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SIT INVESTMENT ASSOCIATES INC

Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0000769317

$5.3M

disclosed book value

521

positions

3.1%

largest position share

Positions, as of 2026-06-30

top 100 of 521 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held

#IssuerSharesValue% of book
1NVDANVIDIA CORP819,830$164,0403.1%
2AVGOBROADCOM INC415,970$157,1333%
3FINSANGEL OAK FINANCIAL STRAT INC11.0M$140,3222.7%
4AAPLAPPLE INC448,073$129,6542.5%
5BBNBLACKROCK TAXABLE MUNI BOND TR7.9M$127,5862.4%
6BHKBLACKROCK CORE BOND TRUST BHK11.9M$109,4982.1%
7MSFTMICROSOFT CORP275,845$102,8961.9%
8GOOGLALPHABET INC - CL A287,445$102,7241.9%
9PPTPUTNAM PREMIER INCOME TRUST PP28.6M$99,8801.9%
10TSITCW STRATEGIC INCOME FD TSI20.7M$93,5561.8%
11KTFDWS MUNICIPAL INCOME TRUST KTF9.8M$89,9941.7%
12AMATAPPLIED MATERIALS INC121,592$87,9111.7%
13MINABERDEEN INTERMEDIATE INC FD M33.4M$82,4541.6%
14XEVVXEATON VANCE LIMITED DURATION I8.0M$75,0231.4%
15PIMPUTNAM MASTER INTERMEDIATE INC22.7M$73,2631.4%
16BTZBLACKROCK CREDIT ALLOCATION IN7.0M$71,4491.4%
17NBBNUVEEN BUILD AMERICA BOND FD N3.8M$60,1181.1%
18BKTBLACKROCK INCOME TR INC BKT5.4M$58,0951.1%
19AMZNAMAZON.COM INC235,687$56,1741.1%
20JRINUVEEN REAL ASSET INC & GRW JR4.3M$55,9561.1%
21BITBLACKROCK MULTI SECTOR INC TR4.3M$54,2611%
22NPFDNUVEEN VAR RT PREF & INC NPFD2.4M$45,3330.9%
23DBLDOUBLELINE OPP CREDIT FD DBL3.1M$44,9470.9%
24FTHYFIRST TR HIGH YIELD OPP 2027 F3.3M$44,5620.8%
25ANETARISTA NETWORKS INC248,956$42,2930.8%
26XSCDXLMP CAPITAL & INCOME FD INC SC2.6M$41,2530.8%
27BGBBLACKSTONE STRAT CR 2027 TERM3.6M$41,0800.8%
28METAMETA PLATFORMS INC CLASS A70,989$39,9870.8%
29RABROOKFIELD REAL ASSETS INC FD3.1M$39,4450.7%
30LLYELI LILLY & CO32,822$39,3680.7%
31CHUBB LTD111,885$38,1240.7%
32HYTBLACKROCK CORP HIGH YIELD FD H4.4M$37,5650.7%
33JHSJOHN HANCOCK INCOME SECURITIES3.4M$37,0100.7%
34UNHUNITEDHEALTH GROUP INC86,669$36,0220.7%
35JPMJPMORGAN CHASE & CO108,572$35,5390.7%
36NHSNEUBERGER BERMAN HI YLD STRATE5.6M$34,9780.7%
37JGHNUVEEN GLOBAL HIGH INCOME FD J2.7M$34,7460.7%
38JMMNUVEEN MULTI-MARKET INC FD JMM5.8M$34,0740.6%
39DHYCREDIT SUISSE HIGH YIELD CREDI19.0M$33,9020.6%
40GSGOLDMAN SACHS GROUP INC/THE31,440$31,7970.6%
41MMTMFS MULTIMARKET INCOME TRUST M7.2M$31,5740.6%
42PANWPALO ALTO NETWORKS INC91,842$31,3200.6%
43JFRNUVEEN FLOATING RATE INC FD JF4.1M$31,3100.6%
44MGFABERDEEN GOVT MARKETS INCOME F10.7M$30,6750.6%
45GOOGALPHABET INC - CL C83,425$29,4770.6%
46ERCALLSPRING MULTI-SECTOR INC FD3.2M$29,4500.6%
47FSSLFS SPECIALTY LENDING FUND FSSL2.6M$29,0800.6%
48RIVRIVERNORTH OPPRTUNITIES FD RIV2.5M$29,0100.5%
49ASML HOLDING NV13,488$26,8340.5%
50FMYFIRST TR MORTGAGE INCOME FD FM2.3M$26,8320.5%
51WMBWILLIAMS COS INC/THE357,674$26,5890.5%
52VVISA INC77,191$26,4830.5%
53CRFCORNERSTONE TOTAL RETURN FD CR3.5M$25,3700.5%
54NMZNUVEEN MUN HIGH INC OPP NMZ2.3M$24,7010.5%
55TJXTJX COS INC/THE146,999$22,2700.4%
56FPFFIRST TR INTER DUR PFD & FPF1.2M$22,1210.4%
57HDHOME DEPOT INC61,801$21,7960.4%
58FSCOFS CREDIT OPPORTUNITIES FD FS4.3M$21,5040.4%
59FLCFLAHERTY & CRUMRINE TOTAL RETU1.3M$21,4740.4%
60MPWRMONOLITHIC POWER SYSTEMS INC15,491$21,4140.4%
61CIENCIENA CORP42,775$20,9840.4%
62VBFINVESCO BOND FUND VBF1.4M$20,6760.4%
63MYIBLACKROCK MUNIYIELD QUALITY FD1.8M$20,3610.4%
64COHRCOHERENT CORP50,285$19,8360.4%
65LINDE PLC37,412$19,4150.4%
66NFJVIRTUS DIVD, INT & PREM STRATE1.2M$18,8940.4%
67GLOCLOUGH GLOBAL OPP FD GLO3.1M$18,8520.4%
68ASTRAZENECA PLC99,154$18,8020.4%
69XGDVXGABELLI DIVD & INCOME TR GDV638,803$18,7810.4%
70MUMICRON TECHNOLOGY INC16,182$18,6790.4%
71AVKADVENT CLAYMORE CV SEC AND INC1.4M$18,6190.4%
72XFFCXFLAHERTY & CRUMRINE PFD SEC IN1.1M$18,3590.3%
73XGLQXCLOUGH GLOBAL EQUITY FD GLQ2.1M$18,1070.3%
74VRTVERTIV HOLDINGS CO-A53,385$17,8740.3%
75AMPAMERIPRISE FINANCIAL INC38,145$17,4990.3%
76SIEGYSIEMENS AG ADR107,453$17,2900.3%
77PFDFLAHERTY & CRUMRINE PFD INC PF1.5M$17,0050.3%
78AGXARGAN INC20,197$16,1280.3%
79PFOFLAHERTY & CRUMRINE PFD INC P1.7M$15,8940.3%
80ACPABERDEEN INC CREDIT STRATEGIES3.0M$15,7050.3%
81GEVGE VERNOVA INC13,265$15,5850.3%
82BACBANK OF AMERICA CORP272,748$15,5410.3%
83JLSNUVEEN MORTGAGE & INCOME FD JL878,972$15,3630.3%
84GAMGENERAL AMERICAN INVESTORS CO239,704$15,2810.3%
85MCDMCDONALD'S CORP55,595$15,0280.3%
86LEOBNYM STRATEGIC MUNICIPALS INC2.3M$14,8280.3%
87EHIWESTERN ASSET GLOBAL HIGH INC2.5M$14,6950.3%
88IGIWESTERN ASSET INV GRA DEF OPP909,296$14,6490.3%
89EATON CORP PLC34,082$14,5230.3%
90VGIVIRTUS GLOBAL MULTI-SECTOR INC1.9M$14,4260.3%
91SDHYPGIM SHORT DUR HI YLD SDHY867,536$14,2190.3%
92ABBVABBVIE INC56,249$14,1540.3%
93PAIWESTERN ASSET INV GRADE INC FD1.2M$14,0680.3%
94DDOGDATADOG INC53,425$13,9100.3%
95DSMBNY MELLON STRATEGIC MUNI BOND2.2M$13,7880.3%
96FLSFLOWSERVE CORP184,920$13,7140.3%
97DFPFLAHERTY & CRUMRINE DYN P DFP657,212$13,5850.3%
98CSCOCISCO SYSTEMS INC114,125$13,4050.3%
99UTFCOHEN & STEERS INFRASTRUCTURE483,836$13,3490.3%
100MRKMERCK & CO INC103,159$13,2560.3%

Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.

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