Sit Investment Associates
Sit Investment Associates reported 521 stocks worth $5.3M in its 13F filing for Q2 2026, filed Aug 12, 2026. Its largest holdings are NVDA (3.1%), AVGO (3.0%) and FINS (2.7%). Compared with Q1 2026, the fund opened new positions in NMZ, added to FINS, BBN and BHK, trimmed NVDA, AVGO and AAPL and sold out of XNQPX, XMCRX and XOM.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  NVDA Nvidia Corporation | $164K | 3.1% | 820K | −4,227 (−1%) | 8 of 8 | |
| 2 |  AVGO Broadcom Inc | $157K | 3.0% | 416K | −27K (−6%) | 8 of 8 | |
| 3 |  FINS Angel Oak Finl Strategies in | $140K | 2.7% | 11M | +89K (+1%) | 8 of 8 | |
| 4 |  AAPL Apple Inc | $130K | 2.5% | 448K | −19K (−4%) | 8 of 8 | |
| 5 |  BBN Blackrock Tax Municpal BD TR | $128K | 2.4% | 7.9M | +426K (+6%) | 8 of 8 | |
| 6 |  BHK Blackrock Core BD TR | $109K | 2.1% | 11.9M | +1.1M (+10%) | 5 of 8 | |
| 7 |  MSFT Microsoft Corp | $103K | 1.9% | 276K | −3,106 (−1%) | 8 of 8 | |
| 8 |  GOOGL Alphabet Inc | $103K | 1.9% | 287K | +2,153 (+1%) | 8 of 8 | |
| 9 |  PPT Putnam Premier Income TR | $100K | 1.9% | 28.6M | +439K (+2%) | 8 of 8 | |
| 10 |  TSI Tcw Strategic Income FD Inc | $94K | 1.8% | 20.7M | +1.8M (+9%) | 8 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 XNQPX Nuveen Pennsylvania Qlt Mun C | $36K | 3M |
 XMCRX Mfs Charter Income TR | $25K | 4.1M |
HONEYWELL INTL INC | $18K | 81K |
 XOM Exxon Mobil Corp | $13K | 74K |
 ASND Ascendis Pharma A/s | $5K | 20K |
🔒 Free account: see all 30.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 12, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Sit Investment Associates 13F FAQ
What does Sit Investment Associates own?
Sit Investment Associates reported 521 stocks worth $5.3M in its 13F filing for Q2 2026, filed Aug 12, 2026. Its largest holdings are NVDA (3.1%), AVGO (3.0%) and FINS (2.7%). The table above lists every position in the filing (the top 10 without an account).
What did Sit Investment Associates buy and sell in Q2 2026?
Compared with Q1 2026: 54 new positions, 157 added to, 149 trimmed and 34 sold out. New positions include NMZ. It sold all of XNQPX, XMCRX and XOM.
When will Sit Investment Associates file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Sit Investment Associates's portfolio worth?
The Q2 2026 filing reports $5.3M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.