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Portfolio (Quarterly) Guide ↗

SITTNER & NELSON, LLC

· CIK 0001846138
13F Portfolio $274M AUM 573 positions Filed May 12, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 42 New 45 Added 55 Reduced 4 Exited
Page 3 of 3  ·  45 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 NOC NORTHROP GRUMMAN CORP Industrials 194.0 $132K 0.05% +1.0 +0.5% $680.68 -26.5%
42 VB VANGUARD INDEX FDS 446.0 $117K 0.04% +339.0 +316.8% $261.92 +14.3%
43 PANW PALO ALTO NETWORKS INC Technology 246.0 $39K 0.01% +100.0 +68.5% $160.32 +89.7%
44 LYB LYONDELLBASELL INDUSTRIES NV Basic Materials 450.0 $36K 0.01% +100.0 +28.6% $80.56 -30.8%
45 IRIDIUM COMMUNICATIONS INC 235.0 $7K 0.00% +135.0 +135.0% $27.74
Page 3 of 3  ·  45 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
Technology 33.9%
Healthcare 12.8%
Industrials 11.4%
Communication Services 9.0%
Financial Services 8.9%
Consumer Cyclical 6.8%
Energy 6.8%
Consumer Defensive 6.1%
Basic Materials 2.1%
Utilities 1.2%