SITTNER & NELSON, LLC

CIK: 0001846138SEC EDGAR →

Portfolio Value

$282.6M

Holdings

531

As of

Q4 2025

New Positions

7

Closed Positions

31

Portfolio Value History

Top 10 Holdings

RankStockSharesValue% of Portfolio
1

APPLE INC

167,893$46.7M
16.53%
2

PIMCO ETF TR

97,550$9.8M
3.47%
3

NVIDIA CORPORATION

50,040$9.3M
3.28%
4

MICROSOFT CORP

20,320$8.2M
2.88%
5

CAPITAL GROUP DIVIDEND VALUE

171,112$7.8M
2.75%
6

ALPHABET INC

22,861$7.4M
2.61%
7

ALPHABET INC

20,635$6.7M
2.36%
8

COSTCO WHSL CORP NEW

6,502$6.5M
2.30%
9

BERKSHIRE HATHAWAY INC DEL

8$6.1M
2.16%
10

STARBUCKS CORP

51,091$5.1M
1.80%

Quarterly Changes

Top Buys

MINO↑ Increased
$3.1M
SMMU↑ Increased
$2.6M
GOOG↑ Increased
$1.9M
GOOGL↑ Increased
$1.7M
CGDG↑ Increased
$1.2M

Top Sells

BRK/BCLOSED
$28.5M
AAPL↓ Decreased
$3.8M
MSFT↓ Decreased
$2.5M
JPX↓ Decreased
$1.0M
AZNCLOSED
$861K

New Positions (62)

$701K · 26K shares
$476K · 15K shares
$360K · 4K shares
$221K · 8K shares
$221K · 6K shares
$213K · 3K shares
$108K · 5K shares
$105K · 2K shares
$96K · 4K shares
$76K · 816 shares
$65K · 3K shares
$52K · 1K shares
$34K · 2K shares
$33K · 513 shares
$31K · 102 shares
$29K · 588 shares
$28K · 150 shares
$28K · 288 shares
$28K · 1K shares
$28K · 749 shares
$27K · 938 shares
$24K · 63 shares
$21K · 825 shares
$15K · 500 shares
$15K · 300 shares
$14K · 42 shares
$13K · 164 shares
$12K · 665 shares
$11K · 117 shares
$10K · 155 shares
$10K · 200 shares
$9K · 143 shares
$8K · 300 shares
$7K · 317 shares
$7K · 66 shares
$6K · 200 shares
$6K · 26 shares
$5K · 31 shares
$4K · 25 shares
$4K · 90 shares
$3K · 150 shares
$3K · 20 shares
$3K · 17 shares
$3K · 123 shares
$3K · 100 shares
$2K · 100 shares
$2K · 263 shares
$2K · 400 shares
$1K · 17 shares
$1K · 50 shares
$1K · 17 shares
$1K · 60 shares
$1K · 45 shares
$0 · 9 shares
$0 · 6 shares
$0 · 1K shares
$0 · 24 shares
$0 · 2 shares
$0 · 25 shares
$0 · 89 shares
$0 · 1 shares
$0 · 25 shares

Closed Positions (15)

$28.5M · 57K shares
$861K · 11K shares
$213K · 4K shares
$53K · 2K shares
$25K · 300 shares
$13K · 452 shares
$6K · 725 shares
$2K · 200 shares
$2K · 100 shares
$2K · 20 shares
$1K · 18 shares
$637 · 4 shares
$228 · 4 shares
$0 · 250 shares
$0 · 1 shares

Sector Breakdown

Sector# HoldingsValue%
Financial Services165$79.3M28.1%
Technology69$75.8M26.8%
Healthcare54$23.8M8.4%
Industrials54$19.4M6.9%
Communication Services18$18.6M6.6%
Unknown30$17.5M6.2%
Consumer Cyclical35$15.4M5.5%
Consumer Defensive26$11.9M4.2%
Energy25$11.7M4.1%
Basic Materials28$5.1M1.8%
Utilities15$2.1M0.7%
Real Estate12$1.8M0.6%