Sitrin Capital Management as of March 31, 2021
Portfolio Holdings for Sitrin Capital Management
Sitrin Capital Management holds 38 positions in its portfolio as reported in the March 2021 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 3.8 | $8.0M | 34k | 235.78 | |
| Charles River Laboratories (CRL) | 3.7 | $7.8M | 27k | 289.83 | |
| Paypal Holdings (PYPL) | 3.6 | $7.6M | 31k | 242.85 | |
| Visa Com Cl A (V) | 3.4 | $7.2M | 34k | 211.74 | |
| Target Corporation (TGT) | 3.4 | $7.1M | 36k | 198.07 | |
| Amgen (AMGN) | 3.3 | $7.1M | 28k | 248.83 | |
| Boeing Company (BA) | 3.3 | $6.9M | 27k | 254.74 | |
| Costco Wholesale Corporation (COST) | 3.2 | $6.8M | 19k | 352.50 | |
| International Paper Company (IP) | 3.2 | $6.8M | 125k | 54.07 | |
| Agilent Technologies Inc C ommon (A) | 3.2 | $6.7M | 53k | 127.15 | |
| Johnson & Johnson (JNJ) | 3.2 | $6.7M | 41k | 164.35 | |
| Facebook Cl A (META) | 3.2 | $6.7M | 23k | 294.54 | |
| Alphabet Cap Stk Cl A (GOOGL) | 3.2 | $6.7M | 3.2k | 2062.64 | |
| Akamai Technologies (AKAM) | 3.1 | $6.6M | 65k | 101.90 | |
| Lam Research Corporation (LRCX) | 3.1 | $6.5M | 11k | 595.20 | |
| Square Cl A (SQ) | 3.1 | $6.5M | 29k | 227.04 | |
| Chewy Cl A (CHWY) | 3.0 | $6.4M | 75k | 84.71 | |
| Wal-Mart Stores (WMT) | 2.9 | $6.2M | 45k | 135.83 | |
| NVIDIA Corporation (NVDA) | 2.9 | $6.1M | 11k | 533.90 | |
| Amazon (AMZN) | 2.9 | $6.0M | 1.9k | 3093.89 | |
| Caterpillar (CAT) | 2.8 | $6.0M | 26k | 231.86 | |
| Verizon Communications (VZ) | 2.8 | $5.9M | 102k | 58.15 | |
| Southwest Airlines (LUV) | 2.8 | $5.9M | 97k | 61.06 | |
| Apple (AAPL) | 2.8 | $5.8M | 48k | 122.16 | |
| Adobe Systems Incorporated (ADBE) | 2.8 | $5.8M | 12k | 475.40 | |
| Airbnb Com Cl A (ABNB) | 2.6 | $5.5M | 29k | 187.93 | |
| Docusign (DOCU) | 2.6 | $5.5M | 27k | 202.47 | |
| Kimberly-Clark Corporation (KMB) | 2.6 | $5.4M | 39k | 139.04 | |
| salesforce (CRM) | 2.6 | $5.4M | 25k | 211.86 | |
| Netflix (NFLX) | 2.5 | $5.3M | 10k | 521.61 | |
| Phillips 66 (PSX) | 2.4 | $5.1M | 63k | 81.54 | |
| Draftkings Com Cl A | 2.4 | $5.0M | 81k | 61.33 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 2.1 | $4.5M | 11k | 396.30 | |
| Arthur J. Gallagher & Co. (AJG) | 0.7 | $1.5M | 12k | 124.76 | |
| Tesla Motors (TSLA) | 0.3 | $715k | 1.1k | 668.22 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.2 | $496k | 240.00 | 2066.67 | |
| Procter & Gamble Company (PG) | 0.2 | $364k | 2.7k | 135.32 | |
| FedEx Corporation (FDX) | 0.1 | $253k | 890.00 | 284.27 |
