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CIK: 0000769317
Total reported value
$5.3B
$5.3B
540 檔
10.9%
The Q3 2024 SEC filing reveals that Sit Investment Associates Inc held a total portfolio value of $5.3B, covering 540 public equity positions.
In Q3 2024, Sit Investment Associates Inc displayed an active expansion posture, initiating 24 new positions and adding to 87 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 540 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 3.12% | -0.15% | +2.59% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 2.89% | +0.04% | +0.61% | |
| 3 | NVDA | Nvidia CORP | Stock-Tech | 2.72% | +0.18% | +9.67% | |
| 4 | AVGO | Broadcom Inc | Stock-Tech | 2.20% | +0.19% | +844.99% | |
| 5 | KTF | Dws Municipal Income Trust | Stock-Other | 1.90% | -0.13% | +42.35% | |
| 6 | PIM | Putnam Master Intrm Inc Tr | Stock-Other | 1.72% | -0.12% | +6.55% | |
| 7 | PPT | Putnam Premier Income Trust | Stock-Other | 1.68% | -0.14% | +6.08% | |
| 8 | MIN | Mfs Intermediate Inc Trust | Stock-Other | 1.38% | +0.01% | +4.00% | |
| 9 | NBB | Nuveen Taxable Municipal Inc | Stock-Other | 1.31% | -0.07% | -0.13% | |
| 10 | BBN | Blackrock Taxable Muni Bnd | Stock-Other | 1.30% | -0.04% | -6.87% | |
| 11 | BTZ | Blackrock Credit Allocation | Stock-Other | 1.25% | -0.07% | -3.89% | |
| 12 | XEVVX | Eaton Vance LTD Durat Inc | Stock-Other | 1.19% | -0.09% | +2.02% | |
| 13 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.11% | +0.27% | +9.08% | |
| 14 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.07% | +0.03% | +19.19% | |
| 15 | XNEAX | Nuveen Amt-fr Qlty Muni Inc | Stock-Other | 1.03% | -0.02% | -19.79% | |
| 16 | XXINSIXX | Insight Select Income Fund | Stock-Other | 0.99% | — | +2.03% | |
| 17 | DBL | Doubleline Opport Credit | Stock-Other | 0.97% | -0.07% | +5.80% | |
| 18 | FINS | Angel Oak Financ Strat Inc | Stock-Other | 0.97% | -0.15% | +25.74% | |
| 19 | JPC | Nuveen Prefered & Income Opp | Stock-Other | 0.94% | — | -15.66% | |
| 20 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.92% | +0.11% | -11.74% | |
| 21 | NAD | Nuveen Quality Municipal Inc | Stock-Other | 0.86% | — | -10.36% | |
| 22 | PDX | Pimco Dynamic Income Strat | Stock-Other | 0.84% | — | +34.58% | |
| 23 | TSI | Tcw Strategic Income Fund | Stock-Other | 0.79% | +0.04% | -1.06% | |
| 24 | BTX | Blackrock Tech & Priv Eqty | Stock-Other | 0.77% | — | -13.04% | |
| 25 | AMAT | Applied Materials Inc | Stock-Tech | 0.77% | +0.79% | -7.56% | |
| 26 | JMM | Nuveen Multi-market Income | Stock-Other | 0.76% | -0.04% | +0.77% | |
| 27 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.76% | -0.09% | +20.39% | |
| 28 | CB | Chubb Limited | Stock-Financials | 0.75% | -0.02% | -2.98% | |
| 29 | XHIEX | Miller/howard High Income Eq | Stock-Other | 0.73% | — | +3.30% | |
| 30 | FSCO | Fs Credit Opportunities CORP | Stock-Other | 0.72% | +0.01% | +47.15% | |
| 31 | JHS | John Hancock Income Sec Tr | Stock-Other | 0.70% | -0.01% | +5.39% | |
| 32 | XEVMX | Eaton Vance Cal Muni Bond | Stock-Other | 0.66% | — | — | |
| 33 | JLS | Nuveen Mortgage & Income | Stock-Other | 0.65% | -0.06% | — | |
| 34 | ACN | Accenture plc | Stock-Tech | 0.65% | -0.14% | -5.08% | |
| 35 | VPV | Invesco Pa Val Muni Inc | Stock-Other | 0.64% | — | EXIT | |
| 36 | XMIOX | Pioneer Muni High Inc Opp | Stock-Other | 0.64% | — | +1.42% | |
| 37 | FMY | First Trust Mortgage Income | Stock-Other | 0.63% | -0.04% | +0.05% | |
| 38 | ECAT | Blackrock Esg Cap All Trm Tr | Stock-Other | 0.61% | — | -16.57% | |
| 39 | BKT | Blackrock Income Trust | Stock-Other | 0.61% | +0.04% | -3.52% | |
| 40 | XNQPX | Nuveen Pa Qlty Muni Inc | Stock-Other | 0.59% | -0.73% | EXIT | |
| 41 | NPFD | Nuveen Var Rt Pref & Inc | Stock-Other | 0.59% | -0.03% | +7.19% | |
| 42 | MGF | Mfs Govt Markets Inc Trust | Stock-Other | 0.59% | +0.04% | +9.00% | |
| 43 | XNXJX | Nuveen Nj Qlty Muni Inc | Stock-Other | 0.59% | -0.07% | EXIT | |
| 44 | VGM | Invesco Trust For Investmen | Stock-Other | 0.59% | -0.01% | -19.08% | |
| 45 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.58% | — | -17.57% | |
| 46 | HD | Home Depot Inc | Stock-Consumer Disc | 0.58% | -0.01% | -6.09% | |
| 47 | ANETEUR | Arista Networks Inc | Stock-Other | 0.58% | — | +2.50% | |
| 48 | BMEZ | Blackrock Hlth Sci Trm Tr Ii | Stock-Other | 0.57% | +0.08% | NEW | |
| 49 | COP | Conocophillips | Stock-Energy | 0.56% | +0.05% | +14.82% | |
| 50 | ADBE | Adobe Inc | Stock-Tech | 0.53% | — | +19.15% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | KTF | Dws Municipal Income Trust | +0.6% | +42.35% | Add |
| 2 | XXHYBXX | New America High Income Fund | +0.3% | +160.38% | Add |
| 3 | TEL | TE Connectivity plc | +0.3% | NEW | New buy |
| 4 | LLY | Eli Lilly & Co | +0.3% | +110.98% | Add |
| 5 | XGDVX | Gabelli Dividend & Income Tr | +0.2% | NEW | New buy |
| 6 | PDX | Pimco Dynamic Income Strat | +0.2% | +34.58% | Add |
| 7 | FINS | Angel Oak Financ Strat Inc | +0.2% | +25.74% | Add |
| 8 | FSCO | Fs Credit Opportunities CORP | +0.2% | +47.15% | Add |
| 9 | GGT | Gabelli Multimedia Trust Inc | +0.2% | +9811.84% | Add |
| 10 | AAPL | Apple Inc | +0.2% | +0.61% | Add |
| 11 | GAM | General American Investors | +0.2% | NEW | New buy |
| 12 | META | Meta Platforms Inc-class A | +0.2% | +20.39% | Add |
| 13 | XBOEX | Blackrock Enh Glbl Dvd Tr | +0.2% | +317.81% | Add |
| 14 | NXG | Nxg Nextgen Infrastr Inc | +0.2% | +658.59% | Add |
| 15 | CHRW | C.h. Robinson Worldwide Inc | +0.2% | NEW | New buy |
| 16 | PEG | Public Service Enterprise Gp | +0.1% | +2362.74% | Add |
| 17 | QCOM | Qualcomm Inc | +0.1% | +2953.22% | Add |
| 18 | FITB | Fifth Third Bancorp | +0.1% | NEW | New buy |
| 19 | PIM | Putnam Master Intrm Inc Tr | +0.1% | +6.55% | Add |
| 20 | NBXG | Neuberger Next Generation Co | +0.1% | +77.49% | Add |
| 21 | NVDA | Nvidia CORP | +0.1% | +9.67% | Add |
| 22 | ✓ | Bny Mellon Mun Income Inc Com | +0.1% | +51.40% | Add |
| 23 | BCX | Blackrock Resources & Commod | +0.1% | +310.29% | Add |
| 24 | CTRE | Caretrust Reit Inc | +0.1% | +2657.69% | Add |
| 25 | PPT | Putnam Premier Income Trust | +0.1% | +6.08% | Add |
| 26 | AMZN | Amazon.com Inc | +0.1% | +19.19% | Add |
| 27 | MMD | Nyli Mackay Dt Muni Oppo Fnd | +0.1% | +38.70% | Add |
| 28 | XBGYX | Blackrock Enh Intl Dvd Tr | +0.1% | +377.40% | Add |
| 29 | ACP | Abrdn Income Credit Strat | +0.1% | NEW | New buy |
| 30 | XTTPX | Tortoise Pipeline & Energy | +0.1% | +33393.70% | Add |
| 31 | PCF | High Income Securities Fund | +0.1% | +69242.30% | Add |
| 32 | TYG | Tortoise Energy Infrastruct | +0.1% | +392.95% | Add |
| 33 | NOW | Servicenow Inc | +0.1% | +32.70% | Add |
| 34 | SDHY | Pgim Shrt Durat Hi Yld | +0.1% | +155.14% | Add |
| 35 | BAC | Bank Of America CORP | +0.1% | +354.60% | Add |
| 36 | NFLX | Netflix Inc | +0.1% | +57.88% | Add |
| 37 | LIN | Linde plc | +0.1% | +29.17% | Add |
| 38 | VRT | Vertiv Holdings Co-a | +0.1% | +409.95% | Add |
| 39 | TMLP | Tortoise MLP ETF | +0.1% | NEW | New buy |
| 40 | HQL | Abrdn Life Sciences Investor | +0.1% | +116.49% | Add |
| 41 | DCI | Donaldson Co Inc | +0.1% | +98.25% | Add |
| 42 | ERC | Allspring Multi-sector Inc | +0.1% | +196.30% | Add |
| 43 | XEVVX | Eaton Vance LTD Durat Inc | +0.1% | +2.02% | Add |
| 44 | XXINSIXX | Insight Select Income Fund | +0.1% | +2.03% | Add |
| 45 | MGF | Mfs Govt Markets Inc Trust | +0.1% | +9.00% | Add |
| 46 | ORCL | Oracle CORP | +0.1% | +1.73% | Add |
| 47 | CSCO | Cisco Systems Inc | +0.1% | +86.60% | Add |
| 48 | XDCFX | Bnym Alcentra Glbl Crdt 2024 | +0.1% | +22.22% | Add |
| 49 | ACHC | Acadia Healthcare Co Inc | +0.1% | NEW | New buy |
| 50 | ISRG | Intuitive Surgical Inc | +0.1% | +36.41% | Add |
According to official SEC Form 13F filings, Sit Investment Associates Inc reported a total U.S. public equity portfolio value of $5.3B across 540 disclosed positions in Q3 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 10.9% of total reported equity market value during Q3 2024.
Top New Position Initiated
TEL
市值: $14.2M
Top Position Liquidated / Trimmed
CLM
前期市值: $26.9M
During Q3 2024, Sit Investment Associates Inc's top holdings by market value included MSFT (3.1%)、AAPL (2.9%)、NVDA (2.7%). The largest single position, MSFT, represented 3.1% of total portfolio value.
In Q3 2024, Sit Investment Associates Inc made 198 total portfolio adjustments, initiating 24 new buys, adding to 87 positions, trimming 73 holdings, and fully liquidating 14 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
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