13F HOLDINGS REPORT
Sitrin Capital Management LLC
Quarter ended Q1 2025 · Filed April 29, 2025 · Accession 0001085146-25-002405
Total Value
$185.3M
Positions
41
Other Managers
0
Confidential Omitted
No
Holdings (41)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | APPLE INC | AAPL | 50,213 | $11.2M | 6.02% |
| 2 | VISA INC | V | 24,185 | $8.5M | 4.57% |
| 3 | AMERICAN INTL GROUP INC | 026874784 | 91,877 | $8.0M | 4.31% |
| 4 | WASTE MGMT INC DEL | 94106L109 | 32,279 | $7.5M | 4.03% |
| 5 | NVIDIA CORPORATION | NVDA | 68,415 | $7.4M | 4.00% |
| 6 | SPDR S&P 500 ETF TR | SPY | 13,079 | $7.3M | 3.96% |
| 7 | JPMORGAN CHASE & CO. | VYLD | 29,722 | $7.3M | 3.93% |
| 8 | COSTCO WHSL CORP NEW | 22160K105 | 7,665 | $7.2M | 3.91% |
| 9 | AMGEN INC | AMGN | 22,600 | $7.0M | 3.80% |
| 10 | AMAZON COM INC | AMZN | 36,638 | $7.0M | 3.76% |
| 11 | WALMART INC | WMT | 79,123 | $7.0M | 3.76% |
| 12 | MICROSOFT CORP | MSFT | 16,815 | $6.3M | 3.41% |
| 13 | META PLATFORMS INC | META | 10,851 | $6.3M | 3.37% |
| 14 | ALPHABET INC | GOOG | 39,956 | $6.2M | 3.33% |
| 15 | MASCO CORP | MAS | 88,625 | $6.2M | 3.33% |
| 16 | LAM RESEARCH CORP | LRCX | 81,743 | $6.0M | 3.22% |
| 17 | GALLAGHER ARTHUR J & CO | 363576109 | 17,202 | $5.9M | 3.20% |
| 18 | ELI LILLY & CO | LLY | 6,644 | $5.5M | 2.96% |
| 19 | SHERWIN WILLIAMS CO | SHW | 15,301 | $5.3M | 2.88% |
| 20 | PALO ALTO NETWORKS INC | PANW | 30,690 | $5.2M | 2.83% |
| 21 | BLACKROCK INC | BLK | 5,427 | $5.1M | 2.77% |
| 22 | QUALCOMM INC | QCOM | 30,448 | $4.7M | 2.52% |
| 23 | MARATHON PETE CORP | MARA | 31,887 | $4.6M | 2.51% |
| 24 | LOCKHEED MARTIN CORP | LMT | 9,407 | $4.2M | 2.27% |
| 25 | D R HORTON INC | 23331A109 | 32,910 | $4.2M | 2.26% |
| 26 | AGILENT TECHNOLOGIES INC | A | 35,259 | $4.1M | 2.23% |
| 27 | DIGITAL RLTY TR INC | 253868103 | 27,543 | $3.9M | 2.13% |
| 28 | CHIPOTLE MEXICAN GRILL INC | CMG | 75,314 | $3.8M | 2.04% |
| 29 | BROADCOM INC | AVGO | 21,880 | $3.7M | 1.98% |
| 30 | VISTRA CORP | VST | 30,968 | $3.6M | 1.96% |
| 31 | ALPHABET INC | GOOG | 5,836 | $911,808 | 0.49% |
| 32 | ORACLE CORP | ORCL-PD | 6,049 | $845,711 | 0.46% |
| 33 | ABBVIE INC | ABBV | 3,932 | $823,833 | 0.44% |
| 34 | TESLA INC | TSLA | 2,052 | $531,796 | 0.29% |
| 35 | CISCO SYS INC | CSCO | 5,902 | $364,212 | 0.20% |
| 36 | LOWES COS INC | 548661107 | 1,502 | $350,311 | 0.19% |
| 37 | SALESFORCE INC | CRM | 1,266 | $339,744 | 0.18% |
| 38 | CORNING INC | GLW | 6,717 | $307,504 | 0.17% |
| 39 | ADOBE INC | ADBE | 797 | $305,673 | 0.16% |
| 40 | PNC FINL SVCS GROUP INC | 693475105 | 1,569 | $275,783 | 0.15% |
| 41 | SES AI CORPORATION | SES-WT | 40,000 | $20,828 | 0.01% |