Sitrin Capital Management as of March 31, 2025
Portfolio Holdings for Sitrin Capital Management
Sitrin Capital Management holds 41 positions in its portfolio as reported in the March 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Apple (AAPL) | 6.0 | $11M | 50k | 222.13 | |
| Visa Com Cl A (V) | 4.6 | $8.5M | 24k | 350.46 | |
| American Intl Group Com New (AIG) | 4.3 | $8.0M | 92k | 86.94 | |
| Waste Management (WM) | 4.0 | $7.5M | 32k | 231.51 | |
| NVIDIA Corporation (NVDA) | 4.0 | $7.4M | 68k | 108.39 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 4.0 | $7.3M | 13k | 561.07 | |
| JPMorgan Chase & Co. (JPM) | 3.9 | $7.3M | 30k | 245.30 | |
| Costco Wholesale Corporation (COST) | 3.9 | $7.2M | 7.7k | 945.78 | |
| Amgen (AMGN) | 3.8 | $7.0M | 23k | 311.55 | |
| Amazon (AMZN) | 3.8 | $7.0M | 37k | 190.26 | |
| Wal-Mart Stores (WMT) | 3.8 | $7.0M | 79k | 88.02 | |
| Microsoft Corporation (MSFT) | 3.4 | $6.3M | 17k | 375.40 | |
| Meta Platforms Cl A (META) | 3.4 | $6.3M | 11k | 576.36 | |
| Alphabet Cap Stk Cl A (GOOGL) | 3.3 | $6.2M | 40k | 154.64 | |
| Masco Corporation (MAS) | 3.3 | $6.2M | 89k | 69.54 | |
| Lam Research Corp Com New (LRCX) | 3.2 | $6.0M | 82k | 72.92 | |
| Arthur J. Gallagher & Co. (AJG) | 3.2 | $5.9M | 17k | 345.24 | |
| Eli Lilly & Co. (LLY) | 3.0 | $5.5M | 6.6k | 825.93 | |
| Sherwin-Williams Company (SHW) | 2.9 | $5.3M | 15k | 349.19 | |
| Palo Alto Networks (PANW) | 2.8 | $5.2M | 31k | 170.64 | |
| Blackrock (BLK) | 2.8 | $5.1M | 5.4k | 946.48 | |
| Qualcomm (QCOM) | 2.5 | $4.7M | 30k | 153.61 | |
| Marathon Petroleum Corp (MPC) | 2.5 | $4.6M | 32k | 145.69 | |
| Lockheed Martin Corporation (LMT) | 2.3 | $4.2M | 9.4k | 446.71 | |
| D.R. Horton (DHI) | 2.3 | $4.2M | 33k | 127.13 | |
| Agilent Technologies Inc C ommon (A) | 2.2 | $4.1M | 35k | 116.98 | |
| Digital Realty Trust (DLR) | 2.1 | $3.9M | 28k | 143.29 | |
| Chipotle Mexican Grill (CMG) | 2.0 | $3.8M | 75k | 50.21 | |
| Broadcom (AVGO) | 2.0 | $3.7M | 22k | 167.43 | |
| Vistra Energy (VST) | 2.0 | $3.6M | 31k | 117.44 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.5 | $912k | 5.8k | 156.24 | |
| Oracle Corporation (ORCL) | 0.5 | $846k | 6.0k | 139.81 | |
| Abbvie (ABBV) | 0.4 | $824k | 3.9k | 209.52 | |
| Tesla Motors (TSLA) | 0.3 | $532k | 2.1k | 259.16 | |
| Cisco Systems (CSCO) | 0.2 | $364k | 5.9k | 61.71 | |
| Lowe's Companies (LOW) | 0.2 | $350k | 1.5k | 233.23 | |
| salesforce (CRM) | 0.2 | $340k | 1.3k | 268.36 | |
| Corning Incorporated (GLW) | 0.2 | $308k | 6.7k | 45.78 | |
| Adobe Systems Incorporated (ADBE) | 0.2 | $306k | 797.00 | 383.53 | |
| PNC Financial Services (PNC) | 0.1 | $276k | 1.6k | 175.77 | |
| Ses Ai Corporation Cl A Com (SES) | 0.0 | $21k | 40k | 0.52 |
