SIBAX
Sit Balanced Fund
SIT MUTUAL FUNDS INC

Portfolio moves

Net position changes between two of this fund's N-PORT snapshots. These are differences between point-in-time reports — not a trade log — and share counts can be affected by splits and other corporate actions.

Dec 31, 2025 → Mar 31, 2026

Expand a category to see the positions behind it, ranked by weight.

Security Shares Dec 2025 Shares Mar 2026 Δ shares End % Δ value
US TREASURY N/B 0 1,000,000 1,000,000 1.37% $980.70K
US TREASURY N/B 0 600,000 600,000 0.82% $585.75K
BANK OF AMERICA CORPORATION 0 4,800 4,800 0.33% $234.00K
REGIONS FINL 0 200,000 200,000 0.32% $226.33K
CHASE 2026-1 A5A 0 200,000 200,000 0.27% $192.26K
CENTERPOINT HOUS 0 175,000 175,000 0.24% $171.43K
SEMT 2026-4 A7 0 150,000 150,000 0.21% $148.96K
US TREASURY N/B 0 150,000 150,000 0.20% $146.67K
MORGAN STANLEY 0 150,000 150,000 0.20% $144.88K
ENTERGY CORP 0 125,000 125,000 0.17% $123.34K
MORGAN STANLEY 0 125,000 125,000 0.17% $122.60K
MERCK & CO 0 950 950 0.16% $114.28K
SOUTHERN CO 0 50,000 50,000 0.07% $50.25K
UNUM GROUP 0 50,000 50,000 0.07% $48.94K
MFS Government Markets Income Trust 0 3,500 3,500 0.01% $10.29K
Security Shares Dec 2025 Shares Mar 2026 Δ shares End % Δ value
US TREASURY N/B 325,000 0 -325,000 0.00% -$320.62K
UMBS 254,147 0 -254,147 0.00% -$248.48K
FR SD8504 243,913 0 -243,913 0.00% -$238.47K
G2 MB0145 242,276 0 -242,276 0.00% -$236.58K
FR SD8473 224,755 0 -224,755 0.00% -$219.74K
Board of Governors of Colorado State University System 200,000 0 -200,000 0.00% -$207.34K
BANK OF NY MELLO 175,000 0 -175,000 0.00% -$195.97K
EVERGY KANSAS 175,000 0 -175,000 0.00% -$187.91K
CF INDUSTRIES IN 150,000 0 -150,000 0.00% -$149.75K
MASSACHUSETTS ST EDUCTNL FING AUTH 145,000 0 -145,000 0.00% -$147.77K
Ginnie Mae II Pool 122,357 0 -122,357 0.00% -$123.81K
SELECTIVE INS GP 100,000 0 -100,000 0.00% -$104.97K
Massachusetts Educational Financing Authority 15,000 0 -15,000 0.00% -$14.82K
Freddie Mac Gold Pool 11,613 0 -11,613 0.00% -$12.00K
Fannie Mae Pool 5,303 0 -5,303 0.00% -$5.51K
Fannie Mae Pool 50 0 -50 0.00% -$50
Security Shares Dec 2025 Shares Mar 2026 Δ shares End % Δ value
NETFLIX INC 4,600 5,900 1,300 0.79% $135.99K
CLOSED-E 21,971 25,733 3,762 0.58% $57.54K
NEW YORK NY CITY OF NEW YORK NY 182,879 370,329 187,451 0.53% $192.03K
Angel Oak Financial Strategies Income Term Trust 27,282 28,182 900 0.50% -$1.07K
Putnam Premier Income Trust 68,392 77,203 8,811 0.38% $31.96K
BLACKROCK CORE BOND TRUST 27,126 29,126 2,000 0.37% $6.66K
BOOZ ALLEN HAMILTON INC REGD 5.95000000 200,000 250,000 50,000 0.35% $44.62K
MFS Intermediate Income Trust 83,033 91,833 8,800 0.32% $13.78K
TCW Strategic Income Fund, Inc. 25,000 40,731 15,731 0.25% $59.38K
AXON ENTERPRISE INC 130 405 275 0.24% $98.17K
Nuveen Multi-Market Income Fund 21,153 22,553 1,400 0.19% $5.07K
John Hancock Income Securities Trust 5,000 5,900 900 0.09% $6.00K
Security Shares Dec 2025 Shares Mar 2026 Δ shares End % Δ value
MONEYMKT 1,782,692 1,696,618 -86,074 2.36% -$86.07K
US TREASURY N/B 800,000 575,000 -225,000 0.77% -$224.06K
FN MA5529 562,154 553,122 -9,032 0.74% -$15.57K
UMBS 556,540 549,844 -6,696 0.72% -$10.11K
FNMA POOL MA5670 FN 04/55 FIXED 4 481,528 477,308 -4,220 0.63% -$7.26K
WOODWARD CAPITAL MANAGEMENT RCKT 2025 CES1 A1A 144A 389,760 351,711 -38,049 0.49% -$40.23K
Indiana Housing & Community Development Authority 280,000 260,000 -20,000 0.37% -$20.20K
Fannie Mae Pool 271,943 268,198 -3,745 0.36% -$6.62K
FN MA4733 272,299 266,920 -5,380 0.36% -$8.51K
FN MA5378 270,324 267,012 -3,312 0.35% -$4.97K
Uniform Mortgage-Backed Securities 252,183 249,383 -2,799 0.33% -$4.36K
J.P. Morgan Mortgage Trust, Series 2021-6, Class A12 243,020 238,601 -4,420 0.32% -$5.85K
Federal National Mortgage Association, Inc. 242,648 239,786 -2,861 0.32% -$5.72K
FN MA5135 249,162 244,050 -5,112 0.32% -$6.84K
FR SD8522 239,612 237,816 -1,796 0.32% -$4.65K
FN MA5070 234,492 228,832 -5,660 0.31% -$8.72K
FN MA5528 236,518 233,967 -2,551 0.31% -$4.02K
FREDDIE MAC POOL FR SD8484 236,456 232,695 -3,761 0.31% -$5.16K
FREDDIE MAC POOL UMBS P#SD8286 4.00000000 230,920 227,230 -3,690 0.30% -$5.82K
JP MORGAN MORTGAGE TRUST 2021 6 236,983 230,248 -6,734 0.29% -$6.51K
FN MA5037 210,712 206,953 -3,759 0.28% -$6.21K
US TREASURY N/B 250,000 200,000 -50,000 0.28% -$52.94K
G2 MA7883 215,059 210,261 -4,798 0.27% -$3.03K
JP Morgan Mortgage Trust 2021-13 205,072 202,093 -2,979 0.25% -$3.50K
CHASE HOME LENDING MORTGAGE TRUST 2025-1 CHASE 2025-1 A4 192,452 175,507 -16,945 0.25% -$19.04K
Ginnie Mae II Pool 191,150 188,867 -2,282 0.24% -$3.74K
Government National Mortgage Association 157,830 155,211 -2,619 0.22% -$5.09K
Government National Mortgage Association 150,950 148,994 -1,955 0.21% -$4.14K
FNCL UMBS 4.0 MA5467 09-01-54 162,653 160,612 -2,041 0.21% -$3.03K
UMBS 160,001 158,403 -1,599 0.21% -$2.60K
SEQUOIA MORTGAGE TRUST 2025-1 SEMT 2025-1 A4 170,758 143,550 -27,208 0.20% -$28.57K
CVS PASS-THROUGH TRUST SERIES 2014 144A 4.163000% 08/11/2036 149,399 146,602 -2,797 0.19% -$2.52K
SYNOVUS FINL 175,000 125,000 -50,000 0.18% -$54.38K
Nebraska Investment Finance Authority 120,000 115,000 -5,000 0.17% -$5.60K
Ginnie Mae II Pool 127,498 124,653 -2,845 0.17% -$4.02K
Freddie Mac REMICS 127,759 124,907 -2,853 0.16% -$4.00K
Government National Mortgage Association 116,195 114,320 -1,874 0.15% -$3.23K
Freddie Mac REMICS 118,310 113,485 -4,825 0.15% -$5.48K
Chase Home Lending Mortgage Trust 2023-1 110,689 105,116 -5,574 0.15% -$6.93K
J.P. Morgan Mortgage Trust 2023-6 95,932 89,806 -6,126 0.13% -$7.31K
Duke Energy Progress SC Storm Funding LLC, Series A 71,264 70,119 -1,145 0.10% -$1.53K
FN MA5851 74,257 73,620 -636 0.10% -$1.52K
CVS PASS THROUGH TRUST PASS THRU CE 01/30 6.943 62,876 59,506 -3,370 0.09% -$4.00K
CHASE HOME LENDING MORTGAGE TRUST 2024-9 CHASE 2024-9 A4 80,935 57,487 -23,448 0.08% -$23.50K
JP Morgan Mortgage Trust 2024-2 104,153 55,611 -48,542 0.08% -$49.01K
Sequoia Mortgage Trust 2020-4 32,819 31,590 -1,229 0.04% -$1.38K
Wells Fargo Mortgage Backed Securities 2020-5 Trust 25,749 24,934 -815 0.03% -$1.06K
NRZT 2018-3A A1 144A FRN 05-25-58 24,254 23,309 -945 0.03% -$1.07K
Government National Mortgage Association 18,300 18,195 -106 0.03% -$373
Fannie Mae Trust 2004-W9 17,960 17,483 -477 0.02% -$670
Fannie Mae REMICS 17,615 16,734 -880 0.02% -$1.14K
Fannie Mae REMICS 14,784 14,576 -209 0.02% -$353
Freddie Mac REMICS 11,893 11,434 -459 0.02% -$608
Freddie Mac REMICS 10,666 10,166 -500 0.01% -$617
Freddie Mac REMICS 9,746 9,456 -290 0.01% -$493
Freddie Mac REMICS 10,684 9,779 -905 0.01% -$1.03K
FNMA, Grantor Trust, Whole Loan, Series 2004-T1, Class 1A1 10,106 9,701 -405 0.01% -$538
Freddie Mac REMICS 10,746 9,572 -1,174 0.01% -$1.25K
Government National Mortgage Association Pool #4286 7,787 7,640 -147 0.01% -$106
GOVERNMENT NATIONAL MORTGAGE CORPORATION 6,329 5,804 -525 0.01% -$553
Freddie Mac REMICS 6,457 5,795 -662 0.01% -$703
FREDDIE MAC REMICS SER 3704 CL CT 7.00000000 5,229 4,968 -261 0.01% -$338
Freddie Mac REMICS 5,084 4,968 -116 0.01% -$185
GOVERNMENT NATIONAL MORTGAGE ASSOCIATION 2 4,136 4,001 -135 0.01% -$142
United States Small Business Administration 5,058 3,882 -1,175 0.01% -$1.18K
FNMA, Grantor Trust, Whole Loan, Series 2004-T3, Class 1A3 3,812 3,742 -70 0.01% -$103
FNCT UMBS 6.5 256886 09-01-27 4,038 3,385 -654 0.00% -$692
Ginnie Mae II Pool 3,511 3,267 -244 0.00% -$259
Government National Mortgage Association 2,733 2,519 -214 0.00% -$254
FNMA, REMIC, Series 1999-17, Class C 1,715 1,466 -249 0.00% -$259
GOVERNMENT NATIONAL MORTGAGE ASSOCIATION 1,201 978 -223 0.00% -$227
Government National Mortgage Association 39 34 -5 0.00% -$5
Security Shares Dec 2025 Shares Mar 2026 Δ shares End % Δ value
NVIDIA CORP 30,900 30,900 0 7.51% -$373.89K
ALPHABET INC CL A 12,400 12,400 0 4.97% -$315.46K
APPLE INC 13,475 13,475 0 4.77% -$243.49K
BROADCOM INC 10,850 10,850 0 4.68% -$397.00K
MICROSOFT CORP 7,475 7,475 0 3.86% -$848.04K
AMAZON.COM INC 9,700 9,700 0 2.82% -$218.74K
GOLDMAN SACHS GROUP INC 1,600 1,600 0 1.89% -$52.82K
META PLATFORMS INC CL A 2,115 2,115 0 1.69% -$186.04K
US TREASURY N/B 1,150,000 1,150,000 0 1.56% -$12.85K
ALPHABET INC CL C 3,675 3,675 0 1.47% -$99.00K
JPMORGAN CHASE and CO 2,925 2,925 0 1.20% -$82.08K
VISA INC-CLASS A 2,800 2,800 0 1.18% -$135.72K
TJX COS INC 5,100 5,100 0 1.13% $31.06K
LILLY ELI and CO 840 840 0 1.08% -$130.12K
PALO ALTO NETWORKS INC 4,320 4,320 0 0.97% -$103.16K
APPLIED MATERIALS INC 1,900 1,900 0 0.90% $161.12K
WILLIAMS COS INC 8,700 8,700 0 0.88% $110.23K
SIEMENS AG-SPONS ADR DEPOSITARY RECEIPT 5,175 5,175 0 0.88% -$93.51K
Safran S.A. Unsponsored ADR 7,350 7,350 0 0.84% -$36.90K
HOME DEPOT INC 1,825 1,825 0 0.84% -$27.76K
INTUITIVE SURGICAL INC 1,290 1,290 0 0.83% -$135.93K
SALESFORCE INC 3,050 3,050 0 0.79% -$238.63K
PARKER HANNIFIN CORP 625 625 0 0.78% $10.18K
CHENIERE ENERGY INC 1,900 1,900 0 0.75% $169.80K
INTUIT INC 1,200 1,200 0 0.72% -$276.05K
UNITEDHEALTH GRP 1,900 1,900 0 0.72% -$113.09K
THERMO FISHER SCIENTIFIC INC 1,040 1,040 0 0.71% -$91.44K
AMERIPRISE FINANCIAL INC 1,150 1,150 0 0.71% -$52.83K
UNION PACIFIC CORP 2,050 2,050 0 0.69% $23.16K
CHUBB LTD 1,400 1,400 0 0.64% $19.33K
MCDONALDS CORP 1,450 1,450 0 0.63% $7.48K
ACCENTURE PLC CL A 2,025 2,025 0 0.56% -$141.77K
NEXTERA ENERGY INC 4,140 4,140 0 0.54% $52.16K
ABBVIE INC 1,750 1,750 0 0.53% -$19.25K
ARISTA NETWORKS INC 3,060 3,060 0 0.52% -$25.24K
TAKE-TWO INTERACTV SOFTWR INC 1,765 1,765 0 0.49% -$103.31K
HONEYWELL INTL INC 1,450 1,450 0 0.46% $44.86K
MOTOROLA SOLUTIONS INC 750 750 0 0.45% $37.99K
SHERWIN WILLIAMS CO 1,000 1,000 0 0.45% -$3.48K
VERTIV HOLDINGS CO 1,225 1,225 0 0.43% $108.50K
AUTODESK INC 1,275 1,275 0 0.43% -$72.18K
SERVICENOW INC 2,800 2,800 0 0.41% -$136.19K
EATON CORP PLC 800 800 0 0.40% $31.33K
LINDE PLC 575 575 0 0.40% $39.89K
PEPSICO INC 1,825 1,825 0 0.39% $21.48K
City of Oak Creek WI 295,000 295,000 0 0.39% -$310
City of Colorado Springs CO Utilities System Revenue 250,000 250,000 0 0.39% -$2.92K
West Virginia Housing Development Fund 250,000 250,000 0 0.36% -$467
NORTHROP GRUMMAN CORP 375 375 0 0.36% $42.01K
County of Vermillion IN 250,000 250,000 0 0.35% -$2.01K
BOKF NA 250,000 250,000 0 0.35% -$1.97K
ABBOTT LABS 2,450 2,450 0 0.35% -$55.42K
FIFTH THIRD BANK 250,000 250,000 0 0.35% -$1.64K
JP Morgan Mortgage Trust 2025-1 250,000 250,000 0 0.35% -$7.60K
Chase Home Lending Mortgage Trust Series 2025-2 250,000 250,000 0 0.35% -$6.14K
US TREASURY N/B 250,000 250,000 0 0.35% -$2.83K
Wynnton Funding Trust 250,000 250,000 0 0.34% -$5.73K
WASTE CONNECTIONS INC 1,500 1,500 0 0.34% -$19.38K
GENERAL DYNAMICS CORPORATION 700 700 0 0.33% $4.59K
Downtown Dallas Development Authority 240,000 240,000 0 0.33% -$10
STRYKER CORP 700 700 0 0.32% -$16.02K
SHELL PLC SPONS ADR 2,400 2,400 0 0.31% $46.85K
DWS MUNICIPAL INCOME TRUST COM USD0.01 24,300 24,300 0 0.31% $243
EQUIFAX INC SR UNSECURED 07/37 7 200,000 200,000 0 0.31% -$4.54K
Putnam Master Intermediate Income Trust 66,500 66,500 0 0.30% -$4.66K
US TREASURY N/B 225,000 225,000 0 0.30% -$2.54K
UNION ELECTRIC 275,000 275,000 0 0.30% -$6.43K
Texas Department of Housing & Community Affairs, Series D 195,000 195,000 0 0.29% $118
Chase Home Lending Mortgage Trust Series 2024-4 200,000 200,000 0 0.28% -$2.09K
US TREASURY N/B 200,000 200,000 0 0.28% -$2.01K
Chase Home Lending Mortgage Trust Series 2024-2 200,000 200,000 0 0.28% -$3.20K
Chase Home Lending Mortgage Trust Series 2024-1 200,000 200,000 0 0.28% -$3.02K
JP Morgan Mortgage Trust Series 2024-5 200,000 200,000 0 0.28% -$2.70K
JP Morgan Mortgage Trust Series 2024-4 200,000 200,000 0 0.28% -$4.06K
J.P. Morgan Mortgage Trust 2024-1 200,000 200,000 0 0.28% -$2.33K
Utah Charter School Finance Authority 205,000 205,000 0 0.28% $21
DALLAS HOSP-BAB-C 200,000 200,000 0 0.27% -$2.06K
FIRST CITIZENS BANCSH F2V 200,000 200,000 0 0.27% -$8.46K
LaGrange County Regional Utility District 230,000 230,000 0 0.27% $1.13K
Nuveen Taxable Municipal Income Fund 11,667 11,667 0 0.25% -$1.63K
BOSTON SCIENTIFIC CORP 2,575 2,575 0 0.23% -$83.94K
DYNATRACE INC 4,250 4,250 0 0.22% -$27.03K
Southstate Corporation 150,000 150,000 0 0.22% -$798
Colorado Educational & Cultural Facilities Authority 205,000 205,000 0 0.22% -$876
EXELON CO 150,000 150,000 0 0.21% -$3.36K
Sequoia Mortgage Trust 2025-3 150,000 150,000 0 0.21% -$3.20K
JP Morgan Mortgage Trust 2023-10 150,000 150,000 0 0.21% -$2.12K
ASSURANT INC 150,000 150,000 0 0.21% -$2.91K
MASSACHUSETTS ST EDUCTNL FING AUTH 155,000 155,000 0 0.21% -$838
Minnesota Housing Finance Agency 135,000 135,000 0 0.19% $200
First Trust Mortgage Income Fund 11,200 11,200 0 0.18% -$4.26K
JPMORGAN CHASE 125,000 125,000 0 0.18% -$2.44K
ENTERGY LA LLC 125,000 125,000 0 0.17% -$3.30K
Duke Energy Florida Project Finance LLC, Series 2032 120,000 120,000 0 0.15% -$1.92K
Idaho Housing & Finance Association 110,000 110,000 0 0.15% -$657
DTE ELECT SECUR FND II REGD SER A-2 6.09000000 100,000 100,000 0 0.15% -$925
SOUTH STATE BANK NA SUBORDINATED 08/34 VAR 100,000 100,000 0 0.15% -$500
Public Finance Authority 105,000 105,000 0 0.14% -$886
US TREASURY N/B 100,000 100,000 0 0.14% -$1.32K
Chase Home Lending Mortgage Trust Series 2024-3 100,000 100,000 0 0.14% -$1.63K
US BANCORP 100,000 100,000 0 0.14% -$1.98K
EMERSON ELECTRIC CO 750 750 0 0.14% -$1.28K
Western Alliance Bank 6.54 11/15/2035 100,000 100,000 0 0.14% -$2.39K
EVERGY MO WEST STORM FDG I LLC 5.104% 12/01/2040 91,626 91,626 0 0.13% -$614
Idaho Housing & Finance Association 90,000 90,000 0 0.12% -$538
BLACKROCK INCOME TRUST INC 8,379 8,379 0 0.12% -$3.94K
Texas Children's Hospital 90,000 90,000 0 0.12% -$211
HALLIBURTON CO REGD P/P 7.60000000 75,000 75,000 0 0.12% -$1.11K
Charles Stark Draper Laboratory Inc/The 100,000 100,000 0 0.12% -$1.77K
Maricopa County Industrial Development Authority 100,000 100,000 0 0.11% -$652
DoubleLine Opportunistic Credit Fund 4,400 4,400 0 0.09% -$2.86K
L3HARRIS TECHS. INC 5.50% 50,000 50,000 0 0.07% -$1.04K

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