Sitrin Capital Management as of Sept. 30, 2017
Portfolio Holdings for Sitrin Capital Management
Sitrin Capital Management holds 38 positions in its portfolio as reported in the September 2017 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Apple (AAPL) | 4.6 | $7.1M | 46k | 154.11 | |
Home Depot (HD) | 4.2 | $6.5M | 40k | 163.57 | |
Paypal Holdings (PYPL) | 4.2 | $6.5M | 101k | 64.03 | |
Becton, Dickinson and (BDX) | 4.1 | $6.4M | 33k | 195.94 | |
Johnson & Johnson (JNJ) | 4.1 | $6.3M | 49k | 130.01 | |
Spdr S&p 500 Etf (SPY) | 4.0 | $6.3M | 25k | 251.21 | |
Boeing Company (BA) | 4.0 | $6.2M | 24k | 254.22 | |
Visa (V) | 4.0 | $6.2M | 59k | 105.24 | |
Microsoft Corporation (MSFT) | 3.8 | $5.8M | 79k | 74.50 | |
Cme (CME) | 3.7 | $5.8M | 42k | 135.69 | |
Amgen (AMGN) | 3.6 | $5.6M | 30k | 186.46 | |
salesforce (CRM) | 3.4 | $5.3M | 57k | 93.42 | |
Facebook Inc cl a (META) | 3.2 | $5.0M | 30k | 170.89 | |
Netflix (NFLX) | 3.2 | $4.9M | 27k | 181.37 | |
Amazon (AMZN) | 3.1 | $4.9M | 5.1k | 961.35 | |
Palo Alto Networks (PANW) | 3.0 | $4.7M | 33k | 144.09 | |
Pfizer (PFE) | 3.0 | $4.7M | 131k | 35.70 | |
Corning Incorporated (GLW) | 2.9 | $4.5M | 149k | 29.92 | |
Electronic Arts (EA) | 2.9 | $4.5M | 38k | 118.05 | |
NVIDIA Corporation (NVDA) | 2.8 | $4.4M | 25k | 178.77 | |
Chevron Corporation (CVX) | 2.7 | $4.3M | 36k | 117.51 | |
United Technologies Corporation | 2.7 | $4.3M | 37k | 116.09 | |
Zions Bancorporation (ZION) | 2.7 | $4.2M | 89k | 47.18 | |
Cerner Corporation | 2.7 | $4.1M | 58k | 71.33 | |
American Tower Reit (AMT) | 2.6 | $4.1M | 30k | 136.70 | |
U.S. Bancorp (USB) | 2.6 | $4.0M | 75k | 53.59 | |
PNC Financial Services (PNC) | 2.5 | $3.9M | 29k | 134.76 | |
Martin Marietta Materials (MLM) | 2.5 | $3.9M | 19k | 206.21 | |
Western Digital (WDC) | 2.4 | $3.8M | 44k | 86.39 | |
Alphabet Inc Class A cs (GOOGL) | 2.3 | $3.6M | 3.7k | 973.83 | |
Arthur J. Gallagher & Co. (AJG) | 0.6 | $883k | 14k | 61.55 | |
iShares Russell 3000 Value Index (IUSV) | 0.5 | $749k | 14k | 52.37 | |
SPDR Gold Trust (GLD) | 0.4 | $614k | 5.1k | 121.58 | |
CurrencyShares Swiss Franc Trust | 0.2 | $391k | 4.0k | 97.75 | |
Abbvie (ABBV) | 0.2 | $349k | 3.9k | 88.76 | |
Corcept Therapeutics Incorporated (CORT) | 0.2 | $290k | 15k | 19.33 | |
Time Warner | 0.2 | $249k | 2.4k | 102.47 | |
Exxon Mobil Corporation (XOM) | 0.2 | $248k | 3.0k | 82.12 |