SITTNER & NELSON, LLC
RIA/Wealth
SITTNER & NELSON, LLC is a RIA/Wealth based in Eugene, OR led by Kevin Lee Sittner, reporting $900.0M in AUM as of Q3 2025 with 16% allocation to AAPL.
CCOKevin Lee Sittner
- Portfolio Value
- $274.8M
- Positions
- 478
- Top Holding
- AAPL at 15.61%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in SITTNER & NELSON, LLC's portfolio (47.5% of total portfolio)
GthenH
| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
Consumer Electronics Technology | $42.9M | 15.61% | -$158.4K Sold | 0.00% 168.4K shares | |
Insurance - Diversified Financial Services | $28.5M | 10.38% | -$256.4K Sold | 0.00% 56.7K shares | |
Software - Infrastructure Technology | $10.7M | 3.88% | -$203.0K Sold | 0.00% 20.6K shares | |
Semiconductors Technology | $9.2M | 3.35% | -$330.2K Sold | 0.00% 49.4K shares | |
ETF ETF | $9.1M | 3.30% | +$3.1M Bought | — 90.2K shares | |
ETF ETF | $6.6M | 2.39% | +$20.3K Bought | — 156.5K shares | |
Discount Stores Consumer Defensive | $6.5M | 2.36% | +$2.5M Bought | 0.00% 7.0K shares | |
Insurance - Diversified Financial Services | $6.0M | 2.20% | — | 0.00% 8.0 shares | |
Aerospace & Defense Industrials | $5.5M | 2.02% | — | 0.04% 17.6K shares | |
Internet Content & Information Communication Services | $5.5M | 2.01% | +$14.6K Bought | 0.00% 22.7K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in SITTNER & NELSON, LLC's latest filing
GthenC
Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New | |
New | |
New | |
New | |
New |
Decreased Positions
| Position | Shares Δ |
|---|---|
Sold | |
Sold | |
Sold | |
Sold | |
Sold |
Analytics
Portfolio insights and performance metrics for SITTNER & NELSON, LLC
GthenA