Sit Investment Associates Inc

Sit Investment Associates Inc reported 521 holdings worth US$5.28M as of Jun 30, 2026 (Form 13F)

As of Jun 30, 2026 · Filed Aug 12, 2026

Sit Investment Associates Inc reported 521 holdings worth US$5.28M as of Jun 30, 2026. Largest: Nvidia Corporation, Broadcom Inc. and Alphabet Inc (google) Class C. Filed Aug 12, 2026 (Form 13F).

Holdings
521
Value as reported
US$5.28M

The filing in full

CompanySharesValue as reported% of portfolio
Nvidia Corporation820KUS$164M3104.8%
Broadcom Inc.416KUS$157M2974.1%
Alphabet Inc (google) Class C370KUS$132M2502.2%
Apple Inc448KUS$130M2454.0%
Microsoft Corp.276KUS$103M1947.5%
Applied Materials, Inc.122KUS$87.9M1663.9%
Amazon.com, Inc.236KUS$56.2M1063.2%
Arista Networks, Inc.249KUS$42.3M800.5%
Meta Platforms, Inc.70,989US$40M756.8%
Eli Lilly And Company32,822US$39.4M745.1%
Unitedhealth Group Incorporated86,669US$36M681.8%
Jp Morgan Chase & Co.109KUS$35.5M672.6%
Goldman Sachs Group, Inc. (the)31,440US$31.8M601.8%
Palo Alto Networks, Inc.91,842US$31.3M592.8%
Asml Holding Nv13,488US$26.8M507.9%
Williams Companies, Inc. (the)358KUS$26.6M503.3%
Visa Inc.77,191US$26.5M501.2%
Tjx Companies, Inc. (the)147KUS$22.3M421.5%
Home Depot, Inc. (the)61,801US$21.8M412.5%
Monolithic Power Systems, Inc.15,491US$21.4M405.3%
Ciena Corporation42,775US$21M397.2%
Coherent Corp.50,285US$19.8M375.4%
Micron Technology, Inc.16,182US$18.7M353.5%
Vertiv Holdings, Llc53,385US$17.9M338.3%
Ameriprise Financial, Inc.38,145US$17.5M331.2%
Siemens Aktiengesellschaft107KUS$17.3M327.2%
Argan, Inc.20,197US$16.1M305.3%
Ge Vernova Inc.13,265US$15.6M295.0%
Bank Of America Corporation273KUS$15.5M294.1%
Mcdonald's Corporation55,595US$15M284.4%
Abbvie Inc.56,249US$14.2M267.9%
Datadog, Inc.53,425US$13.9M263.3%
Flowserve Corporation185KUS$13.7M259.6%
Cisco Systems, Inc.114KUS$13.4M253.7%
Merck & Company, Inc.103KUS$13.3M250.9%
Thermo Fisher Scientific Inc24,965US$12.5M236.9%
Conocophillips120KUS$12.5M236.0%
Intuitive Surgical, Inc.30,934US$12.3M232.8%
Stryker Corporation38,912US$12.3M231.9%
Dover Corporation54,363US$12.2M230.8%
Cheniere Energy, Inc.49,581US$11.8M224.3%
Union Pacific Corporation43,128US$11.7M222.0%
Nextera Energy, Inc.132KUS$11.6M219.6%
Waste Connections, Inc.69,156US$11.5M218.2%
Waste Management, Inc.51,075US$11.4M215.5%
Abbott Laboratories125KUS$11.3M213.9%
Axon Enterprise, Inc.19,801US$11.1M210.1%
General Dynamics Corporation30,345US$10.7M203.4%
Mks Inc.24,150US$10.7M203.3%
Caretrust Reit, Inc.262KUS$10.6M200.4%
Procter & Gamble Company (the)71,085US$10.4M197.3%
International Business Machines Corporation36,606US$10.3M194.8%
Glaukos Corporation72,305US$10.1M191.3%
Netflix, Inc.140KUS$9.97M188.7%
Shell Plc129KUS$9.97M188.7%
Ppl Corporation268KUS$9.73M184.2%
Taiwan Semiconductor Manufacturing Co., Ltd.20,267US$9.68M183.2%
S&p Global Inc.23,339US$9.51M179.9%
Johnson & Johnson37,360US$9.49M179.6%
Cardinal Health, Inc.39,635US$9.42M178.2%
Csx Corporation194KUS$9.24M174.8%
Emcor Group, Inc.10,890US$9.04M171.0%
Rtx Corporation47,580US$9.03M170.9%
Coca-cola Company (the)110KUS$8.97M169.7%
Hubbell Inc16,960US$8.87M167.9%
Analog Devices, Inc.22,011US$8.74M165.5%
Agilent Technologies, Inc.65,737US$8.73M165.3%
Avery Dennison Corporation53,700US$8.72M165.0%
Ulta Beauty, Inc.19,167US$8.64M163.6%
Intuit Inc.32,937US$8.6M162.7%
Morgan Stanley40,380US$8.44M159.8%
The Carlyle Group Inc.195KUS$8.22M155.7%
Xylem Inc.68,995US$8.16M154.4%
Servicenow, Inc.80,936US$8.04M152.1%
Emerson Electric Company55,897US$8M151.5%
Equitable Holdings, Inc.182KUS$7.99M151.1%
Take-two Interactive Software, Inc.31,923US$7.98M151.0%
American International Group, Inc. New103KUS$7.71M145.8%
Dexcom, Inc.114KUS$7.64M144.7%
Evergy, Inc.87,125US$7.53M142.5%
Oracle Corporation49,996US$7.33M138.7%
Kodiak Gas Services, Inc.96,650US$7.26M137.4%
Mondelez International, Inc.117KUS$6.75M127.8%
Genpact Limited242KUS$6.65M125.9%
Pepsico, Inc.48,887US$6.62M125.3%
Realty Income Corporation107KUS$6.6M125.0%
Sherwin-williams Company (the)19,143US$6.59M124.7%
Parker-hannifin Corporation6,671US$6.53M123.5%
Allianz Se138KUS$6.5M122.9%
Citizens Financial Group, Inc.91,805US$6.43M121.8%
Autodesk, Inc.32,643US$6.35M120.1%
Caseys General Stores, Inc.7,325US$5.82M110.2%
Axis Capital Holdings Limited54,125US$5.82M110.1%
Intercontinental Exchange Inc.46,445US$5.72M108.2%
Crane Company24,965US$5.57M105.4%
Bwx Technologies, Inc.28,475US$5.54M104.9%
Iberdrola Sa55,330US$5.53M104.6%
Natera, Inc.20,288US$5.51M104.2%
Ptc Inc.46,750US$5.31M100.5%
Sony Group Corporation263KUS$5.28M99.9%

Every holding of Sit Investment Associates Inc

Source

View original at SEC

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