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CIK: 0000769317
Total reported value
$5.3B
$5.3B
506 檔
13.3%
According to the latest 13F quarterly dataset, Sit Investment Associates Inc managed an equity portfolio of $5.3B at the end of Q4 2025, spanning 506 distinct U.S. exchange-listed positions.
Sit Investment Associates Inc executed strategic sector rebalancing during Q4 2025, establishing 19 new positions while fully exiting 18 holdings and trimming 89 positions.
Showing top 200 holdings (of 506 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 3.10% | +0.18% | -4.63% | |
| 2 | AVGO | Broadcom Inc | Stock-Tech | 3.07% | +0.19% | -5.18% | |
| 3 | FINS | Angel Oak Financ Strat Inc | Stock-Other | 2.72% | -0.15% | +3.17% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 2.66% | -0.15% | -3.57% | |
| 5 | AAPL | Apple Inc | Stock-Tech | 2.50% | +0.04% | -3.08% | |
| 6 | BBN | Blackrock Taxable Muni Bnd | Stock-Other | 2.19% | -0.04% | +5.89% | |
| 7 | BHK | Blackrock Core Bond Trust | Stock-Other | 2.04% | +0.05% | -1.41% | |
| 8 | PPT | Putnam Premier Income Trust | Stock-Other | 2.00% | -0.14% | +3.63% | |
| 9 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.80% | +0.27% | -1.91% | |
| 10 | KTF | Dws Municipal Income Trust | Stock-Other | 1.80% | -0.13% | +0.52% | |
| 11 | CRF | Cornerstone Total Return | Stock-Other | 1.62% | -0.33% | -11.98% | |
| 12 | MIN | Mfs Intermediate Inc Trust | Stock-Other | 1.52% | +0.01% | +0.74% | |
| 13 | PIM | Putnam Master Intrm Inc Tr | Stock-Other | 1.52% | -0.12% | -3.24% | |
| 14 | BTZ | Blackrock Credit Allocation | Stock-Other | 1.39% | -0.07% | +8.29% | |
| 15 | BIT | Blackrock Multi-sector Inc | Stock-Other | 1.30% | -0.16% | -1.75% | |
| 16 | XEVVX | Eaton Vance LTD Durat Inc | Stock-Other | 1.28% | -0.09% | +0.69% | |
| 17 | UTF | Cohen & Steers Infrastructur | Stock-Other | 1.28% | -0.40% | +1225.16% | |
| 18 | NBB | Nuveen Taxable Municipal Inc | Stock-Other | 1.21% | -0.07% | +2.03% | |
| 19 | BKT | Blackrock Income Trust | Stock-Other | 1.12% | +0.04% | +117.08% | |
| 20 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.11% | +0.03% | -0.87% | |
| 21 | DBL | Doubleline Opport Credit | Stock-Other | 1.06% | -0.07% | +2.01% | |
| 22 | NPFD | Nuveen Var Rt Pref & Inc | Stock-Other | 1.02% | -0.03% | -2.31% | |
| 23 | TSI | Tcw Strategic Income Fund | Stock-Other | 1.01% | +0.04% | +8.12% | |
| 24 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.95% | -0.09% | +5.65% | |
| 25 | XSCDX | Lmp Capital And Income Fund | Stock-Other | 0.84% | -0.06% | -8.02% | |
| 26 | CLM | Cornerstone Strategic Invest | Stock-Other | 0.78% | -0.02% | EXIT | |
| 27 | JHS | John Hancock Income Sec Tr | Stock-Other | 0.75% | -0.01% | -2.66% | |
| 28 | JGH | Nuveen Global High Income | Stock-Other | 0.73% | -0.06% | +4079.18% | |
| 29 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.72% | — | -3.41% | |
| 30 | JFR | Nuveen Floating Rate Income | Stock-Other | 0.72% | -0.12% | -14.04% | |
| 31 | CB | Chubb Limited | Stock-Financials | 0.70% | -0.02% | — | |
| 32 | ANET | Arista Networks Inc | Stock-Tech | 0.69% | +0.18% | -2.86% | |
| 33 | EMO | Clearbridge Energy Midstream | Stock-Other | 0.69% | -0.49% | +1883.29% | |
| 34 | JMM | Nuveen Multi-market Income | Stock-Other | 0.69% | -0.04% | +1.72% | |
| 35 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.69% | +0.11% | -10.41% | |
| 36 | FTHY | First Trust Hi Yld Opp 2027 | Stock-Other | 0.68% | +0.08% | +65.95% | |
| 37 | RIV | Rivernorth Opportunities | Stock-Other | 0.65% | -0.01% | +1374.73% | |
| 38 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.63% | +0.11% | -0.32% | |
| 39 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.62% | +0.03% | -4.87% | |
| 40 | AVK | Advent Convert & Income | Stock-Other | 0.61% | -0.13% | -26.83% | |
| 41 | ERC | Allspring Multi-sector Inc | Stock-Other | 0.57% | +0.04% | +20.19% | |
| 42 | FMY | First Trust Mortgage Income | Stock-Other | 0.56% | -0.04% | +1.39% | |
| 43 | AMAT | Applied Materials Inc | Stock-Tech | 0.56% | +0.79% | -6.24% | |
| 44 | V | Visa Inc-class A Shares | Stock-Financials | 0.54% | +0.02% | +1.38% | |
| 45 | MGF | Mfs Govt Markets Inc Trust | Stock-Other | 0.53% | +0.04% | -0.82% | |
| 46 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.53% | +0.07% | -10.93% | |
| 47 | ✓ | Xai Octagn Flt Rat & Alt Inm | Stock-Other | 0.53% | — | +112.44% | |
| 48 | WMB | Williams Cos Inc | Stock-Energy | 0.50% | -0.08% | +16.20% | |
| 49 | XMCRX | Mfs Charter Income Trust | Stock-Other | 0.50% | -0.50% | EXIT | |
| 50 | XNROX | Neu Re Est Sec Inc Fd Inc-us | Stock-Other | 0.48% | -0.11% | -11.54% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | UTF | Cohen & Steers Infrastructur | +1.2% | +1225.16% | Add |
| 2 | JGH | Nuveen Global High Income | +0.7% | +4079.18% | Add |
| 3 | EMO | Clearbridge Energy Midstream | +0.7% | +1883.29% | Add |
| 4 | RIV | Rivernorth Opportunities | +0.6% | +1374.73% | Add |
| 5 | BKT | Blackrock Income Trust | +0.6% | +117.08% | Add |
| 6 | GOOGL | Alphabet Inc-cl A | +0.4% | -1.91% | Trim |
| 7 | DLY | Doubleline Yield Opport | +0.3% | NEW | New buy |
| 8 | XNQPX | Nuveen Pa Qlty Muni Inc | +0.3% | +330.31% | Add |
| 9 | BGB | Blackstone Strategic Credit | +0.3% | +141.88% | Add |
| 10 | FTHY | First Trust Hi Yld Opp 2027 | +0.3% | +65.95% | Add |
| 11 | SRV | Nxg Cushing Midstream Energy | +0.3% | NEW | New buy |
| 12 | ✓ | Xai Octagn Flt Rat & Alt Inm | +0.2% | +112.44% | Add |
| 13 | FPF | First Tr Interm Dur & Inc | +0.2% | +111.59% | Add |
| 14 | AVY | Avery Dennison CORP | +0.2% | +6746.77% | Add |
| 15 | LLY | Eli Lilly & Co | +0.1% | -10.41% | Trim |
| 16 | EVRG | Evergy Inc | +0.1% | NEW | New buy |
| 17 | NOC | Northrop Grumman CORP | +0.1% | +173.81% | Add |
| 18 | XMVTX | Blackrock Munivest Fund Ii | +0.1% | +42.33% | Add |
| 19 | IGI | Western Asst Inv Gr Oppor Tr | +0.1% | +63.19% | Add |
| 20 | AMAT | Applied Materials Inc | +0.1% | -6.24% | Trim |
| 21 | CIEN | Ciena CORP | +0.1% | — | Unchanged |
| 22 | ARDC | Ares Dynamic Credit All | +0.1% | NEW | New buy |
| 23 | MS | Morgan Stanley | +0.1% | NEW | New buy |
| 24 | FINS | Angel Oak Financ Strat Inc | +0.1% | +3.17% | Add |
| 25 | ERC | Allspring Multi-sector Inc | +0.1% | +20.19% | Add |
| 26 | TSI | Tcw Strategic Income Fund | +0.1% | +8.12% | Add |
| 27 | SYK | Stryker CORP | +0.1% | +41.37% | Add |
| 28 | COHR | Coherent CORP | +0.1% | -4.56% | Trim |
| 29 | VBF | Invesco Bond Fund | +0.1% | +37.13% | Add |
| 30 | NEE | Nextera Energy Inc | +0.1% | +45.95% | Add |
| 31 | CG | Carlyle Group Inc/the | +0.1% | +36.18% | Add |
| 32 | XBTAX | Blackrock Lng-trm Muni Adv | +0.1% | +101.97% | Add |
| 33 | BBN | Blackrock Taxable Muni Bnd | +0.1% | +5.89% | Add |
| 34 | BTZ | Blackrock Credit Allocation | +0.1% | +8.29% | Add |
| 35 | GOOG | Alphabet Inc-cl C | +0.1% | -10.93% | Trim |
| 36 | CB | Chubb Limited | +0.1% | — | Unchanged |
| 37 | XMQTX | Blackrock Muniyield Qlty Ii | +0.1% | +33.35% | Add |
| 38 | VST | Vistra CORP | +0.1% | NEW | New buy |
| 39 | XEFRX | Eaton Vance Sr Fltg Rate Tr | +0.1% | NEW | New buy |
| 40 | BSL | Blackstone Snr Fltng Rt | +0.1% | NEW | New buy |
| 41 | DMB | Bny Mellon Muni Bnd Infra | +0.1% | NEW | New buy |
| 42 | AAPL | Apple Inc | +0.1% | -3.08% | Trim |
| 43 | ISRG | Intuitive Surgical Inc | +0.1% | -2.79% | Trim |
| 44 | XMCRX | Mfs Charter Income Trust | +0.1% | +16.22% | Add |
| 45 | FCT | First Trust Snr Fl Rt Inc Ii | +0.1% | +340.62% | Add |
| 46 | WDI | Western Asset Divers Inc | +0.1% | NEW | New buy |
| 47 | BSX | Boston Scientific CORP | +0.1% | NEW | New buy |
| 48 | GRX | Gabelli Healthcare & Well | +0.1% | +23.70% | Add |
| 49 | NKE | Nike Inc -cl B | +0.1% | +64.62% | Add |
| 50 | EXK | Exact Sciences CORP | +0.1% | -6.62% | 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 506 disclosed positions in Q4 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, FINS) accounted for 13.3% of total reported equity market value during Q4 2025.
Top New Position Initiated
DLY
市值: $15.7M
Top Position Liquidated / Trimmed
XEVMX
前期市值: $38.8M
During Q4 2025, Sit Investment Associates Inc's top holdings by market value included NVDA (3.1%)、AVGO (3.1%)、FINS (2.7%). The largest single position, NVDA, represented 3.1% of total portfolio value.
In Q4 2025, Sit Investment Associates Inc made 192 total portfolio adjustments, initiating 19 new buys, adding to 66 positions, trimming 89 holdings, and fully liquidating 18 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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Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
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