Sitrin Capital Management as of Sept. 30, 2020
Portfolio Holdings for Sitrin Capital Management
Sitrin Capital Management holds 36 positions in its portfolio as reported in the September 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Zoom Video Communications In Cl A (ZM) | 4.2 | $7.9M | 16k | 482.24 | |
| Target Corporation (TGT) | 3.8 | $7.2M | 45k | 159.10 | |
| Alphabet Cap Stk Cl A (GOOGL) | 3.8 | $7.1M | 4.9k | 1455.57 | |
| Microsoft Corporation (MSFT) | 3.7 | $7.0M | 34k | 206.20 | |
| Amgen (AMGN) | 3.7 | $7.0M | 28k | 245.43 | |
| Crown Castle Intl (CCI) | 3.7 | $6.9M | 41k | 168.63 | |
| Costco Wholesale Corporation (COST) | 3.6 | $6.8M | 19k | 354.99 | |
| Visa Com Cl A (V) | 3.6 | $6.8M | 34k | 201.45 | |
| Square Cl A (SQ) | 3.5 | $6.6M | 39k | 169.60 | |
| Digital Realty Trust (DLR) | 3.5 | $6.5M | 44k | 149.36 | |
| Wal-Mart Stores (WMT) | 3.4 | $6.4M | 45k | 140.51 | |
| Paypal Holdings (PYPL) | 3.3 | $6.2M | 32k | 191.90 | |
| Lam Research Corporation (LRCX) | 3.3 | $6.2M | 19k | 328.69 | |
| Charles River Laboratories (CRL) | 3.2 | $6.1M | 27k | 228.89 | |
| salesforce (CRM) | 3.2 | $6.1M | 25k | 247.83 | |
| Teladoc (TDOC) | 3.2 | $6.0M | 27k | 221.60 | |
| Verizon Communications (VZ) | 3.2 | $6.0M | 101k | 59.24 | |
| Johnson & Johnson (JNJ) | 3.1 | $5.9M | 40k | 146.24 | |
| Docusign (DOCU) | 3.1 | $5.9M | 27k | 218.27 | |
| Facebook Cl A (META) | 3.0 | $5.7M | 22k | 259.95 | |
| Adobe Systems Incorporated (ADBE) | 3.0 | $5.7M | 12k | 478.98 | |
| Amazon (AMZN) | 2.9 | $5.5M | 1.8k | 3125.00 | |
| Apple (AAPL) | 2.8 | $5.3M | 47k | 113.02 | |
| Akamai Technologies (AKAM) | 2.8 | $5.2M | 48k | 108.61 | |
| Home Depot (HD) | 2.7 | $5.1M | 18k | 279.32 | |
| Agilent Technologies Inc C ommon (A) | 2.7 | $5.1M | 51k | 100.01 | |
| Caterpillar (CAT) | 2.7 | $5.0M | 34k | 149.94 | |
| Netflix (NFLX) | 2.7 | $5.0M | 10k | 503.06 | |
| International Paper Company (IP) | 2.6 | $4.9M | 122k | 40.48 | |
| Southwest Airlines (LUV) | 2.6 | $4.8M | 125k | 38.76 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 2.0 | $3.8M | 11k | 333.86 | |
| Arthur J. Gallagher & Co. (AJG) | 0.8 | $1.5M | 14k | 106.23 | |
| Tesla Motors (TSLA) | 0.2 | $444k | 1.1k | 414.95 | |
| Procter & Gamble Company (PG) | 0.2 | $372k | 2.7k | 138.29 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.2 | $350k | 240.00 | 1458.33 | |
| FedEx Corporation (FDX) | 0.1 | $227k | 890.00 | 255.06 |
