Sitrin Capital Management as of June 30, 2020
Portfolio Holdings for Sitrin Capital Management
Sitrin Capital Management holds 32 positions in its portfolio as reported in the June 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Agilent Technologies Inc C ommon (A) | 4.4 | $7.4M | 83k | 88.37 | |
| Adobe Systems Incorporated (ADBE) | 4.3 | $7.2M | 17k | 435.28 | |
| Akamai Technologies (AKAM) | 4.3 | $7.2M | 67k | 107.09 | |
| Facebook Cl A (META) | 4.2 | $7.1M | 31k | 227.07 | |
| Home Depot (HD) | 4.1 | $7.0M | 28k | 250.51 | |
| Amazon (AMZN) | 4.1 | $6.9M | 2.5k | 2758.94 | |
| Alphabet Cap Stk Cl A (GOOGL) | 4.1 | $6.9M | 4.9k | 1418.01 | |
| Microsoft Corporation (MSFT) | 4.1 | $6.9M | 34k | 203.50 | |
| Crown Castle Intl (CCI) | 4.1 | $6.9M | 41k | 167.35 | |
| Amgen (AMGN) | 4.0 | $6.7M | 28k | 235.87 | |
| Paypal Holdings (PYPL) | 4.0 | $6.6M | 38k | 174.23 | |
| Visa Com Cl A (V) | 3.9 | $6.5M | 34k | 193.17 | |
| Southwest Airlines (LUV) | 3.9 | $6.5M | 191k | 34.18 | |
| Apple (AAPL) | 3.8 | $6.4M | 18k | 364.79 | |
| salesforce (CRM) | 3.8 | $6.4M | 34k | 187.34 | |
| Zoom Video Communications In Cl A (ZM) | 3.7 | $6.2M | 25k | 253.52 | |
| Digital Realty Trust (DLR) | 3.7 | $6.2M | 44k | 142.11 | |
| Lam Research Corporation (LRCX) | 3.6 | $6.1M | 19k | 323.48 | |
| Costco Wholesale Corporation (COST) | 3.5 | $5.8M | 19k | 303.22 | |
| Johnson & Johnson (JNJ) | 3.3 | $5.6M | 40k | 140.63 | |
| Becton, Dickinson and (BDX) | 3.3 | $5.6M | 23k | 239.26 | |
| Gilead Sciences (GILD) | 3.3 | $5.6M | 72k | 76.94 | |
| Wal-Mart Stores (WMT) | 3.2 | $5.4M | 45k | 119.78 | |
| Netflix (NFLX) | 2.7 | $4.5M | 9.9k | 455.09 | |
| Target Corporation (TGT) | 2.6 | $4.4M | 37k | 119.92 | |
| Verizon Communications (VZ) | 2.4 | $4.1M | 74k | 55.13 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 2.1 | $3.6M | 12k | 308.35 | |
| Arthur J. Gallagher & Co. (AJG) | 0.8 | $1.4M | 14k | 97.52 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.2 | $339k | 240.00 | 1412.50 | |
| Procter & Gamble Company (PG) | 0.2 | $322k | 2.7k | 119.70 | |
| Tesla Motors (TSLA) | 0.1 | $231k | 214.00 | 1079.44 | |
| Vistagen Therapeutics Com New | 0.0 | $23k | 44k | 0.52 |
