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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 19 of 27  ·  521 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 BNL BROADSTONE NET LEASE INC Real Estate 51,225.0 $1.1M 0.02% +4K +8.5% $20.67 +2.6%
362 EOD ALLSPRING GLOBAL DIVD OPP FD E Financial Services 161,501.0 $1.1M 0.02% $6.53 +2.8%
363 WAL WESTERN ALLIANCE BANCORP Financial Services 12,825.0 $1.1M 0.02% $82.18 -1.2%
364 TRGP TARGA RESOURCES CORP Energy 3,840.0 $1.0M 0.02% -4K -51.7% $268.23 +10.2%
365 KKR KKR & CO INC Financial Services 11,050.0 $1.0M 0.02% $91.76 +16.5%
366 CUBE CUBESMART Real Estate 25,300.0 $1.0M 0.02% +15K +154.3% $39.76 +4.5%
367 INDA ISHARES MSCI INDIA ETF 20,325.0 $1.0M 0.02% $49.40 +0.3%
368 GHY PGIM GLOBAL SHORT DURATION HIG Financial Services 80,794.0 $978K 0.02% NEW $12.10 -3.5%
369 AMRX AMNEAL PHARMACEUTICALS INC Healthcare 56,150.0 $972K 0.02% $17.31 +7.6%
370 HDB HDFC BANK LTD ADR Financial Services 37,650.0 $972K 0.02% $25.82 -10.7%
371 OLN OLIN CORP Basic Materials 46,575.0 $923K 0.02% $19.82 -4.9%
372 CBT CABOT CORP Basic Materials 10,000.0 $908K 0.02% $90.80 -5.6%
373 ELF ELF BEAUTY INC Consumer Defensive 12,250.0 $906K 0.02% $73.96 +25.2%
374 KIO KKR INCOME OPPORTUNITIES FD KI Financial Services 80,300.0 $904K 0.02% $11.26 -2.0%
375 MUA BLACKROCK MUNIASSETS FD I MUA Financial Services 80,706.0 $889K 0.02% -311K -79.4% $11.02 -8.1%
376 TMDX TRANSMEDICS GROUP INC Healthcare 13,380.0 $889K 0.02% $66.44 +37.4%
377 SBI WESTERN ASSET INTERMEDIATE MUN Financial Services 110,494.0 $870K 0.02% +83K +295.6% $7.87 -2.6%
378 UFPT UFP TECHNOLOGIES INC Healthcare 3,095.0 $821K 0.02% $265.27 +21.5%
379 FCN FTI CONSULTING INC Industrials 5,485.0 $817K 0.01% $148.95 +2.4%
380 IRMD IRADIMED CORP Healthcare 8,175.0 $781K 0.01% +5K +137.0% $95.54 -7.6%
Page 19 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%