Sit Investment Associates Inc
Net buyer this quarter
$5.28B
509
+$73.1M
23.2%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 NVDA | $164M | 3.10% | 0.00% | -0.5% | Q1 2017 |
 AVGO | $157M | 2.97% | 0.01% | -6.1% | Q1 2016 |
 FINS | $140M | 2.66% | Not reported | +0.8% | Q3 2021 |
 AAPL | $130M | 2.45% | 0.00% | -4.0% | Q2 2013 |
 BBN | $128M | 2.41% | Not reported | +5.7% | Q2 2013 |
| BHK | $109M | 2.07% | Not reported | +10.0% | Q2 2013 |
 MSFT | $103M | 1.95% | 0.00% | -1.1% | Q2 2013 |
 GOOGL | $103M | 1.94% | 0.00% | +0.8% | Q4 2015 |
 PPT | $99.9M | 1.89% | Not reported | +1.6% | Q2 2013 |
 TSI | $93.6M | 1.77% | Not reported | +9.5% | Q1 2014 |
 KTF | $90M | 1.70% | Not reported | -1.1% | Q2 2013 |
 AMAT | $87.9M | 1.66% | 0.02% | -2.6% | Q2 2013 |
 MIN | $82.5M | 1.56% | Not reported | +9.6% | Q2 2013 |
 EVV | $75M | 1.42% | Not reported | +1.8% | Q2 2013 |
| PIM | $73.3M | 1.39% | Not reported | -0.1% | Q2 2013 |
| BTZ | $71.4M | 1.35% | Not reported | +0.7% | Q2 2013 |
 NBB | $60.1M | 1.14% | Not reported | +0.4% | Q2 2013 |
| BKT | $58.1M | 1.10% | Not reported | +10.2% | Q2 2013 |
 AMZN | $56.2M | 1.06% | 0.00% | -3.7% | Q2 2013 |
| JRI | $56M | 1.06% | Not reported | -1.1% | Q3 2020 |
| BIT | $54.3M | 1.03% | Not reported | -7.4% | Q4 2013 |
| NPFD | $45.3M | 0.86% | Not reported | -0.7% | Q2 2022 |
 DBL | $44.9M | 0.85% | Not reported | +0.7% | Q2 2014 |
 FTHY | $44.6M | 0.84% | Not reported | +16.9% | Q4 2022 |
 ANET | $42.3M | 0.80% | 0.02% | -0.3% | Q2 2015 |
 SCD | $41.3M | 0.78% | Not reported | -5.2% | Q2 2025 |
 BGB | $41.1M | 0.78% | Not reported | +32.1% | Q4 2016 |
 META | $40M | 0.76% | Not reported | -2.9% | Q3 2014 |
 RA | $39.4M | 0.75% | Not reported | +7.3% | Q4 2025 |
 LLY | $39.4M | 0.75% | 0.00% | -4.3% | Q4 2016 |
 CB | $38.1M | 0.72% | 0.03% | Not reported | Q1 2016 |
| HYT | $37.6M | 0.71% | Not reported | -16.1% | Q4 2018 |
 JHS | $37M | 0.70% | Not reported | +5.1% | Q2 2013 |
 UNH | $36M | 0.68% | 0.01% | -16.0% | Q2 2013 |
 JPM | $35.5M | 0.67% | 0.00% | -3.0% | Q2 2013 |
 NHS | $35M | 0.66% | Not reported | +1736.2% | Q1 2026 |
| JGH | $34.7M | 0.66% | Not reported | -6.2% | Q4 2014 |
| JMM | $34.1M | 0.64% | Not reported | +2.1% | Q3 2014 |
 DHY | $33.9M | 0.64% | Not reported | +12474.7% | Q4 2016 |
 GS | $31.8M | 0.60% | 0.01% | -4.7% | Q2 2013 |
| MMT | $31.6M | 0.60% | Not reported | +780.1% | Q2 2015 |
 PANW | $31.3M | 0.59% | 0.01% | Not reported | Q4 2022 |
| JFR | $31.3M | 0.59% | Not reported | -12.0% | Q4 2017 |
| MGF | $30.7M | 0.58% | Not reported | +17.1% | Q2 2013 |
| GOOG | $29.5M | 0.56% | Not reported | -0.5% | Q4 2015 |
 ERC | $29.5M | 0.56% | Not reported | +11.4% | Q2 2013 |
 FSSL | $29.1M | 0.55% | Not reported | +8.2% | Q4 2025 |
 RIV | $29M | 0.55% | Not reported | -0.4% | Q3 2017 |
 ASML | $26.8M | 0.51% | 0.00% | Not reported | Q2 2013 |
| FMY | $26.8M | 0.51% | Not reported | -0.1% | Q2 2013 |
| Q1 2026 | |||||
| NVDA | $144M | 2.92% | 0.00% | -0.8% | Q1 2017 |
| FINS | $139M | 2.81% | Not reported | +5.7% | Q3 2021 |
| AVGO | $137M | 2.78% | 0.01% | 0.0% | Q1 2016 |
| BBN | $121M | 2.45% | Not reported | +11.5% | Q2 2013 |
| AAPL | $119M | 2.41% | 0.00% | +1.7% | Q2 2013 |
| MSFT | $103M | 2.10% | 0.00% | +1.5% | Q2 2013 |
| PPT | $100M | 2.03% | Not reported | -0.4% | Q2 2013 |
| BHK | $99.5M | 2.02% | Not reported | +2.1% | Q2 2013 |
| KTF | $90M | 1.83% | Not reported | +0.1% | Q2 2013 |
| TSI | $85.1M | 1.73% | Not reported | +85.6% | Q1 2014 |
| GOOGL | $82M | 1.67% | 0.00% | -1.0% | Q4 2015 |
| MIN | $76.4M | 1.55% | Not reported | +4.4% | Q2 2013 |
| EVV | $74.4M | 1.51% | Not reported | +21.8% | Q2 2013 |
| PIM | $74.3M | 1.51% | Not reported | -0.1% | Q2 2013 |
| BTZ | $70.1M | 1.42% | Not reported | +8.0% | Q2 2013 |
| NBB | $59.4M | 1.21% | Not reported | -1.0% | Q2 2013 |
| BIT | $58.6M | 1.19% | Not reported | -5.7% | Q4 2013 |
| JRI | $53.7M | 1.09% | Not reported | Not reported | Q3 2020 |
| BKT | $52M | 1.06% | Not reported | -2.6% | Q2 2013 |
| AMZN | $51M | 1.03% | 0.00% | +1.9% | Q2 2013 |
| DBL | $45.3M | 0.92% | Not reported | -10.5% | Q2 2014 |
| HYT | $44.5M | 0.90% | Not reported | +1392.9% | Q4 2018 |
| NPFD | $44M | 0.89% | Not reported | -9.8% | Q2 2022 |
| AMAT | $42.7M | 0.87% | 0.02% | +15.3% | Q2 2013 |
| META | $41.8M | 0.85% | Not reported | +1.2% | Q3 2014 |
| SCD | $41.5M | 0.84% | Not reported | -2.0% | Q2 2025 |
 CRF | $40M | 0.81% | Not reported | -43.0% | Q4 2013 |
| FTHY | $37.6M | 0.76% | Not reported | +15.0% | Q4 2022 |
| RA | $36.7M | 0.75% | Not reported | +28.9% | Q4 2025 |
| CB | $36.5M | 0.74% | 0.03% | Not reported | Q1 2016 |
| JGH | $35.5M | 0.72% | Not reported | +0.2% | Q4 2014 |
| JHS | $34.9M | 0.71% | Not reported | -0.5% | Q2 2013 |
| JFR | $34.9M | 0.71% | Not reported | +1.4% | Q4 2017 |
| JMM | $33.5M | 0.68% | Not reported | -0.7% | Q3 2014 |
| JPM | $32.9M | 0.67% | 0.00% | -0.2% | Q2 2013 |
 UTF | $31.9M | 0.65% | Not reported | -53.4% | Q4 2019 |
| LLY | $31.5M | 0.64% | 0.00% | +6.7% | Q4 2016 |
| BGB | $30.7M | 0.62% | Not reported | +35.9% | Q4 2016 |
| ANET | $30.7M | 0.62% | 0.02% | -5.8% | Q2 2015 |
| FSSL | $30.1M | 0.61% | Not reported | +46.5% | Q4 2025 |
| MYI | $28.4M | 0.58% | Not reported | +1219.2% | Q2 2013 |
 WMB | $28.3M | 0.58% | 0.03% | -6.7% | Q4 2014 |
 EMO | $28.2M | 0.57% | Not reported | -31.3% | Q3 2015 |
| UNH | $27.9M | 0.57% | 0.01% | +7.6% | Q2 2013 |
| GS | $27.9M | 0.57% | 0.01% | -6.5% | Q2 2013 |
| RIV | $27.7M | 0.56% | Not reported | -9.9% | Q3 2017 |
| FMY | $26.9M | 0.55% | Not reported | -0.6% | Q2 2013 |
| MGF | $26.8M | 0.54% | Not reported | +3.9% | Q2 2013 |
| ERC | $25.9M | 0.52% | Not reported | -6.2% | Q2 2013 |
| GOOG | $24M | 0.49% | Not reported | -0.4% | Q4 2015 |
| Q4 2025 | |||||
| NVDA | $155M | 3.05% | 0.00% | -4.6% | Q1 2017 |
| AVGO | $153M | 3.02% | 0.01% | -5.2% | Q1 2016 |
| FINS | $136M | 2.67% | Not reported | +3.2% | Q3 2021 |
| MSFT | $133M | 2.62% | 0.00% | -3.6% | Q2 2013 |
| AAPL | $125M | 2.46% | 0.00% | -3.1% | Q2 2013 |
| BBN | $109M | 2.15% | Not reported | +5.9% | Q2 2013 |
| BHK | $102M | 2.01% | Not reported | -1.4% | Q2 2013 |
| PPT | $100M | 1.97% | Not reported | +3.6% | Q2 2013 |
| GOOGL | $90.2M | 1.78% | 0.00% | -1.9% | Q4 2015 |
| KTF | $89.8M | 1.77% | Not reported | +0.5% | Q2 2013 |
| CRF | $80.8M | 1.59% | Not reported | -12.0% | Q4 2013 |
| MIN | $76.1M | 1.50% | Not reported | +0.7% | Q2 2013 |
| PIM | $75.9M | 1.49% | Not reported | -3.2% | Q2 2013 |
| BTZ | $69.6M | 1.37% | Not reported | +8.3% | Q2 2013 |
| BIT | $64.8M | 1.28% | Not reported | -1.8% | Q4 2013 |
| EVV | $64M | 1.26% | Not reported | +0.7% | Q2 2013 |
| UTF | $63.8M | 1.25% | Not reported | +1225.2% | Q4 2019 |
| NBB | $60.5M | 1.19% | Not reported | +2.0% | Q2 2013 |
| BKT | $55.8M | 1.10% | Not reported | +117.1% | Q2 2013 |
| AMZN | $55.4M | 1.09% | 0.00% | -0.9% | Q2 2013 |
| DBL | $52.9M | 1.04% | Not reported | +2.0% | Q2 2014 |
| NPFD | $51.2M | 1.01% | Not reported | -2.3% | Q2 2022 |
| TSI | $50.4M | 0.99% | Not reported | +8.1% | Q1 2014 |
| META | $47.7M | 0.94% | Not reported | +5.7% | Q3 2014 |
| SCD | $42M | 0.83% | Not reported | -8.0% | Q2 2025 |
 CLM | $38.8M | 0.76% | Not reported | -22.4% | Q4 2013 |
| JHS | $37.6M | 0.74% | Not reported | -2.7% | Q2 2013 |
| JGH | $36.6M | 0.72% | Not reported | +4079.2% | Q4 2014 |
| JPM | $36.1M | 0.71% | 0.00% | -3.4% | Q2 2013 |
| JFR | $35.8M | 0.71% | Not reported | -14.0% | Q4 2017 |
| CB | $34.9M | 0.69% | 0.03% | Not reported | Q1 2016 |
| ANET | $34.7M | 0.68% | 0.02% | -2.9% | Q2 2015 |
| EMO | $34.7M | 0.68% | Not reported | +1883.3% | Q3 2015 |
| JMM | $34.6M | 0.68% | Not reported | +1.7% | Q3 2014 |
| LLY | $34.5M | 0.68% | 0.00% | -10.4% | Q4 2016 |
| FTHY | $34M | 0.67% | Not reported | +66.0% | Q4 2022 |
| RIV | $32.5M | 0.64% | Not reported | +1374.7% | Q3 2017 |
| UNH | $31.6M | 0.62% | 0.01% | -0.3% | Q2 2013 |
| GS | $31M | 0.61% | 0.01% | -4.9% | Q2 2013 |
| AVK | $30.6M | 0.60% | Not reported | -26.8% | Q3 2016 |
| RA | $28.7M | 0.57% | Not reported | New | Q4 2025 |
| ERC | $28.5M | 0.56% | Not reported | +20.2% | Q2 2013 |
| FMY | $27.9M | 0.55% | Not reported | +1.4% | Q2 2013 |
| AMAT | $27.8M | 0.55% | 0.01% | -6.2% | Q2 2013 |
 V | $27.2M | 0.54% | 0.00% | +1.4% | Q2 2013 |
| MGF | $26.6M | 0.52% | Not reported | -0.8% | Q2 2013 |
| GOOG | $26.4M | 0.52% | Not reported | -10.9% | Q4 2015 |
 XFLT | $26.2M | 0.52% | Not reported | +112.4% | Q2 2025 |
| WMB | $25.1M | 0.49% | 0.03% | +16.2% | Q4 2014 |
| NRO | $24.2M | 0.48% | Not reported | -11.5% | Q3 2016 |
| Q3 2025 | |||||
| NVDA | $162M | 3.30% | 0.00% | +1.0% | Q1 2017 |
| AVGO | $154M | 3.13% | 0.01% | -4.6% | Q1 2016 |
| MSFT | $148M | 3.00% | 0.00% | -1.5% | Q2 2013 |
| FINS | $131M | 2.65% | Not reported | +3.5% | Q3 2021 |
| AAPL | $121M | 2.45% | 0.00% | -3.0% | Q2 2013 |
| BHK | $107M | 2.18% | Not reported | +7.3% | Q2 2013 |
| BBN | $105M | 2.13% | Not reported | +5.8% | Q2 2013 |
| PPT | $101M | 2.04% | Not reported | +6.2% | Q2 2013 |
| CRF | $92.2M | 1.87% | Not reported | +3.5% | Q4 2013 |
| KTF | $90.2M | 1.83% | Not reported | +4.1% | Q2 2013 |
| PIM | $80.8M | 1.64% | Not reported | -0.6% | Q2 2013 |
| MIN | $77.6M | 1.57% | Not reported | +10.1% | Q2 2013 |
| GOOGL | $71.4M | 1.45% | 0.00% | -2.0% | Q4 2015 |
| BIT | $67.6M | 1.37% | Not reported | Not reported | Q4 2013 |
| BTZ | $65.6M | 1.33% | Not reported | +2.9% | Q2 2013 |
| EVV | $65.1M | 1.32% | Not reported | +7.6% | Q2 2013 |
| NBB | $60.9M | 1.24% | Not reported | +0.2% | Q2 2013 |
| NPFD | $55M | 1.11% | Not reported | -2.1% | Q2 2022 |
| AMZN | $53.2M | 1.08% | 0.00% | -1.4% | Q2 2013 |
| DBL | $53M | 1.08% | Not reported | +4.0% | Q2 2014 |
| META | $50.2M | 1.02% | Not reported | -1.1% | Q3 2014 |
| CLM | $49.5M | 1.00% | Not reported | +4.3% | Q4 2013 |
| SCD | $47.9M | 0.97% | Not reported | +2389.1% | Q2 2025 |
| TSI | $46.5M | 0.94% | Not reported | +16.6% | Q1 2014 |
| JFR | $43.6M | 0.88% | Not reported | -11.1% | Q4 2017 |
| AVK | $42.6M | 0.86% | Not reported | -9.4% | Q3 2016 |
| ANET | $39.8M | 0.81% | 0.02% | 0.0% | Q2 2015 |
| JHS | $38.5M | 0.78% | Not reported | +5.4% | Q2 2013 |
| JPM | $36.6M | 0.74% | 0.00% | -3.0% | Q2 2013 |
| JMM | $35.4M | 0.72% | Not reported | -0.1% | Q3 2014 |
| UNH | $33.2M | 0.67% | 0.01% | +3.4% | Q2 2013 |
| CB | $31.6M | 0.64% | 0.03% | -0.5% | Q1 2016 |
| GS | $29.5M | 0.60% | 0.01% | -4.0% | Q2 2013 |
| NRO | $29.1M | 0.59% | Not reported | -4.6% | Q3 2016 |
| FMY | $27.7M | 0.56% | Not reported | -0.1% | Q2 2013 |
| MGF | $27.6M | 0.56% | Not reported | +5.5% | Q2 2013 |
| LLY | $27.4M | 0.56% | 0.00% | -0.9% | Q4 2016 |
| NXG | $27.3M | 0.55% | Not reported | Not reported | Q2 2020 |
 ORCL | $26.2M | 0.53% | 0.00% | -9.0% | Q2 2013 |
| BKT | $26.1M | 0.53% | Not reported | -23.4% | Q2 2013 |
| V | $26.1M | 0.53% | 0.00% | +1.6% | Q2 2013 |
| EHI | $26.1M | 0.53% | Not reported | -4.3% | Q1 2015 |
| ERC | $24.4M | 0.50% | Not reported | +3.7% | Q2 2013 |
 HD | $24.4M | 0.49% | 0.01% | -8.6% | Q2 2013 |
| AMAT | $23.6M | 0.48% | 0.01% | -2.8% | Q2 2013 |
 INTU | $23.2M | 0.47% | 0.01% | +9.0% | Q2 2013 |
 TJX | $23.1M | 0.47% | 0.01% | -5.1% | Q2 2013 |
| GOOG | $23M | 0.47% | Not reported | -0.3% | Q4 2015 |
| JLS | $23M | 0.47% | Not reported | -9.8% | Q2 2013 |
| WMB | $22.8M | 0.46% | 0.03% | +19.6% | Q4 2014 |