Sitrin Capital Management as of Sept. 30, 2025
Portfolio Holdings for Sitrin Capital Management
Sitrin Capital Management holds 41 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Apple (AAPL) | 5.6 | $12M | 45k | 254.63 | |
| NVIDIA Corporation (NVDA) | 4.8 | $10M | 54k | 186.59 | |
| Lam Research Corp Com New (LRCX) | 4.7 | $9.9M | 74k | 134.15 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 4.3 | $9.0M | 14k | 668.09 | |
| JPMorgan Chase & Co. (JPM) | 4.1 | $8.5M | 27k | 315.43 | |
| Meta Platforms Cl A (META) | 4.1 | $8.4M | 12k | 734.38 | |
| Alphabet Cap Stk Cl A (GOOGL) | 3.9 | $8.2M | 34k | 243.10 | |
| Wal-Mart Stores (WMT) | 3.5 | $7.3M | 71k | 103.06 | |
| Microsoft Corporation (MSFT) | 3.5 | $7.3M | 14k | 517.94 | |
| Marathon Petroleum Corp (MPC) | 3.4 | $7.1M | 37k | 192.74 | |
| Amazon (AMZN) | 3.4 | $7.0M | 32k | 219.57 | |
| Blackrock (BLK) | 3.3 | $6.9M | 6.0k | 1165.87 | |
| Visa Com Cl A (V) | 3.3 | $6.9M | 20k | 341.38 | |
| D.R. Horton (DHI) | 3.2 | $6.7M | 39k | 169.47 | |
| Costco Wholesale Corporation (COST) | 3.1 | $6.4M | 6.9k | 925.63 | |
| Abbvie (ABBV) | 3.0 | $6.3M | 27k | 231.54 | |
| American Intl Group Com New (AIG) | 3.0 | $6.2M | 79k | 78.54 | |
| Broadcom (AVGO) | 3.0 | $6.2M | 19k | 329.91 | |
| Waste Management (WM) | 3.0 | $6.2M | 28k | 220.83 | |
| Agilent Technologies Inc C ommon (A) | 2.9 | $6.1M | 47k | 128.59 | |
| Palo Alto Networks (PANW) | 2.7 | $5.7M | 28k | 203.62 | |
| Masco Corporation (MAS) | 2.6 | $5.5M | 77k | 70.39 | |
| Amgen (AMGN) | 2.6 | $5.4M | 19k | 282.20 | |
| Vistra Energy (VST) | 2.6 | $5.3M | 27k | 195.92 | |
| Arthur J. Gallagher & Co. (AJG) | 2.5 | $5.3M | 17k | 309.74 | |
| Sherwin-Williams Company (SHW) | 2.3 | $4.8M | 14k | 346.25 | |
| Eli Lilly & Co. (LLY) | 2.2 | $4.6M | 6.0k | 762.96 | |
| Qualcomm (QCOM) | 2.2 | $4.5M | 27k | 166.36 | |
| Digital Realty Trust (DLR) | 2.2 | $4.5M | 26k | 172.88 | |
| Lockheed Martin Corporation (LMT) | 2.0 | $4.1M | 8.2k | 499.21 | |
| Oracle Corporation (ORCL) | 0.8 | $1.7M | 6.0k | 281.24 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.7 | $1.4M | 5.8k | 243.56 | |
| Tesla Motors (TSLA) | 0.4 | $926k | 2.1k | 444.72 | |
| Corning Incorporated (GLW) | 0.3 | $536k | 6.5k | 82.03 | |
| Cisco Systems (CSCO) | 0.2 | $383k | 5.6k | 68.42 | |
| Lowe's Companies (LOW) | 0.2 | $378k | 1.5k | 251.31 | |
| PNC Financial Services (PNC) | 0.2 | $315k | 1.6k | 200.93 | |
| salesforce (CRM) | 0.1 | $301k | 1.3k | 237.42 | |
| Adobe Systems Incorporated (ADBE) | 0.1 | $236k | 668.00 | 352.75 | |
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $210k | 350.00 | 601.16 | |
| Ses Ai Corporation Cl A Com (SES) | 0.0 | $100k | 60k | 1.67 |
