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CIK: 0000769317
Total reported value
$5.3B
$5.3B
533 檔
10.2%
As reported in its official Q2 2024 Form 13F filing, Sit Investment Associates Inc's tracked investment portfolio stood at $5.3B with 533 total positions.
Sit Investment Associates Inc executed strategic sector rebalancing during Q2 2024, establishing 3 new positions while fully exiting 2 holdings and trimming 21 positions.
Showing top 200 holdings (of 533 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 3.26% | -0.15% | -3.35% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 2.68% | +0.04% | -2.97% | |
| 3 | NVDA | Nvidia CORP | Stock-Tech | 2.60% | +0.18% | +858.54% | |
| 4 | AVGO | Broadcom Inc | Stock-Tech | 2.23% | +0.19% | -8.93% | |
| 5 | PIM | Putnam Master Intrm Inc Tr | Stock-Other | 1.59% | -0.12% | -2.49% | |
| 6 | PPT | Putnam Premier Income Trust | Stock-Other | 1.57% | -0.14% | -6.89% | |
| 7 | MIN | Mfs Intermediate Inc Trust | Stock-Other | 1.34% | +0.01% | -0.65% | |
| 8 | BBN | Blackrock Taxable Muni Bnd | Stock-Other | 1.32% | -0.04% | +3.97% | |
| 9 | KTF | Dws Municipal Income Trust | Stock-Other | 1.31% | -0.13% | +4.91% | |
| 10 | BTZ | Blackrock Credit Allocation | Stock-Other | 1.27% | -0.07% | -3.60% | |
| 11 | XNEAX | Nuveen Amt-fr Qlty Muni Inc | Stock-Other | 1.27% | -0.02% | +13.41% | |
| 12 | NBB | Nuveen Taxable Municipal Inc | Stock-Other | 1.26% | -0.07% | +16.93% | |
| 13 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.15% | +0.27% | -4.48% | |
| 14 | XEVVX | Eaton Vance LTD Durat Inc | Stock-Other | 1.12% | -0.09% | -1.98% | |
| 15 | JPC | Nuveen Prefered & Income Opp | Stock-Other | 1.07% | — | -5.74% | |
| 16 | AMAT | Applied Materials Inc | Stock-Tech | 1.00% | +0.79% | -5.88% | |
| 17 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.96% | +0.03% | +6.41% | |
| 18 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.94% | +0.11% | -4.46% | |
| 19 | NAD | Nuveen Quality Municipal Inc | Stock-Other | 0.94% | — | +9.46% | |
| 20 | XXINSIXX | Insight Select Income Fund | Stock-Other | 0.92% | — | -2.82% | |
| 21 | DBL | Doubleline Opport Credit | Stock-Other | 0.92% | -0.07% | -6.02% | |
| 22 | BTX | Blackrock Tech & Priv Eqty | Stock-Other | 0.87% | — | +2.15% | |
| 23 | XMUIX | Blackrock Municipal Income | Stock-Other | 0.81% | — | +10.86% | |
| 24 | EIM | Eaton Vance Municipal Bond | Stock-Other | 0.76% | -0.01% | +15.87% | |
| 25 | TSI | Tcw Strategic Income Fund | Stock-Other | 0.76% | +0.04% | -7.10% | |
| 26 | ECAT | Blackrock Esg Cap All Trm Tr | Stock-Other | 0.75% | — | -16.87% | |
| 27 | FINS | Angel Oak Financ Strat Inc | Stock-Other | 0.74% | -0.15% | +12.53% | |
| 28 | JMM | Nuveen Multi-market Income | Stock-Other | 0.73% | -0.04% | -0.54% | |
| 29 | VGM | Invesco Trust For Investmen | Stock-Other | 0.73% | -0.01% | +27.01% | |
| 30 | VMO | Invesco Municipal Opport | Stock-Other | 0.72% | — | +12.06% | |
| 31 | CB | Chubb Limited | Stock-Financials | 0.70% | -0.02% | -1.07% | |
| 32 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.70% | — | -4.40% | |
| 33 | XNXJX | Nuveen Nj Qlty Muni Inc | Stock-Other | 0.69% | -0.07% | EXIT | |
| 34 | MUC | Blackrock Munihold Ca Qlty | Stock-Other | 0.68% | — | +1.06% | |
| 35 | XHIEX | Miller/howard High Income Eq | Stock-Other | 0.67% | — | +12.07% | |
| 36 | XEVMX | Eaton Vance Cal Muni Bond | Stock-Other | 0.67% | — | +5.87% | |
| 37 | XNQPX | Nuveen Pa Qlty Muni Inc | Stock-Other | 0.66% | -0.73% | EXIT | |
| 38 | JLS | Nuveen Mortgage & Income | Stock-Other | 0.65% | -0.06% | -3.97% | |
| 39 | JHS | John Hancock Income Sec Tr | Stock-Other | 0.64% | -0.01% | -2.47% | |
| 40 | BKT | Blackrock Income Trust | Stock-Other | 0.62% | +0.04% | -11.45% | |
| 41 | CLM | Cornerstone Strategic Invest | Stock-Other | 0.62% | -0.02% | EXIT | |
| 42 | FMY | First Trust Mortgage Income | Stock-Other | 0.62% | -0.04% | -1.04% | |
| 43 | XMIOX | Pioneer Muni High Inc Opp | Stock-Other | 0.61% | — | +7.93% | |
| 44 | VPV | Invesco Pa Val Muni Inc | Stock-Other | 0.61% | — | EXIT | |
| 45 | PDX | Pimco Dynamic Income Strat | Stock-Other | 0.61% | — | +20.72% | |
| 46 | ACN | Accenture plc | Stock-Tech | 0.60% | -0.14% | -0.70% | |
| 47 | NVG | Nuveen Amt-fr Muni Crdt | Stock-Other | 0.60% | — | -12.90% | |
| 48 | BMEZ | Blackrock Hlth Sci Trm Tr Ii | Stock-Other | 0.60% | +0.08% | NEW | |
| 49 | VKQ | Invesco Municipal Trust | Stock-Other | 0.58% | — | +36.02% | |
| 50 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.57% | -0.09% | +62.48% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +0.6% | +858.54% | Add |
| 2 | AAPL | Apple Inc | +0.4% | -2.97% | Trim |
| 3 | LLY | Eli Lilly & Co | +0.3% | +155125.00% | Add |
| 4 | MRK | Merck & Co. Inc. | +0.3% | +8279.40% | Add |
| 5 | META | Meta Platforms Inc-class A | +0.2% | +62.48% | Add |
| 6 | AVGO | Broadcom Inc | +0.2% | -8.93% | Trim |
| 7 | NBB | Nuveen Taxable Municipal Inc | +0.2% | +16.93% | Add |
| 8 | NEE | Nextera Energy Inc | +0.2% | +169.59% | Add |
| 9 | XNEAX | Nuveen Amt-fr Qlty Muni Inc | +0.2% | +13.41% | Add |
| 10 | VGM | Invesco Trust For Investmen | +0.2% | +27.01% | Add |
| 11 | NBXG | Neuberger Next Generation Co | +0.2% | NEW | New buy |
| 12 | VKQ | Invesco Municipal Trust | +0.2% | +36.02% | Add |
| 13 | A | Agilent Technologies Inc | +0.2% | +3311.38% | Add |
| 14 | GOOGL | Alphabet Inc-cl A | +0.2% | -4.48% | Trim |
| 15 | XPMAX | Pioneer Municipal High Inc | +0.1% | +70.19% | Add |
| 16 | PDX | Pimco Dynamic Income Strat | +0.1% | +20.72% | Add |
| 17 | AFB | Allianceberstein Ntl Muni | +0.1% | NEW | New buy |
| 18 | ABBV | Abbvie Inc | +0.1% | +60.95% | Add |
| 19 | KTF | Dws Municipal Income Trust | +0.1% | +4.91% | Add |
| 20 | EIM | Eaton Vance Municipal Bond | +0.1% | +15.87% | Add |
| 21 | AMZN | Amazon.com Inc | +0.1% | +6.41% | Add |
| 22 | EBAY | Ebay Inc | +0.1% | NEW | New buy |
| 23 | MYN | Blackrock Muniyield Ny Qlty | +0.1% | +1451.57% | Add |
| 24 | XNQPX | Nuveen Pa Qlty Muni Inc | +0.1% | +16.04% | Add |
| 25 | VTN | Invesco Tr For Invest Grd Ny | +0.1% | +21.13% | Add |
| 26 | NAD | Nuveen Quality Municipal Inc | +0.1% | +9.46% | Add |
| 27 | VMO | Invesco Municipal Opport | +0.1% | +12.06% | Add |
| 28 | XMUIX | Blackrock Municipal Income | +0.1% | +10.86% | Add |
| 29 | XNXJX | Nuveen Nj Qlty Muni Inc | +0.1% | +14.22% | Add |
| 30 | WEA | Western Asset Premier Bond | -0.1% | -32.35% | Trim |
| 31 | ACN | Accenture plc | -0.1% | -0.70% | Trim |
| 32 | BTX | Blackrock Tech & Priv Eqty | -0.1% | +2.15% | Add |
| 33 | EG | Everest Group, Ltd. | -0.1% | -48.11% | Trim |
| 34 | VBF | Invesco Bond Fund | -0.1% | -40.52% | Trim |
| 35 | NZF | Nuveen Municipal Credit Inc | -0.1% | -35.66% | Trim |
| 36 | NMAI | Nuveen Multi-asset Income | -0.1% | -26.43% | Trim |
| 37 | PTA | Cohen & Steers Tax-advantage | -0.1% | -90.35% | Trim |
| 38 | ECAT | Blackrock Esg Cap All Trm Tr | -0.1% | -16.87% | Trim |
| 39 | MDLZ | Mondelez International Inc-a | -0.1% | -39.11% | Trim |
| 40 | BCAT | Blackrock Capital Alloc Tr | -0.1% | -51.19% | Trim |
| 41 | JFR | Nuveen Floating Rate Income | -0.2% | -90.68% | Trim |
| 42 | HCA | Hca Healthcare Inc | -0.2% | EXIT | Sold out |
| 43 | AMP | Ameriprise Financial Inc | -0.2% | -40.82% | Trim |
| 44 | ZTR | Virtus Total Return Fund Inc | -0.2% | -41.14% | Trim |
| 45 | JNJ | Johnson & Johnson | -0.2% | -38.54% | Trim |
| 46 | ✓ | Clearbridge Mlp And Midstrm | -0.2% | -92.57% | Trim |
| 47 | ✓ | -0.2% | EXIT | Sold out | |
| 48 | GILD | Gilead Sciences Inc | -0.3% | -89.47% | Trim |
| 49 | CLM | Cornerstone Strategic Invest | -0.3% | -36.68% | Trim |
| 50 | EMO | Clearbridge Energy Midstream | -0.7% | -87.78% | 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 533 disclosed positions in Q2 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, NVDA) accounted for 10.2% of total reported equity market value during Q2 2024.
Top New Position Initiated
NBXG
市值: $7.6M
Top Position Liquidated / Trimmed
前期市值: $10.4M
During Q2 2024, Sit Investment Associates Inc's top holdings by market value included MSFT (3.3%)、AAPL (2.7%)、NVDA (2.6%). The largest single position, MSFT, represented 3.3% of total portfolio value.
In Q2 2024, Sit Investment Associates Inc made 50 total portfolio adjustments, initiating 3 new buys, adding to 24 positions, trimming 21 holdings, and fully liquidating 2 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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