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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
# Ticker Company Sector Shares Value ↓ % Port Status
1 XEL XCEL ENERGY INC Utilities 169 $13K 0.01% SOLD
2 PAR PAR TECHNOLOGY CORP Technology 200 $4K 0.00% SOLD
3 DEA EASTERLY GOVT PPTYS INC Real Estate 150 $4K 0.00% SOLD
4 HIMS HIMS & HERS HEALTH INC Healthcare 100 $2K 0.00% SOLD
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%