SITTNER & NELSON, LLC

All 13F Filings

Location
Eugene, OR
Most recent 13F
Q4 2025
Holdings value ($000)
282,559
Description
Website
Founded
Chairman
CEO
All SEC filings
View on sec.gov

Sector allocation over time (stocks only)

Stacked by quarter. Hover to see detailed sector breakdown for any quarter.

Quarter Date Filed Holdings Value ($000) Form Type Name
Q4 2025 2/11/2026 531 282,559 13F-HR SITTNER & NELSON, LLC
Q3 2025 11/14/2025 484 275,127 13F-HR SITTNER & NELSON, LLC
Q2 2025 8/8/2025 507 248,587 13F-HR SITTNER & NELSON, LLC
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Money flow by instrument (QoQ, ex-options)
Type Value ($000) Share % Inflow Outflow Net
Stocks 277.7 K 98.3% 6.674 K 0 6.674 K
ETFs 4.195 K 1.5% 65 0 65
Debt 701 0.2% 701 0 701
Other 6 0.0% 0 0 0
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Fund Snapshot

Q4 2025
Latest filed
2/11/2026
Total value ($000)
282,559
Holdings
531
QoQ value change ($000)
7,432 (2.7%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology: sector allocation is stocks-only; instrument flow table is ex-options; options exposure is shown separately. Details.