Sitrin Capital Management as of Dec. 31, 2019
Portfolio Holdings for Sitrin Capital Management
Sitrin Capital Management holds 37 positions in its portfolio as reported in the December 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Apple (AAPL) | 5.9 | $12M | 39k | 293.65 | |
| Microsoft Corporation (MSFT) | 4.2 | $8.3M | 52k | 157.69 | |
| Wal-Mart Stores (WMT) | 4.2 | $8.2M | 69k | 118.84 | |
| Agilent Technologies Inc C ommon (A) | 4.1 | $8.1M | 95k | 85.31 | |
| Adobe Systems Incorporated (ADBE) | 4.1 | $8.0M | 24k | 329.80 | |
| Palo Alto Networks (PANW) | 4.0 | $7.8M | 34k | 231.24 | |
| Amgen (AMGN) | 4.0 | $7.7M | 32k | 241.06 | |
| Alphabet Inc Class A cs (GOOGL) | 3.9 | $7.6M | 5.7k | 1339.44 | |
| Johnson & Johnson (JNJ) | 3.8 | $7.5M | 51k | 145.87 | |
| Amazon (AMZN) | 3.8 | $7.5M | 4.1k | 1847.84 | |
| Becton, Dickinson and (BDX) | 3.7 | $7.2M | 27k | 271.98 | |
| Facebook Inc cl a (META) | 3.7 | $7.2M | 35k | 205.24 | |
| Visa (V) | 3.6 | $7.1M | 38k | 187.90 | |
| Home Depot (HD) | 3.6 | $7.0M | 32k | 218.38 | |
| Constellation Brands (STZ) | 3.3 | $6.5M | 34k | 189.76 | |
| Crown Castle Intl (CCI) | 3.3 | $6.5M | 46k | 142.15 | |
| Akamai Technologies (AKAM) | 3.3 | $6.4M | 74k | 86.38 | |
| Merck & Co (MRK) | 3.3 | $6.4M | 70k | 90.94 | |
| Cisco Systems (CSCO) | 3.3 | $6.4M | 133k | 47.96 | |
| Costco Wholesale Corporation (COST) | 3.2 | $6.2M | 21k | 293.91 | |
| Paypal Holdings (PYPL) | 3.1 | $6.1M | 57k | 108.17 | |
| Digital Realty Trust (DLR) | 3.0 | $5.9M | 50k | 119.74 | |
| Republic Services (RSG) | 2.8 | $5.4M | 61k | 89.63 | |
| Broadcom (AVGO) | 2.7 | $5.3M | 17k | 316.01 | |
| L3harris Technologies (LHX) | 2.6 | $5.1M | 26k | 197.87 | |
| Arthur J. Gallagher & Co. (AJG) | 2.5 | $4.9M | 52k | 95.23 | |
| Chevron Corporation (CVX) | 2.4 | $4.6M | 39k | 120.52 | |
| Spdr S&p 500 Etf (SPY) | 2.3 | $4.5M | 14k | 321.85 | |
| SPDR Gold Trust (GLD) | 0.9 | $1.8M | 13k | 142.90 | |
| Vanguard Total Stock Market ETF (VTI) | 0.3 | $499k | 3.1k | 163.50 | |
| iShares Russell 3000 Value Index (IUSV) | 0.2 | $482k | 7.6k | 63.06 | |
| Exxon Mobil Corporation (XOM) | 0.2 | $349k | 5.0k | 69.80 | |
| Abbvie (ABBV) | 0.2 | $348k | 3.9k | 88.50 | |
| Procter & Gamble Company (PG) | 0.2 | $336k | 2.7k | 124.91 | |
| Alphabet Inc Class C cs (GOOG) | 0.2 | $334k | 250.00 | 1336.00 | |
| D.R. Horton (DHI) | 0.1 | $248k | 4.7k | 52.77 | |
| Corcept Therapeutics Incorporated (CORT) | 0.1 | $182k | 15k | 12.13 |
