SIT INVESTMENT ASSOCIATES INC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | COHR | 53K | $5.67M |
 | WM | 52K | $11.52M |
 | EHC | 51K | $6.48M |
 | BAH | 51K | $5.08M |
 | ICE | 50K | $8.46M |
 | PFS | 50K | $964.00K |
 | PEP | 49K | $6.85M |
 | DGX | 48K | $9.11M |
 | JHX | 47K | $910.00K |
 | CIEN | 47K | $6.81M |
 | PTC | 47K | $9.49M |
 | OLN | 47K | $1.16M |
 | THC | 46K | $9.26M |
 | C | 46K | $4.63M |
 | CHRW | 45K | $6.02M |
 | KBR | 45K | $2.13M |
 | MU | 45K | $7.50M |
 | APAM | 44K | $1.90M |
 | BK | 44K | $4.75M |
 | TOST | 43K | $1.58M |
Coherent, Inc.
COHR
Shares Held
53K
Value
$5.67M
Waste Management, Inc.
WM
Shares Held
52K
Value
$11.52M
Encompass Health Corporation
EHC
Shares Held
51K
Value
$6.48M
Booz Allen Hamilton Holding Corporation
BAH
Shares Held
51K
Value
$5.08M
Intercontinental Exchange, Inc.
ICE
Shares Held
50K
Value
$8.46M
Provident Financial Services, Inc.
PFS
Shares Held
50K
Value
$964.00K
PepsiCo, Inc.
PEP
Shares Held
49K
Value
$6.85M
Quest Diagnostics Incorporated
DGX
Shares Held
48K
Value
$9.11M
James Hardie Industries plc
JHX
Shares Held
47K
Value
$910.00K
Ciena Corporation
CIEN
Shares Held
47K
Value
$6.81M
PTC Inc.
PTC
Shares Held
47K
Value
$9.49M
Olin Corporation
OLN
Shares Held
47K
Value
$1.16M
Tenet Healthcare Corporation
THC
Shares Held
46K
Value
$9.26M
Citigroup Inc.
C
Shares Held
46K
Value
$4.63M
C.H. Robinson Worldwide, Inc.
CHRW
Shares Held
45K
Value
$6.02M
KBR, Inc.
KBR
Shares Held
45K
Value
$2.13M
Micron Technology, Inc.
MU
Shares Held
45K
Value
$7.50M
Artisan Partners Asset Management Inc.
APAM
Shares Held
44K
Value
$1.90M
The Bank of New York Mellon Corporation
BK
Shares Held
44K
Value
$4.75M
Toast, Inc.
TOST
Shares Held
43K
Value
$1.58M