Terminal · Institutions

Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.

SITTNER & NELSON, LLC 13F Holdings -- Portfolio & Top Positions (2026-03-31)

SITTNER & NELSON, LLC (CIK 1846138) reported $273.6M across 564 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: AAPL ($39.2M, 14.32%), MINT ($8.9M, 3.26%), NVDA ($8.6M, 3.16%), CGDV ($8.1M, 2.97%), MSFT ($7.4M, 2.71%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1AAPLAPPLE INC$39.2M14.32%154,371Trimmed
2MINTPIMCO ETF TR$8.9M3.26%88,629Trimmed
3NVDANVIDIA CORPORATION$8.6M3.16%49,565Trimmed
4CGDVCAPITAL GROUP DIVIDEND VALUE$8.1M2.97%191,079Added
5MSFTMICROSOFT CORP$7.4M2.71%20,065Trimmed
6GOOGALPHABET INC$6.5M2.38%22,727Trimmed
7COSTCOSTCO WHOLESALE CORPORATION$6.3M2.29%6,298Trimmed
8GOOGLALPHABET INC$5.9M2.17%20,635Hold
9CVXCHEVRON CORPORATION$5.6M2.06%27,213Added
10MINOPIMCO ETF TR$4.7M1.72%104,078Trimmed
11TMSLT ROWE PRICE ETF INC$4.4M1.59%118,979Added
12SBUXSTARBUCKS CORP$4.3M1.59%48,544Trimmed
13BRK/ABERKSHIRE HATHAWAY INC DEL$4.3M1.57%6Trimmed
14SMMUPIMCO ETF TR$4.2M1.54%83,485Trimmed
15JPMJPMORGAN CHASE & CO$4.1M1.51%13,999Trimmed
16CGUSCAPITAL GROUP CORE EQUITY ET$3.8M1.40%99,800Added
17SYKSTRYKER CORPORATION$3.8M1.38%11,456Trimmed
18AMZNAMAZON COM INC$3.7M1.37%18,001Added
19SPYSTATE STR SPDR S&P 500 ETF T$3.5M1.29%5,440Added
20JNJJOHNSON & JOHNSON$3.3M1.21%13,557Trimmed
21AVAVAEROVIRONMENT INC$3.1M1.15%17,160Trimmed
22FASTFASTENAL CO$3.1M1.12%65,871Trimmed
23CGXUCAPITAL GROUP INTL FOCUS EQT$3.0M1.09%101,471Added
24GBXGREENBRIER COS INC$2.7M0.98%50,683Trimmed
25AMGNAMGEN INC$2.6M0.94%7,283Trimmed

Source: SEC Form 13F filings · as of 2026-03-31