SITTNER & NELSON, LLC

Est. AUM

$273.6M

13F long equity, this entity only

Positions

573

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	APPLE INC	COM	$39.2M	154371	14.32%	SOLE
2	NVIDIA CORPORATION	COM	$8.6M	49565	3.16%	SOLE
3	MICROSOFT CORP	COM	$7.4M	20065	2.71%	SOLE
4	ALPHABET INC	CAP STK CL C	$6.5M	22727	2.38%	SOLE
5	COSTCO WHOLESALE CORPORATION	COM	$6.3M	6298	2.29%	SOLE
6	ALPHABET INC	CAP STK CL A	$5.9M	20635	2.17%	SOLE
7	CHEVRON CORPORATION	COM	$5.6M	27213	2.06%	SOLE
8	PIMCO ETF TR	MUNI INCOME OPP	$4.7M	104078	1.72%	SOLE
9	STARBUCKS CORP	COM	$4.3M	48544	1.59%	SOLE
10	BERKSHIRE HATHAWAY INC DEL	CL A	$4.3M	6	1.58%	SOLE
11	PIMCO ETF TR	SHTRM MUN BD ACT	$4.2M	83485	1.54%	SOLE
12	JPMORGAN CHASE & CO	COM	$4.1M	13999	1.51%	SOLE
13	CAPITAL GROUP CORE EQUITY ET	SHS CREATION UNI	$3.8M	99800	1.40%	SOLE
14	STRYKER CORPORATION	COM	$3.8M	11456	1.38%	SOLE
15	AMAZON COM INC	COM	$3.7M	18001	1.37%	SOLE
16	STATE STR SPDR S&P 500 ETF T	TR UNIT	$3.5M	5440	1.29%	SOLE
17	JOHNSON & JOHNSON	COM	$3.3M	13557	1.21%	SOLE
18	AEROVIRONMENT INC	COM	$3.1M	17160	1.15%	SOLE
19	FASTENAL CO	COM	$3.1M	65871	1.12%	SOLE
20	CAPITAL GROUP INTL FOCUS EQT	SHS CREATION UNI	$3.0M	101471	1.09%	SOLE
21	GREENBRIER COS INC	COM	$2.7M	50683	0.98%	SOLE
22	AMGEN INC	COM	$2.6M	7283	0.94%	SOLE
23	HARBOR ETF TRUST	LONG TERM GROWER	$2.4M	87478	0.89%	SOLE
24	CAPITAL GRP FIXED INCM ETF T	CORE BOND ETF	$2.4M	90357	0.87%	SOLE
25	EXXON MOBIL CORP	COM	$2.3M	13681	0.85%	SOLE
26	CATERPILLAR INC	COM	$2.2M	3169	0.82%	SOLE
27	TIMKEN CO	COM	$2.1M	21243	0.78%	SOLE
28	EDWARDS LIFESCIENCES CORP	COM	$1.9M	24275	0.71%	SOLE
29	EMERSON ELEC CO	COM	$1.9M	14485	0.69%	SOLE
30	LINDE PLC	SHS	$1.9M	3820	0.69%	SOLE
31	CAPITAL GROUP GROWTH ETF	SHS CREATION UNI	$1.9M	46226	0.68%	SOLE
32	TESLA INC	COM	$1.7M	4624	0.63%	SOLE
33	ASML HLDG NV	N Y REGISTRY SHS	$1.6M	1239	0.60%	SOLE
34	VANGUARD INDEX FDS	S&P 500 ETF SHS	$1.6M	2716	0.59%	SOLE
35	T ROWE PRICE ETF INC	CAP APPRECIATION	$1.5M	43462	0.57%	SOLE
36	META PLATFORMS INC	CL A	$1.5M	2686	0.56%	SOLE
37	NIKE INC	CL B	$1.5M	28902	0.56%	SOLE
38	VANGUARD INDEX FDS	TOTAL STK MKT	$1.5M	4741	0.56%	SOLE
39	CAPITAL GROUP GBL GROWTH EQT	SHS CREATION UNI	$1.4M	43247	0.53%	SOLE
40	CAPITAL GROUP INTERNATIONAL	SHS	$1.4M	41869	0.51%	SOLE
41	VANGUARD STAR FDS	VG TL INTL STK F	$1.4M	17784	0.50%	SOLE
42	PROCTER & GAMBLE CO	COM	$1.3M	9256	0.49%	SOLE
43	BRISTOL-MYERS SQUIBB CO	COM	$1.3M	21379	0.47%	SOLE
44	TRIMBLE INC	COM	$1.3M	19780	0.47%	SOLE
45	NOVARTIS AG	SPONSORED ADR	$1.3M	8316	0.46%	SOLE
46	VANGUARD ADMIRAL FDS INC	MIDCP 400 IDX	$1.3M	11050	0.46%	SOLE
47	T ROWE PRICE ETF INC	PRICE BLUE CHIP	$1.2M	27679	0.45%	SOLE
48	INVESCO QQQ TR	UNIT SER 1	$1.2M	2110	0.45%	SOLE
49	US BANCORP	COM NEW	$1.2M	22724	0.43%	SOLE
50	WEYERHAEUSER CO	COM NEW	$1.2M	48402	0.43%	SOLE

1–50 of 569

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.