Sittner & Nelson, LLC has filed its 13F form on August 08, 2025 for Q2 2025 where it was disclosed a total value porftolio of $240 Million distributed in 507 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $34.7M, Berkshire Hathaway Inc Class B with a value of $27.8M, Microsoft Corp with a value of $10.4M, Nvidia Corp with a value of $8.08M, and Capital Group Divid Value ETF with a value of $6.16M.
Examining the 13F form we can see an increase of $12.3M in the current position value, from $228M to 240M.
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
$240 Million
Technology: $62.2 Million
Financial Services: $45.4 Million
ETFs: $34.2 Million
Healthcare: $21.8 Million
Industrials: $20.7 Million
Consumer Cyclical: $14 Million
Communication Services: $12.3 Million
Consumer Defensive: $9.73 Million
Other: $16 Million
Stock Holdings Table
Stock
Market Cap.
Holding Value (Reported)
# of Shares.
Last Trade
Trade History
Brookfield Infrastructure Corp
-
$0
0.0% of portfolio
-
Q4 2024New
T Rowe Price Exchange Traded Fds Inc Intl Equity ETF
