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CIK: 0000769317
Total reported value
$5.3B
$5.3B
523 檔
9.1%
During the Q1 2024 filing period, Sit Investment Associates Inc (CIK: 0000769317) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $5.3B across 523 reported positions.
In Q1 2024, Sit Investment Associates Inc displayed an active expansion posture, initiating 7 new positions and adding to 24 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 523 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 3.17% | -0.15% | -1.86% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 2.25% | +0.04% | -3.44% | |
| 3 | AVGO | Broadcom Inc | Stock-Tech | 2.02% | +0.19% | -3.91% | |
| 4 | NVDA | Nvidia CORP | Stock-Tech | 1.98% | +0.18% | -0.53% | |
| 5 | PPT | Putnam Premier Income Trust | Stock-Other | 1.65% | -0.14% | +3.26% | |
| 6 | PIM | Putnam Master Intrm Inc Tr | Stock-Other | 1.61% | -0.12% | +5.56% | |
| 7 | MIN | Mfs Intermediate Inc Trust | Stock-Other | 1.34% | +0.01% | +0.39% | |
| 8 | BTZ | Blackrock Credit Allocation | Stock-Other | 1.31% | -0.07% | -9.29% | |
| 9 | BBN | Blackrock Taxable Muni Bnd | Stock-Other | 1.27% | -0.04% | +15.01% | |
| 10 | KTF | Dws Municipal Income Trust | Stock-Other | 1.19% | -0.13% | +7.45% | |
| 11 | XEVVX | Eaton Vance LTD Durat Inc | Stock-Other | 1.14% | -0.09% | -4.57% | |
| 12 | JPC | Nuveen Prefered & Income Opp | Stock-Other | 1.09% | — | +1.12% | |
| 13 | XNEAX | Nuveen Amt-fr Qlty Muni Inc | Stock-Other | 1.08% | -0.02% | +24.70% | |
| 14 | NBB | Nuveen Taxable Municipal Inc | Stock-Other | 1.06% | -0.07% | +13.99% | |
| 15 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.00% | +0.27% | -3.45% | |
| 16 | DBL | Doubleline Opport Credit | Stock-Other | 0.98% | -0.07% | -3.37% | |
| 17 | BTX | Blackrock Tech & Priv Eqty | Stock-Other | 0.96% | — | +142.49% | |
| 18 | XXINSIXX | Insight Select Income Fund | Stock-Other | 0.96% | — | +7.41% | |
| 19 | CLM | Cornerstone Strategic Invest | Stock-Other | 0.95% | -0.02% | EXIT | |
| 20 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.95% | +0.11% | +0.71% | |
| 21 | AMAT | Applied Materials Inc | Stock-Tech | 0.93% | +0.79% | -6.30% | |
| 22 | ECAT | Blackrock Esg Cap All Trm Tr | Stock-Other | 0.89% | — | +5.91% | |
| 23 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.84% | +0.03% | +35.82% | |
| 24 | EMO | Clearbridge Energy Midstream | Stock-Other | 0.84% | -0.49% | — | |
| 25 | NAD | Nuveen Quality Municipal Inc | Stock-Other | 0.83% | — | -1.22% | |
| 26 | TSI | Tcw Strategic Income Fund | Stock-Other | 0.83% | +0.04% | +11.24% | |
| 27 | JMM | Nuveen Multi-market Income | Stock-Other | 0.75% | -0.04% | +14.22% | |
| 28 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.72% | — | -5.06% | |
| 29 | CB | Chubb Limited | Stock-Financials | 0.72% | -0.02% | -1.91% | |
| 30 | XMUIX | Blackrock Municipal Income | Stock-Other | 0.71% | — | +72.74% | |
| 31 | BKT | Blackrock Income Trust | Stock-Other | 0.70% | +0.04% | -14.26% | |
| 32 | ACN | Accenture plc | Stock-Tech | 0.69% | -0.14% | +0.90% | |
| 33 | JHS | John Hancock Income Sec Tr | Stock-Other | 0.67% | -0.01% | +7.48% | |
| 34 | JLS | Nuveen Mortgage & Income | Stock-Other | 0.67% | -0.06% | +6.28% | |
| 35 | NVG | Nuveen Amt-fr Muni Crdt | Stock-Other | 0.67% | — | -4.52% | |
| 36 | FINS | Angel Oak Financ Strat Inc | Stock-Other | 0.67% | -0.15% | +187.91% | |
| 37 | MUC | Blackrock Munihold Ca Qlty | Stock-Other | 0.67% | — | +4.51% | |
| 38 | EIM | Eaton Vance Municipal Bond | Stock-Other | 0.64% | -0.01% | +66.51% | |
| 39 | FMY | First Trust Mortgage Income | Stock-Other | 0.64% | -0.04% | +8.91% | |
| 40 | XEVMX | Eaton Vance Cal Muni Bond | Stock-Other | 0.63% | — | +8.93% | |
| 41 | BMEZ | Blackrock Hlth Sci Trm Tr Ii | Stock-Other | 0.63% | +0.08% | NEW | |
| 42 | VMO | Invesco Municipal Opport | Stock-Other | 0.62% | — | +134.47% | |
| 43 | COP | Conocophillips | Stock-Energy | 0.61% | +0.05% | -2.97% | |
| 44 | XNXJX | Nuveen Nj Qlty Muni Inc | Stock-Other | 0.60% | -0.07% | EXIT | |
| 45 | XHIEX | Miller/howard High Income Eq | Stock-Other | 0.59% | — | +20.52% | |
| 46 | V | Visa Inc-class A Shares | Stock-Financials | 0.57% | +0.02% | -2.80% | |
| 47 | HD | Home Depot Inc | Stock-Consumer Disc | 0.56% | -0.01% | -1.14% | |
| 48 | VPV | Invesco Pa Val Muni Inc | Stock-Other | 0.56% | — | EXIT | |
| 49 | XMIOX | Pioneer Muni High Inc Opp | Stock-Other | 0.55% | — | +15.03% | |
| 50 | MGF | Mfs Govt Markets Inc Trust | Stock-Other | 0.55% | +0.04% | +12.84% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +0.8% | -0.53% | Trim |
| 2 | BTX | Blackrock Tech & Priv Eqty | +0.6% | +142.49% | Add |
| 3 | BMEZ | Blackrock Hlth Sci Trm Tr Ii | +0.5% | +245.60% | Add |
| 4 | FINS | Angel Oak Financ Strat Inc | +0.4% | +187.91% | Add |
| 5 | VMO | Invesco Municipal Opport | +0.3% | +134.47% | Add |
| 6 | XAXCX | Invesco Dynm Crdt Opprt-ax | +0.3% | NEW | New buy |
| 7 | AMZN | Amazon.com Inc | +0.3% | +35.82% | Add |
| 8 | XMUIX | Blackrock Municipal Income | +0.3% | +72.74% | Add |
| 9 | PDX | Pimco Dynamic Income Strat | +0.3% | +140.04% | Add |
| 10 | NRK | Nuveen Ny Amt-fr Muni Inc | +0.3% | +431.12% | Add |
| 11 | EIM | Eaton Vance Municipal Bond | +0.2% | +66.51% | Add |
| 12 | META | Meta Platforms Inc-class A | +0.2% | +149.95% | Add |
| 13 | C | Citigroup Inc | +0.2% | NEW | New buy |
| 14 | VZ | Verizon Communications Inc | +0.2% | NEW | New buy |
| 15 | XNEAX | Nuveen Amt-fr Qlty Muni Inc | +0.2% | +24.70% | Add |
| 16 | PPG | Ppg Industries Inc | +0.2% | NEW | New buy |
| 17 | DELL | Dell Technologies -c | +0.2% | NEW | New buy |
| 18 | XNXJX | Nuveen Nj Qlty Muni Inc | +0.2% | +37.55% | Add |
| 19 | NVO | Novo-nordisk A/s-spons Adr | +0.2% | +77.37% | Add |
| 20 | XNQPX | Nuveen Pa Qlty Muni Inc | +0.1% | +40.49% | Add |
| 21 | VTN | Invesco Tr For Invest Grd Ny | +0.1% | +58.27% | Add |
| 22 | BCAT | Blackrock Capital Alloc Tr | +0.1% | +111.41% | Add |
| 23 | ADX | Adams Diversified Equity | +0.1% | NEW | New buy |
| 24 | AVGO | Broadcom Inc | +0.1% | -3.91% | Trim |
| 25 | LHX | L3harris Technologies Inc | +0.1% | NEW | New buy |
| 26 | NPFD | Nuveen Var Rt Pref & Inc | +0.1% | +22.24% | Add |
| 27 | ABBV | Abbvie Inc | +0.1% | +77.27% | Add |
| 28 | XPMAX | Pioneer Municipal High Inc | +0.1% | +130.65% | Add |
| 29 | BBN | Blackrock Taxable Muni Bnd | +0.1% | +15.01% | Add |
| 30 | AMAT | Applied Materials Inc | +0.1% | -6.30% | Trim |
| 31 | VPV | Invesco Pa Val Muni Inc | +0.1% | +26.86% | Add |
| 32 | XMHIX | Pioneer Muni High Inc Tr | +0.1% | +44.18% | Add |
| 33 | MSFT | Microsoft CORP | +0.1% | -1.86% | Trim |
| 34 | XHIEX | Miller/howard High Income Eq | +0.1% | +20.52% | Add |
| 35 | TSI | Tcw Strategic Income Fund | +0.1% | +11.24% | Add |
| 36 | EMO | Clearbridge Energy Midstream | +0.1% | — | Unchanged |
| 37 | JFR | Nuveen Floating Rate Income | -0.1% | -45.32% | Trim |
| 38 | DHY | Credit Suisse High Yield Cre | -0.2% | -38.86% | Trim |
| 39 | BHK | Blackrock Core Bond Trust | -0.2% | EXIT | Sold out |
| 40 | SRV | Nxg Cushing Midstream Energy | -0.2% | -90.37% | Trim |
| 41 | BKT | Blackrock Income Trust | -0.2% | -14.26% | Trim |
| 42 | KIO | Kkr Income Opportunities | -0.2% | EXIT | Sold out |
| 43 | FTHY | First Trust Hi Yld Opp 2027 | -0.2% | -90.88% | Trim |
| 44 | APD | Air Products & Chemicals Inc | -0.2% | -99.66% | Trim |
| 45 | BGB | Blackstone Strategic Credit | -0.3% | -69.72% | Trim |
| 46 | WDI | Western Asset Divers Inc | -0.3% | -69.78% | Trim |
| 47 | ACP | Abrdn Income Credit Strat | -0.3% | -95.02% | Trim |
| 48 | AAPL | Apple Inc | -0.5% | -3.44% | Trim |
| 49 | IGR | Cbre Global Real Estate Inc | -0.6% | EXIT | Sold out |
| 50 | CLM | Cornerstone Strategic Invest | -1% | -49.73% | Trim |
According to official SEC Form 13F filings, Sit Investment Associates Inc reported a total U.S. public equity portfolio value of $5.3B across 523 disclosed positions in Q1 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including MSFT, AAPL, AVGO) accounted for 9.1% of total reported equity market value during Q1 2024.
Top New Position Initiated
XAXCX
市值: $13.9M
Top Position Liquidated / Trimmed
IGR
前期市值: $22.9M
During Q1 2024, Sit Investment Associates Inc's top holdings by market value included MSFT (3.2%)、AAPL (2.3%)、AVGO (2.0%). The largest single position, MSFT, represented 3.2% of total portfolio value.
In Q1 2024, Sit Investment Associates Inc made 49 total portfolio adjustments, initiating 7 new buys, adding to 24 positions, trimming 15 holdings, and fully liquidating 3 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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