Sitrin Capital Management as of Dec. 31, 2015
Portfolio Holdings for Sitrin Capital Management
Sitrin Capital Management holds 37 positions in its portfolio as reported in the December 2015 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Starbucks Corporation (SBUX) | 4.3 | $5.0M | 87k | 57.11 | |
| Home Depot (HD) | 4.3 | $4.9M | 39k | 124.80 | |
| Johnson & Johnson (JNJ) | 4.2 | $4.7M | 48k | 98.86 | |
| Becton, Dickinson and (BDX) | 4.0 | $4.6M | 32k | 143.08 | |
| American Tower Reit (AMT) | 4.0 | $4.5M | 48k | 95.30 | |
| Amgen (AMGN) | 3.9 | $4.5M | 29k | 152.20 | |
| Chevron Corporation (CVX) | 3.8 | $4.3M | 52k | 82.77 | |
| Costco Wholesale Corporation (COST) | 3.7 | $4.2M | 28k | 153.48 | |
| Wells Fargo & Company (WFC) | 3.7 | $4.2M | 84k | 50.29 | |
| Visa (V) | 3.7 | $4.2M | 57k | 73.77 | |
| Amazon (AMZN) | 3.6 | $4.1M | 6.8k | 612.05 | |
| salesforce (CRM) | 3.6 | $4.1M | 55k | 73.79 | |
| Microsoft Corporation (MSFT) | 3.6 | $4.1M | 77k | 52.92 | |
| Facebook Inc cl a (META) | 3.6 | $4.1M | 41k | 98.44 | |
| Automatic Data Processing (ADP) | 3.3 | $3.7M | 48k | 78.78 | |
| Biogen Idec (BIIB) | 3.2 | $3.6M | 13k | 281.50 | |
| Wal-Mart Stores (WMT) | 3.1 | $3.6M | 55k | 64.60 | |
| Sherwin-Williams Company (SHW) | 3.1 | $3.5M | 15k | 243.22 | |
| Estee Lauder Companies (EL) | 3.1 | $3.5M | 43k | 83.54 | |
| priceline.com Incorporated | 3.0 | $3.5M | 3.0k | 1154.03 | |
| United Parcel Service (UPS) | 3.0 | $3.4M | 37k | 91.91 | |
| Goldman Sachs (GS) | 2.9 | $3.4M | 20k | 165.52 | |
| MetLife (MET) | 2.9 | $3.3M | 77k | 42.71 | |
| United Technologies Corporation | 2.9 | $3.2M | 36k | 90.80 | |
| Spdr S&p 500 Etf (SPY) | 2.8 | $3.2M | 17k | 193.76 | |
| Apple (AAPL) | 2.8 | $3.2M | 32k | 97.84 | |
| Morgan Stanley (MS) | 2.5 | $2.9M | 100k | 28.68 | |
| Alphabet Inc Class A cs (GOOGL) | 2.4 | $2.7M | 3.7k | 735.62 | |
| Alphabet Inc Class C cs (GOOG) | 2.3 | $2.6M | 3.6k | 719.34 | |
| Arthur J. Gallagher & Co. (AJG) | 0.9 | $1.0M | 26k | 38.51 | |
| SPDR Gold Trust (GLD) | 0.7 | $742k | 7.1k | 105.25 | |
| iShares Russell 3000 Value Index (IUSV) | 0.5 | $542k | 4.5k | 120.93 | |
| CurrencyShares Swiss Franc Trust | 0.3 | $387k | 4.0k | 96.75 | |
| Exxon Mobil Corporation (XOM) | 0.2 | $248k | 3.3k | 75.29 | |
| Abbvie (ABBV) | 0.2 | $219k | 3.9k | 55.70 | |
| Time Warner | 0.2 | $205k | 2.9k | 71.68 | |
| Corcept Therapeutics Incorporated (CORT) | 0.1 | $154k | 40k | 3.85 |
