Sittner & Nelson, LLC has filed its 13F form on November 14, 2025 for Q3 2025 where it was disclosed a total value porftolio of $265 Million distributed in 485 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $42.9M, Berkshire Hathaway Inc Class B with a value of $28.5M, Microsoft Corp with a value of $10.7M, Nvidia Corp with a value of $9.21M, and Pimco ETF Tr Enhanced Sht Matu with a value of $9.08M.
Examining the 13F form we can see an increase of $24.4M in the current position value, from $240M to 265M.
Sittner & Nelson, LLC is based out at Eugene, OR
Below you can find more details about Sittner & Nelson, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$265 Million
Technology: $72.4 Million
Financial Services: $47 Million
ETFs: $39.2 Million
Industrials: $22.2 Million
Healthcare: $22.2 Million
Communication Services: $15.1 Million
Consumer Cyclical: $14.1 Million
Consumer Defensive: $11.9 Million
Other: $16.3 Million
Stock Holdings Table Market Cap. of $200 Billions or more
