SI

Sit Investment Associates INC

Diversified strategyHigh-turnover traderMomentum follower

Total reported value

$4.9B

Reporting period: 2026-03-31 · Number of holdings: 501

SIT INVESTMENT ASSOCIATES INC disclosed 501 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $4.9B and a quarterly turnover rate of 194.4%.

Personality snowflake

Concentration
3.88
Portfolio Stability
100
Momentum/Contrarian
100
Sector conviction
59.39
Diversification
100
Sizing Uniformity
80.32

Recent moves

  • New buy NVDA

  • New buy FINS

  • New buy AVGO

  • New buy BBN

  • New buy AAPL

  • New buy MSFT

Holdings Map

New buyAddUnchangedTrim

Top 10 holdings by weight

Full holdings list this quarter

#TickerIssuerAsset SubclassWeightWeight ChangeShares Change4Q Trend
1NVDANvidia CORPStock-Tech2.92%+2.92%NEW
2FINSAngel Oak Financ Strat INCStock-Other2.81%+2.81%NEW
3AVGOBroadcom INCStock-Tech2.78%+2.78%NEW
4BBNBlackrock Taxable Muni BndStock-Other2.45%+2.45%NEW
5AAPLApple INCStock-Tech2.41%+2.41%NEW
6MSFTMicrosoft CORPStock-Tech2.10%+2.10%NEW
7PPTPutnam Premier Income TrustStock-Other2.03%+2.03%NEW
8BHKBlackrock Core Bond TrustStock-Other2.02%+2.02%NEW
9KTFDws Municipal Income TrustStock-Other1.83%+1.83%NEW
10TSITcw Strategic Income FundStock-Other1.73%+1.73%NEW
11GOOGLAlphabet Inc-cl AStock-Comm Services1.67%+1.67%NEW
12MINMfs Intermediate INC TrustStock-Other1.55%+1.55%NEW
13XEVVXEaton Vance LTD Durat INCStock-Other1.51%+1.51%NEW
14PIMPutnam Master Intrm INC TrStock-Other1.51%+1.51%NEW
15BTZBlackrock Credit AllocationStock-Other1.42%+1.42%NEW
16NBBNuveen Taxable Municipal INCStock-Other1.21%+1.21%NEW
17BITBlackrock Multi-sector INCStock-Other1.19%+1.19%NEW
18JRINuveen Real Asset INC & GrwStock-Other1.09%+1.09%NEW
19BKTBlackrock Income TrustStock-Other1.06%+1.06%NEW
20AMZNAmazon.com INCStock-Consumer Disc1.03%+1.03%NEW
21DBLDoubleline Opport CreditStock-Other0.92%+0.92%NEW
22HYTBlackrock CORP Hi YldStock-Other0.90%+0.90%NEW
23NPFDNuveen Var Rt Pref & INCStock-Other0.89%+0.89%NEW
24AMATApplied Materials INCStock-Tech0.87%+0.87%NEW
25METAMeta Platforms Inc-class AStock-Comm Services0.85%+0.85%NEW
26XSCDXLmp Capital And Income FundStock-Other0.84%+0.84%NEW
27CRFCornerstone Total ReturnStock-Other0.81%+0.81%NEW
28FTHYFirst Trust Hi Yld Opp 2027Stock-Other0.76%+0.76%NEW
29RABrookfield Real Assets IncomStock-Other0.75%——
30CBChubb LimitedStock-Financials0.74%+0.74%NEW
31XNQPXNuveen Pa Qlty Muni INCStock-Other0.73%+0.73%NEW
32JGHNuveen Global High IncomeStock-Other0.72%+0.72%NEW
33JHSJohn Hancock Income Sec TrStock-Other0.71%+0.71%NEW
34JFRNuveen Floating Rate IncomeStock-Other0.71%+0.71%NEW
35JMMNuveen Multi-market IncomeStock-Other0.68%+0.68%NEW
36JPMJpmorgan Chase & CoStock-Financials0.67%+0.67%NEW
37UTFCohen & Steers InfrastructurStock-Other0.65%+0.65%NEW
38LLYEli Lilly & CoStock-Healthcare0.64%+0.64%NEW
39BGBBlackstone Strategic CreditStock-Other0.62%+0.62%NEW
40ANETArista Networks INCStock-Tech0.62%+0.62%NEW
41FSSLFs Specialty Lending FundStock-Other0.61%——
42MYIBlackrock Muniyield Qlty IiiStock-Other0.58%+0.58%NEW
43WMBWilliams Cos INCStock-Energy0.58%+0.58%NEW
44EMOClearbridge Energy MidstreamStock-Other0.57%+0.57%NEW
45UNHUnitedhealth Group INCStock-Healthcare0.57%+0.57%NEW
46GSGoldman Sachs Group INCStock-Financials0.57%+0.57%NEW
47RIVRivernorth OpportunitiesStock-Other0.56%+0.56%NEW
48FMYFirst Trust Mortgage IncomeStock-Other0.55%+0.55%NEW
49MGFMfs Govt Markets INC TrustStock-Other0.54%+0.54%NEW
50ERCAllspring Multi-sector INCStock-Other0.52%+0.52%NEW
1–50 of 501

Holding changes this quarter

Sit Investment Associates INC's most significant position changes for 2026-03-31: New buy: Nvidia CORP (NVDA); New buy: Angel Oak Financ Strat INC (FINS); New buy: Broadcom INC (AVGO); New buy: Blackrock Taxable Muni Bnd (BBN); New buy: Apple INC (AAPL).

Position changes disclosed by Sit Investment Associates INC for the quarter ending 2026-03-31, including ticker, issuer, weight change, shares change, and action
#TickerIssuerWeight ChangeShares ChangeAction
1NVDANvidia CORP—NEWNew buy
2FINSAngel Oak Financ Strat INC—NEWNew buy
3AVGOBroadcom INC—NEWNew buy
4BBNBlackrock Taxable Muni Bnd—NEWNew buy
5AAPLApple INC—NEWNew buy
6MSFTMicrosoft CORP—NEWNew buy
7PPTPutnam Premier Income Trust—NEWNew buy
8BHKBlackrock Core Bond Trust—NEWNew buy
9KTFDws Municipal Income Trust—NEWNew buy
10TSITcw Strategic Income Fund—NEWNew buy
11GOOGLAlphabet Inc-cl A—NEWNew buy
12MINMfs Intermediate INC Trust—NEWNew buy
13XEVVXEaton Vance LTD Durat INC—NEWNew buy
14PIMPutnam Master Intrm INC Tr—NEWNew buy
15BTZBlackrock Credit Allocation—NEWNew buy
16NBBNuveen Taxable Municipal INC—NEWNew buy
17BITBlackrock Multi-sector INC—NEWNew buy
18JRINuveen Real Asset INC & Grw—NEWNew buy
19BKTBlackrock Income Trust—NEWNew buy
20AMZNAmazon.com INC—NEWNew buy
21DBLDoubleline Opport Credit—NEWNew buy
22HYTBlackrock CORP Hi Yld—NEWNew buy
23NPFDNuveen Var Rt Pref & INC—NEWNew buy
24AMATApplied Materials INC—NEWNew buy
25METAMeta Platforms Inc-class A—NEWNew buy
26XSCDXLmp Capital And Income Fund—NEWNew buy
27CRFCornerstone Total Return—NEWNew buy
28FTHYFirst Trust Hi Yld Opp 2027—NEWNew buy
29CBChubb Limited—NEWNew buy
30XNQPXNuveen Pa Qlty Muni INC—NEWNew buy
31JGHNuveen Global High Income—NEWNew buy
32JHSJohn Hancock Income Sec Tr—NEWNew buy
33JFRNuveen Floating Rate Income—NEWNew buy
34JMMNuveen Multi-market Income—NEWNew buy
35JPMJpmorgan Chase & Co—NEWNew buy
36UTFCohen & Steers Infrastructur—NEWNew buy
37LLYEli Lilly & Co—NEWNew buy
38BGBBlackstone Strategic Credit—NEWNew buy
39ANETArista Networks INC—NEWNew buy
40MYIBlackrock Muniyield Qlty Iii—NEWNew buy
41WMBWilliams Cos INC—NEWNew buy
42EMOClearbridge Energy Midstream—NEWNew buy
43UNHUnitedhealth Group INC—NEWNew buy
44GSGoldman Sachs Group INC—NEWNew buy
45RIVRivernorth Opportunities—NEWNew buy
46FMYFirst Trust Mortgage Income—NEWNew buy
47MGFMfs Govt Markets INC Trust—NEWNew buy
48ERCAllspring Multi-sector INC—NEWNew buy
49XMCRXMfs Charter Income Trust—NEWNew buy
50GOOGAlphabet Inc-cl C—NEWNew buy

FAQ

What is Sit Investment Associates INC and what type of investor is it?
Sit Investment Associates INC is a investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-03-31), the firm manages a tracked equity portfolio valued at approximately $4.9B, spread across 501 disclosed positions.
What are Sit Investment Associates INC's largest equity positions?
Based on the latest 13F filing, Sit Investment Associates INC's top holdings by market value are: 1. Nvidia CORP (NVDA) — $143.7M (2.9%) 2. Angel Oak Financ Strat INC (FINS) — $138.6M (2.8%) 3. Broadcom INC (AVGO) — $137.1M (2.8%) 4. Blackrock Taxable Muni Bnd (BBN) — $120.7M (2.5%) 5. Apple INC (AAPL) — $118.5M (2.4%)
What changes did Sit Investment Associates INC make in its most recent portfolio filing?
In the latest quarter, Sit Investment Associates INC was primarily adding exposure — initiating 50 new positions and adding to 0 existing holdings. The largest of these moves: New buy: Nvidia CORP (NVDA); New buy: Angel Oak Financ Strat INC (FINS); New buy: Broadcom INC (AVGO); New buy: Blackrock Taxable Muni Bnd (BBN); New buy: Apple INC (AAPL)
What sectors does Sit Investment Associates INC focus on?
Sit Investment Associates INC is concentrated in the following sectors based on its current disclosed equity portfolio: • Information Technology: 37.2% • Financials: 12.8% • Industrials: 12.8% • Health Care: 10.8% • Communication Services: 8.3% • Consumer Discretionary: 7.4%