Sittner & Nelson, LLC Portfolio Holdings
Sittner & Nelson, LLC
- $228 Million
- Q1 2025
Sittner & Nelson, LLC has filed its 13F form on May 13, 2025 for Q1 2025 where it was disclosed a total value porftolio of $228 Million distributed in 499 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $37.7M, Berkshire Hathaway Inc Class B with a value of $31.4M, Microsoft Corp with a value of $7.85M, Berkshire Hathaway Inc with a value of $6.39M, and Pimco ETF Tr Enhanced Sht Matu with a value of $5.81M.
Examining the 13F form we can see an increase of $2.47M in the current position value, from $225M to 228M.
Sittner & Nelson, LLC is based out at Eugene, OR
Below you can find more details about Sittner & Nelson, LLC portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
Summary
- Portfolio
- No. of Stocks 499
- Current Value $228 Million
- Prior Value $225 Million
- Filing
- Period Q1 2025
- Filing Date May 13, 2025
- Form Type 13F-HR
- Activity in Q1 2025
- New Purchases 30 stocks
- Additional Purchases 101 stocks
- Sold out of 0 stocks
- Reduced holdings in 47 stocks