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| Sittner & Nelson LLC
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| CRD # | 309757 |
| SEC # | 801-119243 |
| CIK # | 0001846138 |
| AUM | 1,048.6 M (2026-03-31) |
| Employees | 6 (67% Investors, 0% Brokers) |
| Phone | 541-636-4001 |
| Address | 497 Oakway Road Eugene, OR 97401 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001846138 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 39.2 | ||
| Nvidia Corp | 8.6 | ||
| Microsoft Corp | 7.4 | ||
| Alphabet Inc | 6.5 | ||
| Costco Wholesale Corp /NEW | 6.3 | ||
| Alphabet Inc | 5.9 | ||
| Chevron Corp | 5.6 | ||
| Starbucks Corp | 4.3 | ||
| J P Morgan Chase & Co | 4.1 | ||
| Stryker Corp | 3.8 | ||
| Amazon Com Inc | 3.7 | ||
| Johnson & Johnson | 3.3 | ||
| Aerovironment Inc | 3.1 | ||
| Fastenal Co | 3.1 | ||
| Greenbrier Companies Inc | 2.7 | ||
| Amgen Inc | 2.6 | ||
| Caterpillar Inc | 2.2 | ||
| Timken Co | 2.1 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 266 | 138.2 |
| (b) Individuals (high net worth individuals) | 189 | 839.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 20 | 69.1 |
| (h) Charitable organizations | 0 | 1.7 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,506 | 1,048.6 |
| By Discretionary | ||
| Discretionary | 1,501 | 1,043.9 |
| Non-Discretionary | 5 | 4.7 |
| Total | 1,506 | 1,048.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 11.9 | |
| United States Persons | 1,036.6 | |
| Total | 1,506 | 1,048.6 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001846138] |
| Firm Profile (Form ADV) | |
|---|---|
| Clients | 16 (1 non-US) |
| Serves | Institutional, Retail |
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