Sitrin Capital Management as of Dec. 31, 2016
Portfolio Holdings for Sitrin Capital Management
Sitrin Capital Management holds 36 positions in its portfolio as reported in the December 2016 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Chevron Corporation (CVX) | 4.7 | $6.1M | 52k | 117.70 | |
| Johnson & Johnson (JNJ) | 4.3 | $5.6M | 49k | 115.21 | |
| Apple (AAPL) | 4.3 | $5.5M | 48k | 115.82 | |
| Zions Bancorporation (ZION) | 4.2 | $5.4M | 126k | 43.04 | |
| Becton, Dickinson and (BDX) | 4.2 | $5.4M | 33k | 165.54 | |
| Home Depot (HD) | 4.1 | $5.3M | 40k | 134.08 | |
| American Tower Reit (AMT) | 4.0 | $5.1M | 48k | 105.69 | |
| Starbucks Corporation (SBUX) | 3.8 | $4.9M | 88k | 55.52 | |
| Microsoft Corporation (MSFT) | 3.8 | $4.9M | 78k | 62.13 | |
| Facebook Inc cl a (META) | 3.7 | $4.8M | 42k | 115.04 | |
| Spdr S&p 500 Etf (SPY) | 3.6 | $4.7M | 21k | 223.51 | |
| Netflix (NFLX) | 3.6 | $4.6M | 37k | 123.81 | |
| Visa (V) | 3.5 | $4.5M | 58k | 78.01 | |
| Costco Wholesale Corporation (COST) | 3.5 | $4.5M | 28k | 160.11 | |
| priceline.com Incorporated | 3.5 | $4.5M | 3.1k | 1465.95 | |
| Amgen (AMGN) | 3.4 | $4.4M | 30k | 146.20 | |
| United Parcel Service (UPS) | 3.3 | $4.3M | 37k | 114.65 | |
| Martin Marietta Materials (MLM) | 3.2 | $4.2M | 19k | 221.53 | |
| United Technologies Corporation | 3.1 | $4.0M | 37k | 109.62 | |
| Paypal Holdings (PYPL) | 3.1 | $4.0M | 101k | 39.47 | |
| Sherwin-Williams Company (SHW) | 3.0 | $3.9M | 15k | 268.71 | |
| Wal-Mart Stores (WMT) | 3.0 | $3.9M | 56k | 69.11 | |
| salesforce (CRM) | 3.0 | $3.9M | 56k | 68.45 | |
| Amazon (AMZN) | 3.0 | $3.8M | 5.1k | 749.80 | |
| U.S. Bancorp (USB) | 2.9 | $3.8M | 74k | 51.37 | |
| PNC Financial Services (PNC) | 2.6 | $3.4M | 29k | 116.97 | |
| Alphabet Inc Class A cs (GOOGL) | 2.3 | $2.9M | 3.7k | 792.45 | |
| Alphabet Inc Class C cs (GOOG) | 2.2 | $2.9M | 3.7k | 771.94 | |
| Arthur J. Gallagher & Co. (AJG) | 1.2 | $1.5M | 29k | 51.95 | |
| iShares Russell 3000 Value Index (IUSV) | 0.6 | $706k | 14k | 49.11 | |
| SPDR Gold Trust (GLD) | 0.4 | $554k | 5.1k | 109.70 | |
| CurrencyShares Swiss Franc Trust | 0.3 | $375k | 4.0k | 93.75 | |
| Exxon Mobil Corporation (XOM) | 0.2 | $295k | 3.3k | 90.38 | |
| Time Warner | 0.2 | $276k | 2.9k | 96.50 | |
| Abbvie (ABBV) | 0.2 | $246k | 3.9k | 62.56 | |
| Corcept Therapeutics Incorporated (CORT) | 0.1 | $73k | 10k | 7.30 |
