Sit Investment Associates Inc has filed its 13F form on May 13, 2025 for Q1 2025 where it was disclosed a total value porftolio of $4.26 Billion distributed in 522 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $111M, Apple Inc. with a value of $110M, Nvidia Corp with a value of $95.3M, Broadcom Inc. with a value of $89.1M, and Dws Municipal Income Trust with a value of $87M.

Examining the 13F form we can see an decrease of $142M in the current position value, from $4.41B to 4.26B.

Sit Investment Associates Inc is based out at Minneapolis, MN

Below you can find more details about Sit Investment Associates Inc portfolio as well as his latest detailed transactions.

Portfolio value $4.26 Billion
Financial Services: $2.12 Billion
Technology: $681 Million
Healthcare: $273 Million
Industrials: $248 Million
Consumer Cyclical: $155 Million
Communication Services: $143 Million
ETFs: $133 Million
Energy: $93.9 Million
Other: $170 Million

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 522
  • Current Value $4.26 Billion
  • Prior Value $4.41 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 13, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 21 stocks
  • Additional Purchases 183 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 142 stocks
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