Sit Investment Associates Inc.
Annual return '25
+14.4%
SPY '25
+17.7%
Alpha
-3.3ptsvs SPY
Invested
$4.9M
Holdings
500
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 98%. 3 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$NVDA
NVIDIA CORP
Q4 2025: Exited (was 870.7k shares)
2.9%
02
$FINS
ANGEL OAK FINANCIAL STRAT INC
Q4 2025: Exited (was 9.97M shares)
2.8%
03
$AVGO
BROADCOM INC
Q4 2025: Exited (was 466.9k shares)
2.8%
04
$BBN
BLACKROCK TAXABLE MUNI BOND TR
Q4 2025: Exited (was 6.32M shares)
2.4%
05
$AAPL
APPLE INC
Q1 2026: New position (4.8k shares)
2.4%
06
$MSFT
MICROSOFT CORP
Q1 2026: New position (3.5k shares)
2.1%
07
$PPT
PUTNAM PREMIER INCOME TRUST PP
Q4 2025: Exited (was 27.30M shares)
2.0%
08
$BHK
BLACKROCK CORE BOND TRUST BHK
Q4 2025: Exited (was 10.79M shares)
2.0%
09
$KTF
DWS MUNICIPAL INCOME TRUST KTF
Q4 2025: Exited (was 9.83M shares)
1.8%
10
$TSI
TCW STRATEGIC INCOME FD TSI
Q4 2025: Exited (was 9.44M shares)
1.7%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 09:24 UTC.