SIT INVESTMENT ASSOCIATES INC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | SUPN | 65K | $3.10M |
 | XOM | 63K | $7.12M |
 | WCN | 63K | $11.00M |
 | RTX | 62K | $10.40M |
 | IOT | 62K | $2.31M |
 | TEAM | 62K | $9.90M |
 | O | 62K | $3.77M |
 | HIG | 62K | $8.25M |
 | CCEP | 61K | $5.54M |
 | GLNG | 60K | $2.44M |
 | LNG | 60K | $14.19M |
 | HD | 60K | $24.35M |
 | KNX | 60K | $2.35M |
 | JNJ | 58K | $10.78M |
 | EXAS | 58K | $3.16M |
 | YETI | 56K | $1.84M |
 | MP | 55K | $3.71M |
 | VRT | 55K | $8.32M |
 | DCI | 55K | $4.47M |
 | MCD | 53K | $16.10M |
Supernus Pharmaceuticals, Inc.
SUPN
Shares Held
65K
Value
$3.10M
Exxon Mobil Corporation
XOM
Shares Held
63K
Value
$7.12M
Waste Connections, Inc.
WCN
Shares Held
63K
Value
$11.00M
RTX Corporation
RTX
Shares Held
62K
Value
$10.40M
Samsara Inc.
IOT
Shares Held
62K
Value
$2.31M
Atlassian Corporation
TEAM
Shares Held
62K
Value
$9.90M
Realty Income Corporation
O
Shares Held
62K
Value
$3.77M
The Hartford Financial Services Group, Inc.
HIG
Shares Held
62K
Value
$8.25M
Coca-Cola Europacific Partners PLC
CCEP
Shares Held
61K
Value
$5.54M
Golar LNG Limited
GLNG
Shares Held
60K
Value
$2.44M
Cheniere Energy, Inc.
LNG
Shares Held
60K
Value
$14.19M
The Home Depot, Inc.
HD
Shares Held
60K
Value
$24.35M
Knight-Swift Transportation Holdings Inc.
KNX
Shares Held
60K
Value
$2.35M
Johnson & Johnson
JNJ
Shares Held
58K
Value
$10.78M
Exact Sciences Corporation
EXAS
Shares Held
58K
Value
$3.16M
YETI Holdings, Inc.
YETI
Shares Held
56K
Value
$1.84M
MP Materials Corp.
MP
Shares Held
55K
Value
$3.71M
Vertiv Holdings Co
VRT
Shares Held
55K
Value
$8.32M
Donaldson Company, Inc.
DCI
Shares Held
55K
Value
$4.47M
McDonald's Corporation
MCD
Shares Held
53K
Value
$16.10M