SITTNER & NELSON, LLC

All 13F Filings

Location
Eugene, OR
Most recent 13F
Q2 2026
Holdings value ($000)
317,867
Description
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Website
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Founded
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Chairman
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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
Q2 2026 8/7/2026 614 317,867 13F-HR SITTNER & NELSON, LLC
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 260.5 K 81.9% 40.29 K 0 40.29 K
ETFs 53.78 K 16.9% 2.774 K 0 2.774 K
Debt 3.597 K 1.1% 1.224 K 0 1.224 K
Other 0 0.0% 0 4 -4
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Fund Snapshot

Q2 2026
Latest filed
8/7/2026
Total value ($000)
317,867
Holdings
614
QoQ value change ($000)
44,287 (16.2%)
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.