Sitrin Capital Management as of March 31, 2018
Portfolio Holdings for Sitrin Capital Management
Sitrin Capital Management holds 38 positions in its portfolio as reported in the March 2018 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Spdr S&p 500 Etf (SPY) | 4.3 | $6.7M | 26k | 263.15 | |
| salesforce (CRM) | 4.2 | $6.5M | 56k | 116.30 | |
| Johnson & Johnson (JNJ) | 4.0 | $6.2M | 48k | 128.15 | |
| Netflix (NFLX) | 3.8 | $6.0M | 20k | 295.37 | |
| Palo Alto Networks (PANW) | 3.8 | $5.8M | 32k | 181.51 | |
| Apple (AAPL) | 3.7 | $5.7M | 34k | 167.77 | |
| Wal-Mart Stores (WMT) | 3.6 | $5.7M | 64k | 88.97 | |
| NVIDIA Corporation (NVDA) | 3.6 | $5.7M | 24k | 231.58 | |
| Visa (V) | 3.6 | $5.6M | 47k | 119.62 | |
| Microsoft Corporation (MSFT) | 3.6 | $5.6M | 61k | 91.28 | |
| Paypal Holdings (PYPL) | 3.5 | $5.5M | 72k | 75.87 | |
| Boeing Company (BA) | 3.4 | $5.3M | 16k | 327.91 | |
| Becton, Dickinson and (BDX) | 3.4 | $5.3M | 24k | 216.71 | |
| Amazon (AMZN) | 3.3 | $5.1M | 3.6k | 1447.23 | |
| Alibaba Group Holding (BABA) | 3.3 | $5.1M | 28k | 183.53 | |
| Amgen (AMGN) | 3.2 | $5.0M | 30k | 170.49 | |
| Caterpillar (CAT) | 3.2 | $4.9M | 33k | 147.38 | |
| Adobe Systems Incorporated (ADBE) | 3.1 | $4.8M | 22k | 216.08 | |
| Nucor Corporation (NUE) | 3.0 | $4.7M | 77k | 61.09 | |
| Cme (CME) | 3.0 | $4.6M | 29k | 161.74 | |
| Zions Bancorporation (ZION) | 3.0 | $4.6M | 88k | 52.72 | |
| Home Depot (HD) | 2.9 | $4.6M | 26k | 178.24 | |
| Electronic Arts (EA) | 2.9 | $4.5M | 37k | 121.23 | |
| PNC Financial Services (PNC) | 2.8 | $4.4M | 29k | 151.25 | |
| Corning Incorporated (GLW) | 2.6 | $4.1M | 147k | 27.88 | |
| Chevron Corporation (CVX) | 2.6 | $4.1M | 36k | 114.05 | |
| Western Digital (WDC) | 2.6 | $4.0M | 43k | 92.28 | |
| Martin Marietta Materials (MLM) | 2.5 | $3.8M | 19k | 207.30 | |
| Alphabet Inc Class A cs (GOOGL) | 2.4 | $3.8M | 3.6k | 1037.22 | |
| U.S. Bancorp (USB) | 2.4 | $3.7M | 74k | 50.50 | |
| Arthur J. Gallagher & Co. (AJG) | 0.6 | $986k | 14k | 68.73 | |
| iShares Russell 3000 Value Index (IUSV) | 0.5 | $758k | 14k | 53.14 | |
| SPDR Gold Trust (GLD) | 0.4 | $635k | 5.1k | 125.74 | |
| CurrencyShares Swiss Franc Trust | 0.2 | $394k | 4.0k | 98.50 | |
| Abbvie (ABBV) | 0.2 | $372k | 3.9k | 94.61 | |
| Corcept Therapeutics Incorporated (CORT) | 0.2 | $247k | 15k | 16.47 | |
| Exxon Mobil Corporation (XOM) | 0.1 | $225k | 3.0k | 74.50 | |
| Time Warner | 0.1 | $201k | 2.1k | 94.37 |
