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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 4 of 29  ·  569 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 VZ VERIZON COMMUNICATIONS INC Communication Services 20,218.0 $1.0M 0.37% +2K +8.4% $50.20 -7.3%
62 MRK MERCK & CO INC Healthcare 8,147.0 $980K 0.36% -65.0 -0.8% $120.30 +6.7%
63 DFNL DAVIS FUNDAMENTAL ETF TR 20,233.0 $907K 0.33% $44.84 +9.9%
64 COLB COLUMBIA BKG SYS INC Financial Services 33,063.0 $907K 0.33% +1K +3.1% $27.43 +17.2%
65 EA ELECTRONIC ARTS INC Communication Services 4,210.0 $858K 0.31% -100.0 -2.3% $203.87 +0.7%
66 CGMM CAPITAL GROUP EQUITY ETF TR 27,975.0 $821K 0.30% +13K +82.6% $29.36 +10.4%
67 MU MICRON TECHNOLOGY INC Technology 2,421.0 $818K 0.30% $337.84 +235.2%
68 BAC BANK AMERICA CORP Financial Services 16,734.0 $816K 0.30% $48.75 +18.7%
69 DIS DISNEY WALT CO Communication Services 8,359.0 $806K 0.29% -246.0 -2.9% $96.38 +2.5%
70 METALLUS INC 47,845.0 $782K 0.29% $16.34
71 WMT WALMART INC Consumer Defensive 6,124.0 $761K 0.28% $124.29 -6.9%
72 LRCX LAM RESEARCH CORP Technology 3,515.0 $751K 0.28% $213.67 +77.4%
73 IBM INTERNATIONAL BUSINESS MACHS Technology 3,045.0 $738K 0.27% $242.43 +12.0%
74 KO COCA COLA CO Consumer Defensive 9,604.0 $730K 0.27% -368.0 -3.7% $76.05 +8.7%
75 FEOE RBB FUND TRUST 14,401.0 $727K 0.27% +3K +29.6% $50.46 +5.5%
76 HD HOME DEPOT INC Consumer Cyclical 2,202.0 $724K 0.27% $328.91 +6.1%
77 BA BOEING CO Industrials 3,602.0 $717K 0.26% $199.03 +9.2%
78 ILMN ILLUMINA INC Healthcare 5,772.0 $711K 0.26% -175.0 -2.9% $123.26 +43.2%
79 EPD ENTERPRISE PRODS PARTNERS L Energy 18,721.0 $708K 0.26% $37.84 -3.4%
80 RTX RTX CORPORATION Industrials 3,481.0 $671K 0.24% $192.90 -2.5%
Page 4 of 29  ·  569 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%