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Portfolio (Quarterly) Guide ↗

SIT INVESTMENT ASSOCIATES INC

· CIK 0000769317
13F Portfolio $5.3B AUM 521 positions Filed Aug 12, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 54 New 147 Added 137 Reduced 34 Exited
Page 5 of 7  ·  137 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 USB US BANCORP Financial Services 63,540.0 $3.8M 0.07% -8K -11.4% $60.40 +7.4%
82 CHRW CH ROBINSON WORLDWIDE INC Industrials 19,980.0 $3.8M 0.07% -16K -43.9% $188.34 -23.1%
83 IDA IDACORP INC Utilities 24,050.0 $3.6M 0.07% -8K -25.9% $151.31 -6.5%
84 NEA NUVEEN AMT-FREE QUALITY MUNI I Financial Services 293,429.0 $3.4M 0.07% -118K -28.7% $11.74 -3.8%
85 LMT LOCKHEED MARTIN CORP Industrials 6,760.0 $3.4M 0.07% -134.0 -1.9% $509.47 +16.5%
86 GRMN GARMIN LTD Technology 14,209.0 $3.4M 0.06% -2K -13.0% $237.53 +29.5%
87 NUVEEN CREDIT STRATEGIES INC F 691,801.0 $3.4M 0.06% -611K -46.9% $4.86
88 NI NISOURCE INC Utilities 70,220.0 $3.3M 0.06% -38K -34.8% $47.55 -10.9%
89 NOC NORTHROP GRUMMAN CORP Industrials 6,087.0 $3.1M 0.06% -8K -56.3% $509.28 +12.0%
90 DT DYNATRACE INC Technology 68,760.0 $3.0M 0.06% -4K -5.8% $43.91 +8.4%
91 VZ VERIZON COMMUNICATIONS INC Communication Services 70,030.0 $3.0M 0.06% -5K -7.0% $42.34 +13.5%
92 NAD NUVEEN QUALITY MUNICIPAL INC F Financial Services 221,852.0 $2.7M 0.05% -10K -4.3% $12.12 -3.1%
93 EBAY EBAY INC Consumer Cyclical 23,840.0 $2.7M 0.05% -19K -44.4% $111.75 -9.7%
94 VKI INVESCO ADVANTAGE MUNI INC TRU Financial Services 272,277.0 $2.6M 0.05% -42K -13.4% $9.48 -5.5%
95 NRK NUVEEN NY AMT-FREE MUNICIPAL I Financial Services 239,593.0 $2.6M 0.05% -6K -2.6% $10.72 -2.5%
96 EFR EATON VANCE SENIOR FLOATING-RA Financial Services 239,791.0 $2.5M 0.05% -46K -16.2% $10.60 +0.5%
97 RGA REINSURANCE GROUP OF AMERICA I Financial Services 10,955.0 $2.3M 0.04% -215.0 -1.9% $212.69 +16.1%
98 DGX QUEST DIAGNOSTICS INC Healthcare 10,680.0 $2.3M 0.04% -3K -21.7% $211.99 +11.1%
99 NVG NUVEEN AMT-FREE MUNI CREDIT IN Financial Services 166,656.0 $2.1M 0.04% -8K -4.3% $12.80 -3.0%
100 RELX RELX PLC - ADR Communication Services 64,134.0 $2.0M 0.04% -1K -2.1% $31.67 +6.0%
Page 5 of 7  ·  137 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 55.7%
Technology 20.4%
Industrials 6.0%
Healthcare 5.5%
Communication Services 4.3%
Consumer Cyclical 3.1%
Energy 1.7%
Utilities 1.2%
Basic Materials 0.9%
Consumer Defensive 0.9%