Home / Leaderboard / Sit Investment Associates, Inc
Sit Investment Associates, Inc
Roger J. Sit · Asset Manager · Growth
Founded in 1981 by Eugene C. Sit, Sit Investment Associates, Inc. is a Minneapolis-based, employee-owned asset management firm. As one of the largest minority-owned investment firms in the United States, it specializes in managing domestic and international growth equity and yield-advantaged fixed income portfolios. The firm serves a diverse client base, including institutional investors such as pension plans and foundations, as well as individual investors through its family of Sit Mutual Funds. Its history is marked by a commitment to ethical practices and personalized service, growing from a small startup to a multi-billion-dollar institution. Under the current leadership of CEO and Global CIO Roger J. Sit, the firm continues to prioritize disciplined, research-driven strategies to achieve competitive long-term results across various market cycles.
Simulated Performance
| Metric | Value |
|---|---|
| Total return | +18.7% |
| YTD return | +12.4% |
| Sharpe ratio | 3.46 |
| Win rate | 70% |
| AUM | $1.4B |
| Inception | Oct 1, 2025 |
| Updated | Sep 3, 2026 |
Institution Status
| Field | Value |
|---|---|
| AUM | $1.4B |
| Turnover | Low (<15%) |
| Avg holding | 18 Months |
| Inception | Oct 1, 2025 |
| Website | https://www.sitinvest.com |
Current Holdings
Updated on Sep 3, 2026.
| Ticker | Name | Portfolio % | Return |
|---|---|---|---|
| NVDA | NVIDIA Corporation | 13.2% | +20.6% |
| AVGO | Broadcom Inc | 12.5% | +5.2% |
| MSFT | Microsoft Corporation | 9.9% | +2.2% |
| AAPL | Apple Inc | 9.8% | +26.5% |
| GOOGL | Alphabet Inc Class A | 9.2% | +33.2% |
| AMZN | Amazon.com Inc | 4.5% | +14.4% |
| AMAT | Applied Materials Inc | 4.4% | +33.4% |
| ACP-PA | Aberdeen Income Credit Strategies Fund | 4.2% | -3.6% |
| RIV-PA | RiverNorth Opportunities Fund Inc. | 3.9% | -6.5% |
| ANET | Arista Networks | 3.6% | +26.2% |
| META | Meta Platforms Inc. | 3.0% | -10.8% |
| JPM | JPMorgan Chase & Co | 2.8% | +17.1% |
| LLY | Eli Lilly and Company | 2.8% | +25.6% |
| CB | Chubb Ltd | 2.8% | +20.5% |
| PANW | Palo Alto Networks Inc | 2.5% | +12.9% |
| UNH | UnitedHealth Group Incorporated | 2.5% | +13.1% |
| GS | Goldman Sachs Group Inc | 2.4% | +27.3% |
| WMB | Williams Companies Inc | 2.1% | +11.1% |
| V | Visa Inc. Class A | 2.0% | +14.7% |
| ASML | ASML Holding NV ADR | 1.8% | -9.9% |
Recent activity
| Date | Action | Ticker | Weight |
|---|---|---|---|
| Aug 17, 2026 | SELL | CB | 2.9% → 2.8% |
| Aug 17, 2026 | BUY | NVDA | 11.8% → 13.2% |
| Aug 17, 2026 | BUY | MSFT | 9.4% → 9.9% |
| Aug 17, 2026 | BUY | META | 2.9% → 3.0% |
| Aug 17, 2026 | SELL | LLY | 2.9% → 2.8% |
Investment Style Analysis
Sit Investment Associates, Inc is widely recognized for employing a Growth strategy. As of Sep 3, 2026, the firm oversees approximately $1.4B in assets under management (AUM). The portfolio demonstrates a clear preference for the Semiconductors and Software - Infrastructure sectors, reflecting a high-conviction approach to capital allocation.
Recent Market Moves
During the latest rebalancing period ending Aug 17, Sit Investment Associates, Inc made a significant move by reducing the position in CB. This adjustment aligns with the fund's dynamic approach to risk management and capital deployment in current market conditions.
Investment Philosophy
Sit Investment Associates employs a disciplined, fundamental, research-driven approach to identify investment opportunities with superior long-term potential. The firm’s equity philosophy centers on growth-oriented companies that can increase earnings faster than the overall economy, believing that earnings growth is the primary driver of stock returns. This bottom-up selection process is complemented by top-down analysis of economic indicators and market trends. In fixed income, the firm follows a conservative style focused on achieving high interest income and stability of principal by investing in investment-grade securities. Overall, the institution aims to generate positive returns over complete economic cycles while maintaining lower volatility relative to benchmarks.
Disclaimer
The content provided on this page, including the simulated portfolio performance, holdings analysis, and AI-generated insights, is for informational and educational purposes only. It does not constitute financial advice, investment recommendations, or an offer to buy or sell any securities. All data is derived from historical SEC 13F filings and other public disclosures, which have a reporting lag. The "Simulated Performance" is a hypothetical reconstruction based on past disclosures and does not represent the actual returns of the institution. Past performance is not indicative of future results. Tritonix.ai is not affiliated with Sit Investment Associates, Inc.
Similar Investment Style
Based on Growth.
- Jaunty Global Limited — Alvin Jiang · 3M +30.1%
- Summit Partners, L.P. — Peter Y. Chung · 3M +42.1%
- Oberweis Asset Management, Inc. — James W. Oberweis · 3M -18.5%
- Hartline Investment Corporation — Brian W. Hart · 3M +1.8%
Frequently asked questions
How is the simulated portfolio for Sit Investment Associates, Inc constructed?
This simulation is powered by Tritonix AI using official SEC filings. We focus on the "Best Ideas" by filtering for only the Top 20 largest holdings and rebalancing them to 100%. The simulation tracks performance starting from Oct 1, 2025. Our AI monitors for updates every Monday to capture major shifts. This concentrated approach highlights the manager's true stock-picking skill and mirrors their actual investment returns.
What is Sit Investment Associates, Inc's largest holding?
As of the latest filing, Sit Investment Associates, Inc's top position is NVIDIA Corporation (NVDA), representing 13.2% of the portfolio. This reflects a high-conviction bet by the institution.
What is Sit Investment Associates, Inc's historical performance and risk profile?
Our simulation indicates a total return of +18.7% with a win rate of 70%. Notably, the portfolio maintains a Sharpe Ratio of 3.46, suggesting an exceptional level of risk-adjusted returns compared to the broader market.
What sectors does Sit Investment Associates, Inc primarily invest in?
Sit Investment Associates, Inc has a strong preference for the Semiconductors sector, which makes up 25.8% of their disclosed assets. The portfolio also has exposure to Software - Infrastructure, indicating a specific thematic focus.
Is Sit Investment Associates, Inc's portfolio concentrated or diversified?
Sit Investment Associates, Inc runs a moderately concentrated portfolio with 20 disclosed positions. The top 3 holdings alone account for 35.7% of the total portfolio weight, suggesting a strategy that favors broader market exposure.
How has Sit Investment Associates, Inc performed in 2026?
Our AI-simulated model portfolio for Sit Investment Associates, Inc tracks a Year-to-Date (YTD) return of +12.4%. This metric helps investors gauge the institution's effectiveness in the current market environment.
Does Roger J. Sit manage Sit Investment Associates, Inc directly?
Yes, Roger J. Sit serves as the key portfolio manager for Sit Investment Associates, Inc, overseeing the investment strategy and final capital allocation decisions.