Sitrin Capital Management as of Dec. 31, 2020
Portfolio Holdings for Sitrin Capital Management
Sitrin Capital Management holds 37 positions in its portfolio as reported in the December 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Target Corporation (TGT) | 4.0 | $8.1M | 46k | 176.54 | |
| Microsoft Corporation (MSFT) | 3.8 | $7.5M | 34k | 222.43 | |
| Paypal Holdings (PYPL) | 3.8 | $7.5M | 32k | 234.19 | |
| Visa Com Cl A (V) | 3.7 | $7.4M | 34k | 218.74 | |
| Costco Wholesale Corporation (COST) | 3.6 | $7.3M | 19k | 376.77 | |
| Charles River Laboratories (CRL) | 3.4 | $6.8M | 27k | 249.87 | |
| Lam Research Corporation (LRCX) | 3.4 | $6.7M | 14k | 472.24 | |
| Chewy Cl A (CHWY) | 3.3 | $6.6M | 73k | 89.89 | |
| Amgen (AMGN) | 3.3 | $6.6M | 29k | 229.92 | |
| Crown Castle Intl (CCI) | 3.3 | $6.5M | 41k | 159.19 | |
| Wal-Mart Stores (WMT) | 3.2 | $6.5M | 45k | 144.14 | |
| Johnson & Johnson (JNJ) | 3.2 | $6.3M | 40k | 157.39 | |
| Apple (AAPL) | 3.1 | $6.2M | 47k | 132.70 | |
| Caterpillar (CAT) | 3.1 | $6.1M | 34k | 182.01 | |
| Agilent Technologies Inc C ommon (A) | 3.1 | $6.1M | 52k | 118.50 | |
| International Paper Company (IP) | 3.1 | $6.1M | 123k | 49.72 | |
| Digital Realty Trust (DLR) | 3.1 | $6.1M | 44k | 139.51 | |
| Square Cl A (SQ) | 3.0 | $6.1M | 28k | 217.63 | |
| Facebook Cl A (META) | 3.0 | $6.0M | 22k | 273.15 | |
| Docusign (DOCU) | 3.0 | $6.0M | 27k | 222.30 | |
| Adobe Systems Incorporated (ADBE) | 3.0 | $6.0M | 12k | 500.13 | |
| Verizon Communications (VZ) | 3.0 | $6.0M | 102k | 58.75 | |
| Southwest Airlines (LUV) | 2.9 | $5.9M | 126k | 46.61 | |
| Amazon (AMZN) | 2.8 | $5.7M | 1.7k | 3256.91 | |
| Alphabet Cap Stk Cl A (GOOGL) | 2.8 | $5.6M | 3.2k | 1752.59 | |
| salesforce (CRM) | 2.8 | $5.5M | 25k | 222.55 | |
| Netflix (NFLX) | 2.7 | $5.4M | 10k | 540.72 | |
| Kimberly-Clark Corporation (KMB) | 2.6 | $5.2M | 39k | 134.83 | |
| Akamai Technologies (AKAM) | 2.5 | $5.1M | 48k | 105.00 | |
| Zoom Video Communications In Cl A (ZM) | 2.5 | $4.9M | 15k | 337.30 | |
| Home Depot (HD) | 2.5 | $4.9M | 19k | 265.63 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 2.1 | $4.2M | 11k | 373.84 | |
| Arthur J. Gallagher & Co. (AJG) | 0.7 | $1.5M | 12k | 123.68 | |
| Tesla Motors (TSLA) | 0.4 | $755k | 1.1k | 705.61 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.2 | $420k | 240.00 | 1750.00 | |
| Procter & Gamble Company (PG) | 0.2 | $374k | 2.7k | 139.03 | |
| FedEx Corporation (FDX) | 0.1 | $231k | 890.00 | 259.55 |
