Sitrin Capital Management as of March 31, 2019
Portfolio Holdings for Sitrin Capital Management
Sitrin Capital Management holds 36 positions in its portfolio as reported in the March 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Paypal Holdings (PYPL) | 4.4 | $8.3M | 80k | 103.83 | |
| Microsoft Corporation (MSFT) | 4.3 | $8.0M | 68k | 117.95 | |
| Visa (V) | 4.3 | $8.0M | 51k | 156.19 | |
| Apple (AAPL) | 4.1 | $7.6M | 40k | 189.94 | |
| Spdr S&p 500 Etf (SPY) | 4.0 | $7.4M | 26k | 282.48 | |
| Cisco Systems (CSCO) | 4.0 | $7.4M | 137k | 53.99 | |
| Johnson & Johnson (JNJ) | 4.0 | $7.4M | 53k | 139.78 | |
| Amazon (AMZN) | 3.9 | $7.3M | 4.1k | 1780.66 | |
| Alphabet Inc Class A cs (GOOGL) | 3.7 | $6.9M | 5.8k | 1176.81 | |
| Wal-Mart Stores (WMT) | 3.7 | $6.8M | 70k | 97.53 | |
| Becton, Dickinson and (BDX) | 3.6 | $6.7M | 27k | 249.75 | |
| Adobe Systems Incorporated (ADBE) | 3.5 | $6.5M | 24k | 266.49 | |
| Home Depot (HD) | 3.3 | $6.2M | 32k | 191.88 | |
| Amgen (AMGN) | 3.3 | $6.2M | 33k | 189.98 | |
| Deere & Company (DE) | 3.2 | $6.0M | 37k | 159.83 | |
| Merck & Co (MRK) | 3.2 | $5.9M | 71k | 83.17 | |
| PNC Financial Services (PNC) | 3.0 | $5.5M | 45k | 122.66 | |
| Netflix (NFLX) | 2.9 | $5.4M | 15k | 356.58 | |
| Corning Incorporated (GLW) | 2.9 | $5.4M | 164k | 33.10 | |
| Akamai Technologies (AKAM) | 2.9 | $5.4M | 76k | 71.71 | |
| Palo Alto Networks (PANW) | 2.8 | $5.3M | 22k | 242.89 | |
| Cme (CME) | 2.8 | $5.2M | 32k | 164.59 | |
| Agilent Technologies Inc C ommon (A) | 2.8 | $5.1M | 64k | 80.38 | |
| Costco Wholesale Corporation (COST) | 2.7 | $5.1M | 21k | 242.12 | |
| Broadcom (AVGO) | 2.7 | $5.0M | 17k | 300.70 | |
| Martin Marietta Materials (MLM) | 2.6 | $4.8M | 24k | 201.16 | |
| Chevron Corporation (CVX) | 2.6 | $4.8M | 39k | 123.19 | |
| Constellation Brands (STZ) | 2.5 | $4.6M | 26k | 175.34 | |
| Carnival Corporation (CCL) | 2.4 | $4.5M | 88k | 50.72 | |
| Arthur J. Gallagher & Co. (AJG) | 2.2 | $4.0M | 52k | 78.10 | |
| Vanguard Total Stock Market ETF (VTI) | 0.7 | $1.3M | 8.8k | 144.68 | |
| iShares Russell 3000 Value Index (IUSV) | 0.4 | $752k | 14k | 54.86 | |
| SPDR Gold Trust (GLD) | 0.3 | $616k | 5.1k | 121.98 | |
| Exxon Mobil Corporation (XOM) | 0.2 | $404k | 5.0k | 80.80 | |
| Abbvie (ABBV) | 0.2 | $317k | 3.9k | 80.62 | |
| Corcept Therapeutics Incorporated (CORT) | 0.1 | $176k | 15k | 11.73 |
