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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 19 of 25  ·  496 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 HDB HDFC BANK LTD ADR Financial Services 37,650.0 $937K 0.02% NEW $24.89 -1.1%
362 NPO ENPRO INC Industrials 3,725.0 $934K 0.02% NEW $250.74 +23.7%
363 AIR AAR CORP Industrials 8,525.0 $933K 0.02% NEW $109.44 -4.9%
364 WAL WESTERN ALLIANCE BANCORP Financial Services 12,825.0 $909K 0.02% NEW $70.88 +5.8%
365 JAMES HARDIE INDS PLC 47,354.0 $897K 0.02% NEW $18.94
366 KIO KKR INCOME OPPORTUNITIES FD KI Financial Services 80,300.0 $883K 0.02% NEW $11.00 +1.3%
367 NMS NUVEEN MN QUALITY MUNI INC FD Financial Services 71,621.0 $873K 0.02% NEW $12.19 -1.0%
368 PRCT PROCEPT BIOROBOTICS CORP Healthcare 34,840.0 $871K 0.02% NEW $25.00 +1.0%
369 CRCL CIRCLE INTERNET GROUP INC Financial Services 9,100.0 $868K 0.02% NEW $95.38 +17.3%
370 BNL BROADSTONE NET LEASE INC Real Estate 47,225.0 $863K 0.02% NEW $18.27 +9.8%
371 BFLY BUTTERFLY NETWORK INC Healthcare 210,750.0 $851K 0.02% NEW $4.04 -4.9%
372 CNO CNO FINANCIAL GROUP INC Financial Services 20,600.0 $846K 0.02% NEW $41.07 +14.9%
373 AVNT AVIENT CORP Basic Materials 23,000.0 $835K 0.02% NEW $36.30 -7.0%
374 FCT FIRST TRUST SENIOR FLOATING RA Financial Services 85,914.0 $828K 0.02% NEW $9.64 +1.2%
375 ASGN ASGN INC Technology 20,940.0 $811K 0.02% NEW $38.73 -45.9%
376 GBCI GLACIER BANCORP INC Financial Services 18,075.0 $807K 0.02% NEW $44.65 +2.7%
377 PDO PIMCO DYNAMIC INCOME OPPORT PD Financial Services 60,514.0 $782K 0.02% NEW $12.92 -1.5%
378 PFE PFIZER INC Healthcare 27,428.0 $770K 0.02% NEW $28.07 -10.1%
379 BCO BRINK'S CO/THE Industrials 7,325.0 $759K 0.01% NEW $103.62 -0.0%
380 THOMSON REUTERS CORP 8,425.0 $758K 0.01% NEW $89.97
Page 19 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%