SIT INVESTMENT ASSOCIATES INC

CIK
769317
City
Minneapolis
State / Country
MN

Top Portfolio Positions

476 positions · $4,702,179,586 total · as of Mar 31, 2026
Ticker Company Shares Value (USD) % of Portfolio
NVDA
Nvidia Corp
Technology
824,057 $143,715,540 3.06%
FINS
Angel Oak Financial Strategies Income Term Trust
Financial Services
10,873,638 $138,638,884 2.95%
AVGO
Broadcom Inc.
Technology
442,884 $137,077,026 2.92%
BBN
BlackRock Taxable Municipal Bond Trust
Financial Services
7,463,822 $120,690,001 2.57%
AAPL
Apple Inc.
Technology
466,955 $118,508,509 2.52%
MSFT
Microsoft Corp
Technology
278,951 $103,259,291 2.20%
BHK
Blackrock Core Bond Trust
Financial Services
10,859,206 $99,470,326 2.12%
KTF
Dws Municipal Income Trust
Financial Services
9,893,384 $90,029,794 1.91%
TSI
Tcw Strategic Income Fund Inc
Financial Services
18,951,319 $85,091,422 1.81%
GOOGL
Alphabet Inc.
Communication Services
285,292 $82,038,567 1.74%

Portfolio Trend

32 quarters · across all stocks

Holdings in CLM

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Shares Held

Position Value (USD)

20 of 20 shown
Report Date Value (USD) Shares
2026-03-31 $1,150,545 158,042
2025-09-30 $49,489,924 5,977,044
2025-06-30 $46,533,901 5,730,776
2025-03-31 $255,955 35,000
2024-06-30 $26,476,726 3,493,571
2024-03-31 $40,836,144 5,517,205
2023-12-31 $77,671,206 10,975,470
2023-09-30 $85,763,450 10,824,345
2023-06-30 $135,928,821 16,480,216
2023-03-31 $133,258,624 17,380,124
2022-12-31 $136,651,086 18,838,292
2022-09-30 $164,242,549 19,471,553
2022-06-30 $146,755,269 17,377,976
2022-03-31 $485,383 35,000
2021-12-31 $8,680,088 617,141
2021-09-30 $49,093,634 3,896,815
2021-06-30 $69,949,845 6,121,346
2020-09-30 $5,671,652 519,601
2020-06-30 $38,607,057 3,838,023
2020-03-31 $31,789,864 3,977,661