Sitrin Capital Management as of Dec. 31, 2022
Portfolio Holdings for Sitrin Capital Management
Sitrin Capital Management holds 37 positions in its portfolio as reported in the December 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Amazon (AMZN) | 6.6 | $10M | 147k | 71.05 | |
| Schlumberger Com Stk (SLB) | 4.6 | $7.2M | 134k | 53.46 | |
| Marathon Petroleum Corp (MPC) | 4.6 | $7.2M | 62k | 116.39 | |
| Air Products & Chemicals (APD) | 4.3 | $6.8M | 22k | 308.26 | |
| Johnson & Johnson (JNJ) | 4.3 | $6.8M | 38k | 176.65 | |
| Amgen (AMGN) | 4.3 | $6.7M | 26k | 262.64 | |
| Visa Com Cl A (V) | 4.3 | $6.7M | 32k | 207.76 | |
| Agilent Technologies Inc C ommon (A) | 3.9 | $6.1M | 41k | 149.65 | |
| Wal-Mart Stores (WMT) | 3.8 | $6.0M | 43k | 141.79 | |
| Waste Management (WM) | 3.7 | $5.8M | 37k | 156.88 | |
| Starbucks Corporation (SBUX) | 3.7 | $5.7M | 58k | 99.20 | |
| Costco Wholesale Corporation (COST) | 3.2 | $5.1M | 11k | 456.50 | |
| Adobe Systems Incorporated (ADBE) | 3.2 | $5.0M | 15k | 336.53 | |
| JPMorgan Chase & Co. (JPM) | 3.1 | $4.9M | 37k | 134.10 | |
| Masco Corporation (MAS) | 3.0 | $4.8M | 102k | 46.67 | |
| Comcast Corp Cl A (CMCSA) | 3.0 | $4.7M | 136k | 34.97 | |
| UnitedHealth (UNH) | 3.0 | $4.7M | 8.9k | 530.18 | |
| Microsoft Corporation (MSFT) | 2.9 | $4.6M | 19k | 239.82 | |
| Apple (AAPL) | 2.9 | $4.6M | 35k | 129.93 | |
| Corning Incorporated (GLW) | 2.9 | $4.6M | 143k | 31.94 | |
| BlackRock (BLK) | 2.9 | $4.5M | 6.4k | 708.63 | |
| Regency Centers Corporation (REG) | 2.9 | $4.5M | 72k | 62.50 | |
| Lam Research Corporation (LRCX) | 2.8 | $4.3M | 10k | 420.30 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 2.7 | $4.2M | 11k | 382.42 | |
| NVIDIA Corporation (NVDA) | 2.6 | $4.2M | 28k | 146.14 | |
| Alphabet Cap Stk Cl A (GOOGL) | 2.5 | $4.0M | 45k | 88.23 | |
| Target Corporation (TGT) | 2.5 | $4.0M | 27k | 149.04 | |
| Southwest Airlines (LUV) | 2.4 | $3.8M | 112k | 33.67 | |
| Arthur J. Gallagher & Co. (AJG) | 1.4 | $2.3M | 12k | 188.54 | |
| Oracle Corporation (ORCL) | 0.3 | $528k | 6.5k | 81.74 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.3 | $426k | 4.8k | 88.73 | |
| Procter & Gamble Company (PG) | 0.3 | $408k | 2.7k | 151.56 | |
| PNC Financial Services (PNC) | 0.2 | $352k | 2.2k | 157.94 | |
| Lowe's Companies (LOW) | 0.2 | $336k | 1.7k | 199.24 | |
| Tesla Motors (TSLA) | 0.2 | $329k | 2.7k | 123.18 | |
| General Motors Company (GM) | 0.2 | $250k | 7.4k | 33.64 | |
| salesforce (CRM) | 0.1 | $201k | 1.5k | 132.59 |
