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.
Portfolio value
$228 Million
Technology: $58.1 Million
Financial Services: $48.1 Million
ETFs: $28.8 Million
Healthcare: $22.1 Million
Industrials: $16.7 Million
Consumer Cyclical: $13.1 Million
Communication Services: $10.6 Million
Energy: $9.87 Million
Other: $17.2 Million
Stock Holdings Table Market Cap. of $2 Billions to $10 Billions
