Sitrin Capital Management as of Sept. 30, 2021
Portfolio Holdings for Sitrin Capital Management
Sitrin Capital Management holds 33 positions in its portfolio as reported in the September 2021 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Apple (AAPL) | 4.6 | $9.6M | 68k | 141.50 | |
| Microsoft Corporation (MSFT) | 4.5 | $9.4M | 33k | 281.93 | |
| Costco Wholesale Corporation (COST) | 4.0 | $8.5M | 19k | 449.33 | |
| Agilent Technologies Inc C ommon (A) | 3.9 | $8.2M | 52k | 157.53 | |
| Alphabet Cap Stk Cl A (GOOGL) | 3.8 | $8.0M | 3.0k | 2673.54 | |
| Charles River Laboratories (CRL) | 3.8 | $7.9M | 19k | 412.66 | |
| Target Corporation (TGT) | 3.8 | $7.9M | 35k | 228.76 | |
| Netflix (NFLX) | 3.7 | $7.8M | 13k | 610.33 | |
| NVIDIA Corporation (NVDA) | 3.7 | $7.8M | 37k | 207.16 | |
| Adobe Systems Incorporated (ADBE) | 3.6 | $7.5M | 13k | 575.72 | |
| Paypal Holdings (PYPL) | 3.6 | $7.5M | 29k | 260.21 | |
| Visa Com Cl A (V) | 3.6 | $7.5M | 34k | 222.75 | |
| Facebook Cl A (META) | 3.6 | $7.4M | 22k | 339.37 | |
| Airbnb Com Cl A (ABNB) | 3.4 | $7.2M | 43k | 167.76 | |
| International Paper Company (IP) | 3.3 | $6.9M | 123k | 55.92 | |
| salesforce (CRM) | 3.2 | $6.8M | 25k | 271.20 | |
| Docusign (DOCU) | 3.2 | $6.7M | 26k | 257.44 | |
| Square Cl A (SQ) | 3.2 | $6.7M | 28k | 239.84 | |
| Akamai Technologies (AKAM) | 3.1 | $6.5M | 62k | 104.58 | |
| Johnson & Johnson (JNJ) | 3.1 | $6.4M | 40k | 161.51 | |
| Southwest Airlines (LUV) | 3.0 | $6.2M | 121k | 51.43 | |
| Amazon (AMZN) | 3.0 | $6.2M | 1.9k | 3285.26 | |
| Carnival Corp Unit 99/99/9999 (CCL) | 2.9 | $6.2M | 246k | 25.01 | |
| Lam Research Corporation (LRCX) | 2.9 | $6.1M | 11k | 569.12 | |
| Wal-Mart Stores (WMT) | 2.9 | $6.1M | 44k | 139.39 | |
| Crown Castle Intl (CCI) | 2.9 | $6.0M | 35k | 173.32 | |
| Boeing Company (BA) | 2.7 | $5.7M | 26k | 219.94 | |
| Amgen (AMGN) | 2.7 | $5.7M | 27k | 212.64 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 2.3 | $4.9M | 11k | 429.19 | |
| Arthur J. Gallagher & Co. (AJG) | 0.9 | $1.8M | 12k | 148.64 | |
| Tesla Motors (TSLA) | 0.4 | $830k | 1.1k | 775.70 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.3 | $640k | 240.00 | 2666.67 | |
| Procter & Gamble Company (PG) | 0.2 | $376k | 2.7k | 139.78 |
