Sitrin Capital Management as of March 31, 2020
Portfolio Holdings for Sitrin Capital Management
Sitrin Capital Management holds 35 positions in its portfolio as reported in the March 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Apple (AAPL) | 4.6 | $7.8M | 31k | 254.28 | |
| Microsoft Corporation (MSFT) | 4.5 | $7.6M | 48k | 157.71 | |
| Amazon (AMZN) | 4.4 | $7.3M | 3.8k | 1949.83 | |
| Wal-Mart Stores (WMT) | 4.3 | $7.3M | 65k | 113.62 | |
| Adobe Systems Incorporated (ADBE) | 4.3 | $7.2M | 23k | 318.22 | |
| Digital Realty Trust (DLR) | 3.8 | $6.5M | 47k | 138.92 | |
| Akamai Technologies (AKAM) | 3.8 | $6.5M | 71k | 91.50 | |
| Johnson & Johnson (JNJ) | 3.8 | $6.5M | 49k | 131.14 | |
| Agilent Technologies Inc C ommon (A) | 3.8 | $6.4M | 89k | 71.62 | |
| Crown Castle Intl (CCI) | 3.7 | $6.3M | 43k | 144.41 | |
| Alphabet Inc Class A cs (GOOGL) | 3.6 | $6.1M | 5.3k | 1161.94 | |
| Amgen (AMGN) | 3.6 | $6.1M | 30k | 202.74 | |
| Gilead Sciences (GILD) | 3.5 | $5.9M | 79k | 74.76 | |
| Visa (V) | 3.4 | $5.8M | 36k | 161.13 | |
| Costco Wholesale Corporation (COST) | 3.4 | $5.7M | 20k | 285.12 | |
| Becton, Dickinson and (BDX) | 3.4 | $5.7M | 25k | 229.76 | |
| Home Depot (HD) | 3.3 | $5.6M | 30k | 186.72 | |
| Facebook Inc cl a (META) | 3.3 | $5.5M | 33k | 166.79 | |
| salesforce (CRM) | 3.1 | $5.3M | 37k | 143.98 | |
| Paypal Holdings (PYPL) | 3.0 | $5.1M | 54k | 95.75 | |
| Centene Corporation (CNC) | 2.9 | $4.9M | 82k | 59.40 | |
| Lam Research Corporation (LRCX) | 2.9 | $4.8M | 20k | 239.98 | |
| L3harris Technologies (LHX) | 2.6 | $4.4M | 25k | 180.11 | |
| Republic Services (RSG) | 2.6 | $4.3M | 58k | 75.06 | |
| Arthur J. Gallagher & Co. (AJG) | 2.3 | $3.9M | 48k | 81.52 | |
| Netflix (NFLX) | 2.3 | $3.9M | 10k | 375.47 | |
| Target Corporation (TGT) | 2.2 | $3.8M | 41k | 92.98 | |
| Spdr S&p 500 Etf (SPY) | 2.1 | $3.6M | 14k | 257.73 | |
| Zoom Video Communications In cl a (ZM) | 2.1 | $3.5M | 24k | 146.11 | |
| Verizon Communications (VZ) | 2.1 | $3.5M | 66k | 53.72 | |
| SPDR Gold Trust (GLD) | 0.4 | $748k | 5.1k | 148.12 | |
| Alphabet Inc Class C cs (GOOG) | 0.2 | $305k | 263.00 | 1159.70 | |
| Abbvie (ABBV) | 0.2 | $300k | 3.9k | 76.30 | |
| Procter & Gamble Company (PG) | 0.2 | $296k | 2.7k | 110.04 | |
| Vanguard Total Stock Market ETF (VTI) | 0.2 | $260k | 2.0k | 128.90 |
