Sitrin Capital Management LLC 13F Holdings

CIK 0001664771 · CENTURY CITY, CA

As of Sep 30, 2025, Sitrin Capital Management LLC reported 41 positions worth $208.4M in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
APPLE INCAAPLTechnology45,448 1.6M5.55%
NVIDIA CORPNVDATechnology53,836 0.0M4.82%
LAM RESEARCH CORPLRCXTechnology73,500$9.9M4.73%
SPDR S&P 500 ETF TRUSTSPY—13,513$9.0M4.33%
JPMORGAN CHASE & COJPMFinancial Services26,885$8.5M4.07%
META PLATFORMS INCMETACommunication Services11,497$8.4M4.05%
ALPHABET INCGOOGLEquity33,679$8.2M3.93%
WALMART INCWMTConsumer Defensive71,280$7.3M3.52%
MICROSOFT CORPMSFTTechnology14,097$7.3M3.50%
MARATHON PETROLEUM CORPMPCEnergy37,022$7.1M3.42%
AMAZON.COM INCAMZNEquity31,806$7.0M3.35%
BLACKROCK INCBLKFinancial Services5,952$6.9M3.33%
VISA INC-CLASS A SHARESVFinancial Services20,316$6.9M3.33%
HORTON D R INCDHIConsumer Cyclical39,301$6.7M3.20%
COSTCO WHOLESALE CORPCOSTConsumer Defensive6,933$6.4M3.08%
ABBVIE INCABBVEquity27,367$6.3M3.04%
AMERICAN INTERNATIONAL GROUP INCAIGFinancial Services78,774$6.2M2.97%
BROADCOM INCAVGOTechnology18,733$6.2M2.97%
WASTE MANAGEMENT INCWMIndustrials27,979$6.2M2.96%
AGILENT TECHNOLOGIES INCAHealthcare47,261$6.1M2.92%
PALO ALTO NETWORKS INCPANWTechnology27,763$5.7M2.71%
MASCO CORPMASBasic Materials77,444$5.5M2.62%
AMGEN INCAMGNHealthcare19,192$5.4M2.60%
VISTRA CORPVSTUtilities27,218$5.3M2.56%
ARTHUR J GALLAGHER & COAJGFinancial Services17,143$5.3M2.55%