SITTNER & NELSON, LLC
All 13F Filings
- Location
- Eugene, OR
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 273,580
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- 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 |
|---|---|---|---|---|---|
| Q1 2026 | 5/11/2026 | 569 | 273,580 | 13F-HR | SITTNER & NELSON, LLC |
| 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 | 220.2 K | 80.5% | 0 | 57.46 K | -57.46 K |
| ETFs | 51.01 K | 18.6% | 46.81 K | 0 | 46.81 K |
| Debt | 2.373 K | 0.9% | 1.672 K | 0 | 1.672 K |
| Other | 4 | 0.0% | 0 | 2 | -2 |
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Fund Snapshot
Q1 2026
Latest filed
5/11/2026
Total value ($000)
273,580
Holdings
569
QoQ value change ($000)
-8,979
(-3.2%)
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.