StockDriftsStockDriftsTop 50 Sit Investment Associates INC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORP | 3.1% | 819.8K | $164.0M | -0.51%(-4.23K) | $26.36(+757.57%) | 2026-06-30 | |
| AVGO | BROADCOM INC | 2.97% | 416.0K | $157.1M | -6.08%(-26.91K) | $16.91(+2227.91%) | 2026-06-30 | |
| FINS | ANGEL OAK FINANCIAL STRAT INC | 2.66% | 10.96M | $140.3M | +0.82%(+89.03K) | $13.05(-2.89%) | 2026-06-30 | |
| AAPL | APPLE INC | 2.45% | 448.1K | $129.7M | -4.04%(-18.88K) | $50.00(+510.71%) | 2026-06-30 | |
| BBN | BLACKROCK TAXABLE MUNI BOND TR | 2.41% | 7.89M | $127.6M | +5.71%(+426.45K) | $16.35(-3.07%) | 2026-06-30 | |
| BHK | BLACKROCK CORE BOND TRUST BHK | 2.07% | 11.94M | $109.5M | +9.96%(+1.08M) | $10.20(-10.26%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 1.95% | 275.8K | $102.9M | -1.11%(-3.11K) | $44.16(+1000.64%) | 2026-06-30 | |
| GOOGL | ALPHABET INC - CL A | 1.94% | 287.4K | $102.7M | +0.75%(+2.15K) | $70.88(+386.32%) | 2026-06-30 | |
| PPT | PUTNAM PREMIER INCOME TRUST PP | 1.89% | 28.62M | $99.9M | +1.56%(+439.14K) | $4.11(-15.51%) | 2026-06-30 | |
| TSI | TCW STRATEGIC INCOME FD TSI | 1.77% | 20.74M | $93.6M | +9.46%(+1.79M) | $4.82(-8.26%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +13.19% | +45.01% | +4.15% | +22.53% |
| Top 20 Holdings Unweighted | +12.47% | +42.27% | +3.29% | +17.56% |
Sit Investment Associates INC reports $5.28B in US-listed equity holdings across 521 positions in its most recent 13F filing. Its largest disclosed positions are NVDA (3.1%), AVGO (3.0%) and FINS (2.7%). The top 20 holdings account for 36.65% of reported assets. Its disclosed equity book has returned +45.01% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Sit Investment Associates INC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 769317). View Sit Investment Associates INC’s 13F filings on SEC