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Filers›Pension Fund›SITTNER & NELSON, LLC
DOSSIER · 13F-HR · Q1 2026

SITTNER & NELSON, LLC

SITTNER & NELSON's pension fund based in New York, NY — $274M in tracked AUM across 573 positions as of Q1 2026.

S&
SITTNER & NELSON·New York, NY·Pension Fund
CIK 0001846138 · last filed Mar 31, 2026
Total AUM
$274M
▲ 5.6%
vs prior
Holdings
573
—
positions
Whale Score
47
47
tracked
Activity
—
no data
changes this Q
Top sector
Tech
12% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

SITTNER & NELSON, LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
AAPL
APPLE INC
$39M154K14.3%
02
MINT
PIMCO ETF TR
$9M89K3.3%
03
NVDA
NVIDIA CORPORATION
$9M50K3.2%
04
CGDV
CAPITAL GROUP DIVIDEND VALUE
$8M191K3.0%
05
MSFT
MICROSOFT CORP
$7M20K2.7%
06
GOOG
ALPHABET INC
$7M23K2.4%
07
COST
COSTCO WHOLESALE CORPORATION
$6M6K2.3%
08
GOOGL
ALPHABET INC
$6M21K2.2%
09
CVX
CHEVRON CORPORATION
$6M27K2.1%
10
MINO
PIMCO ETF TR
$5M104K1.7%

Filing history

Filing history loading…
AI Agent · grounded in SITTNER
haiku-4-5 · 573 positions indexed
Sector mix
  • Tech12%
  • Financials43%
  • Health Care13%
  • Cons. Disc.7%
  • Industrials5%
  • Other20%
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