Companies 0 See All
Hedge Funds 0 See All
Insiders 0 See All
Institutional Investors 0 See All
Click here to see all results for
Home > Institutional Investor > Sittner & Nelson, Llc > Profile

Instuitional Investor - Sittner & Nelson, Llc

Fund Profile
Filing Period:
Fund Name: Sittner & Nelson, Llc
Portfolio Value $282,559,322
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 167,893 $46,694,271 16.53%
2.
Pimco Etf Trust
 97,550 $9,800,816 3.47%
3.
Nvidia Corp
 NVDA 50,040 $9,277,927 3.28%
4.
Microsoft Corp
 MSFT 20,320 $8,151,013 2.88%
5.
Capital Group Dividend Value
 171,112 $7,780,475 2.75%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through August 15th, 2025)

Subscribe Now

30 day money back guarantee. Cancel anytime.