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CIK: 0000769317
Total reported value
$5.3B
$5.3B
522 檔
9.3%
At the close of Q1 2025, Sit Investment Associates Inc disclosed equity holdings valued at approximately $5.3B, spread across 522 reported holdings.
In Q1 2025, Sit Investment Associates Inc displayed an active expansion posture, initiating 200 new positions and adding to 0 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 522 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 2.61% | -0.15% | -2.21% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 2.57% | +0.04% | -2.09% | |
| 3 | NVDA | Nvidia CORP | Stock-Tech | 2.23% | +0.18% | -1.66% | |
| 4 | AVGO | Broadcom Inc | Stock-Tech | 2.09% | +0.19% | +4.34% | |
| 5 | KTF | Dws Municipal Income Trust | Stock-Other | 2.04% | -0.13% | +3.36% | |
| 6 | BBN | Blackrock Taxable Muni Bnd | Stock-Other | 2.02% | -0.04% | +18.02% | |
| 7 | PPT | Putnam Premier Income Trust | Stock-Other | 1.95% | -0.14% | +5.05% | |
| 8 | PIM | Putnam Master Intrm Inc Tr | Stock-Other | 1.80% | -0.12% | +0.40% | |
| 9 | FINS | Angel Oak Financ Strat Inc | Stock-Other | 1.68% | -0.15% | +2.80% | |
| 10 | MIN | Mfs Intermediate Inc Trust | Stock-Other | 1.54% | +0.01% | +0.77% | |
| 11 | NBB | Nuveen Taxable Municipal Inc | Stock-Other | 1.45% | -0.07% | +4.46% | |
| 12 | BTZ | Blackrock Credit Allocation | Stock-Other | 1.40% | -0.07% | +8.13% | |
| 13 | JFR | Nuveen Floating Rate Income | Stock-Other | 1.30% | -0.12% | — | |
| 14 | XEVVX | Eaton Vance LTD Durat Inc | Stock-Other | 1.21% | -0.09% | +0.35% | |
| 15 | NPFD | Nuveen Var Rt Pref & Inc | Stock-Other | 1.16% | -0.03% | +37.51% | |
| 16 | DBL | Doubleline Opport Credit | Stock-Other | 1.16% | -0.07% | +7.74% | |
| 17 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.11% | +0.03% | +2.42% | |
| 18 | AVK | Advent Convert & Income | Stock-Other | 1.10% | -0.13% | -6.55% | |
| 19 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.04% | +0.27% | +3.70% | |
| 20 | BKT | Blackrock Income Trust | Stock-Other | 0.96% | +0.04% | +76.46% | |
| 21 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.91% | -0.09% | +3.35% | |
| 22 | TSI | Tcw Strategic Income Fund | Stock-Other | 0.85% | +0.04% | +8.24% | |
| 23 | JMM | Nuveen Multi-market Income | Stock-Other | 0.82% | -0.04% | +0.38% | |
| 24 | CB | Chubb Limited | Stock-Financials | 0.80% | -0.02% | +0.51% | |
| 25 | JHS | John Hancock Income Sec Tr | Stock-Other | 0.79% | -0.01% | +4.43% | |
| 26 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.78% | +0.11% | +0.65% | |
| 27 | XEVMX | Eaton Vance Cal Muni Bond | Stock-Other | 0.77% | — | +7.41% | |
| 28 | JPC | Nuveen Prefered & Income Opp | Stock-Other | 0.77% | — | -13.52% | |
| 29 | BTX | Blackrock Tech & Priv Eqty | Stock-Other | 0.74% | — | +14.81% | |
| 30 | XNROX | Neu Re Est Sec Inc Fd Inc-us | Stock-Other | 0.73% | -0.11% | — | |
| 31 | XMIOX | Pioneer Muni High Inc Opp | Stock-Other | 0.70% | — | +0.58% | |
| 32 | EHI | Western Asset Global High In | Stock-Other | 0.69% | -0.08% | -9.18% | |
| 33 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.67% | — | +9.65% | |
| 34 | KIO | Kkr Income Opportunities | Stock-Other | 0.65% | — | — | |
| 35 | FMY | First Trust Mortgage Income | Stock-Other | 0.65% | -0.04% | +0.00% | |
| 36 | FSCO | Fs Credit Opportunities CORP | Stock-Other | 0.63% | +0.01% | -24.58% | |
| 37 | MGF | Mfs Govt Markets Inc Trust | Stock-Other | 0.62% | +0.04% | +1.50% | |
| 38 | JLS | Nuveen Mortgage & Income | Stock-Other | 0.62% | -0.06% | -8.61% | |
| 39 | V | Visa Inc-class A Shares | Stock-Financials | 0.62% | +0.02% | -0.58% | |
| 40 | ACN | Accenture plc | Stock-Tech | 0.59% | -0.14% | +2.95% | |
| 41 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.59% | +0.11% | +3.92% | |
| 42 | XENWX | Eaton Vance New York Municip | Stock-Other | 0.58% | — | +6.59% | |
| 43 | COP | Conocophillips | Stock-Energy | 0.57% | +0.05% | -0.74% | |
| 44 | CRM | Salesforce Inc | Stock-Tech | 0.54% | -0.13% | +15.76% | |
| 45 | HD | Home Depot Inc | Stock-Consumer Disc | 0.54% | -0.01% | +9.82% | |
| 46 | BMEZ | Blackrock Hlth Sci Trm Tr Ii | Stock-Other | 0.52% | +0.08% | NEW | |
| 47 | ✓ | Bny Mellon Mun Income Inc Com | Stock-Other | 0.51% | — | +1.89% | |
| 48 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.51% | +0.03% | +0.11% | |
| 49 | XGDVX | Gabelli Dividend & Income Tr | Stock-Other | 0.51% | +0.01% | +6.32% | |
| 50 | NAD | Nuveen Quality Municipal Inc | Stock-Other | 0.51% | — | -29.38% |
According to official SEC Form 13F filings, Sit Investment Associates Inc reported a total U.S. public equity portfolio value of $5.3B across 522 disclosed positions in Q1 2025.
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 9.3% of total reported equity market value during Q1 2025.
Top New Position Initiated
MSFT
市值: $111.4M
During Q1 2025, Sit Investment Associates Inc's top holdings by market value included MSFT (2.6%)、AAPL (2.6%)、NVDA (2.2%). The largest single position, MSFT, represented 2.6% of total portfolio value.
In Q1 2025, Sit Investment Associates Inc made 200 total portfolio adjustments, initiating 200 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 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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