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Sit Investment Associates Inc.

CIK:0000769317
Asset Manager
$16B AUM
522 holdings
Minneapolis, MN, US
Founded:1981
100 employees
Latest filing:Jun 30, 2025

Sit Investment Associates, Inc. is an independent asset management firm headquartered in Minneapolis, Minnesota. Founded in 1981, it serves institutional investors, high net worth individuals, and retail investors through a variety of investment strategies. The firm is SEC-registered and employs approximately 100 people. Sit Investment Associates offers equity and fixed income management, as well as mutual funds, serving clients nationally and internationally.

Investment Strategy

Sit Investment Associates employs a fundamentally driven approach focused on both equity and fixed income investments. Equity management utilizes research-intensive strategies targeting growth and value across US and international markets, emphasizing long-term capital appreciation and risk management. Fixed income strategies prioritize credit quality, liquidity, and tax efficiency, tailoring portfolios to meet clients’ total return and income objectives. The firm blends quantitative tools with bottom-up security selection and actively manages risk across all mandates.

Top Buys
B
BHKBLACKROCK CORE BOND TRUST BHK
+$97.7M
C
CRFCORNERSTONE TOTAL RETURN FD CR
+$85.6M
F
FINSANGEL OAK FINANCIAL STRAT INC
+$53.5M
C
CLMCORNERSTONE STRATEGIC VALUE FD
+$46.3M
A
AVGOBROADCOM INC
+$45.8M
Top Sells
J
JPCNUVEEN PREFERRED INCOME OPPORT
-$23.1M
D
DMFBNYM MUNI INCOME INC DMF
-$22.0M
V
VGMINVESCO TRUST FOR INV GRADE MU
-$13.0M
N
NEANUVEEN AMT-FREE QUALITY MUNI I
-$10.5M
N
NADNUVEEN QUALITY MUNICIPAL INC F
-$10.4M

Top Holdings

M
MSFTMICROSOFT CORP
+3.1%$143.9M
N
NVDANVIDIA CORP
+2.9%$136.2M
A
AVGOBROADCOM INC
+2.9%$134.9M
F
FINSANGEL OAK FINANCIAL STRAT INC
+2.7%$125.0M
A
AAPLAPPLE INC
+2.1%$100.2M

Equity Positions (509)

TickerSecurityWeightMarket ValueSharesAvg CostPriceChange (QoQ)
M
MSFT
MICROSOFT CORP3.07%$143.9M289,342$48.72$497.41+$32.5M
N
NVDA
NVIDIA CORP2.91%$136.2M862,208$25.93$157.99+$40.9M
A
AVGO
BROADCOM INC2.88%$134.9M489,333$31.61$275.65+$45.8M
F
FINS
ANGEL OAK FINANCIAL STRAT INC2.67%$125.0M9,628,897$12.95$12.98+$53.5M
A
AAPL
APPLE INC2.14%$100.2M488,540$22.84$205.17-$9.3M

Industry Allocation

SERVICES-PREPACKAGED SOFTWARE
+6.8%
SEMICONDUCTORS & RELATED DEVICES
+6.8%
SERVICES-COMPUTER PROGRAMMING, DATA PROCESSING, ETC.
+2.9%
PHARMACEUTICAL PREPARATIONS
+2.2%
ELECTRONIC COMPUTERS
+2.1%