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Portfolio (Quarterly) Guide ↗

SITTNER & NELSON, LLC

· CIK 0001846138
13F Portfolio $283M AUM Filed Feb 11, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 531 New
Page 25 of 27  ·  531 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
481 TDOC TELADOC HEALTH INC Healthcare 400.0 $2K 0.00% NEW $5.01 +67.5%
482 IRIDIUM COMMUNICATIONS INC 100.0 $2K 0.00% NEW $20.00
483 BRO BROWN & BROWN INC Financial Services 25.0 $2K 0.00% NEW $73.80 -13.0%
484 NVAX NOVAVAX INC Healthcare 223.0 $2K 0.00% NEW $8.25 +7.6%
485 TRV TRAVELERS COMPANIES INC Financial Services 6.0 $2K 0.00% NEW $301.50 +8.6%
486 PRTA PROTHENA CORP PLC Healthcare 185.0 $2K 0.00% NEW $8.91 +12.4%
487 DOCN DIGITALOCEAN HLDGS INC Technology 26.0 $2K 0.00% NEW $62.92 +121.3%
488 PGR PROGRESSIVE CORP Financial Services 8.0 $2K 0.00% NEW $202.38 +10.9%
489 TEVA TEVA PHARMACEUTICAL INDS LTD Healthcare 45.0 $2K 0.00% NEW $34.71 -4.3%
490 ICE INTERCONTINENTAL EXCHANGE IN Financial Services 9.0 $2K 0.00% NEW $169.00 -26.7%
491 ACGL ARCH CAP GROUP LTD Financial Services 15.0 $2K 0.00% NEW $101.00 -3.4%
492 SRPT SAREPTA THERAPEUTICS INC Healthcare 75.0 $1K NEW $18.51 -9.0%
493 EVGO EVGO INC Consumer Cyclical 428.0 $1K NEW $3.23 -45.5%
494 SCHA SCHWAB STRATEGIC TR 44.0 $1K NEW $30.91 +14.8%
495 LINC LINCOLN EDL SVCS CORP Consumer Defensive 50.0 $1K NEW $26.14 +90.9%
496 QBTS D-WAVE QUANTUM INC Technology 60.0 $1K NEW $20.73 +9.8%
497 ARLO ARLO TECHNOLOGIES INC Industrials 100.0 $1K NEW $12.40 +1.0%
498 NIOCORP DEVS LTD 200.0 $1K NEW $5.96
499 MSCI MSCI INC Financial Services 2.0 $1K NEW $558.00 -0.6%
500 SOLS SOLSTICE ADVANCED MATLS INC Basic Materials 17.0 $1K NEW $64.82 +27.6%
Page 25 of 27  ·  531 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 35.7%
Healthcare 12.1%
Industrials 11.2%
Communication Services 9.2%
Financial Services 9.1%
Consumer Cyclical 7.2%
Consumer Defensive 6.0%
Energy 5.5%
Basic Materials 1.9%
Utilities 1.0%