Sitrin Capital Management as of Dec. 31, 2018
Portfolio Holdings for Sitrin Capital Management
Sitrin Capital Management holds 35 positions in its portfolio as reported in the December 2018 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Spdr S&p 500 Etf (SPY) | 4.4 | $7.2M | 29k | 249.93 | |
| Microsoft Corporation (MSFT) | 4.2 | $6.8M | 67k | 101.58 | |
| Johnson & Johnson (JNJ) | 4.1 | $6.7M | 52k | 129.05 | |
| Visa (V) | 4.1 | $6.7M | 51k | 131.93 | |
| Paypal Holdings (PYPL) | 4.0 | $6.6M | 79k | 84.09 | |
| Wal-Mart Stores (WMT) | 4.0 | $6.5M | 69k | 93.15 | |
| Amgen (AMGN) | 3.9 | $6.3M | 32k | 194.67 | |
| Apple (AAPL) | 3.8 | $6.2M | 39k | 157.75 | |
| Amazon (AMZN) | 3.8 | $6.1M | 4.1k | 1501.96 | |
| Alphabet Inc Class A cs (GOOGL) | 3.7 | $6.1M | 5.8k | 1044.90 | |
| Becton, Dickinson and (BDX) | 3.6 | $6.0M | 27k | 225.34 | |
| Cme (CME) | 3.6 | $5.9M | 31k | 188.11 | |
| Cisco Systems (CSCO) | 3.6 | $5.9M | 135k | 43.33 | |
| Boeing Company (BA) | 3.5 | $5.7M | 18k | 322.50 | |
| Bristol Myers Squibb (BMY) | 3.4 | $5.6M | 107k | 51.98 | |
| Deere & Company (DE) | 3.4 | $5.5M | 37k | 149.18 | |
| Home Depot (HD) | 3.4 | $5.5M | 32k | 171.82 | |
| Adobe Systems Incorporated (ADBE) | 3.3 | $5.4M | 24k | 226.23 | |
| Merck & Co (MRK) | 3.3 | $5.4M | 71k | 76.42 | |
| PNC Financial Services (PNC) | 3.2 | $5.2M | 45k | 116.90 | |
| Palo Alto Networks (PANW) | 3.2 | $5.2M | 28k | 188.35 | |
| Netflix (NFLX) | 3.1 | $5.1M | 19k | 267.67 | |
| Corning Incorporated (GLW) | 3.0 | $4.9M | 162k | 30.21 | |
| Carnival Corporation (CCL) | 2.6 | $4.3M | 87k | 49.30 | |
| Chevron Corporation (CVX) | 2.6 | $4.2M | 39k | 108.80 | |
| Constellation Brands (STZ) | 2.5 | $4.2M | 26k | 160.82 | |
| Zions Bancorporation (ZION) | 2.4 | $3.9M | 95k | 40.74 | |
| Arthur J. Gallagher & Co. (AJG) | 2.3 | $3.8M | 52k | 73.71 | |
| U.S. Bancorp (USB) | 2.2 | $3.7M | 80k | 45.70 | |
| Vanguard Total Stock Market ETF (VTI) | 0.7 | $1.1M | 8.8k | 127.62 | |
| iShares Russell 3000 Value Index (IUSV) | 0.4 | $672k | 14k | 49.09 | |
| SPDR Gold Trust (GLD) | 0.4 | $612k | 5.1k | 121.19 | |
| Abbvie (ABBV) | 0.2 | $362k | 3.9k | 92.07 | |
| Exxon Mobil Corporation (XOM) | 0.2 | $273k | 4.0k | 68.25 | |
| Corcept Therapeutics Incorporated (CORT) | 0.1 | $200k | 15k | 13.33 |
