Sitrin Capital Management as of March 31, 2022
Portfolio Holdings for Sitrin Capital Management
Sitrin Capital Management holds 37 positions in its portfolio as reported in the March 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Marathon Petroleum Corp (MPC) | 4.2 | $8.4M | 98k | 85.50 | |
| Visa Com Cl A (V) | 3.8 | $7.5M | 34k | 221.76 | |
| Akamai Technologies (AKAM) | 3.8 | $7.5M | 63k | 119.38 | |
| Johnson & Johnson (JNJ) | 3.6 | $7.1M | 40k | 177.24 | |
| Costco Wholesale Corporation (COST) | 3.5 | $7.0M | 12k | 575.87 | |
| Alphabet Cap Stk Cl A (GOOGL) | 3.4 | $6.8M | 2.4k | 2781.20 | |
| Apple (AAPL) | 3.4 | $6.7M | 38k | 174.60 | |
| Wal-Mart Stores (WMT) | 3.3 | $6.6M | 44k | 148.91 | |
| Amgen (AMGN) | 3.3 | $6.5M | 27k | 241.81 | |
| Microsoft Corporation (MSFT) | 3.2 | $6.4M | 21k | 308.33 | |
| NVIDIA Corporation (NVDA) | 3.2 | $6.4M | 24k | 272.88 | |
| Waste Management (WM) | 3.2 | $6.3M | 40k | 158.51 | |
| Amazon (AMZN) | 3.1 | $6.2M | 1.9k | 3259.93 | |
| Oracle Corporation (ORCL) | 3.1 | $6.1M | 74k | 82.73 | |
| American Intl Group Com New (AIG) | 3.1 | $6.1M | 97k | 62.77 | |
| Target Corporation (TGT) | 3.0 | $6.1M | 29k | 212.23 | |
| Adobe Systems Incorporated (ADBE) | 3.0 | $6.0M | 13k | 455.61 | |
| Block Cl A (SQ) | 3.0 | $5.9M | 44k | 135.60 | |
| Agilent Technologies Inc C ommon (A) | 2.9 | $5.8M | 44k | 132.34 | |
| Lam Research Corporation (LRCX) | 2.9 | $5.8M | 11k | 537.60 | |
| Lowe's Companies (LOW) | 2.9 | $5.8M | 29k | 202.18 | |
| PNC Financial Services (PNC) | 2.9 | $5.8M | 31k | 184.45 | |
| Southwest Airlines (LUV) | 2.8 | $5.5M | 121k | 45.80 | |
| Masco Corporation (MAS) | 2.8 | $5.5M | 108k | 51.00 | |
| Charles River Laboratories (CRL) | 2.7 | $5.5M | 19k | 283.98 | |
| JPMorgan Chase & Co. (JPM) | 2.7 | $5.4M | 40k | 136.32 | |
| salesforce (CRM) | 2.7 | $5.4M | 25k | 212.32 | |
| Starbucks Corporation (SBUX) | 2.7 | $5.3M | 59k | 90.97 | |
| General Motors Company (GM) | 2.5 | $5.0M | 114k | 43.74 | |
| Meta Platforms Cl A (META) | 2.5 | $4.9M | 22k | 222.35 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 2.4 | $4.9M | 11k | 451.67 | |
| Netflix (NFLX) | 2.4 | $4.8M | 13k | 374.56 | |
| Arthur J. Gallagher & Co. (AJG) | 1.1 | $2.1M | 12k | 174.58 | |
| Tesla Motors (TSLA) | 0.6 | $1.2M | 1.1k | 1077.57 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.3 | $670k | 240.00 | 2791.67 | |
| Procter & Gamble Company (PG) | 0.2 | $411k | 2.7k | 152.79 | |
| FedEx Corporation (FDX) | 0.1 | $206k | 890.00 | 231.46 |
