESCO SENIOR INCOME TR VVR Financial Services 309,238.0 $996K 0.02% NEW $3.22 -7.5%
356 EPRT ESSENTIAL PPTYS RLTY TR INC Real Estate 32,550.0 $988K 0.02% NEW $30.35 +1.1%
357 DMO WESTERN ASSET MORTGAGE DEFINED Financial Services 90,282.0 $971K 0.02% NEW $10.76 +3.4%
358 FCN FTI CONSULTING INC Industrials 5,485.0 $970K 0.02% NEW $176.85 -14.6%
359 INDA ISHARES MSCI INDIA ETF 20,325.0 $952K 0.02% NEW $46.84 +1.9%
360 EOD ALLSPRING GLOBAL DIVD OPP FD E Financial Services 161,501.0 $942K 0.02% NEW $5.83 +9.8%
Page 18 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%