Sitrin Capital Management as of March 31, 2026
Portfolio Holdings for Sitrin Capital Management
Sitrin Capital Management holds 39 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Apple (AAPL) | 5.8 | $12M | 45k | 253.79 | |
| Lam Research Corp Com New (LRCX) | 4.8 | $9.5M | 45k | 213.91 | |
| NVIDIA Corporation (NVDA) | 4.6 | $9.2M | 53k | 174.41 | |
| Marathon Petroleum Corp (MPC) | 4.6 | $9.1M | 37k | 244.18 | |
| Wal-Mart Stores (WMT) | 4.5 | $8.9M | 71k | 124.52 | |
| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 4.0 | $7.9M | 12k | 652.16 | |
| JPMorgan Chase & Co. (JPM) | 4.0 | $7.9M | 27k | 294.16 | |
| Alphabet Cap Stk Cl A (GOOGL) | 3.9 | $7.8M | 27k | 287.56 | |
| Costco Wholesale Corporation (COST) | 3.4 | $6.8M | 6.8k | 996.43 | |
| Amgen (AMGN) | 3.4 | $6.7M | 19k | 351.85 | |
| Amazon (AMZN) | 3.3 | $6.6M | 32k | 208.27 | |
| Oracle Corporation (ORCL) | 3.3 | $6.6M | 45k | 147.11 | |
| Meta Platforms Cl A (META) | 3.2 | $6.5M | 11k | 572.13 | |
| Waste Management (WM) | 3.2 | $6.4M | 28k | 229.79 | |
| Visa Com Cl A (V) | 3.1 | $6.1M | 20k | 302.25 | |
| Palo Alto Networks (PANW) | 3.0 | $6.1M | 38k | 160.32 | |
| Abbvie (ABBV) | 3.0 | $6.0M | 27k | 217.49 | |
| American Intl Group Com New (AIG) | 3.0 | $5.9M | 79k | 75.25 | |
| Broadcom (AVGO) | 2.9 | $5.7M | 19k | 309.51 | |
| Blackrock (BLK) | 2.9 | $5.7M | 5.9k | 961.71 | |
| Eli Lilly & Co. (LLY) | 2.8 | $5.5M | 6.0k | 919.78 | |
| D.R. Horton (DHI) | 2.7 | $5.3M | 39k | 137.22 | |
| Microsoft Corporation (MSFT) | 2.6 | $5.3M | 14k | 370.18 | |
| Agilent Technologies Inc C ommon (A) | 2.6 | $5.2M | 46k | 114.23 | |
| Lockheed Martin Corporation (LMT) | 2.5 | $4.9M | 8.1k | 604.39 | |
| Masco Corporation (MAS) | 2.3 | $4.5M | 74k | 60.37 | |
| Sherwin-Williams Company (SHW) | 2.1 | $4.3M | 13k | 320.54 | |
| Vistra Energy (VST) | 2.0 | $4.0M | 26k | 150.33 | |
| American Tower Reit (AMT) | 2.0 | $3.9M | 23k | 172.58 | |
| Arthur J. Gallagher & Co. (AJG) | 1.9 | $3.7M | 17k | 216.58 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.8 | $1.7M | 5.8k | 286.88 | |
| Corning Incorporated (GLW) | 0.4 | $888k | 6.5k | 135.98 | |
| Intel Corporation (INTC) | 0.4 | $794k | 18k | 44.13 | |
| Tesla Motors (TSLA) | 0.3 | $687k | 1.8k | 371.75 | |
| Ecolab (ECL) | 0.3 | $643k | 2.4k | 266.75 | |
| Walt Disney Company (DIS) | 0.3 | $627k | 6.5k | 96.38 | |
| Cisco Systems (CSCO) | 0.2 | $435k | 5.6k | 77.59 | |
| salesforce (CRM) | 0.1 | $236k | 1.3k | 186.67 | |
| Ses Ai Corporation Cl A Com (SES) | 0.0 | $60k | 62k | 0.96 |
