SEC 13F Intelligence

Managers / Q3 2021 · view latest →

SITTNER & NELSON, LLC

CIK 0001846138 · 497 OAKWAY RD., SUITE 300, EUGENE, OR, 97401 · 541-636-4001

Reported Value
$155M
Q3 2021
Positions
419
Filings on Record
22
2019–present window
Filed
Nov 12, 2021
original filing

Summary

Sittner & Nelson, LLC reported $155M in U.S.-listed holdings across 419 positions for Q3 2021.

Its largest position, AAPL, represents 14.2% of the portfolio.

Compared with Q2 2021, the fund opened 32 new positions and exited 10.

Portfolio Metrics

Turnover
+3.6%
vs prior filed quarter
Top-10 Concentration
+44.5%
share of reported value
Largest Position
+14.2%
Apple Inc Com
New / Exited
32 / 10
positions this quarter

Methodology: turnover is min(value bought, value sold) ÷ average reported value across the two quarters — value-based, so market moves inflate it slightly versus a share-based measure. Concentration and largest position are shares of the filing’s total reported value, options excluded. New/exited counts compare against the prior filed quarter. All figures derive solely from the fund’s 13F filings.

Reported Value by Quarter

13F Reported Value
Q4 ’20: $112MQ4 ’20Q1 ’21: $134MQ2 ’21: $142MQ3 ’21: $155MQ3 ’21Q4 ’21: $172MQ1 ’22: $173MQ2 ’22: $153MQ2 ’22Q3 ’22: $149MQ4 ’22: $164MQ1 ’23: $174MQ1 ’23Q2 ’23: $182MQ3 ’23: $174MQ4 ’23: $187MQ4 ’23Q1 ’24: $199MQ2 ’24: $203MQ3 ’24: $224MQ3 ’24Q4 ’24: $231MQ1 ’25: $234MQ2 ’25: $249MQ2 ’25Q3 ’25: $275MQ4 ’25: $283MQ1 ’26: $274MQ1 ’26filingsflow.com

Portfolio Composition

By security type
Common Stock: 82.5%ETP: 10.7%Other: 3.1%ADR: 1.7%REIT: 1.6%Other: 0.4%
  • Common Stock · 82.5% · $128M
  • ETP · 10.7% · $17M
  • Other · 3.1% · $5M
  • ADR · 1.7% · $3M
  • REIT · 1.6% · $2M
  • Other · 0.4% · $693,000

Quarter-over-Quarter Changes full breakdown →

vs Q2 2021 (amended baseline)

IssuerMoveShare ΔShares nowValue ΔValue now
PIMCO ETF TRNEW+50.5K50.5K+$5M$5M
PIMCO ETF TRNEW+20.5K20.5K+$2M$2M
PIMCO ETF TRNEW+30.0K30.0K+$2M$2M
PIMCO ETF TRNEW+7.5K7.5K+$755,000$755,000
ADVISORSHARES TR NORTH SQUARE MCKEE ESG CORE BD ETFNEW+6.8K6.8K+$176,000$176,000
ISHARES TRNEW+1.6K1.6K+$154,000$154,000
GENERAL ELEC CO COM NEWNEW+1.3K1.3K+$132,000$132,000
ABALLIANCEBERNSTEIN HLDGS L P UNIT LTD PARTNERSHIP INTNEW+1.8K1.8K+$87,000$87,000

Value changes conflate price moves with buying and selling — share changes are the real signal. Share counts are not split-adjusted.

Holdings — Q3 2021

46 positions
#IssuerClass% PortfolioValueShares
1AAPLAPPLE INC COMhistory →COM14.15%$22M154.9K
2BRK/BBERKSHIRE HATHAWAY INC DEL CL B NEWCL B NEW · CL A13.52%$21M63.2K
3PIMCO ETF TRENHAN SHRT MA AC · ENHNCD LW DUR AC · SHTRM MUN BD ACT · ENHANCD SHORT6.15%$10M108.5K
4SBUXSTARBUCKS CORP COMhistory →COM2.89%$4M40.6K
5MSFTMICROSOFT CORP COMhistory →COM2.79%$4M15.3K
6NKENIKE INC CL Bhistory →CL B2.15%$3M23.0K
7SYKSTRYKER CORP COMMONhistory →COM1.92%$3M11.3K
8GOOGALPHABET INC CAP STK CL Chistory →CAP STK CL C1.88%$3M1.1K
9CHVCHEVRON CORP NEW COMhistory →COM1.87%$3M28.5K
10ILMNILLUMINA INC COMhistory →COM1.70%$3M6.5K
11EWEDWARDS LIFESCIENCES CORP COMhistory →COM1.69%$3M23.1K
12GOOGLALPHABET INC CL Ahistory →CAP STK CL A1.62%$3M940
13SPDR S&P 500 ETF TR TR UNITTR UNIT1.54%$2M5.6K
14JNJJOHNSON & JOHNSON COMhistory →COM1.52%$2M14.6K
15DISDISNEY WALT CO DISNEY COMhistory →COM1.47%$2M13.4K
16WYWEYERHAEUSER CO COMhistory →COM NEW1.46%$2M63.5K
17GBXGREENBRIER COS INC COMhistory →COM1.43%$2M51.6K
18JPMJP MORGAN CHASE & CO COM ISIN#US46625H1005history →COM1.23%$2M11.6K
19AMZNAMAZON COM INChistory →COM1.20%$2M564
20COSTCOSTCO WHOLESALE CORP NEW COMhistory →COM1.19%$2M4.1K
21FASTFASTENAL CO COMhistory →COM1.18%$2M35.5K
22TRMBTRIMBLE INC COMhistory →COM1.07%$2M20.1K
23AMGNAMGEN INC COMhistory →COM1.00%$2M7.3K
24PFEPFIZER INC COMCOM0.95%$1M34.1K
25TKRTIMKEN CO COMCOM0.91%$1M21.5K
26INTCINTEL CORP COMCOM0.89%$1M25.8K
27PGPROCTER & GAMBLE CO COMCOM0.83%$1M9.2K
28JPXAEROVIRONMENT INC COMCOM0.83%$1M14.8K
29USBUS BANCORP DEL COMCOM NEW0.78%$1M20.3K
30EMREMERSON ELEC CO COMCOM0.77%$1M12.7K
31LINDE PLC SH ISIN#IE00BZ12WP82SHS0.76%$1M4.0K
32TSLATESLA INC COMCOM0.73%$1M1.4K
33EXMOCEXXON MOBIL CORP COMCOM0.65%$999,00017.0K
34BABOEING CO COMCOM0.60%$931,0004.2K
35NVDANVIDIA CORP COMCOM0.60%$922,0004.5K
36VANGUARD ADMIRAL FDS INC S&P MIDCAP 400 INDEX FD ETF SHSMIDCP 400 IDX0.57%$880,0004.9K
37LASRNLIGHT INC COMCOM0.56%$862,00030.6K
38MEDTRONIC PLC SHS ISIN#IE00BTN1Y115SHS0.52%$812,0006.5K
39NVSNNOVARTIS AG SPONSORED ADRSPONSORED ADR0.51%$793,0009.7K
40HDHOME DEPOT INC COMCOM0.47%$732,0002.2K
41METAMETA PLATFORMS INC CL ACL A0.47%$725,0002.1K
42AZNNASTRAZENECA PLC SPONSORED ADR ISIN#US0463531089SPONSORED ADR0.46%$713,00011.9K
43SNOWSNOWFLAKE INC CL ACL A0.45%$702,0002.3K
44NDQINVESCO QQQ TR UNIT SER 1UNIT SER 10.45%$691,0001.9K
45WFCWELLS FARGO & CO NEW COMCOM0.43%$666,00014.3K
46MTUSTIMKENSTEEL CORP COMCOM0.42%$644,00049.2K

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$274M573May 12, 202613F-HRchanges · EDGAR ↗
Q4 2025$283M534Feb 11, 202613F-HRchanges · EDGAR ↗
Q3 2025$275M485Nov 14, 202513F-HRchanges · EDGAR ↗
Q2 2025$249M507Aug 8, 202513F-HRchanges · EDGAR ↗
Q1 2025$234M499May 13, 202513F-HRchanges · EDGAR ↗
Q4 2024$231M493Feb 11, 202513F-HRchanges · EDGAR ↗
Q3 2024$224M431Oct 31, 202413F-HRchanges · EDGAR ↗
Q2 2024$203M456Aug 13, 202413F-HRchanges · EDGAR ↗
Q1 2024$199M499May 10, 202413F-HRchanges · EDGAR ↗
Q4 2023$187M450Feb 13, 202413F-HRchanges · EDGAR ↗
Q3 2023$174M468Nov 13, 202313F-HRchanges · EDGAR ↗
Q2 2023$182M485Aug 14, 202313F-HRchanges · EDGAR ↗
Q1 2023$174M491May 9, 202313F-HRchanges · EDGAR ↗
Q4 2022$164M463Feb 2, 202313F-HRchanges · EDGAR ↗
Q3 2022$149M459Nov 14, 202213F-HRchanges · EDGAR ↗
Q2 2022$153M483Aug 12, 202213F-HRchanges · EDGAR ↗
Q1 2022$173M453May 10, 202213F-HRchanges · EDGAR ↗
Q4 2021$172M444Feb 9, 202213F-HRchanges · EDGAR ↗
Q3 2021$155M419Nov 12, 202113F-HRchanges · EDGAR ↗
Q2 2021$142M396Aug 12, 202113F-HRchanges · EDGAR ↗
Q1 2021$134M411May 6, 202113F-HRchanges · EDGAR ↗
Q4 2020$112M431Feb 16, 202113F-HRchanges · EDGAR ↗

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.