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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 8 of 26  ·  501 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 PG PROCTER & GAMBLE CO Consumer Defensive 62,760.0 $9.1M 0.18% NEW $144.44 -1.8%
142 RTX RTX CORP Industrials 46,465.0 $9.0M 0.18% NEW $192.90 -8.5%
143 PH PARKER-HANNIFIN CORP Industrials 9,941.0 $8.9M 0.18% NEW $895.28 -4.7%
144 AVY AVERY DENNISON CORP Industrials 50,735.0 $8.8M 0.18% NEW $172.68 -9.7%
145 SPOT SPOTIFY TECHNOLOGY S A Communication Services 17,738.0 $8.6M 0.17% NEW $484.89 -10.0%
146 NOW SERVICENOW INC Technology 80,947.0 $8.5M 0.17% NEW $104.55 -3.1%
147 AIG AMERICAN INTERNATIONAL GROUP I Financial Services 111,694.0 $8.4M 0.17% NEW $75.25 +3.6%
148 G GENPACT LTD Technology 219,985.0 $8.2M 0.17% NEW $37.25 -15.1%
149 EVG EATON VANCE SHORT DUR DIVERSIF Financial Services 762,365.0 $8.2M 0.17% NEW $10.69 -1.0%
150 JHI JOHN HANCOCK INVESTORS TR JHI Financial Services 624,372.0 $8.1M 0.16% NEW $12.91 +0.8%
151 EME EMCOR GROUP INC Industrials 10,890.0 $8.0M 0.16% NEW $738.29 +16.6%
152 TECHNIPFMC PLC 114,575.0 $7.9M 0.16% NEW $69.13
153 AXON AXON ENTERPRISE INC Industrials 18,643.0 $7.9M 0.16% NEW $424.66 -8.7%
154 ADSK AUTODESK INC Technology 32,643.0 $7.8M 0.16% NEW $239.41 +2.3%
155 IBM INTL BUSINESS MACHINES CORP Technology 31,916.0 $7.7M 0.16% NEW $242.39 -8.2%
156 MS MORGAN STANLEY Financial Services 46,370.0 $7.6M 0.15% NEW $164.57 +17.1%
157 PEP PEPSICO INC Consumer Defensive 48,887.0 $7.6M 0.15% NEW $155.30 -3.3%
158 HUBB HUBBELL INC Industrials 15,315.0 $7.5M 0.15% NEW $490.76 -4.9%
159 A AGILENT TECHNOLOGIES INC Healthcare 65,552.0 $7.5M 0.15% NEW $113.99 -1.9%
160 ICE INTERCONTINENTAL EXCHANGE INC Financial Services 46,935.0 $7.4M 0.15% NEW $157.28 -0.6%
Page 8 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%