SIT INVESTMENT ASSOCIATES INC

CIK: 0000769317Latest portfolio: $5.0B · Q4 2025

Holdings

506

Total Value

$5.0B

New Positions

23

Closed Positions

33

#StockSharesValue% PortfolioChangeType
1
NVDANVIDIA CORP
830,362$154.0M3.08%-40,294
2
AVGOBROADCOM INC
442,745$153.0M3.06%-24,181
3
FINSANGEL OAK FINANCIAL STRAT INC
10,285,734$135.0M2.70%+317K
4
MSFTMICROSOFT CORP
274,885$132.0M2.64%-10,170
5
AAPLAPPLE INC
459,252$124.0M2.48%-14,577
6
BBNBLACKROCK TAXABLE MUNI BOND TR
6,694,566$109.0M2.18%+372K
7
BHKBLACKROCK CORE BOND TRUST BHK
10,637,573$102.0M2.04%-151,611
8
PPTPUTNAM PREMIER INCOME TRUST PP
28,292,873$100.0M2.00%+992K
9
GOOGLALPHABET INC - CL A
288,177$90.0M1.80%-5,615
10
KTFDWS MUNICIPAL INCOME TRUST KTF
9,883,177$89.0M1.78%+51K
11
CRFCORNERSTONE TOTAL RETURN FD CR
10,090,707$80.0M1.60%-1,374,043
12
MINMFS INTERMEDIATE INCOME TRUST
29,167,975$76.0M1.52%+213K
13
PIMPUTNAM MASTER INTERMEDIATE INC
22,729,288$75.0M1.50%-761,587
14
BTZBLACKROCK CREDIT ALLOCATION IN
6,430,309$69.0M1.38%+492K
15
XEVVXEATON VANCE LIMITED DURATION I
6,460,942$64.0M1.28%+44K
16
BITBLACKROCK MULTI SECTOR INC TR
4,961,943$64.0M1.28%-88,322
17
UTFCOHEN & STEERS INFRASTRUCTURE
2,644,374$63.0M1.26%+2.4M
18
NBBNUVEEN BUILD AMERICA BOND FD N
3,831,416$60.0M1.20%+76K
19
AMZNAMAZON.COM INC
240,189$55.0M1.10%-2,115
20
BKTBLACKROCK INCOME TR INC BKT
5,050,211$55.0M1.10%+2.7M
21
DBLDOUBLELINE OPP CREDIT FD DBL
3,469,728$52.0M1.04%+68K
22
NPFDNUVEEN VAR RT PREF & INC NPFD
2,689,668$51.0M1.02%-63,572
23
TSITCW STRATEGIC INCOME FD TSI
10,208,852$50.0M1.00%+767K
24
METAMETA PLATFORMS INC CLASS A
72,198$47.0M0.94%+4K
25
XSCDXLMP CAPITAL & INCOME FD INC SC
2,837,709$42.0M0.84%-247,327

Quarterly Changes

New Positions

Closed Positions

Increased Positions

NameSharesChange
XFLT5.5M+2.9M
BKT5.1M+2.7M
RIV2.8M+2.6M
UTF2.6M+2.4M
PPT28.3M+992K
FTHY2.4M+962K
EMO778K+738K
MCR4.0M+557K
HIO2.2M+557K
ERC3.1M+514K

Decreased Positions

NameSharesChange
MUC127K-1594922
CRF10.1M-1374043
CLM4.6M-1336818
XNROX8.0M-1039135
AVK2.4M-893756
PIM22.7M-761587
JFR4.6M-747722
EHI3.4M-526119
NAD245K-438896
NBXG1.0M-405020

Sector Breakdown

TechnologyNaN% ($InfinityT)
Financial ServicesNaN% ($InfinityT)
Industrials0.0% ($1.5000130001200013e+199T)
Unknown0.0% ($6.400042000240001e+154T)
Healthcare0.0% ($3.4000310002000015e+148T)
Consumer Cyclical0.0% ($5.500023000210002e+64T)
Energy0.0% ($2.5000130001100085e+46T)
Utilities0.0% ($9.000900080006e+36T)
Communication Services0.0% ($9.000047000260001e+35T)
Basic Materials0.0% ($1.9000600030003e+26T)
Consumer Defensive0.0% ($9.000900060004999e+21T)
Real Estate0.0% ($800050003000.3T)

Filing History

QuarterFiling DatePortfolio ValueHoldings
Q4 2025Feb 12, 2026$5.0B506
Q3 2025Nov 13, 2025$4.9B516
Q2 2025Aug 14, 2025$4.7B524
Q1 2025May 13, 2025$4.3B522
Q4 2024Feb 13, 2025$4.4B530

Fund Information

CIK0000769317
Most Recent FilingFeb 12, 2026
Number of Filings5

SIT INVESTMENT ASSOCIATES INC is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $5.0B across 506 holdings. The largest position is NVIDIA CORP (NVDA), representing 3.1% of the portfolio. Compared to the previous quarter, the fund opened 23 new positions and closed 33 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.