account_balance
Investment manager · 13F filer · SEC CIK 1846138
Sittner & Nelson, LLC
Reported value$318Mas of Jun 30, 2026
Positions614 81 new, 36 sold out
Top 10 weight37.5%AAPL alone is 14%
FiledAug 738 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
AAPLApple Inc.
14.0%
TMSLT Rowe Price Exchange-Traded
3.7%Added +125%
NVDANVIDIA Corp
3.3%Added +6%
CGDVCapital Group Dividend Value
3.2%Added +8%
MINTPimco ETF Tr
2.6%Trimmed −8%
GOOGAlphabet Inc.
2.5%
MSFTMicrosoft Corp
2.4%
GOOGLAlphabet Inc.
2.2%Trimmed −4%
CGUSCapital Group Core Equity Et
1.8%+27%
COSTCostco Wholesale Corp
1.7%−6%
MINOPimco ETF Tr
1.7%+16%
SBUXStarbucks Corp
1.6%
AAPLApple Inc.
14.0%
TMSLT Rowe Price Exchange-Traded
3.7%+125%
NVDANVIDIA Corp
3.3%+6%
CGDVCapital Group Dividend Value
3.2%+8%
MINTPimco ETF Tr
2.6%
GOOGAlphabet Inc.
2.5%
MSFTMicrosoft Corp
2.4%
GOOGLAlphabet Inc.
2.2%
CGUS
COSTMINO
SBUXBoxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
AAPL Apple Inc. 14.0% Held
TMSL T Rowe Price Exchange-Traded 3.7% Added +125%
NVDA NVIDIA Corp 3.3% Added +6%CGDV Capital Group Dividend Value 3.2% Added +8%
MINT Pimco ETF Tr 2.6% Trimmed −8%
GOOG Alphabet Inc. 2.5% HeldMSFT Microsoft Corp 2.4% HeldGOOGL Alphabet Inc. 2.2% Trimmed −4%CGUS Capital Group Core Equity Et 1.8% Added +27%
COST Costco Wholesale Corp 1.7% Trimmed −6%MINO Pimco ETF Tr 1.7% Added +16%
SBUX Starbucks Corp 1.6% HeldWhat changed
Biggest moves since Mar 31, 2026
Free weekly email
Each week's biggest real insider buys, cluster buys and fund moves, every one dated. One email a week. Unsubscribe in one click.