SIT INVESTMENT ASSOCIATES INC Q2 2025 Filing

Filed August 14, 2025

Portfolio Value

$4.7B

Holdings

523

Report Date

Q2 2025

Filing Type

13F-HR

All Holdings (523 positions)

#StockSharesValue% PortfolioType
101
ASMLASML HOLDING NV
14,475$11.6M0.25%
102
A4SAMERIPRISE FINANCIAL INC
21,579$11.5M0.25%
103
FLCFLAHERTY & CRUMRINE TOTAL RETU
669,089$11.4M0.24%
104
XEVGXEATON VANCE SHORT DUR DIVERSIF
1,027,640$11.3M0.24%
105
NADNUVEEN QUALITY MUNICIPAL INC F
992,323$11.2M0.24%
106
DC4DEXCOM INC
128,023$11.2M0.24%
107
WMWASTE MANAGEMENT INC
48,750$11.2M0.24%
108
FPFFIRST TR INTER DUR PFD & FPF
590,629$11.1M0.24%
109
NINISOURCE INC
269,955$10.9M0.23%
110
CSCOCISCO SYSTEMS INC
156,700$10.9M0.23%
111
PHTPIONEER HIGH INCOME FUND PHT
1,336,272$10.8M0.23%
112
RTXRTX CORP
73,730$10.8M0.23%
113
SYKSTRYKER CORP
27,065$10.7M0.23%
114
CGCARLYLE GROUP INC/THE
207,235$10.7M0.23%
115
DGXQUEST DIAGNOSTICS INC
57,843$10.4M0.22%
116
DTFDTF TAX-FREE INCOME INC DTF
918,069$10.3M0.22%
117
ADSKAUTODESK INC
32,670$10.1M0.22%
118
XYLXYLEM INC
78,150$10.1M0.22%
119
UNPUNION PACIFIC CORP
43,563$10.0M0.21%
120
PEGPUBLIC SVC ENTERPRISE GRP
115,895$9.8M0.21%
121
JPCNUVEEN PREFERRED INCOME OPPORT
1,196,141$9.6M0.20%
122
SHELSHELL PLC ADR
136,030$9.6M0.20%
123
JNJJOHNSON & JOHNSON
62,580$9.6M0.20%
124
PEPPEPSICO INC
72,308$9.5M0.20%
125
METMETLIFE INC
118,020$9.5M0.20%
126
XNEAXNUVEEN AMT-FREE QUALITY MUNI I
868,916$9.5M0.20%
127
ICEINTERCONTINENTAL EXCHANGE INC
50,635$9.3M0.20%
128
EMREMERSON ELECTRIC CO
68,372$9.1M0.19%
129
BGBBLACKSTONE STRAT CR 2027 TERM
747,429$9.1M0.19%
130
XBGYXBLACKROCK ENH INTL DVD TR BGY
1,560,567$9.0M0.19%
131
BCXBLACKROCK RESOURCES & COMMOD B
952,756$9.0M0.19%
132
ULTAULTA BEAUTY INC
19,202$9.0M0.19%
133
CSXCSX CORP
273,000$8.9M0.19%
134
GBABGUGGENHEIM TAXABLE MUNI MANAGE
589,739$8.9M0.19%
135
CTRECARETRUST REIT INC
289,555$8.9M0.19%
136
PTCPTC INC
50,720$8.7M0.19%
137
FDXFEDEX CORP
38,384$8.7M0.19%
138
HUBSHUBSPOT INC
15,550$8.7M0.18%
139
BACVERIZON COMMUNICATIONS INC
197,675$8.6M0.18%
140
IBMINTL BUSINESS MACHINES CORP
28,121$8.3M0.18%
141
DHFBNY MELLON HIGH YIELD STRATEGI
3,147,462$8.2M0.17%
142
AJGARTHUR J GALLAGHER & CO
25,064$8.0M0.17%
143
HIGHARTFORD INSURANCE GROUP INC
62,465$7.9M0.17%
144
ECFELLSWORTH GROWTH AND INCOME FD
772,042$7.9M0.17%
145
AIGAMERICAN INTERNATIONAL GROUP I
92,014$7.9M0.17%
146
VKQINVESCO MUNICIPAL TRUST VKQ
856,256$7.8M0.17%
147
PHPARKER-HANNIFIN CORP
11,129$7.8M0.17%
148
MDTMEDTRONIC PLC
89,115$7.8M0.17%
149
CMUMFS HIGH YIELD MUNI TR CMU
2,328,607$7.8M0.17%
150
AXSAXIS CAPITAL HOLDINGS LTD
74,380$7.7M0.16%
151
TTWOTAKE-TWO INTERACTIVE SOFTWARE
31,542$7.7M0.16%
152
WEAWESTERN ASSET PREMIER BOND FUN
705,730$7.7M0.16%
153
XOMEXXON MOBIL CORP
71,000$7.7M0.16%
154
EMEEMCOR GROUP INC
13,815$7.4M0.16%
155
XEADXALLSPRING INCOME OPPORTUNITIES
1,012,599$7.1M0.15%
156
IQIINVESCO QUALITY MUNICIPAL INCO
746,463$7.0M0.15%
157
VRTVERTIV HOLDINGS CO-A
54,237$7.0M0.15%
158
VBFINVESCO BOND FUND VBF
449,899$6.9M0.15%
159
PSAPUBLIC STORAGE
23,610$6.9M0.15%
160
VGMINVESCO TRUST FOR INV GRADE MU
727,956$6.9M0.15%
161
XFFCXFLAHERTY & CRUMRINE PFD SEC IN
418,047$6.8M0.15%
162
MUMICRON TECHNOLOGY INC
55,145$6.8M0.15%
163
SHWSHERWIN-WILLIAMS CO/THE
19,695$6.8M0.14%
164
ALIZYALLIANZ SE ADR
165,599$6.7M0.14%
165
SONYSONY GROUP CORPORATION ADR
257,600$6.7M0.14%
166
JPXAEROVIRONMENT INC
23,123$6.6M0.14%
167
PFDFLAHERTY & CRUMRINE PFD INC PF
568,232$6.4M0.14%
168
AFBALLIANCEBERNSTEIN NATIONAL MUN
613,975$6.3M0.14%
169
NEENEXTERA ENERGY INC
90,547$6.3M0.13%
170
EHCENCOMPASS HEALTH CORP
51,195$6.3M0.13%
171
PFOFLAHERTY & CRUMRINE PFD INC P
669,332$6.2M0.13%
172
HUBBHUBBELL INC
15,010$6.1M0.13%
173
JHIJOHN HANCOCK INVESTORS TR JHI
441,920$6.1M0.13%
174
NXJNUVEEN NJ QUALITY MUNI INC FD
532,121$6.0M0.13%
175
GRXGABELLI HLTH CARE & WELLNESSRX
635,046$6.0M0.13%
176
THCTENET HEALTHCARE CORP
33,925$6.0M0.13%
177
XFEBFIRST TR SPEC FIN OPP FD FBDC
1,415,410$5.9M0.13%
178
MVFBLACKROCK MUNIVEST FUND MVF
891,518$5.9M0.13%
179
BKBANK OF NEW YORK MELLON CORP
63,315$5.8M0.12%
180
AGXARGAN INC
26,115$5.8M0.12%
181
VMOINVESCO MUNICIPAL OPPORTUNITY
623,992$5.7M0.12%
182
CCEPCOCA-COLA EUROPACIFIC PARTNERS
61,300$5.7M0.12%
183
AXONAXON ENTERPRISE INC
6,800$5.6M0.12%
184
LHXL3HARRIS TECHNOLOGIES INC
22,435$5.6M0.12%
185
TYGTORTOISE ENERGY INFRASTRUCTURE
126,135$5.5M0.12%
186
IGIWESTERN ASSET INV GRA DEF OPP
333,360$5.5M0.12%
187
FITBFIFTH THIRD BANCORP
132,500$5.5M0.12%
188
CSLCARLISLE COS INC
14,485$5.4M0.12%
189
BCVBANCROFT FUND LTD BCV
284,438$5.4M0.11%
190
ALAIR LEASE CORP
91,565$5.4M0.11%
191
XTEAXTORTOISE SUSTAIN & SOC IMPCT T
436,221$5.3M0.11%
192
BAHBOOZ ALLEN HAMILTON HOLDING CO
50,875$5.3M0.11%
193
MDLZMONDELEZ INTERNATIONAL INC
78,551$5.3M0.11%
194
STZCONSTELLATION BRANDS INC
32,468$5.3M0.11%
195
CXHMFS INVESTMENT GRADE MUNICIPAL
686,794$5.2M0.11%
196
VKIINVESCO ADVANTAGE MUNI INC TRU
615,330$5.2M0.11%
197
PODDINSULET CORP
16,357$5.1M0.11%
198
AKXANSYS INC
14,257$5.0M0.11%
199
NKENIKE INC CL B
70,486$5.0M0.11%
200
GGTGABELLI MULTIMEDIA TRUST GGT
1,207,498$5.0M0.11%
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