SIT INVESTMENT ASSOCIATES INC

Filed: 5/13/2026ACC: 0000897101-26-000165

📋 What this filing means

SIT INVESTMENT ASSOCIATES INC filed this quarterly 13F‑HR report disclosing 501 equity positions with a total reported market value of $4.93M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

501

Positions

$4.93M

Total AUM (reported)

344.81M

Total Shares

Allocation by class

COMMON$4.81M97.7%

DEPOSITARY RECEI$75.4K1.5%

REIT$19.7K0.4%

NY REG SHRS$17.8K0.4%

EXCHANGE TRADED$2.0K0.0%

Portfolio Concentration

Top 3$419.4K8.5%

4–10$717.1K14.6%

11–25$870.3K17.7%

Rest$2.92M59.3%

Top 3 weight

8.5%

Top 10 weight

23.1%

Voting Authority Distribution

Total shares with voting rights: 344.81M

Sole

Full voting authority

17.27M

% of voting shares5.0%

Shared

Joint voting authority

327.54M

% of voting shares95.0%

None

No voting authority

0.00

% of voting shares0.0%

Investment Discretion (by position count)

Sole501

Shared0

Other0

Dominant voting typeShared · 95.0% of voting shares

Institutional Holdings501

Rows:

NVIDIA CORP

SOLE

COMMON

Shares824.06K

TypeSH

Market value$143.7K

2.92%

Sole

824.06K

Shared

0.00

None

0.00

ANGEL OAK FINANCIAL STRAT INC

SOLE

COMMON

Shares10.87M

TypeSH

Market value$138.6K

2.81%

Sole

0.00

Shared

10.87M

None

0.00

BROADCOM INC

SOLE

COMMON

Shares442.88K

TypeSH

Market value$137.1K

2.78%

Sole

442.88K

Shared

0.00

None

0.00

BLACKROCK TAXABLE MUNI BOND TR

SOLE

COMMON

Shares7.46M

TypeSH

Market value$120.7K

2.45%

Sole

0.00

Shared

7.46M

None

0.00

APPLE INC

SOLE

COMMON

Shares466.95K

TypeSH

Market value$118.5K

2.41%

Sole

466.95K

Shared

0.00

None

0.00

MICROSOFT CORP

SOLE

COMMON

Shares278.95K

TypeSH

Market value$103.3K

2.10%

Sole

278.95K

Shared

0.00

None

0.00

PUTNAM PREMIER INCOME TRUST PP

SOLE

COMMON

Shares28.18M

TypeSH

Market value$100.0K

2.03%

Sole

0.00

Shared

28.18M

None

0.00

BLACKROCK CORE BOND TRUST BHK

SOLE

COMMON

Shares10.86M

TypeSH

Market value$99.5K

2.02%

Sole

0.00

Shared

10.86M

None

0.00

DWS MUNICIPAL INCOME TRUST KTF

SOLE

COMMON

Shares9.89M

TypeSH

Market value$90.0K

1.83%

Sole

0.00

Shared

9.89M

None

0.00

TCW STRATEGIC INCOME FD TSI

SOLE

COMMON

Shares18.95M

TypeSH

Market value$85.1K

1.73%

Sole

0.00

Shared

18.95M

None

0.00

ALPHABET INC - CL A

SOLE

COMMON

Shares285.29K

TypeSH

Market value$82.0K

1.67%

Sole

285.29K

Shared

0.00

None

0.00

MFS INTERMEDIATE INCOME TRUST

SOLE

COMMON

Shares30.45M

TypeSH

Market value$76.4K

1.55%

Sole

0.00

Shared

30.45M

None

0.00

EATON VANCE LIMITED DURATION I

SOLE

COMMON

Shares7.87M

TypeSH

Market value$74.4K

1.51%

Sole

0.00

Shared

7.87M

None

0.00

PUTNAM MASTER INTERMEDIATE INC

SOLE

COMMON

Shares22.71M

TypeSH

Market value$74.3K

1.51%

Sole

0.00

Shared

22.71M

None

0.00

BLACKROCK CREDIT ALLOCATION IN

SOLE

COMMON

Shares6.94M

TypeSH

Market value$70.1K

1.42%

Sole

0.00

Shared

6.94M

None

0.00

NUVEEN BUILD AMERICA BOND FD N

SOLE

COMMON

Shares3.79M

TypeSH

Market value$59.4K

1.21%

Sole

0.00

Shared

3.79M

None

0.00

BLACKROCK MULTI SECTOR INC TR

SOLE

COMMON

Shares4.68M

TypeSH

Market value$58.6K

1.19%

Sole

0.00

Shared

4.68M

None

0.00

NUVEEN REAL ASSET INC & GRW JR

SOLE

COMMON

Shares4.37M

TypeSH

Market value$53.7K

1.09%

Sole

0.00

Shared

4.37M

None

0.00

BLACKROCK INCOME TR INC BKT

SOLE

COMMON

Shares4.92M

TypeSH

Market value$52.0K

1.06%

Sole

0.00

Shared

4.92M

None

0.00

AMAZON.COM INC

SOLE

COMMON

Shares244.78K

TypeSH

Market value$51.0K

1.03%

Sole

244.78K

Shared

0.00

None

0.00

DOUBLELINE OPP CREDIT FD DBL

SOLE

COMMON

Shares3.10M

TypeSH

Market value$45.3K

0.92%

Sole

0.00

Shared

3.10M

None

0.00

BLACKROCK CORP HIGH YIELD FD H

SOLE

COMMON

Shares5.23M

TypeSH

Market value$44.5K

0.90%

Sole

0.00

Shared

5.23M

None

0.00

NUVEEN VAR RT PREF & INC NPFD

SOLE

COMMON

Shares2.43M

TypeSH

Market value$44.0K

0.89%

Sole

0.00

Shared

2.43M

None

0.00

APPLIED MATERIALS INC

SOLE

COMMON

Shares124.86K

TypeSH

Market value$42.7K

0.87%

Sole

124.86K

Shared

0.00

None

0.00

META PLATFORMS INC CLASS A

SOLE

COMMON

Shares73.09K

TypeSH

Market value$41.8K

0.85%

Sole

73.09K

Shared

0.00

None

0.00

Issuer	Class	Shares	Type	Value / Portfolio %	Voting — Sole	Shared
NVIDIA CORPSOLE	COMMON	824.06K	SH	$143.7K 2.92%	824.06K	0.00
ANGEL OAK FINANCIAL STRAT INCSOLE	COMMON	10.87M	SH	$138.6K 2.81%	0.00	10.87M
BROADCOM INCSOLE	COMMON	442.88K	SH	$137.1K 2.78%	442.88K	0.00
BLACKROCK TAXABLE MUNI BOND TRSOLE	COMMON	7.46M	SH	$120.7K 2.45%	0.00	7.46M
APPLE INCSOLE	COMMON	466.95K	SH	$118.5K 2.41%	466.95K	0.00
MICROSOFT CORPSOLE	COMMON	278.95K	SH	$103.3K 2.10%	278.95K	0.00
PUTNAM PREMIER INCOME TRUST PPSOLE	COMMON	28.18M	SH	$100.0K 2.03%	0.00	28.18M
BLACKROCK CORE BOND TRUST BHKSOLE	COMMON	10.86M	SH	$99.5K 2.02%	0.00	10.86M
DWS MUNICIPAL INCOME TRUST KTFSOLE	COMMON	9.89M	SH	$90.0K 1.83%	0.00	9.89M
TCW STRATEGIC INCOME FD TSISOLE	COMMON	18.95M	SH	$85.1K 1.73%	0.00	18.95M
ALPHABET INC - CL ASOLE	COMMON	285.29K	SH	$82.0K 1.67%	285.29K	0.00
MFS INTERMEDIATE INCOME TRUSTSOLE	COMMON	30.45M	SH	$76.4K 1.55%	0.00	30.45M
EATON VANCE LIMITED DURATION ISOLE	COMMON	7.87M	SH	$74.4K 1.51%	0.00	7.87M
PUTNAM MASTER INTERMEDIATE INCSOLE	COMMON	22.71M	SH	$74.3K 1.51%	0.00	22.71M
BLACKROCK CREDIT ALLOCATION INSOLE	COMMON	6.94M	SH	$70.1K 1.42%	0.00	6.94M
NUVEEN BUILD AMERICA BOND FD NSOLE	COMMON	3.79M	SH	$59.4K 1.21%	0.00	3.79M
BLACKROCK MULTI SECTOR INC TRSOLE	COMMON	4.68M	SH	$58.6K 1.19%	0.00	4.68M
NUVEEN REAL ASSET INC & GRW JRSOLE	COMMON	4.37M	SH	$53.7K 1.09%	0.00	4.37M
BLACKROCK INCOME TR INC BKTSOLE	COMMON	4.92M	SH	$52.0K 1.06%	0.00	4.92M
AMAZON.COM INCSOLE	COMMON	244.78K	SH	$51.0K 1.03%	244.78K	0.00
DOUBLELINE OPP CREDIT FD DBLSOLE	COMMON	3.10M	SH	$45.3K 0.92%	0.00	3.10M
BLACKROCK CORP HIGH YIELD FD HSOLE	COMMON	5.23M	SH	$44.5K 0.90%	0.00	5.23M
NUVEEN VAR RT PREF & INC NPFDSOLE	COMMON	2.43M	SH	$44.0K 0.89%	0.00	2.43M
APPLIED MATERIALS INCSOLE	COMMON	124.86K	SH	$42.7K 0.87%	124.86K	0.00
META PLATFORMS INC CLASS ASOLE	COMMON	73.09K	SH	$41.8K 0.85%	73.09K	0.00

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