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CIK: 0000769317
Total reported value
$5.3B
$5.3B
501 檔
12.5%
As reported in its official Q1 2026 Form 13F filing, Sit Investment Associates Inc's tracked investment portfolio stood at $5.3B with 501 total positions.
In Q1 2026, Sit Investment Associates Inc displayed an active expansion posture, initiating 197 new positions and adding to 2 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 501 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 2.92% | +0.18% | -0.76% | |
| 2 | FINS | Angel Oak Financ Strat Inc | Stock-Other | 2.81% | -0.15% | +5.72% | |
| 3 | AVGO | Broadcom Inc | Stock-Tech | 2.78% | +0.19% | +0.03% | |
| 4 | BBN | Blackrock Taxable Muni Bnd | Stock-Other | 2.45% | -0.04% | +11.49% | |
| 5 | AAPL | Apple Inc | Stock-Tech | 2.41% | +0.04% | +1.68% | |
| 6 | MSFT | Microsoft CORP | Stock-Tech | 2.10% | -0.15% | +1.48% | |
| 7 | PPT | Putnam Premier Income Trust | Stock-Other | 2.03% | -0.14% | -0.40% | |
| 8 | BHK | Blackrock Core Bond Trust | Stock-Other | 2.02% | +0.05% | +2.08% | |
| 9 | KTF | Dws Municipal Income Trust | Stock-Other | 1.83% | -0.13% | +0.10% | |
| 10 | TSI | Tcw Strategic Income Fund | Stock-Other | 1.73% | +0.04% | +85.64% | |
| 11 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.67% | +0.27% | -1.00% | |
| 12 | MIN | Mfs Intermediate Inc Trust | Stock-Other | 1.55% | +0.01% | +4.40% | |
| 13 | XEVVX | Eaton Vance LTD Durat Inc | Stock-Other | 1.51% | -0.09% | +21.80% | |
| 14 | PIM | Putnam Master Intrm Inc Tr | Stock-Other | 1.51% | -0.12% | -0.08% | |
| 15 | BTZ | Blackrock Credit Allocation | Stock-Other | 1.42% | -0.07% | +7.96% | |
| 16 | NBB | Nuveen Taxable Municipal Inc | Stock-Other | 1.21% | -0.07% | -0.98% | |
| 17 | BIT | Blackrock Multi-sector Inc | Stock-Other | 1.19% | -0.16% | -5.66% | |
| 18 | JRI | Nuveen Real Asset Inc & Grw | Stock-Other | 1.09% | -0.03% | — | |
| 19 | BKT | Blackrock Income Trust | Stock-Other | 1.06% | +0.04% | -2.58% | |
| 20 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.03% | +0.03% | +1.91% | |
| 21 | DBL | Doubleline Opport Credit | Stock-Other | 0.92% | -0.07% | -10.53% | |
| 22 | HYT | Blackrock CORP Hi Yld | Stock-Other | 0.90% | -0.19% | +1392.94% | |
| 23 | NPFD | Nuveen Var Rt Pref & Inc | Stock-Other | 0.89% | -0.03% | -9.83% | |
| 24 | AMAT | Applied Materials Inc | Stock-Tech | 0.87% | +0.79% | +15.32% | |
| 25 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.85% | -0.09% | +1.24% | |
| 26 | XSCDX | Lmp Capital And Income Fund | Stock-Other | 0.84% | -0.06% | -2.04% | |
| 27 | CRF | Cornerstone Total Return | Stock-Other | 0.81% | -0.33% | -43.00% | |
| 28 | FTHY | First Trust Hi Yld Opp 2027 | Stock-Other | 0.76% | +0.08% | +14.98% | |
| 29 | RA | Brookfield Real Assets Incom | Stock-Other | 0.75% | — | — | |
| 30 | CB | Chubb Limited | Stock-Financials | 0.74% | -0.02% | — | |
| 31 | XNQPX | Nuveen Pa Qlty Muni Inc | Stock-Other | 0.73% | -0.73% | EXIT | |
| 32 | JGH | Nuveen Global High Income | Stock-Other | 0.72% | -0.06% | +0.18% | |
| 33 | JHS | John Hancock Income Sec Tr | Stock-Other | 0.71% | -0.01% | -0.47% | |
| 34 | JFR | Nuveen Floating Rate Income | Stock-Other | 0.71% | -0.12% | +1.35% | |
| 35 | JMM | Nuveen Multi-market Income | Stock-Other | 0.68% | -0.04% | -0.65% | |
| 36 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.67% | — | -0.23% | |
| 37 | UTF | Cohen & Steers Infrastructur | Stock-Other | 0.65% | -0.40% | -53.44% | |
| 38 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.64% | +0.11% | +6.69% | |
| 39 | BGB | Blackstone Strategic Credit | Stock-Other | 0.62% | +0.16% | +35.93% | |
| 40 | ANET | Arista Networks Inc | Stock-Tech | 0.62% | +0.18% | -5.83% | |
| 41 | FSSL | Fs Specialty Lending Fund | Stock-Other | 0.61% | -0.06% | — | |
| 42 | MYI | Blackrock Muniyield Qlty Iii | Stock-Other | 0.58% | -0.19% | +1219.23% | |
| 43 | WMB | Williams Cos Inc | Stock-Energy | 0.58% | -0.08% | -6.71% | |
| 44 | EMO | Clearbridge Energy Midstream | Stock-Other | 0.57% | -0.49% | -31.30% | |
| 45 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.57% | +0.11% | +7.59% | |
| 46 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.57% | +0.03% | -6.51% | |
| 47 | RIV | Rivernorth Opportunities | Stock-Other | 0.56% | -0.01% | -9.85% | |
| 48 | FMY | First Trust Mortgage Income | Stock-Other | 0.55% | -0.04% | -0.61% | |
| 49 | MGF | Mfs Govt Markets Inc Trust | Stock-Other | 0.54% | +0.04% | +3.88% | |
| 50 | ERC | Allspring Multi-sector Inc | Stock-Other | 0.52% | +0.04% | -6.24% |
According to official SEC Form 13F filings, Sit Investment Associates Inc reported a total U.S. public equity portfolio value of $5.3B across 501 disclosed positions in Q1 2026.
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, FINS, AVGO) accounted for 12.5% of total reported equity market value during Q1 2026.
Top New Position Initiated
NVDA
市值: $143.7M
Top Position Liquidated / Trimmed
MEGI
前期市值: $10.0M
During Q1 2026, Sit Investment Associates Inc's top holdings by market value included NVDA (2.9%)、FINS (2.8%)、AVGO (2.8%). The largest single position, NVDA, represented 2.9% of total portfolio value.
In Q1 2026, Sit Investment Associates Inc made 200 total portfolio adjustments, initiating 197 new buys, adding to 2 positions, trimming 0 holdings, and fully liquidating 1 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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