Sitrin Capital Management as of Dec. 31, 2025
Portfolio Holdings for Sitrin Capital Management
Sitrin Capital Management holds 38 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Lam Research Corp Com New (LRCX) | 6.0 | $13M | 73k | 171.43 | |
| Apple (AAPL) | 5.9 | $12M | 45k | 271.86 | |
| Alphabet Cap Stk Cl A (GOOGL) | 5.0 | $11M | 33k | 313.00 | |
| NVIDIA Corporation (NVDA) | 4.8 | $10M | 54k | 186.50 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 4.4 | $9.3M | 14k | 683.90 | |
| JPMorgan Chase & Co. (JPM) | 4.1 | $8.7M | 27k | 322.23 | |
| Wal-Mart Stores (WMT) | 3.8 | $8.0M | 72k | 111.64 | |
| Meta Platforms Cl A (META) | 3.6 | $7.6M | 12k | 660.09 | |
| Amazon (AMZN) | 3.5 | $7.3M | 32k | 230.82 | |
| Visa Com Cl A (V) | 3.4 | $7.1M | 20k | 350.71 | |
| Microsoft Corporation (MSFT) | 3.2 | $6.8M | 14k | 483.61 | |
| American Intl Group Com New (AIG) | 3.2 | $6.7M | 79k | 85.55 | |
| Eli Lilly & Co. (LLY) | 3.1 | $6.5M | 6.0k | 1074.66 | |
| Broadcom (AVGO) | 3.1 | $6.4M | 19k | 346.10 | |
| Agilent Technologies Inc C ommon (A) | 3.1 | $6.4M | 47k | 136.07 | |
| Blackrock (BLK) | 3.0 | $6.4M | 6.0k | 1070.34 | |
| Abbvie (ABBV) | 3.0 | $6.4M | 28k | 228.49 | |
| Amgen (AMGN) | 3.0 | $6.3M | 19k | 327.31 | |
| Waste Management (WM) | 2.9 | $6.1M | 28k | 219.71 | |
| Marathon Petroleum Corp (MPC) | 2.9 | $6.1M | 37k | 162.63 | |
| Costco Wholesale Corporation (COST) | 2.9 | $6.0M | 7.0k | 862.34 | |
| D.R. Horton (DHI) | 2.7 | $5.7M | 40k | 144.03 | |
| Palo Alto Networks (PANW) | 2.4 | $5.1M | 28k | 184.20 | |
| Masco Corporation (MAS) | 2.3 | $4.9M | 77k | 63.46 | |
| Qualcomm (QCOM) | 2.2 | $4.7M | 27k | 171.05 | |
| Sherwin-Williams Company (SHW) | 2.1 | $4.4M | 14k | 324.02 | |
| Arthur J. Gallagher & Co. (AJG) | 2.1 | $4.4M | 17k | 258.79 | |
| Vistra Energy (VST) | 2.0 | $4.3M | 27k | 161.33 | |
| American Tower Reit (AMT) | 2.0 | $4.2M | 24k | 177.21 | |
| Lockheed Martin Corporation (LMT) | 1.9 | $3.9M | 8.2k | 483.67 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.9 | $1.8M | 5.8k | 313.82 | |
| Oracle Corporation (ORCL) | 0.6 | $1.2M | 6.0k | 194.91 | |
| Tesla Motors (TSLA) | 0.4 | $854k | 1.9k | 449.72 | |
| Corning Incorporated (GLW) | 0.3 | $572k | 6.5k | 87.56 | |
| Cisco Systems (CSCO) | 0.2 | $432k | 5.6k | 77.03 | |
| salesforce (CRM) | 0.2 | $336k | 1.3k | 265.33 | |
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $276k | 450.00 | 614.31 | |
| Ses Ai Corporation Cl A Com (SES) | 0.1 | $112k | 62k | 1.80 |
