Sit Balanced Fund (SIBAX) - Allocation--50% to 70% Equity fund with $78.32 Million in assets. The fund allocates 36.12% of its portfolio to its top 10 holdings. It primarily invests in averagemarketcap cap stocks , with a focus on the cash and equivalents sector.
The largest holding in the fund is NVIDIA Corp at 7.64% of total assets. This is followed by Microsoft Corp (4.79%) and Apple Inc (4.86%).
| Name | Weight | Owned | Change |
|---|---|---|---|
| NVIDIA Corp | 7.64% | - | - |
| Microsoft Corp | 4.79% | - | - |
| Apple Inc | 4.86% | - | - |
| Alphabet Inc | 1.53% | - | - |
| FIDELITY GOVERNMENT PORT-I | 4.37% | - | - |
| Broadcom Inc | 4.98% | - | - |
| Amazon.com Inc | 2.97% | - | - |
| United States Treasury Note/Bond | 1.57% | - | - |
| UnitedHealth Group Inc | 1.56% | - | - |
| Meta Platforms Inc | 1.85% | - | - |
| Goldman Sachs Group Inc/The | 1.86% | - | - |
| Fidelity Government Portfolio | 2.36% | - | - |
| NVIDIA Corp. COM | 7.48% | - | - |
| Alphabet Inc. CAP STK CL A | 4.95% | - | - |
| Apple Inc. COM | 4.74% | - | - |
| Broadcom Inc COM | 4.66% | - | - |
| Microsoft Corp. COM | 3.84% | - | - |
| Amazon.com, Inc. COM | 2.80% | - | - |
| Fidelity Colchester Street Trust MNY MRKT FDS I | 2.35% | - | - |
| Goldman Sachs Group, Inc. COM | 1.88% | - | - |
| Meta Platforms Inc CL A | 1.68% | - | - |
| T 4.75 11/15/53 | 1.55% | - | - |
| NVIDIA CORP COM | 7.99% | - | - |
| ALPHABET INC CAP STK CL A | 5.72% | - | - |
| BROADCOM INC COM | 5.29% | - | - |
| APPLE INC COM | 5.04% | - | - |
| MICROSOFT CORP COM | 3.60% | - | - |
| AMAZON.COM INC COM | 2.99% | - | - |
| GOLDMAN SACHS GROUP INC (THE) COM | 2.09% | - | - |
| PALO ALTO NETWORKS INC COM | 1.90% | - | - |
| APPLIED MATERIALS INC COM | 1.77% | - | - |
| ALPHABET INC CAP STK CL C | 1.68% | - | - |