Institutional filer · SEC 13F · Q4 2025
SIT INVESTMENT ASSOCIATES INC
The reported 13F portfolio of SIT INVESTMENT ASSOCIATES INC (CIK 769317) - top holdings, how concentrated the book is, and what changed last quarter.
- $82K
- Reported book
- 6
- Positions
- #360
- of 360 filers
The verdict
According to SEC Form 13F-HR filings in this corpus, SIT INVESTMENT ASSOCIATES INC ranks #360 of 360 institutional filers by reported book value (largest first), matching the /funds listing. As of Q4 2025 the reported book is $82K across 6 positions, a concentrated portfolio led by a few core positions.
- $82K
- reported 13F value
- 6
- disclosed positions
- 35.2%
- in BROOKFIELD REAL ASSETS
- #360
- of 360 filers
Top-5 share 100.0% → TOP-HEAVY book (largest five positions vs the rest of the reported 13F book).
According to SEC Form 13F-HR filings in this corpus, SIT INVESTMENT ASSOCIATES INC ranks #360 of 360 institutional filers by reported book value (largest first), matching the /funds listing.
Where SIT INVESTMENT ASSOCIATES INC sits by disclosed position count
SIT INVESTMENT ASSOCIATES INC reports 6 13F positions among 360 filers with holdings (inventory signal, not a quality ranking). Orthogonal to book-value rank.
SIT INVESTMENT ASSOCIATES INC vs all filers by holding count
Where this filer's disclosed position inventory sits among every tracked 13F manager
6 342nd of 360 higher than 18 of 360 filers
Filers, banded by disclosed position count
Each bar is a band; taller bars hold more filers. The dashed line + filled bar mark this entry. Hover or tap any bar for its full count and share, and where it sits relative to this entry.
Source SEC Form 13F-HR filings · 2026-05-16
How 13F filings are computed · All institutional filers · Largest filers by value
SEC Form 13F-HR filing desk
CIK 769317 · Q4 2025 $0M book
BOOK-LIGHT · POS-CORE · CONC-DOM · LEAD-DOM · PHOTO-UNK · TREND-FLAT · FY-SNAPSHOT
- BOOK-LIGHT #360/360
- POS-CORE 6 names
- CONC-DOM 100% top-5
- LEAD-DOM 35.2% BROOKFIELD REAL ASSE…
- PHOTO-UNK No peer
- TREND-FLAT Book steady
- FY-SNAPSHOT Q4 2025
Read with: Ownership concentration guide - SIT INVESTMENT ASSOCIATES INC's top-five positions weigh 100% of its reported book — read concentration before inferring strategy.
How the reported book breaks down
$82K decomposed into the top 5 reported positions (shown below) versus every other disclosed position.
Top Reported Holdings
| # | Security | Value | % of book |
|---|---|---|---|
| 1 | BROOKFIELD REAL ASSETS INC FD | $29K | 35.2% |
| 2 | FS SPECIALTY LENDING FUND FSSL | $23K | 28.5% |
| 3 | WESTERN ASSET INV GRADE INC FD | $14K | 17.6% |
| 4 | NYLI CBRE GLOBAL INFR MEGATREN | $10K | 12.3% |
| 5 | BLUEROCK PVT REAL ESTATE FD B | $5K | 6.4% |
| 6 | WESTERN ASSET HIGH INC FD II I | $1 | 0.0% |
Latest Quarter Trades · Q4 2025
New positions (6)
Frequently Asked Questions
- How big is SIT INVESTMENT ASSOCIATES INC's 13F portfolio?
- SIT INVESTMENT ASSOCIATES INC reports $82K of long US-equity positions across 6 securities as of Q4 2025. This reflects 13F-disclosed holdings only, it is not the firm's total assets under management.
- Where does SIT INVESTMENT ASSOCIATES INC sit among tracked 13F filers?
- According to SEC Form 13F-HR filings in this corpus, SIT INVESTMENT ASSOCIATES INC ranks #360 of 360 institutional filers by reported book value (largest first), matching the /funds listing. The ordinal is recomputed live from filers with reported book value > 0. See /methodology/#corpus-placement.
- What is SIT INVESTMENT ASSOCIATES INC's largest position?
- SIT INVESTMENT ASSOCIATES INC's largest reported position is BROOKFIELD REAL ASSETS INC FD at $29K, about 35.2% of its reported book as of Q4 2025.
- What did SIT INVESTMENT ASSOCIATES INC trade last quarter?
- In its Q4 2025 filing, SIT INVESTMENT ASSOCIATES INC opened 6 new positions. Each change is drawn from a line in the firm's 13F-HR filing and can be verified on SEC EDGAR.
Using this filing
- The rankings sort every tracked filer the same way SIT INVESTMENT ASSOCIATES INC was placed above, so you can see exactly how the rest of the field compares. View the rankings
- 13F book size and holding count both vary widely by manager, see how SIT INVESTMENT ASSOCIATES INC stacks up against the full filer population. Browse filers
- 13F-HR reports long US-listed equity positions only, not total AUM, short positions, or non-equity holdings, treat the reported book as a partial picture. Read the methodology
Form 13F-HR discloses long US-listed equity positions of managers with $100M+ qualifying assets, filed within 45 days of period end. Reported value is not total AUM.
Source: U.S. Securities and Exchange Commission (SEC) - EDGAR Form 13F-HR institutional holdings filings · Q4 2025 13F-HR discloses long US-listed equity positions of managers with $100M+ qualifying assets, filed within 45 days of period end. Reported value is not total AUM.
PlainFundData is rendered directly from SEC EDGAR Form 13F-HR institutional holdings filings, no number is typed in by an editor. Filer holdings, changes, and reported book on this page are aggregated live from those 13F-HR extracts. See our editorial standards & corrections policy, the methodology behind these numbers, or report a data error. Data current as of 2026-05-16.