Sitrin Capital Management as of Dec. 31, 2017
Portfolio Holdings for Sitrin Capital Management
Sitrin Capital Management holds 37 positions in its portfolio as reported in the December 2017 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Apple (AAPL) | 4.8 | $7.6M | 45k | 169.24 | |
| Home Depot (HD) | 4.7 | $7.5M | 39k | 189.54 | |
| Boeing Company (BA) | 4.5 | $7.1M | 24k | 294.92 | |
| Johnson & Johnson (JNJ) | 4.2 | $6.7M | 48k | 139.71 | |
| Spdr S&p 500 Etf (SPY) | 4.2 | $6.7M | 25k | 266.88 | |
| Microsoft Corporation (MSFT) | 4.2 | $6.6M | 77k | 85.55 | |
| Cme (CME) | 3.9 | $6.1M | 42k | 146.06 | |
| Amazon (AMZN) | 3.6 | $5.7M | 4.9k | 1169.52 | |
| salesforce (CRM) | 3.6 | $5.7M | 56k | 102.24 | |
| Paypal Holdings (PYPL) | 3.4 | $5.3M | 72k | 73.62 | |
| Visa (V) | 3.3 | $5.3M | 46k | 114.02 | |
| Becton, Dickinson and (BDX) | 3.3 | $5.2M | 24k | 214.05 | |
| Netflix (NFLX) | 3.2 | $5.1M | 27k | 191.97 | |
| Amgen (AMGN) | 3.2 | $5.1M | 30k | 173.89 | |
| Facebook Inc cl a (META) | 3.2 | $5.1M | 29k | 176.45 | |
| Alibaba Group Holding (BABA) | 3.0 | $4.7M | 28k | 172.44 | |
| NVIDIA Corporation (NVDA) | 3.0 | $4.7M | 24k | 193.49 | |
| Corning Incorporated (GLW) | 3.0 | $4.7M | 147k | 31.99 | |
| Pfizer (PFE) | 3.0 | $4.7M | 129k | 36.22 | |
| Palo Alto Networks (PANW) | 2.9 | $4.7M | 32k | 144.94 | |
| Chevron Corporation (CVX) | 2.8 | $4.5M | 36k | 125.18 | |
| Zions Bancorporation (ZION) | 2.8 | $4.4M | 87k | 50.83 | |
| American Tower Reit (AMT) | 2.7 | $4.2M | 30k | 142.66 | |
| PNC Financial Services (PNC) | 2.6 | $4.1M | 29k | 144.30 | |
| Martin Marietta Materials (MLM) | 2.6 | $4.1M | 19k | 221.06 | |
| U.S. Bancorp (USB) | 2.5 | $3.9M | 74k | 53.58 | |
| Electronic Arts (EA) | 2.5 | $3.9M | 37k | 105.07 | |
| Cerner Corporation | 2.4 | $3.9M | 57k | 67.39 | |
| Alphabet Inc Class A cs (GOOGL) | 2.4 | $3.8M | 3.6k | 1053.43 | |
| Western Digital (WDC) | 2.2 | $3.4M | 43k | 79.53 | |
| Arthur J. Gallagher & Co. (AJG) | 0.6 | $908k | 14k | 63.29 | |
| iShares Russell 3000 Value Index (IUSV) | 0.5 | $792k | 14k | 55.38 | |
| SPDR Gold Trust (GLD) | 0.4 | $624k | 5.1k | 123.56 | |
| CurrencyShares Swiss Franc Trust | 0.2 | $387k | 4.0k | 96.75 | |
| Abbvie (ABBV) | 0.2 | $380k | 3.9k | 96.64 | |
| Corcept Therapeutics Incorporated (CORT) | 0.2 | $271k | 15k | 18.07 | |
| Exxon Mobil Corporation (XOM) | 0.2 | $253k | 3.0k | 83.77 |
