§ 13F · FUND PROFILE
SIT INVESTMENT ASSOCIATES INC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $5M (13F)Positions · 516Turnover · — · Q1Filed · May 13, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$133K deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 13, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORP | 824K | $144K | 2.9% | −1% |
| 2 | FINS | ANGEL OAK FINANCIAL STRAT INC | 10.87M | $139K | 2.8% | +6% |
| 3 | AVGO | BROADCOM INC | 443K | $137K | 2.8% | ±0% |
| 4 | BBN | BLACKROCK TAXABLE MUNI BOND TR | 7.46M | $121K | 2.4% | +11% |
| 5 | AAPL | APPLE INC | 467K | $119K | 2.4% | +2% |
| 6 | MSFT | MICROSOFT CORP | 279K | $103K | 2.1% | +1% |
| 7 | PPT | PUTNAM PREMIER INCOME TRUST PP | 28.18M | $100K | 2.0% | ±0% |
| 8 | BHK | BLACKROCK CORE BOND TRUST BHK | 10.86M | $99K | 2.0% | +2% |
| 9 | KTF | DWS MUNICIPAL INCOME TRUST KTF | 9.89M | $90K | 1.8% | ±0% |
| 10 | TSI | TCW STRATEGIC INCOME FD TSI | 18.95M | $85K | 1.7% | +86% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE SIT SIGNAL
AC read
SIT INVESTMENT ASSOCIATES INC is a Other fund managing $5 million in assets. The fund runs a broad portfolio of 516 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed