Sitrin Capital Management LLC
39 holdingsFiling period: 2026-03-31Current AUM: $232.7Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | 45.4K | $11.5M | $14.0M | 6.02% | -8 | 2026-03-31 |
| 2 | LRCX | LAM RESEARCH CORP | 44.5K | $9.5M | $13.1M | 5.61% | -28,874 | 2026-03-31 |
| 3 | NVDA | NVIDIA CORPORATION | 52.5K | $9.2M | $10.5M | 4.53% | -1,239 | 2026-03-31 |
| 4 | MPC | MARATHON PETE CORP | 37.2K | $9.1M | $11.8M | 5.06% | -37 | 2026-03-31 |
| 5 | WMT | WALMART INC | 71.4K | $8.9M | $8.0M | 3.42% | -171 | 2026-03-31 |
| 6 | SPY | STATE STR SPDR S&P 500 ETF T | 12.2K | $7.9M | $9.1M | 3.91% | -1,434 | 2026-03-31 |
| 7 | JPM | JPMORGAN CHASE & CO | 26.8K | $7.9M | $9.4M | 4.05% | -103 | 2026-03-31 |
| 8 | GOOGL | ALPHABET INC | 27.1K | $7.8M | $9.7M | 4.16% | -6,280 | 2026-03-31 |
| 9 | COST | COSTCO WHOLESALE CORPORATION | 6.8K | $6.8M | $6.5M | 2.78% | -163 | 2026-03-31 |
| 10 | AMGN | AMGEN INC | 19.1K | $6.7M | $7.4M | 3.17% | -41 | 2026-03-31 |
| 11 | AMZN | AMAZON COM INC | 31.6K | $6.6M | $8.6M | 3.69% | -118 | 2026-03-31 |
| 12 | ORCL | ORACLE CORP | 44.7K | $6.6M | $5.8M | 2.49% | +38.7K | 2026-03-31 |
| 13 | META | META PLATFORMS INC | 11.3K | $6.5M | $6.3M | 2.71% | -207 | 2026-03-31 |
| 14 | WM | WASTE MGMT INC DEL | 27.9K | $6.4M | $6.3M | 2.72% | -43 | 2026-03-31 |
| 15 | V | VISA INC | 20.2K | $6.1M | $7.4M | 3.18% | -13 | 2026-03-31 |
| 16 | PANW | PALO ALTO NETWORKS INC | 37.9K | $6.1M | $12.6M | 5.40% | +10.1K | 2026-03-31 |
| 17 | ABBV | ABBVIE INC | 27.4K | $6.0M | $6.9M | 2.95% | -446 | 2026-03-31 |
| 18 | AIG | AMERICAN INTL GROUP INC | 78.7K | $5.9M | $6.2M | 2.66% | -1 | 2026-03-31 |
| 19 | AVGO | BROADCOM INC | 18.5K | $5.7M | $7.2M | 3.09% | -112 | 2026-03-31 |
| 20 | BLK | BLACKROCK INC | 5.9K | $5.7M | $6.5M | 2.78% | -27 | 2026-03-31 |
| 21 | LLY | ELI LILLY & CO | 6.0K | $5.5M | $6.9M | 2.97% | +3 | 2026-03-31 |
| 22 | DHI | D R HORTON INC | 38.9K | $5.3M | $5.6M | 2.39% | -596 | 2026-03-31 |
| 23 | MSFT | MICROSOFT CORP | 14.2K | $5.3M | $6.6M | 2.84% | +142 | 2026-03-31 |
| 24 | A | AGILENT TECHNOLOGIES INC | 45.8K | $5.2M | $6.4M | 2.73% | -1,440 | 2026-03-31 |
| 25 | LMT | LOCKHEED MARTIN CORP | 8.1K | $4.9M | $4.7M | 2.03% | -27 | 2026-03-31 |
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