SITTNER & NELSON, LLC

CIK: 0001846138Latest portfolio: $282.6M · Q4 2025

Holdings

531

Total Value

$282.6M

New Positions

61

Closed Positions

14

#StockSharesValue% PortfolioChangeType
1
AAPLAPPLE INC
167,893$46.7M16.53%-555
2
MINTPIMCO ETF TR
97,550$9.8M3.47%+7K
3
NVDANVIDIA CORPORATION
50,040$9.3M3.28%+657
4
MSFTMICROSOFT CORP
20,320$8.2M2.88%-266
5
CGDGCAPITAL GROUP DIVIDEND VALUE
171,112$7.8M2.75%+15K
6
GOOGALPHABET INC
22,861$7.4M2.61%+134
7
GOOGLALPHABET INC
20,635$6.7M2.36%+400
8
COSTCOSTCO WHSL CORP NEW
6,502$6.5M2.30%-515
9
BRK-BBERKSHIRE HATHAWAY INC DEL
8$6.1M2.16%
10
SBUXSTARBUCKS CORP
51,091$5.1M1.80%+2K
11
CVXCHEVRON CORP NEW
27,207$4.9M1.74%-405
12
MINOPIMCO ETF TR
105,239$4.8M1.70%+69K
13
JPMJPMORGAN CHASE & CO.
14,186$4.6M1.62%+38
14
JPXAEROVIRONMENT INC
17,460$4.5M1.59%-128
15
SMMUPIMCO ETF TR
86,441$4.4M1.55%+51K
16
SYKSTRYKER CORPORATION
11,561$4.1M1.47%-209
17
CGUSCAPITAL GROUP CORE EQUITY ET
95,570$3.9M1.38%+16K
18
AMZNAMAZON COM INC
17,966$3.8M1.34%+1K
19
SPYSPDR S&P 500 ETF TR
5,355$3.7M1.31%
20
JNJJOHNSON & JOHNSON
13,735$3.3M1.17%+115
21
FASTFASTENAL CO
68,495$3.3M1.16%+226
22
TMSLT ROWE PRICE ETF INC
77,769$3.0M1.08%+12K
23
CGXUCAPITAL GROUP INTL FOCUS EQT
93,391$3.0M1.05%+11K
24
AMGNAMGEN INC
7,382$2.8M1.00%+106
25
GBXGREENBRIER COS INC
51,832$2.8M1.00%+905

Quarterly Changes

New Positions

Closed Positions

Increased Positions

NameSharesChange
SMMU86K+51K
CGIC35K+25K
CGUS96K+16K
CGDG171K+15K
TMSL78K+12K
CGIE33K+11K
CGXU93K+11K
MPT43K+10K
WINN53K+9K
TCAF34K+8K

Decreased Positions

NameSharesChange
COLB32K-5460
WY50K-4030
DOW2K-3000
FEMR8K-2000
KNF4K-1886
UPS4K-1268
AMAT1K-833
CARR3K-598
MDT7K-593
EW25K-570

Sector Breakdown

Financial ServicesNaN% ($InfinityT)
Technology0.0% ($4.669492778151175e+136T)
Healthcare0.0% ($4.142329628371934e+121T)
Industrials0.0% ($3.2692830230122793e+112T)
Consumer Cyclical0.0% ($5.08037782250194e+62T)
Unknown0.0% ($6.100449013241286e+60T)
Energy0.0% ($4.920203865359745e+57T)
Consumer Defensive0.0% ($6.50914738037885e+51T)
Basic Materials0.0% ($1.712101947646943e+49T)
Communication Services0.0% ($7.386666217269359e+30T)
Utilities0.0% ($3.713162782772752e+26T)
Real Estate0.0% ($1342258983327.2T)

Filing History

QuarterFiling DatePortfolio ValueHoldings
Q4 2025Feb 11, 2026$282.6M534
Q3 2025Nov 14, 2025$275.1B485
Q2 2025Aug 8, 2025$248.6B507
Q1 2025May 13, 2025$234.4B499
Q4 2024Feb 11, 2025$230.7B493

Fund Information

CIK0001846138
Most Recent FilingFeb 11, 2026
Number of Filings5

SITTNER & NELSON, LLC 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 $282.6M across 531 holdings. The largest position is APPLE INC (AAPL), representing 16.5% of the portfolio. Compared to the previous quarter, the fund opened 62 new positions and closed 15 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.