Sit Investment Associates Inc

Institutional manager — quarterly 13F holdings, Q ending 2026-03-31

Reported value
$4.9M
Q ending 2026-03-31
Prior quarter
$82K
Q ending 2025-12-31
Change
+5941.0% QoQ · +15.5% YoY
Positions
501
reported holdings

Largest positions

Top 100 of 501 reported positions by value, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
HoldingTickerTypeValueShares
Nvidia CorpNVDAShares$144K824K
Angel Oak Financial Strat IncFINSShares$139K10.9M
Broadcom IncAVGOShares$137K443K
Blackrock Taxable Muni Bond TrBBNShares$121K7.5M
Apple IncAAPLShares$119K467K
Microsoft CorpMSFTShares$103K279K
Putnam Premier Income Trust PpPPTShares$100K28.2M
Blackrock Core Bond Trust BhkBHKShares$99K10.9M
Dws Municipal Income Trust KtfKTFShares$90K9.9M
Tcw Strategic Income Fd TsiTSIShares$85K19.0M
Alphabet Inc - Cl AGOOGLShares$82K285K
Mfs Intermediate Income TrustMINShares$76K30.5M
Eaton Vance Limited Duration IXEVVXShares$74K7.9M
Putnam Master Intermediate IncPIMShares$74K22.7M
Blackrock Credit Allocation InBTZShares$70K6.9M
Nuveen Build America Bond Fd NNBBShares$59K3.8M
Blackrock Multi Sector Inc TrBITShares$59K4.7M
Nuveen Real Asset Inc & Grw JrJRIShares$54K4.4M
Blackrock Income Tr Inc BktBKTShares$52K4.9M
Amazon.Com IncAMZNShares$51K245K
Doubleline Opp Credit Fd DblDBLShares$45K3.1M
Blackrock Corp High Yield Fd HHYTShares$45K5.2M
Nuveen Var Rt Pref & Inc NpfdNPFDShares$44K2.4M
Applied Materials IncAMATShares$43K125K
Meta Platforms Inc Class AMETAShares$42K73K
Lmp Capital & Income Fd Inc ScXSCDXShares$42K2.8M
Cornerstone Total Return Fd CrCRFShares$40K5.8M
First Tr High Yield Opp 2027 FFTHYShares$38K2.8M
Brookfield Real Assets Inc FdRAShares$37K2.9M
Chubb LtdShares$36K112K
Nuveen Pa Quality Muni Inc FdXNQPXShares$36K3.0M
Nuveen Global High Income Fd JJGHShares$36K2.9M
John Hancock Income SecuritiesJHSShares$35K3.2M
Nuveen Floating Rate Inc Fd JfJFRShares$35K4.6M
Nuveen Multi-Market Inc Fd JmmJMMShares$34K5.7M
Jpmorgan Chase & CoJPMShares$33K112K
Cohen & Steers InfrastructureUTFShares$32K1.2M
Eli Lilly & CoLLYShares$32K34K
Blackstone Strat Cr 2027 TermBGBShares$31K2.8M
Arista Networks IncANETShares$31K250K
Fs Specialty Lending Fund FsslFSSLShares$30K2.4M
Blackrock Muniyield Quality FdMYIShares$28K2.7M
Williams Cos Inc/TheWMBShares$28K389K
Clearbridge Energy Midstream OEMOShares$28K534K
Unitedhealth Group IncUNHShares$28K103K
Goldman Sachs Group Inc/TheGSShares$28K33K
Rivernorth Opprtunities Fd RivRIVShares$28K2.5M
First Tr Mortgage Income Fd FmFMYShares$27K2.3M
Mfs Government Markets IncomeMGFShares$27K9.1M
Allspring Multi-Sector Inc FdERCShares$26K2.9M
Mfs Charter Income Trust McrXMCRXShares$25K4.1M
Alphabet Inc - Cl CGOOGShares$24K84K
Tjx Cos Inc/TheTJXShares$24K150K
Advent Claymore Cv Sec And IncAVKShares$24K2.1M
Visa IncVShares$24K78K
First Tr Inter Dur Pfd & FpfFPFShares$21K1.2M
Home Depot IncHDShares$21K63K
Linde PlcShares$20K40K
Fs Credit Opportunities Fd FsFSCOShares$20K3.9M
Astrazeneca PlcShares$20K100K
Flaherty & Crumrine Total RetuFLCShares$20K1.2M
Honeywell International IncHONGBPShares$18K81K
Abbott LaboratoriesABTShares$18K174K
Asml Holding NvShares$18K13K
Western Asset Global High IncEHIShares$18K3.0M
Intuit IncINTUShares$18K41K
Nuveen Mortgage & Income Fd JlJLSShares$17K960K
Clough Global Opp Fd GloGLOShares$17K3.1M
Gabelli Divd & Income Tr GdvXGDVXShares$17K639K
Mcdonald'S CorpMCDShares$17K55K
Monolithic Power Systems IncMPWRShares$17K15K
Ciena CorpCIENShares$17K43K
Aberdeen Inc Credit StrategiesACPShares$16K3.2M
Invesco Bond Fund VbfVBFShares$16K1.1M
Clough Global Equity Fd GlqXGLQXShares$16K2.1M
Flaherty & Crumrine Pfd Inc PfPFDShares$15K1.3M
Palo Alto Networks IncPANWShares$15K92K
General American Investors CoGAMShares$15K249K
Bank Of America CorpBACShares$14K296K
Doubleline Yield Opp Fd DlyDLYShares$14K1.0M
Intuitive Surgical IncISRGShares$14K31K
Neuberger Real Estate Sec IncXNROXShares$14K5.0M
Virtus Global Multi-Sector IncVGIShares$14K1.9M
Pgim Short Dur Hi Yld SdhySDHYShares$14K879K
Cheniere Energy IncLNGShares$14K50K
Western Asset Inv Grade Inc FdPAIShares$14K1.2M
Western Asset Inv Gra Def OppIGIShares$14K856K
Te Connectivity PlcShares$14K66K
Flaherty & Crumrine Pfd Inc PPFOShares$14K1.5M
Siemens Ag AdrSIEGYShares$14K112K
Flowserve CorpFLSShares$14K184K
Argan IncAGXShares$14K25K
Vertiv Holdings Co-AVRTShares$13K53K
Ameriprise Financial IncAMPShares$13K30K
Calamos Lng/Shrt Eq & Dyn CpzCPZShares$13K979K
Netflix IncNFLXShares$13K137K
Stryker CorpSYKShares$13K39K
Bny Mellon Strategic Muni BondDSMShares$13K2.1M
Exxon Mobil CorpXOMShares$13K74K
Accenture Plc Cl AShares$12K63K

Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.