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CIK: 0000769317
Total reported value
$5.3B
$5.3B
523 檔
12.1%
At the close of Q2 2025, Sit Investment Associates Inc disclosed equity holdings valued at approximately $5.3B, spread across 523 reported holdings.
Sit Investment Associates Inc executed strategic sector rebalancing during Q2 2025, establishing 11 new positions while fully exiting 10 holdings and trimming 90 positions.
Showing top 200 holdings (of 523 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 3.07% | -0.15% | -2.51% | |
| 2 | NVDA | Nvidia CORP | Stock-Tech | 2.91% | +0.18% | -1.95% | |
| 3 | AVGO | Broadcom Inc | Stock-Tech | 2.88% | +0.19% | -8.02% | |
| 4 | FINS | Angel Oak Financ Strat Inc | Stock-Other | 2.67% | -0.15% | +81.61% | |
| 5 | AAPL | Apple Inc | Stock-Tech | 2.14% | +0.04% | -0.91% | |
| 6 | BHK | Blackrock Core Bond Trust | Stock-Other | 2.09% | +0.05% | — | |
| 7 | BBN | Blackrock Taxable Muni Bnd | Stock-Other | 2.06% | -0.04% | +15.80% | |
| 8 | PPT | Putnam Premier Income Trust | Stock-Other | 2.02% | -0.14% | +11.91% | |
| 9 | CRF | Cornerstone Total Return | Stock-Other | 1.83% | -0.33% | +31544.65% | |
| 10 | KTF | Dws Municipal Income Trust | Stock-Other | 1.78% | -0.13% | +1.81% | |
| 11 | PIM | Putnam Master Intrm Inc Tr | Stock-Other | 1.69% | -0.12% | +2.44% | |
| 12 | MIN | Mfs Intermediate Inc Trust | Stock-Other | 1.52% | +0.01% | +7.74% | |
| 13 | BTZ | Blackrock Credit Allocation | Stock-Other | 1.35% | -0.07% | +3.40% | |
| 14 | XEVVX | Eaton Vance LTD Durat Inc | Stock-Other | 1.31% | -0.09% | +15.43% | |
| 15 | NBB | Nuveen Taxable Municipal Inc | Stock-Other | 1.27% | -0.07% | -2.93% | |
| 16 | NPFD | Nuveen Var Rt Pref & Inc | Stock-Other | 1.16% | -0.03% | +6.39% | |
| 17 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.15% | +0.03% | -1.23% | |
| 18 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.13% | +0.27% | +4.73% | |
| 19 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.09% | -0.09% | +2.95% | |
| 20 | JFR | Nuveen Floating Rate Income | Stock-Other | 1.08% | -0.12% | -8.56% | |
| 21 | DBL | Doubleline Opport Credit | Stock-Other | 1.07% | -0.07% | +3.22% | |
| 22 | CLM | Cornerstone Strategic Invest | Stock-Other | 0.99% | -0.02% | EXIT | |
| 23 | AVK | Advent Convert & Income | Stock-Other | 0.95% | -0.13% | -9.62% | |
| 24 | BTX | Blackrock Tech & Priv Eqty | Stock-Other | 0.86% | — | +9.76% | |
| 25 | TSI | Tcw Strategic Income Fund | Stock-Other | 0.84% | +0.04% | +8.15% | |
| 26 | JMM | Nuveen Multi-market Income | Stock-Other | 0.76% | -0.04% | +0.79% | |
| 27 | BKT | Blackrock Income Trust | Stock-Other | 0.76% | +0.04% | -12.42% | |
| 28 | JHS | John Hancock Income Sec Tr | Stock-Other | 0.75% | -0.01% | +5.68% | |
| 29 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.74% | — | +3.20% | |
| 30 | XEVMX | Eaton Vance Cal Muni Bond | Stock-Other | 0.74% | — | +9.75% | |
| 31 | CB | Chubb Limited | Stock-Financials | 0.70% | -0.02% | -0.57% | |
| 32 | XNROX | Neu Re Est Sec Inc Fd Inc-us | Stock-Other | 0.65% | -0.11% | -0.34% | |
| 33 | XMIOX | Pioneer Muni High Inc Opp | Stock-Other | 0.65% | — | +0.74% | |
| 34 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.62% | +0.11% | +47.00% | |
| 35 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.60% | +0.11% | +19.29% | |
| 36 | ANET | Arista Networks Inc | Stock-Tech | 0.60% | +0.18% | +0.57% | |
| 37 | FMY | First Trust Mortgage Income | Stock-Other | 0.59% | -0.04% | +0.69% | |
| 38 | FSCO | Fs Credit Opportunities CORP | Stock-Other | 0.59% | +0.01% | -0.03% | |
| 39 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.58% | +0.03% | -2.89% | |
| 40 | EHI | Western Asset Global High In | Stock-Other | 0.58% | -0.08% | -7.00% | |
| 41 | V | Visa Inc-class A Shares | Stock-Financials | 0.57% | +0.02% | -0.48% | |
| 42 | MGF | Mfs Govt Markets Inc Trust | Stock-Other | 0.56% | +0.04% | +0.01% | |
| 43 | JLS | Nuveen Mortgage & Income | Stock-Other | 0.54% | -0.06% | -3.85% | |
| 44 | XENWX | Eaton Vance New York Municip | Stock-Other | 0.53% | — | +2.09% | |
| 45 | INTU | Intuit Inc | Stock-Tech | 0.52% | -0.20% | -6.42% | |
| 46 | HD | Home Depot Inc | Stock-Consumer Disc | 0.51% | -0.01% | +4.10% | |
| 47 | ERC | Allspring Multi-sector Inc | Stock-Other | 0.50% | +0.04% | +10.00% | |
| 48 | ACN | Accenture plc | Stock-Tech | 0.50% | -0.14% | -4.51% | |
| 49 | CRM | Salesforce Inc | Stock-Tech | 0.48% | -0.13% | -4.40% | |
| 50 | ORCL | Oracle CORP | Stock-Tech | 0.48% | -0.01% | -6.40% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | BHK | Blackrock Core Bond Trust | +2.1% | NEW | New buy |
| 2 | CRF | Cornerstone Total Return | +1.8% | +31544.65% | Add |
| 3 | FINS | Angel Oak Financ Strat Inc | +1% | +81.61% | Add |
| 4 | CLM | Cornerstone Strategic Invest | +1% | +16273.65% | Add |
| 5 | AVGO | Broadcom Inc | +0.8% | -8.02% | Trim |
| 6 | NVDA | Nvidia CORP | +0.7% | -1.95% | Trim |
| 7 | MSFT | Microsoft CORP | +0.5% | -2.51% | Trim |
| 8 | XJQCX | Nuveen Credit Strategies Inc | +0.2% | +487.58% | Add |
| 9 | META | Meta Platforms Inc-class A | +0.2% | +2.95% | Add |
| 10 | PSA | Public Storage | +0.2% | +9158.82% | Add |
| 11 | FLS | Flowserve CORP | +0.1% | +93.98% | Add |
| 12 | ✓ | +0.1% | NEW | New buy | |
| 13 | BTX | Blackrock Tech & Priv Eqty | +0.1% | +9.76% | Add |
| 14 | ORCL | Oracle CORP | +0.1% | -6.40% | Trim |
| 15 | LHX | L3harris Technologies Inc | +0.1% | NEW | New buy |
| 16 | ANET | Arista Networks Inc | +0.1% | +0.57% | Add |
| 17 | XEVVX | Eaton Vance LTD Durat Inc | +0.1% | +15.43% | Add |
| 18 | BGB | Blackstone Strategic Credit | +0.1% | +125.88% | Add |
| 19 | FPF | First Tr Interm Dur & Inc | +0.1% | +76.18% | Add |
| 20 | GOOGL | Alphabet Inc-cl A | +0.1% | +4.73% | Add |
| 21 | NFLX | Netflix Inc | +0.1% | -2.18% | Trim |
| 22 | JNJ | Johnson & Johnson | +0.1% | +98.32% | Add |
| 23 | PPT | Putnam Premier Income Trust | +0.1% | +11.91% | Add |
| 24 | JPM | Jpmorgan Chase & Co | +0.1% | +3.20% | Add |
| 25 | GS | Goldman Sachs Group Inc | +0.1% | -2.89% | Trim |
| 26 | GBAB | Guggenheim Taxable Municipal | +0.1% | +82.15% | Add |
| 27 | ECF | Ellsworth Growth And Income | +0.1% | +62.34% | Add |
| 28 | MDT | Medtronic plc | +0.1% | +89.81% | Add |
| 29 | AVAV | Aerovironment Inc | +0.1% | -11.95% | Trim |
| 30 | ✓ | Xai Octagn Flt Rat & Alt Inm | +0.1% | NEW | New buy |
| 31 | ISRG | Intuitive Surgical Inc | +0.1% | +25.65% | Add |
| 32 | SPOT | Spotify Technology S.A. | +0.1% | -0.91% | Trim |
| 33 | VRT | Vertiv Holdings Co-a | +0.1% | +2.05% | Add |
| 34 | GKOS | Glaukos CORP | +0.1% | +156.75% | Add |
| 35 | AMAT | Applied Materials Inc | +0.1% | -1.24% | Trim |
| 36 | SIEGY | Siemens Ag-spons Adr | +0.1% | +18.12% | Add |
| 37 | XPHTX | Pioneer High Income Fund | +0.1% | +32.82% | Add |
| 38 | XFFCX | Flaherty & Crumrine Pref Inc | +0.1% | +52.41% | Add |
| 39 | WFC | Wells Fargo & Co | +0.1% | NEW | New buy |
| 40 | BBN | Blackrock Taxable Muni Bnd | 0% | +15.80% | Add |
| 41 | AMZN | Amazon.com Inc | 0% | -1.23% | Trim |
| 42 | INTU | Intuit Inc | 0% | -6.42% | Trim |
| 43 | NOW | Servicenow Inc | 0% | -2.39% | Trim |
| 44 | TTWO | Take-two Interactive Softwre | 0% | +32.83% | Add |
| 45 | SYK | Stryker CORP | 0% | +25.30% | Add |
| 46 | EME | Emcor Group Inc | 0% | — | Unchanged |
| 47 | KO | Coca-cola Co/the | 0% | +260.00% | Add |
| 48 | AXON | Axon Enterprise Inc | 0% | — | Unchanged |
| 49 | XSCDX | Lmp Capital And Income Fund | 0% | NEW | New buy |
| 50 | ELV | Elevance Health Inc | 0% | NEW | New buy |
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 Q2 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, NVDA, AVGO) accounted for 12.1% of total reported equity market value during Q2 2025.
Top New Position Initiated
BHK
市值: $97.7M
Top Position Liquidated / Trimmed
BMEZ
前期市值: $22.3M
During Q2 2025, Sit Investment Associates Inc's top holdings by market value included MSFT (3.1%)、NVDA (2.9%)、AVGO (2.9%). The largest single position, MSFT, represented 3.1% of total portfolio value.
In Q2 2025, Sit Investment Associates Inc made 185 total portfolio adjustments, initiating 11 new buys, adding to 74 positions, trimming 90 holdings, and fully liquidating 10 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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