Sitrin Capital Management as of June 30, 2019
Portfolio Holdings for Sitrin Capital Management
Sitrin Capital Management holds 38 positions in its portfolio as reported in the June 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Apple (AAPL) | 4.2 | $7.9M | 40k | 197.93 | |
| Amazon (AMZN) | 4.1 | $7.7M | 4.1k | 1893.73 | |
| Wal-Mart Stores (WMT) | 4.1 | $7.7M | 69k | 110.49 | |
| Cisco Systems (CSCO) | 4.0 | $7.4M | 135k | 54.73 | |
| Johnson & Johnson (JNJ) | 3.9 | $7.3M | 52k | 139.28 | |
| Adobe Systems Incorporated (ADBE) | 3.8 | $7.1M | 24k | 294.65 | |
| Agilent Technologies Inc C ommon (A) | 3.8 | $7.0M | 94k | 74.67 | |
| Microsoft Corporation (MSFT) | 3.7 | $7.0M | 52k | 133.95 | |
| Palo Alto Networks (PANW) | 3.6 | $6.9M | 34k | 203.75 | |
| Constellation Brands (STZ) | 3.6 | $6.8M | 35k | 196.93 | |
| Facebook Inc cl a (META) | 3.6 | $6.8M | 35k | 192.99 | |
| Home Depot (HD) | 3.6 | $6.7M | 32k | 207.96 | |
| Becton, Dickinson and (BDX) | 3.5 | $6.7M | 26k | 252.01 | |
| Paypal Holdings (PYPL) | 3.5 | $6.6M | 58k | 114.45 | |
| Visa (V) | 3.5 | $6.5M | 38k | 173.56 | |
| Alphabet Inc Class A cs (GOOGL) | 3.3 | $6.2M | 5.7k | 1082.78 | |
| PNC Financial Services (PNC) | 3.3 | $6.1M | 45k | 137.27 | |
| Deere & Company (DE) | 3.3 | $6.1M | 37k | 165.71 | |
| Crown Castle Intl (CCI) | 3.2 | $6.1M | 46k | 130.36 | |
| Akamai Technologies (AKAM) | 3.2 | $6.0M | 75k | 80.14 | |
| Amgen (AMGN) | 3.2 | $6.0M | 32k | 184.27 | |
| Merck & Co (MRK) | 3.1 | $5.9M | 70k | 83.85 | |
| Netflix (NFLX) | 3.0 | $5.5M | 15k | 367.31 | |
| Costco Wholesale Corporation (COST) | 2.9 | $5.5M | 21k | 264.24 | |
| Corning Incorporated (GLW) | 2.9 | $5.4M | 162k | 33.23 | |
| Chevron Corporation (CVX) | 2.6 | $4.9M | 39k | 124.44 | |
| Broadcom (AVGO) | 2.5 | $4.8M | 17k | 287.85 | |
| Arthur J. Gallagher & Co. (AJG) | 2.4 | $4.5M | 52k | 87.60 | |
| Spdr S&p 500 Etf (SPY) | 2.4 | $4.4M | 15k | 292.98 | |
| Vanguard Total Stock Market ETF (VTI) | 0.7 | $1.3M | 8.8k | 150.14 | |
| iShares Russell 3000 Value Index (IUSV) | 0.4 | $777k | 14k | 56.69 | |
| SPDR Gold Trust (GLD) | 0.4 | $673k | 5.1k | 133.27 | |
| Exxon Mobil Corporation (XOM) | 0.2 | $383k | 5.0k | 76.60 | |
| Abbvie (ABBV) | 0.1 | $286k | 3.9k | 72.74 | |
| Alphabet Inc Class C cs (GOOG) | 0.1 | $270k | 249.00 | 1084.34 | |
| Walt Disney Company (DIS) | 0.1 | $205k | 1.5k | 139.74 | |
| D.R. Horton (DHI) | 0.1 | $203k | 4.7k | 43.19 | |
| Corcept Therapeutics Incorporated (CORT) | 0.1 | $167k | 15k | 11.13 |
