Fund HoldingsSIT INVESTMENT ASSOCIATES INC

Total Portfolio Value
$4.34M
Total Bought
$349.9K
Total Sold
$421.2K
Net Transaction
-$71.3K
Filing Period:
Securities
SharesValue ($K)
Q1 2024
Q2 2024
Change
Q1 2024
Q2 2024
Weight (%)
Change
NVIDIA CORP(NVDA)95,315913,633+818,318861132.60%+27
APPLE INC(AAPL)0552,611+552,61101162.68%+116
ELI LILLY & CO(LLY)012,418+12,4180110.26%+11
MERCK & CO INC(MRK)086,224+86,2240110.25%+11
META PLATFORMS INC CLASS A(META)30,32449,269+18,94515250.57%+10
BROADCOM INC(AVGO)66,25960,340-5,91988972.23%+9
NUVEEN BUILD AMERICA BOND FD N(NBB)3,022,4813,534,187+511,70646551.26%+9
CARLYLE GROUP LP/THE(CG)0208,940+208,940080.19%+8
NEXTERA ENERGY INC(NEE)0173,989+173,9890120.28%+12
NUVEEN AMT-FREE QUALITY MUNI I4,234,2054,802,135+567,93047551.27%+8
INVESCO TRUST FOR INV GRADE MU2,424,3443,079,219+654,87524320.73%+8
NEUBERGER BERMAN NEXT GEN FD(NBXG)0588,425+588,425080.17%+8
INVESCO MUNICIPAL TRUST VKQ(VKQ)02,536,051+2,536,0510250.58%+25
AGILENT TECHNOLOGIES INC(A)055,162+55,162070.16%+7
ALPHABET INC - CL A(GOOG)287,197274,327-12,87043501.15%+7
PIONEER MUNICIPAL HIGH INC MAV1,066,2821,814,668+748,3869150.34%+6
PIMCO DYNAMIC INCOME STRGY PDX(PDX)983,6741,187,490+203,81621260.61%+6
ALLIANCEBERNSTEIN NATIONAL MUN(AFB)0478,895+478,895050.12%+5
ABBVIE INC(ABBV)55,53089,377+33,84710150.35%+5
DWS MUNICIPAL INCOME TRUST KTF5,716,6735,997,374+280,70152571.31%+5
EATON VANCE MUNICIPAL BOND FUN2,690,3663,117,314+426,94828330.76%+5
AMAZON.COM INC(AMZN)203,346216,371+13,02537420.96%+5
EBAY INC(EBAY)094,285+94,285050.12%+5
BLACKROCK MUNIYIELD NY QUALITY0480,988+480,988050.12%+5
NUVEEN PA QUALITY MUNI INC FD2,014,5862,337,713+323,12724290.66%+5
INVESCO TR FOR INV GRADE NY MU1,613,3611,954,256+340,89517220.51%+5
NUVEEN QUALITY MUNICIPAL INC F(NAD)03,462,925+3,462,9250410.94%+41
INVESCO MUNICIPAL OPPORTUNITY(VMO)2,775,6433,110,313+334,67027310.72%+4
BLACKROCK MUNICIPAL INCOME FD(BLK)2,574,9322,854,684+279,75231350.81%+4
NUVEEN NJ QUALITY MUNI INC FD
COM
2,148,8852,454,495+305,61026300.69%+4
ARISTA NETWORKS INC66,04465,522-52219230.53%+4
MICROSOFT CORP(MSFT)327,489316,508-10,9811381413.26%+4
BNYM MUNI INCOME INC DMF1,056,9681,490,210+433,2427110.25%+3
NUVEEN NY AMT-FREE MUNICIPAL I(NRK)1,291,1921,575,363+284,17114170.40%+3
MILLER HOWARD HIGH INC EQ HIE2,325,8062,606,471+280,66526290.67%+3
ANGEL OAK FINANCIAL STRAT INC2,318,0592,608,606+290,54729320.74%+3
MICRON TECHNOLOGY INC(MU)27,65049,295+21,645360.15%+3
APPLIED MATERIALS INC195,433183,938-11,49540431.00%+3
ALPHABET INC - CL C(GOOG)0101,625+101,6250190.43%+19
CLOUGH GLOBAL OPP FD GLO02,166,630+2,166,6300120.27%+12
INTUITIVE SURGICAL INC7,26913,156+5,887360.13%+3
ABRDN LIFE SCIENCES INVESTOR H(HQL)0192,644+192,644030.06%+3
PIONEER MUNI HIGH INC OPP MIO2,124,0072,292,354+168,34724270.61%+3
BLACKROCK MUNIHOLDINGS NY QUAL0261,314+261,314030.06%+3
ABERDEEN STD GLBL INFR INC FD0143,689+143,689030.06%+3
NOVO-NORDISK A S ADR(NVO)94,177102,312+8,13512150.34%+3
CROWDSTRIKE HLDGS INC(CRWD)06,500+6,500020.06%+2
NUVEEN VAR RT PREF & INC NPFD1,206,4841,310,011+103,52722240.55%+2
PALO ALTO NETWORKS INC(PANW)034,060+34,0600120.27%+12
INVESCO PA VALUE MUNI INC TR V(VPV)2,360,0402,441,313+81,27324270.61%+2
BLACKROCK ENHANCED GBL DI BOE0218,570+218,570020.05%+2
CLOUGH GLOBAL EQUITY FD GLQ
COM
01,281,772+1,281,772090.21%+9
BLACKROCK TAXABLE MUNI BOND TR(BBN)3,369,0573,502,717+133,66055571.32%+2
PIONEER MUNI HIGH INCOME TRUST1,814,3641,989,523+175,15916180.42%+2
MAINSTAY DEFINEDTERM MUNI O MM(MMD)713,869832,255+118,38612140.32%+2
MONOLITHIC POWER SYSTEMS INC(MPWR)014,994+14,9940120.28%+12
ASTRAZENECA PLC ADR(AZN)0254,170+254,1700200.46%+20
CALAMOS LNG/SHRT EQ & DYN CPZ0778,604+778,6040120.27%+12
AMERICAN INTERNATIONAL GROUP I0140,664+140,6640100.24%+10
BLACKROCK NY MUNI INCOME BNY0175,452+175,452020.04%+2
EATON VANCE CA MUNICIPAL BOND2,888,9423,058,410+169,46827290.67%+2
BLACKROCK SCI & TECH TRM TR BS(BSTZ)088,967+88,967020.04%+2
ASCENDIS PHARMA A/S ADR(ASND)012,880+12,880020.04%+2
BLACKROCK RESOURCES & COMMOD B(BCX)0186,466+186,466020.04%+2
FLAHERTY & CRUMRINE TOTAL RETU0154,307+154,307020.06%+2
NEW AMERICA HIGH INC FD HYB806,8341,029,735+222,901680.17%+2
VERIZON COMMUNICATIONS INC(VZ)193,950236,970+43,0208100.22%+2
GENERAL DYNAMICS CORP(GD)051,062+51,0620150.34%+15
CITIGROUP INC(C)129,150153,320+24,1708100.22%+2
NUVEEN CORE PLUS IMPACT FUND N1,487,3501,557,930+70,58015170.39%+2
ADOBE INC(ADBE)038,829+38,8290220.50%+22
FEDERATED PREMIER MUNI INC FD0220,175+220,175030.06%+3
AXON ENTERPRISE INC(AXON)06,800+6,800020.05%+2
SONY GROUP CORPORATION ADR(SONY)046,225+46,225040.09%+4
DWS STRATEGIC MUNI INCOME KSM921,930985,835+63,9058100.22%+1
TAIWAN SEMICONDUCTOR ADR(TSM)019,090+19,090030.08%+3
RIVERNORTH CAP AND INCM FD RS
COM
0740,397+740,3970110.26%+11
TJX COS INC/THE(TJX)0201,445+201,4450220.51%+22
WELLS FARGO MULTI-SECTOR INC F0168,920+168,920020.03%+2
NISOURCE INC(NI)0383,220+383,2200110.25%+11
ADAMS DIVERSIFIED EQUITY ADX312,629343,833+31,204670.17%+1
BLACKROCK ENH INTL DVD TR BGY0229,891+229,891010.03%+1
MFS INVESTMENT GRADE MUNICIPAL
SH BEN INT
0159,686+159,686010.03%+1
AXIS CAPITAL HOLDINGS LTD
SHS
0136,245+136,2450100.22%+10
FLAHERTY & CRUMRINE PFD INC P0155,424+155,424010.03%+1
NEUBERGER BERMAN INTERMEDIATE(NBH)1,034,4971,123,889+89,39211120.28%+1
QUEST DIAGNOSTICS INC(DGX)074,694+74,6940100.24%+10
ALTAIR ENGINEERING INC-A063,543+63,543060.14%+6
GLAUKOS CORP(GKOS)08,915+8,915010.02%+1
PPL CORP(PPL)0378,840+378,8400100.24%+10
EATON CORP PLC(ETN)32,18235,372+3,19010110.26%+1
SAREPTA THERAPEUTICS INC(SRPT)034,385+34,385050.13%+5
CHENIERE ENERGY INC(LNG)073,991+73,9910130.30%+13
MFS HIGH YIELD MUNI TR CMU0362,456+362,456010.03%+1
BLACKROCK CA MUNICIPAL INCOME1,073,9341,138,749+64,81513140.31%+1
WESTERN ASSET MANAGED MUNICIPA0101,729+101,729010.02%+1
LANTHEUS HLDGS INC(LNTH)050,900+50,900040.09%+4
EATON VANCE NEW YORK MUNI ENX2,124,2212,184,827+60,60621220.50%+1
KKR & CO INC(KKR)038,275+38,275040.09%+4
WESTERN ASSET HIGH INC OPP FD(HIO)01,126,835+1,126,835040.10%+4
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