Sitrin Capital Management as of March 31, 2017
Portfolio Holdings for Sitrin Capital Management
Sitrin Capital Management holds 36 positions in its portfolio as reported in the March 2017 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Apple (AAPL) | 4.8 | $6.6M | 46k | 143.66 | |
| Johnson & Johnson (JNJ) | 4.3 | $6.0M | 48k | 124.56 | |
| Becton, Dickinson and (BDX) | 4.3 | $5.9M | 32k | 183.44 | |
| Facebook Inc cl a (META) | 4.2 | $5.9M | 42k | 142.06 | |
| American Tower Reit (AMT) | 4.2 | $5.8M | 48k | 121.55 | |
| Home Depot (HD) | 4.2 | $5.8M | 40k | 146.83 | |
| Spdr S&p 500 Etf (SPY) | 4.0 | $5.5M | 23k | 235.73 | |
| priceline.com Incorporated | 3.9 | $5.4M | 3.1k | 1779.82 | |
| Visa (V) | 3.7 | $5.1M | 58k | 88.87 | |
| Starbucks Corporation (SBUX) | 3.7 | $5.1M | 88k | 58.39 | |
| Microsoft Corporation (MSFT) | 3.7 | $5.1M | 78k | 65.85 | |
| Amgen (AMGN) | 3.5 | $4.9M | 30k | 164.06 | |
| Costco Wholesale Corporation (COST) | 3.4 | $4.7M | 28k | 167.69 | |
| Netflix (NFLX) | 3.4 | $4.7M | 32k | 147.80 | |
| salesforce (CRM) | 3.3 | $4.6M | 56k | 82.48 | |
| Sherwin-Williams Company (SHW) | 3.3 | $4.5M | 15k | 310.21 | |
| Amazon (AMZN) | 3.2 | $4.5M | 5.1k | 886.47 | |
| Pfizer (PFE) | 3.2 | $4.4M | 129k | 34.21 | |
| Paypal Holdings (PYPL) | 3.1 | $4.3M | 100k | 43.02 | |
| Martin Marietta Materials (MLM) | 2.9 | $4.1M | 19k | 218.24 | |
| United Technologies Corporation | 2.9 | $4.1M | 36k | 112.22 | |
| United Parcel Service (UPS) | 2.9 | $4.0M | 37k | 107.30 | |
| Chevron Corporation (CVX) | 2.8 | $3.9M | 36k | 107.38 | |
| U.S. Bancorp (USB) | 2.7 | $3.8M | 73k | 51.51 | |
| Zions Bancorporation (ZION) | 2.6 | $3.7M | 88k | 42.00 | |
| Target Corporation (TGT) | 2.6 | $3.6M | 66k | 55.19 | |
| PNC Financial Services (PNC) | 2.5 | $3.5M | 29k | 120.22 | |
| Alphabet Inc Class A cs (GOOGL) | 2.2 | $3.1M | 3.7k | 847.70 | |
| Alphabet Inc Class C cs (GOOG) | 2.2 | $3.1M | 3.7k | 829.63 | |
| Arthur J. Gallagher & Co. (AJG) | 0.6 | $811k | 14k | 56.53 | |
| iShares Russell 3000 Value Index (IUSV) | 0.5 | $722k | 14k | 50.49 | |
| SPDR Gold Trust (GLD) | 0.4 | $600k | 5.1k | 118.81 | |
| CurrencyShares Swiss Franc Trust | 0.3 | $380k | 4.0k | 95.00 | |
| Exxon Mobil Corporation (XOM) | 0.2 | $268k | 3.3k | 82.11 | |
| Abbvie (ABBV) | 0.2 | $256k | 3.9k | 65.11 | |
| Time Warner | 0.2 | $237k | 2.4k | 97.53 |
