Sitrin Capital Management as of June 30, 2026
Portfolio Holdings for Sitrin Capital Management
Sitrin Capital Management holds 39 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Apple (AAPL) | 5.8 | $13M | 45k | 289.36 | |
| Lam Research Corp Com New (LRCX) | 5.2 | $12M | 27k | 433.59 | |
| NVIDIA Corporation (NVDA) | 4.6 | $10M | 52k | 200.09 | |
| Marathon Petroleum Corp (MPC) | 4.2 | $9.4M | 37k | 255.67 | |
| Palo Alto Networks (PANW) | 4.1 | $9.1M | 27k | 341.02 | |
| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 3.8 | $8.7M | 12k | 748.69 | |
| JPMorgan Chase & Co. (JPM) | 3.8 | $8.6M | 26k | 327.33 | |
| Wal-Mart Stores (WMT) | 3.5 | $8.0M | 71k | 113.26 | |
| Amazon (AMZN) | 3.3 | $7.5M | 31k | 238.34 | |
| Alphabet Cap Stk Cl A (GOOGL) | 3.2 | $7.2M | 20k | 357.37 | |
| Eli Lilly & Co. (LLY) | 3.2 | $7.1M | 5.9k | 1199.49 | |
| Broadcom (AVGO) | 3.1 | $6.9M | 18k | 377.75 | |
| Visa Com Cl A (V) | 3.0 | $6.9M | 20k | 343.08 | |
| Abbvie (ABBV) | 3.0 | $6.8M | 27k | 251.64 | |
| Amgen (AMGN) | 3.0 | $6.8M | 19k | 362.12 | |
| Oracle Corporation (ORCL) | 2.9 | $6.4M | 44k | 146.55 | |
| Costco Wholesale Corporation (COST) | 2.8 | $6.3M | 6.7k | 935.47 | |
| Advanced Micro Devices (AMD) | 2.8 | $6.3M | 11k | 580.91 | |
| D.R. Horton (DHI) | 2.8 | $6.2M | 38k | 162.88 | |
| Meta Platforms Cl A (META) | 2.7 | $6.2M | 11k | 563.29 | |
| Waste Management (WM) | 2.7 | $6.1M | 28k | 222.88 | |
| Agilent Technologies Inc C ommon (A) | 2.7 | $6.0M | 45k | 133.08 | |
| Caterpillar (CAT) | 2.6 | $6.0M | 5.6k | 1064.90 | |
| Masco Corporation (MAS) | 2.6 | $5.9M | 73k | 81.37 | |
| American Intl Group Com New (AIG) | 2.6 | $5.8M | 78k | 74.53 | |
| Blackrock (BLK) | 2.5 | $5.6M | 5.8k | 961.56 | |
| Microsoft Corporation (MSFT) | 2.4 | $5.4M | 14k | 373.03 | |
| Sherwin-Williams Company (SHW) | 2.0 | $4.6M | 13k | 344.31 | |
| Vistra Energy (VST) | 1.8 | $4.1M | 26k | 158.63 | |
| Arthur J. Gallagher & Co. (AJG) | 1.7 | $3.9M | 17k | 229.57 | |
| American Tower Reit (AMT) | 1.6 | $3.7M | 23k | 165.31 | |
| Intel Corporation (INTC) | 1.1 | $2.5M | 18k | 139.63 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.9 | $2.1M | 5.8k | 353.35 | |
| Corning Incorporated (GLW) | 0.7 | $1.7M | 6.5k | 255.41 | |
| Tesla Motors (TSLA) | 0.3 | $778k | 1.8k | 420.60 | |
| Ecolab (ECL) | 0.3 | $661k | 2.4k | 279.34 | |
| Cisco Systems (CSCO) | 0.3 | $658k | 5.6k | 117.46 | |
| Walt Disney Company (DIS) | 0.3 | $631k | 6.5k | 97.00 | |
| Ses Ai Corporation Cl A Com (SES) | 0.0 | $60k | 62k | 0.96 |
