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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 5 of 29  ·  569 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 KMI KINDER MORGAN INC DEL Energy 19,585.0 $657K 0.24% $33.53 -1.0%
82 VDE VANGUARD WORLD FD 3,680.0 $637K 0.23% $173.04 -12.1%
83 CSRE COHEN & STEERS ETF TRUST 23,901.0 $628K 0.23% +10K +67.8% $26.28 +11.1%
84 TOUS T ROWE PRICE ETF INC 17,977.0 $621K 0.23% $34.54 +9.6%
85 FEGE RBB FUND TRUST 13,054.0 $614K 0.22% +7K +118.5% $47.00 +4.3%
86 SHEL SHELL PLC Energy 5,997.0 $558K 0.20% $93.00 -17.7%
87 MDT MEDTRONIC PLC Healthcare 6,273.0 $544K 0.20% -390.0 -5.8% $86.65 -6.5%
88 MMM 3M CO Industrials 3,636.0 $528K 0.19% -38.0 -1.0% $145.23 +12.9%
89 UPS UNITED PARCEL SVCS INC Industrials 5,265.0 $518K 0.19% +1K +27.2% $98.39 +9.9%
90 MCD MCDONALDS CORP Consumer Cyclical 1,663.0 $517K 0.19% $310.79 -13.2%
91 PM PHILIP MORRIS INTL INC Consumer Defensive 3,085.0 $510K 0.19% -23.0 -0.7% $165.34 +9.3%
92 MO ALTRIA GROUP INC Consumer Defensive 7,665.0 $506K 0.18% $65.99 +11.8%
93 AMD ADVANCED MICRO DEVICES INC Technology 2,481.0 $505K 0.18% $203.43 +156.4%
94 CSCO CISCO SYS INC Technology 6,296.0 $488K 0.18% $77.59 +46.6%
95 SNOW SNOWFLAKE INC Technology 3,170.0 $478K 0.17% $150.82 +65.1%
96 T AT&T INC Communication Services 16,476.0 $478K 0.17% $28.99 -21.6%
97 BTI BRITISH AMERN TOB PLC Consumer Defensive 8,050.0 $471K 0.17% $58.47 +7.3%
98 TROW PRICE T ROWE GROUP INC Financial Services 5,184.0 $467K 0.17% -304.0 -5.5% $90.14 +22.3%
99 COP CONOCOPHILLIPS Energy 3,496.0 $462K 0.17% $132.01 -19.7%
100 ET ENERGY TRANSFER L P Energy 23,600.0 $455K 0.17% $19.30 -0.7%
Page 5 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%