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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 12 of 27  ·  521 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 BMEZ BLACKROCK HLTH SCI TRM TR BMEZ Financial Services 271,270.0 $4.2M 0.08% NEW $15.35 +5.9%
222 OPP RIVERNORTH DOUBLELINE STR OPP Financial Services 536,704.0 $4.1M 0.08% +7K +1.3% $7.72 -2.3%
223 C CITIGROUP INC Financial Services 29,525.0 $4.1M 0.08% -8K -20.9% $139.95 -1.6%
224 TEAM ATLASSIAN CORP Technology 52,889.0 $4.1M 0.08% -8K -12.7% $77.79 +113.2%
225 RRX REGAL REXNORD CORP Industrials 17,093.0 $4.1M 0.08% +400.0 +2.4% $238.17 -27.9%
226 AVAV AEROVIRONMENT INC Industrials 24,431.0 $4.0M 0.08% +2K +7.0% $165.08 +6.3%
227 NPCT NUVEEN CORE PLUS IMPACT FUND N Financial Services 382,175.0 $3.9M 0.07% $10.13 -3.9%
228 EVF EATON VANCE SR INCOME TR EVF Financial Services 770,880.0 $3.8M 0.07% -26K -3.3% $4.98 +0.2%
229 USB US BANCORP Financial Services 63,540.0 $3.8M 0.07% -8K -11.4% $60.40 +7.3%
230 EXP EAGLE MATERIALS INC Basic Materials 16,835.0 $3.8M 0.07% $225.01 -10.6%
231 GAB GABELLI EQUITY TR INC GAB Financial Services 669,071.0 $3.8M 0.07% NEW $5.66 +1.3%
232 PCQ PIMCO CA MUNICIPAL INCOME FUND Financial Services 421,952.0 $3.8M 0.07% +5K +1.2% $8.97 -2.8%
233 CHRW CH ROBINSON WORLDWIDE INC Industrials 19,980.0 $3.8M 0.07% -16K -43.9% $188.34 -22.7%
234 VCEL VERICEL CORP Healthcare 83,185.0 $3.7M 0.07% $44.49 -0.5%
235 ONB OLD NATIONAL BANCORP/IN Financial Services 140,770.0 $3.6M 0.07% +15K +11.7% $25.90 +3.0%
236 IDA IDACORP INC Utilities 24,050.0 $3.6M 0.07% -8K -25.9% $151.31 -5.8%
237 BLW BLACKROCK LTD DURATION IN BLW Financial Services 289,494.0 $3.6M 0.07% +264K +1058.0% $12.49 +2.2%
238 AME AMETEK INC Industrials 14,675.0 $3.5M 0.07% $241.91 +3.5%
239 MP MP MATERIALS CORP Basic Materials 63,375.0 $3.5M 0.07% $56.02 +1.6%
240 BAE SYSTEMS PLC ADR 35,651.0 $3.5M 0.07% $97.95
Page 12 of 27  ·  521 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%