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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 21 of 27  ·  521 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
401 SXI STANDEX INTL CORP Industrials 1,660.0 $594K 0.01% NEW $357.83 -10.6%
402 ESI ELEMENT SOLUTIONS INC Basic Materials 11,970.0 $572K 0.01% NEW $47.79 -20.9%
403 CRCL CIRCLE INTERNET GROUP INC Financial Services 9,100.0 $570K 0.01% $62.64 +15.8%
404 ASB ASSOCIATED BANC CORP Financial Services 18,300.0 $563K 0.01% NEW $30.77 +3.0%
405 FLEX FLEX LTD Technology 3,450.0 $559K 0.01% -550.0 -13.8% $162.03 -25.7%
406 SAN BANCO SANTANDER SA ADR Financial Services 40,400.0 $558K 0.01% $13.81 +3.9%
407 ACA ARCOSA INC Industrials 3,810.0 $554K 0.01% NEW $145.41 -0.0%
408 HTGC HERCULES CAPITAL INC Financial Services 35,000.0 $552K 0.01% $15.77 +4.9%
409 OTIS OTIS WORLDWIDE CORP Industrials 7,680.0 $550K 0.01% $71.61 -0.9%
410 AMTM AMENTUM HOLDINGS INC Industrials 26,202.0 $542K 0.01% $20.69 -2.2%
411 RQI COHEN & STEERS QUAL INC RLTY R Financial Services 42,500.0 $523K 0.01% NEW $12.31 +1.0%
412 ESE ESCO TECHNOLOGIES INC Technology 1,475.0 $516K 0.01% NEW $349.83 -14.4%
413 IAE VOYA ASIA PAC HI DVD EQ INC IA Financial Services 54,393.0 $504K 0.01% NEW $9.27 -5.9%
414 PNI PIMCO NY MUNI INC II FND PNI Financial Services 70,875.0 $503K 0.01% +17K +30.4% $7.10 -3.9%
415 AFL AFLAC INC Financial Services 4,200.0 $492K 0.01% $117.14 +4.2%
416 COST COSTCO WHOLESALE CORP Consumer Defensive 519.0 $486K 0.01% $936.42 +3.3%
417 BSX BOSTON SCIENTIFIC CORP Healthcare 10,940.0 $467K 0.01% -16K -59.8% $42.69 +19.9%
418 MUJ BLACKROCK MUNIHOLDINGS NJ QUAL Financial Services 37,182.0 $458K 0.01% $12.32 -1.0%
419 VEA VANGUARD FTSE DEV MKTS ETF 5,955.0 $424K 0.01% $71.20 +1.8%
420 IHD VOYA EMRG MRKT HI DVD EQTY IHD Financial Services 53,967.0 $421K 0.01% NEW $7.80 -3.2%
Page 21 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%