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CIK: 0000769317
Total reported value
$5.3B
$5.3B
516 檔
13.5%
In Q3 2025, Sit Investment Associates Inc's U.S. equity holdings reached a combined market value of $5.3B, distributed across 516 disclosed stock positions.
Sit Investment Associates Inc executed strategic sector rebalancing during Q3 2025, establishing 17 new positions while fully exiting 23 holdings and trimming 78 positions.
Showing top 200 holdings (of 516 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 3.30% | +0.18% | +0.98% | |
| 2 | AVGO | Broadcom Inc | Stock-Tech | 3.13% | +0.19% | -4.58% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 3.00% | -0.15% | -1.48% | |
| 4 | FINS | Angel Oak Financ Strat Inc | Stock-Other | 2.65% | -0.15% | +3.53% | |
| 5 | AAPL | Apple Inc | Stock-Tech | 2.45% | +0.04% | -3.01% | |
| 6 | BHK | Blackrock Core Bond Trust | Stock-Other | 2.18% | +0.05% | +7.33% | |
| 7 | BBN | Blackrock Taxable Muni Bnd | Stock-Other | 2.13% | -0.04% | +5.77% | |
| 8 | PPT | Putnam Premier Income Trust | Stock-Other | 2.04% | -0.14% | +6.15% | |
| 9 | CRF | Cornerstone Total Return | Stock-Other | 1.87% | -0.33% | +3.51% | |
| 10 | KTF | Dws Municipal Income Trust | Stock-Other | 1.83% | -0.13% | +4.08% | |
| 11 | PIM | Putnam Master Intrm Inc Tr | Stock-Other | 1.64% | -0.12% | -0.62% | |
| 12 | MIN | Mfs Intermediate Inc Trust | Stock-Other | 1.57% | +0.01% | +10.06% | |
| 13 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.45% | +0.27% | -1.98% | |
| 14 | BIT | Blackrock Multi-sector Inc | Stock-Other | 1.37% | -0.16% | — | |
| 15 | BTZ | Blackrock Credit Allocation | Stock-Other | 1.33% | -0.07% | +2.90% | |
| 16 | XEVVX | Eaton Vance LTD Durat Inc | Stock-Other | 1.32% | -0.09% | +7.62% | |
| 17 | NBB | Nuveen Taxable Municipal Inc | Stock-Other | 1.24% | -0.07% | +0.21% | |
| 18 | NPFD | Nuveen Var Rt Pref & Inc | Stock-Other | 1.11% | -0.03% | -2.12% | |
| 19 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.08% | +0.03% | -1.43% | |
| 20 | DBL | Doubleline Opport Credit | Stock-Other | 1.08% | -0.07% | +3.99% | |
| 21 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.02% | -0.09% | -1.13% | |
| 22 | CLM | Cornerstone Strategic Invest | Stock-Other | 1.00% | -0.02% | EXIT | |
| 23 | XSCDX | Lmp Capital And Income Fund | Stock-Other | 0.97% | -0.06% | +2389.10% | |
| 24 | TSI | Tcw Strategic Income Fund | Stock-Other | 0.94% | +0.04% | +16.62% | |
| 25 | JFR | Nuveen Floating Rate Income | Stock-Other | 0.88% | -0.12% | -11.08% | |
| 26 | AVK | Advent Convert & Income | Stock-Other | 0.86% | -0.13% | -9.44% | |
| 27 | ANET | Arista Networks Inc | Stock-Tech | 0.81% | +0.18% | -0.01% | |
| 28 | XEVMX | Eaton Vance Cal Muni Bond | Stock-Other | 0.79% | — | +5.25% | |
| 29 | JHS | John Hancock Income Sec Tr | Stock-Other | 0.78% | -0.01% | +5.44% | |
| 30 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.74% | — | -3.03% | |
| 31 | JMM | Nuveen Multi-market Income | Stock-Other | 0.72% | -0.04% | -0.10% | |
| 32 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.67% | +0.11% | +3.36% | |
| 33 | CB | Chubb Limited | Stock-Financials | 0.64% | -0.02% | -0.49% | |
| 34 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.60% | +0.03% | -4.02% | |
| 35 | XNROX | Neu Re Est Sec Inc Fd Inc-us | Stock-Other | 0.59% | -0.11% | -4.57% | |
| 36 | XENWX | Eaton Vance New York Municip | Stock-Other | 0.57% | — | +6.35% | |
| 37 | FMY | First Trust Mortgage Income | Stock-Other | 0.56% | -0.04% | -0.14% | |
| 38 | MGF | Mfs Govt Markets Inc Trust | Stock-Other | 0.56% | +0.04% | +5.46% | |
| 39 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.56% | +0.11% | -0.94% | |
| 40 | NXG | Nxg Nextgen Infrastr Inc | Stock-Other | 0.55% | -0.02% | EXIT | |
| 41 | ORCL | Oracle CORP | Stock-Tech | 0.53% | -0.01% | -8.99% | |
| 42 | BKT | Blackrock Income Trust | Stock-Other | 0.53% | +0.04% | -22.74% | |
| 43 | V | Visa Inc-class A Shares | Stock-Financials | 0.53% | +0.02% | +1.58% | |
| 44 | EHI | Western Asset Global High In | Stock-Other | 0.53% | -0.08% | -4.30% | |
| 45 | ERC | Allspring Multi-sector Inc | Stock-Other | 0.50% | +0.04% | +3.70% | |
| 46 | HD | Home Depot Inc | Stock-Consumer Disc | 0.49% | -0.01% | -8.58% | |
| 47 | AMAT | Applied Materials Inc | Stock-Tech | 0.48% | +0.79% | -2.78% | |
| 48 | INTU | Intuit Inc | Stock-Tech | 0.47% | -0.20% | +9.01% | |
| 49 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.47% | -0.07% | -5.13% | |
| 50 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.47% | +0.07% | -0.29% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | CRF | Cornerstone Total Return | +1.9% | +3.51% | Add |
| 2 | NVDA | Nvidia CORP | +1.1% | +0.98% | Trim |
| 3 | AVGO | Broadcom Inc | +1% | -4.58% | Trim |
| 4 | CLM | Cornerstone Strategic Invest | +1% | +4.30% | Add |
| 5 | FINS | Angel Oak Financ Strat Inc | +1% | +3.53% | Add |
| 6 | NXG | Nxg Nextgen Infrastr Inc | +0.5% | — | Add |
| 7 | GOOGL | Alphabet Inc-cl A | +0.4% | -1.98% | Add |
| 8 | MSFT | Microsoft CORP | +0.4% | -1.48% | Trim |
| 9 | ANET | Arista Networks Inc | +0.3% | -0.01% | Add |
| 10 | ORCL | Oracle CORP | +0.2% | -8.99% | Trim |
| 11 | KO | Coca-cola Co/the | +0.2% | +211.70% | Add |
| 12 | PFD | Flaherty & Crumrin Pre&inc F | +0.2% | +90.84% | Add |
| 13 | XMVTX | Blackrock Munivest Fund Ii | +0.2% | +166.46% | Add |
| 14 | FLC | Flaherty & Crumrine Ttl Rtrn | +0.1% | +45.33% | Add |
| 15 | XJQCX | Nuveen Credit Strategies Inc | +0.1% | -18.49% | Add |
| 16 | DSM | Bnym Strat Muni Bnd | +0.1% | +234.09% | Add |
| 17 | DFP | Flaherty & Crumrine Dyn Pref | +0.1% | +558.81% | Add |
| 18 | PSA | Public Storage | +0.1% | -1.88% | Add |
| 19 | GOOG | Alphabet Inc-cl C | +0.1% | -0.29% | Trim |
| 20 | PFO | Flaherty & Crumrine P&i Opp | +0.1% | +87.48% | Add |
| 21 | BGB | Blackstone Strategic Credit | +0.1% | +12.03% | Add |
| 22 | BBN | Blackrock Taxable Muni Bnd | +0.1% | +5.77% | Add |
| 23 | XEVVX | Eaton Vance LTD Durat Inc | +0.1% | +7.62% | Add |
| 24 | META | Meta Platforms Inc-class A | +0.1% | -1.13% | Add |
| 25 | ECF | Ellsworth Growth And Income | +0.1% | +15.11% | Add |
| 26 | FLS | Flowserve CORP | +0.1% | -7.38% | Add |
| 27 | XFFCX | Flaherty & Crumrine Pref Inc | +0.1% | +40.63% | Add |
| 28 | JNJ | Johnson & Johnson | +0.1% | -7.13% | Add |
| 29 | PPT | Putnam Premier Income Trust | +0.1% | +6.15% | Add |
| 30 | TSI | Tcw Strategic Income Fund | +0.1% | +16.62% | Add |
| 31 | GS | Goldman Sachs Group Inc | +0.1% | -4.02% | Trim |
| 32 | XMCRX | Mfs Charter Income Trust | +0.1% | +22.00% | Add |
| 33 | XMQTX | Blackrock Muniyield Qlty Ii | +0.1% | +96.27% | Add |
| 34 | AGX | Argan Inc | +0.1% | +24.12% | Add |
| 35 | FPF | First Tr Interm Dur & Inc | +0.1% | -2.72% | Add |
| 36 | GBAB | Guggenheim Taxable Municipal | +0.1% | +5.54% | Add |
| 37 | VRT | Vertiv Holdings Co-a | +0.1% | +1.73% | Add |
| 38 | AVAV | Aerovironment Inc | +0.1% | +0.13% | Trim |
| 39 | JPM | Jpmorgan Chase & Co | +0.1% | -3.03% | Add |
| 40 | AMAT | Applied Materials Inc | +0.1% | -2.78% | Trim |
| 41 | MPWR | Monolithic Power Systems Inc | +0.1% | -2.53% | Trim |
| 42 | VBF | Invesco Bond Fund | +0.1% | +49.01% | Add |
| 43 | CIEN | Ciena CORP | +0.1% | — | Trim |
| 44 | GKOS | Glaukos CORP | +0.1% | +51.53% | Add |
| 45 | COHR | Coherent CORP | +0.1% | +30.46% | Add |
| 46 | GAM | General American Investors | +0.1% | +11.96% | Add |
| 47 | SPOT | Spotify Technology S.A. | +0.1% | +15.35% | Add |
| 48 | THC | Tenet Healthcare CORP | +0.1% | +34.49% | Add |
| 49 | IGI | Western Asst Inv Gr Oppor Tr | +0.1% | +41.17% | Add |
| 50 | ACP | Abrdn Income Credit Strat | +0.1% | +24.70% | 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 516 disclosed positions in Q3 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 NVDA, AVGO, MSFT) accounted for 13.5% of total reported equity market value during Q3 2025.
Top New Position Initiated
BHK
市值: $107.2M
Top Position Liquidated / Trimmed
BTX
前期市值: $31.5M
During Q3 2025, Sit Investment Associates Inc's top holdings by market value included NVDA (3.3%)、AVGO (3.1%)、MSFT (3.0%). The largest single position, NVDA, represented 3.3% of total portfolio value.
In Q3 2025, Sit Investment Associates Inc made 197 total portfolio adjustments, initiating 17 new buys, adding to 79 positions, trimming 78 holdings, and fully liquidating 23 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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