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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 11 of 26  ·  501 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 DCI DONALDSON CO INC Industrials 57,135.0 $4.8M 0.10% NEW $84.87 -2.8%
202 CSL CARLISLE COS INC Industrials 14,485.0 $4.8M 0.10% NEW $333.59 -0.0%
203 BLUEROCK PVT REAL ESTATE FD B 285,000.0 $4.7M 0.10% -65K -18.6% $16.61
204 IDA IDACORP INC Utilities 32,480.0 $4.6M 0.09% NEW $142.98 -1.6%
205 NEA NUVEEN AMT-FREE QUALITY MUNI I Financial Services 411,729.0 $4.6M 0.09% NEW $11.23 -0.5%
206 DOV DOVER CORP Industrials 22,128.0 $4.6M 0.09% NEW $208.47 +1.1%
207 ASCENDIS PHARMA A/S ADR 20,095.0 $4.6M 0.09% NEW $228.71
208 GLNG GOLAR LNG LTD Energy 83,025.0 $4.5M 0.09% NEW $54.10 +4.9%
209 NOG NORTHERN OIL AND GAS INC Energy 149,000.0 $4.4M 0.09% NEW $29.23 -15.3%
210 PINNACLE FINL PARTNERS INC 50,033.0 $4.3M 0.09% NEW $86.14
211 C CITIGROUP INC Financial Services 37,330.0 $4.2M 0.09% NEW $113.42 +5.8%
212 AVAV AEROVIRONMENT INC Industrials 22,833.0 $4.2M 0.09% NEW $183.07 -12.5%
213 LMT LOCKHEED MARTIN CORP Industrials 6,894.0 $4.2M 0.09% NEW $604.44 -12.6%
214 MUA BLACKROCK MUNIASSETS FD I MUA Financial Services 391,622.0 $4.2M 0.08% NEW $10.61 -1.0%
215 TEAM ATLASSIAN CORP Technology 60,564.0 $4.1M 0.08% NEW $68.24 +31.1%
216 BAE SYSTEMS PLC ADR 35,476.0 $4.1M 0.08% NEW $116.50
217 CR CRANE COMPANY Industrials 23,790.0 $4.1M 0.08% NEW $171.00 -0.1%
218 OPP RIVERNORTH DOUBLELINE STR OPP Financial Services 529,888.0 $4.1M 0.08% NEW $7.67 -1.2%
219 BK BANK OF NEW YORK MELLON CORP Financial Services 33,840.0 $4.0M 0.08% NEW $118.62 +14.9%
220 PODD INSULET CORP Healthcare 19,020.0 $4.0M 0.08% NEW $209.83 -27.3%
Page 11 of 26  ·  501 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%