Long-term investor
Sittner & Nelson, LLC @sittnernelsonllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001846138).
Record
- Tracked since 2025-06-30 (450 days), 43 trades recorded
- Returns: week n/a · month n/a · 90 days 0.0% · 6 months +1.8% · 1 year n/a · all +5.5%
- Max drawdown n/a · win rate 41% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- AAPL · 14.0% · long · since 2025-06-30
- 87283Q826 · 3.7% · long · since 2025-06-30
- NVDA · 3.3% · long · since 2025-06-30
- 14020W106 · 3.2% · long · since 2025-06-30
- 72201R833 · 2.6% · long · since 2025-06-30
- 02079K107 · 2.5% · long · since 2025-06-30
- MSFT · 2.4% · long · since 2025-06-30
- GOOGL · 2.2% · long · since 2025-06-30
- 14020V108 · 1.8% · long · since 2025-06-30
- COST · 1.7% · long · since 2025-06-30
- 72201R635 · 1.7% · long · since 2025-06-30
- SBUX · 1.6% · long · since 2025-06-30