Sitrin Capital Management

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