Sitrin Capital Management as of March 31, 2023
Portfolio Holdings for Sitrin Capital Management
Sitrin Capital Management holds 40 positions in its portfolio as reported in the March 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| NVIDIA Corporation (NVDA) | 4.8 | $7.8M | 28k | 277.77 | |
| Visa Com Cl A (V) | 4.4 | $7.3M | 32k | 225.46 | |
| Schlumberger Com Stk (SLB) | 4.0 | $6.5M | 133k | 49.10 | |
| Air Products & Chemicals (APD) | 3.8 | $6.3M | 22k | 287.21 | |
| Wal-Mart Stores (WMT) | 3.8 | $6.2M | 42k | 147.45 | |
| Amgen (AMGN) | 3.7 | $6.2M | 26k | 241.75 | |
| Waste Management (WM) | 3.6 | $6.0M | 37k | 163.17 | |
| Starbucks Corporation (SBUX) | 3.6 | $6.0M | 57k | 104.13 | |
| Marathon Petroleum Corp (MPC) | 3.6 | $5.9M | 44k | 134.83 | |
| Johnson & Johnson (JNJ) | 3.6 | $5.9M | 38k | 155.00 | |
| Apple (AAPL) | 3.5 | $5.8M | 35k | 164.90 | |
| Adobe Systems Incorporated (ADBE) | 3.5 | $5.7M | 15k | 385.37 | |
| Amazon (AMZN) | 3.4 | $5.6M | 55k | 103.29 | |
| Agilent Technologies Inc C ommon (A) | 3.4 | $5.6M | 41k | 138.34 | |
| Costco Wholesale Corporation (COST) | 3.3 | $5.5M | 11k | 496.87 | |
| Microsoft Corporation (MSFT) | 3.3 | $5.5M | 19k | 288.30 | |
| Lam Research Corporation (LRCX) | 3.3 | $5.4M | 10k | 530.12 | |
| Comcast Corp Cl A (CMCSA) | 3.1 | $5.1M | 135k | 37.91 | |
| Masco Corporation (MAS) | 3.0 | $5.0M | 101k | 49.72 | |
| Southwest Airlines (LUV) | 3.0 | $5.0M | 154k | 32.54 | |
| Corning Incorporated (GLW) | 3.0 | $5.0M | 142k | 35.28 | |
| JPMorgan Chase & Co. (JPM) | 2.9 | $4.7M | 36k | 130.31 | |
| Alphabet Cap Stk Cl A (GOOGL) | 2.8 | $4.7M | 45k | 103.73 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 2.8 | $4.6M | 11k | 409.38 | |
| American Intl Group Com New (AIG) | 2.8 | $4.6M | 90k | 50.36 | |
| Regency Centers Corporation (REG) | 2.7 | $4.4M | 72k | 61.18 | |
| Target Corporation (TGT) | 2.6 | $4.4M | 26k | 165.63 | |
| BlackRock (BLK) | 2.6 | $4.2M | 6.3k | 669.12 | |
| UnitedHealth (UNH) | 2.5 | $4.2M | 8.8k | 472.59 | |
| Arthur J. Gallagher & Co. (AJG) | 1.4 | $2.3M | 12k | 191.31 | |
| Oracle Corporation (ORCL) | 0.3 | $572k | 6.2k | 92.92 | |
| Tesla Motors (TSLA) | 0.3 | $555k | 2.7k | 207.46 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.3 | $499k | 4.8k | 104.00 | |
| Procter & Gamble Company (PG) | 0.2 | $400k | 2.7k | 148.69 | |
| Meta Platforms Cl A (META) | 0.2 | $319k | 1.5k | 211.94 | |
| Lowe's Companies (LOW) | 0.2 | $316k | 1.6k | 199.97 | |
| salesforce (CRM) | 0.2 | $300k | 1.5k | 199.78 | |
| PNC Financial Services (PNC) | 0.2 | $282k | 2.2k | 127.10 | |
| General Motors Company (GM) | 0.2 | $271k | 7.4k | 36.68 | |
| FedEx Corporation (FDX) | 0.1 | $203k | 890.00 | 228.49 |
