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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 9 of 29  ·  569 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 CGMU CAPITAL GRP FIXED INCM ETF T 8,000.0 $217K 0.08% $27.15 +1.3%
162 CGCV CAPITAL GROUP CONSERVATIVE E 7,240.0 $216K 0.08% $29.81 +9.4%
163 ZBH ZIMMER BIOMET HOLDINGS INC Healthcare 2,359.0 $213K 0.08% -91.0 -3.7% $90.43 +3.0%
164 SROI CALAMOS ETF TR 6,393.0 $209K 0.08% $32.70 +11.9%
165 IJH ISHARES TR 3,004.0 $203K 0.07% $67.53 +12.8%
166 NTRA NATERA INC Healthcare 1,000.0 $200K 0.07% $199.99 +31.0%
167 MPT MEDICAL PROPERTIES TRUST INC Financial Services 43,000.0 $199K 0.07% $4.63 -2.2%
168 KVUE KENVUE INC Consumer Defensive 11,500.0 $198K 0.07% $17.24 +11.0%
169 PSX PHILLIPS 66 Energy 1,061.0 $193K 0.07% $182.18 -5.8%
170 FICO FAIR ISAAC CORP Technology 180.0 $192K 0.07% +30.0 +20.0% $1067.54 +10.8%
171 MPC MARATHON PETE CORP Energy 770.0 $188K 0.07% $244.18 +4.0%
172 KLAC KLA CORP Technology 127.0 $187K 0.07% $1472.42 -83.1%
173 GS GOLDMAN SACHS GROUP INC Financial Services 220.0 $186K 0.07% $845.99 +20.5%
174 GRMN GARMIN LTD Technology 800.0 $186K 0.07% $232.01 +0.2%
175 DFUV DIMENSIONAL ETF TRUST 3,698.0 $179K 0.07% $48.46 +13.6%
176 DKL DELEK LOGISTICS PARTNERS LP Energy 3,500.0 $174K 0.06% +1K +40.0% $49.76 +2.0%
177 SHOP SHOPIFY INC Technology 1,464.0 $174K 0.06% $118.62 -1.5%
178 DFAI DIMENSIONAL ETF TRUST 4,409.0 $172K 0.06% $38.96 +5.0%
179 PRU PRUDENTIAL FINL INC Financial Services 1,756.0 $172K 0.06% $97.71 +10.8%
180 UVV UNIVERSAL CORP VA MTNS BK EN Consumer Defensive 3,250.0 $171K 0.06% $52.70 +2.1%
Page 9 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%