Sitrin Capital Management as of Dec. 31, 2021
Portfolio Holdings for Sitrin Capital Management
Sitrin Capital Management holds 33 positions in its portfolio as reported in the December 2021 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Apple (AAPL) | 5.7 | $12M | 68k | 177.57 | |
| Microsoft Corporation (MSFT) | 5.3 | $11M | 34k | 336.31 | |
| NVIDIA Corporation (NVDA) | 5.2 | $11M | 38k | 294.10 | |
| Costco Wholesale Corporation (COST) | 5.1 | $11M | 19k | 567.70 | |
| Alphabet Cap Stk Cl A (GOOGL) | 4.1 | $8.8M | 3.0k | 2897.19 | |
| Agilent Technologies Inc C ommon (A) | 3.9 | $8.3M | 52k | 159.66 | |
| Target Corporation (TGT) | 3.8 | $8.1M | 35k | 231.43 | |
| Lam Research Corporation (LRCX) | 3.6 | $7.7M | 11k | 719.15 | |
| Netflix (NFLX) | 3.6 | $7.7M | 13k | 602.42 | |
| Meta Platforms Cl A (META) | 3.5 | $7.4M | 22k | 336.37 | |
| Adobe Systems Incorporated (ADBE) | 3.5 | $7.4M | 13k | 567.06 | |
| Lowe's Companies (LOW) | 3.5 | $7.4M | 29k | 258.47 | |
| Akamai Technologies (AKAM) | 3.4 | $7.3M | 62k | 117.04 | |
| Visa Com Cl A (V) | 3.4 | $7.3M | 34k | 216.71 | |
| Charles River Laboratories (CRL) | 3.4 | $7.3M | 19k | 376.79 | |
| Airbnb Com Cl A (ABNB) | 3.4 | $7.1M | 43k | 166.48 | |
| Johnson & Johnson (JNJ) | 3.2 | $6.8M | 40k | 171.07 | |
| General Motors Company (GM) | 3.1 | $6.7M | 114k | 58.63 | |
| Oracle Corporation (ORCL) | 3.0 | $6.4M | 74k | 87.21 | |
| salesforce (CRM) | 3.0 | $6.4M | 25k | 254.14 | |
| Wal-Mart Stores (WMT) | 3.0 | $6.4M | 44k | 144.68 | |
| Amazon (AMZN) | 3.0 | $6.3M | 1.9k | 3334.57 | |
| Amgen (AMGN) | 2.9 | $6.1M | 27k | 224.95 | |
| International Paper Company (IP) | 2.7 | $5.8M | 124k | 46.98 | |
| Paypal Holdings (PYPL) | 2.6 | $5.4M | 29k | 188.57 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 2.5 | $5.2M | 11k | 474.97 | |
| Southwest Airlines (LUV) | 2.4 | $5.2M | 121k | 42.84 | |
| Block Cl A (SQ) | 2.1 | $4.5M | 28k | 161.49 | |
| Arthur J. Gallagher & Co. (AJG) | 1.0 | $2.0M | 12k | 169.69 | |
| Tesla Motors (TSLA) | 0.5 | $1.1M | 1.1k | 1057.01 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.3 | $694k | 240.00 | 2891.67 | |
| Procter & Gamble Company (PG) | 0.2 | $440k | 2.7k | 163.57 | |
| FedEx Corporation (FDX) | 0.1 | $230k | 890.00 | 258.43 |
