Sitrin Capital Management LLC
39 holdingsFiling period: 2026-06-30Current AUM: $228.8Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | 45.0K | $13.0M | $14.9M | 6.52% | -358 | 2026-06-30 |
| 2 | LRCX | LAM RESEARCH CORP | 27.0K | $11.7M | $7.3M | 3.20% | -17,520 | 2026-06-30 |
| 3 | NVDA | NVIDIA CORPORATION | 51.6K | $10.3M | $11.0M | 4.79% | -869 | 2026-06-30 |
| 4 | MPC | MARATHON PETE CORP | 36.7K | $9.4M | $15.1M | 6.59% | -520 | 2026-06-30 |
| 5 | PANW | PALO ALTO NETWORKS INC | 26.8K | $9.1M | $10.1M | 4.40% | -11,081 | 2026-06-30 |
| 6 | SPY | STATE STR SPDR S&P 500 ETF T | 11.6K | $8.7M | $8.8M | 3.83% | -603 | 2026-06-30 |
| 7 | JPM | JPMORGAN CHASE & CO | 26.4K | $8.6M | $9.3M | 4.06% | -429 | 2026-06-30 |
| 8 | WMT | WALMART INC | 70.6K | $8.0M | $7.6M | 3.33% | -872 | 2026-06-30 |
| 9 | AMZN | AMAZON COM INC | 31.3K | $7.5M | $7.8M | 3.40% | -292 | 2026-06-30 |
| 10 | GOOGL | ALPHABET INC | 20.2K | $7.2M | $7.0M | 3.04% | -6,957 | 2026-06-30 |
| 11 | LLY | ELI LILLY & CO | 5.9K | $7.1M | $6.8M | 2.95% | -75 | 2026-06-30 |
| 12 | AVGO | BROADCOM INC | 18.2K | $6.9M | $6.2M | 2.70% | -251 | 2026-06-30 |
| 13 | V | VISA INC | 20.0K | $6.9M | $7.5M | 3.28% | -260 | 2026-06-30 |
| 14 | ABBV | ABBVIE INC | 27.1K | $6.8M | $7.1M | 3.11% | -289 | 2026-06-30 |
| 15 | AMGN | AMGEN INC | 18.8K | $6.8M | $7.1M | 3.09% | -306 | 2026-06-30 |
| 16 | ORCL | ORACLE CORP | 43.9K | $6.4M | $6.2M | 2.69% | -787 | 2026-06-30 |
| 17 | COST | COSTCO WHOLESALE CORPORATION | 6.7K | $6.3M | $6.1M | 2.65% | -87 | 2026-06-30 |
| 18 | AMD | ADVANCED MICRO DEVICES INC | 10.8K | $6.3M | $5.4M | 2.37% | -- | 2026-06-30 |
| 19 | DHI | D R HORTON INC | 38.3K | $6.2M | $5.4M | 2.35% | -576 | 2026-06-30 |
| 20 | META | META PLATFORMS INC | 10.9K | $6.2M | $7.3M | 3.21% | -367 | 2026-06-30 |
| 21 | WM | WASTE MGMT INC DEL | 27.5K | $6.1M | $6.0M | 2.61% | -400 | 2026-06-30 |
| 22 | A | AGILENT TECHNOLOGIES INC | 45.2K | $6.0M | $6.8M | 2.97% | -625 | 2026-06-30 |
| 23 | CAT | CATERPILLAR INC | 5.6K | $6.0M | $4.4M | 1.92% | -- | 2026-06-30 |
| 24 | MAS | MASCO CORP | 73.1K | $5.9M | $5.0M | 2.20% | -1,299 | 2026-06-30 |
| 25 | AIG | AMERICAN INTL GROUP INC | 77.7K | $5.8M | $5.9M | 2.58% | -1,010 | 2026-06-30 |
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