13F HOLDINGS REPORT
Sitrin Capital Management LLC
Quarter ended Q2 2025 · Filed July 23, 2025 · Accession 0001085146-25-004084
Total Value
$196.0M
Positions
42
Other Managers
0
Confidential Omitted
No
Holdings (42)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | NVIDIA CORPORATION | NVDA | 62,310 | $9.8M | 5.02% |
| 2 | APPLE INC | AAPL | 46,486 | $9.5M | 4.87% |
| 3 | SPDR S&P 500 ETF TR | SPY | 13,740 | $8.5M | 4.34% |
| 4 | META PLATFORMS INC | META | 11,453 | $8.5M | 4.31% |
| 5 | JPMORGAN CHASE & CO. | VYLD | 27,085 | $7.9M | 4.01% |
| 6 | VISA INC | V | 21,086 | $7.5M | 3.82% |
| 7 | MICROSOFT CORP | MSFT | 14,653 | $7.3M | 3.72% |
| 8 | LAM RESEARCH CORP | LRCX | 74,594 | $7.3M | 3.71% |
| 9 | WALMART INC | WMT | 72,016 | $7.0M | 3.59% |
| 10 | AMAZON COM INC | AMZN | 32,051 | $7.0M | 3.59% |
| 11 | COSTCO WHSL CORP NEW | 22160K105 | 7,006 | $6.9M | 3.54% |
| 12 | AMERICAN INTL GROUP INC | 026874784 | 79,775 | $6.8M | 3.48% |
| 13 | BROADCOM INC | AVGO | 24,685 | $6.8M | 3.47% |
| 14 | WASTE MGMT INC DEL | 94106L109 | 28,370 | $6.5M | 3.31% |
| 15 | BLACKROCK INC | BLK | 5,987 | $6.3M | 3.21% |
| 16 | MARATHON PETE CORP | MARA | 37,285 | $6.2M | 3.16% |
| 17 | ALPHABET INC | GOOG | 34,916 | $6.2M | 3.14% |
| 18 | PALO ALTO NETWORKS INC | PANW | 28,161 | $5.8M | 2.94% |
| 19 | AGILENT TECHNOLOGIES INC | A | 47,356 | $5.6M | 2.85% |
| 20 | AMGEN INC | AMGN | 19,922 | $5.6M | 2.84% |
| 21 | VISTRA CORP | VST | 28,481 | $5.5M | 2.82% |
| 22 | GALLAGHER ARTHUR J & CO | 363576109 | 17,202 | $5.5M | 2.81% |
| 23 | MASCO CORP | MAS | 78,072 | $5.0M | 2.56% |
| 24 | D R HORTON INC | 23331A109 | 38,782 | $5.0M | 2.55% |
| 25 | ELI LILLY & CO | LLY | 6,078 | $4.7M | 2.42% |
| 26 | SHERWIN WILLIAMS CO | SHW | 13,662 | $4.7M | 2.39% |
| 27 | DIGITAL RLTY TR INC | 253868103 | 25,924 | $4.5M | 2.31% |
| 28 | QUALCOMM INC | QCOM | 27,658 | $4.4M | 2.25% |
| 29 | CHIPOTLE MEXICAN GRILL INC | CMG | 68,393 | $3.8M | 1.96% |
| 30 | LOCKHEED MARTIN CORP | LMT | 8,272 | $3.8M | 1.95% |
| 31 | ORACLE CORP | ORCL-PD | 5,961 | $1.3M | 0.66% |
| 32 | ALPHABET INC | GOOG | 5,836 | $1.0M | 0.53% |
| 33 | ABBVIE INC | ABBV | 3,932 | $729,858 | 0.37% |
| 34 | TESLA INC | TSLA | 2,062 | $655,015 | 0.33% |
| 35 | CISCO SYS INC | CSCO | 5,603 | $388,736 | 0.20% |
| 36 | SALESFORCE INC | CRM | 1,266 | $345,752 | 0.18% |
| 37 | LOWES COS INC | 548661107 | 1,502 | $333,249 | 0.17% |
| 38 | CORNING INC | GLW | 6,278 | $330,160 | 0.17% |
| 39 | PNC FINL SVCS GROUP INC | 693475105 | 1,569 | $292,493 | 0.15% |
| 40 | ADOBE INC | ADBE | 754 | $291,708 | 0.15% |
| 41 | INVESCO QQQ TR | IVZ | 420 | $231,937 | 0.12% |
| 42 | SES AI CORPORATION | SES-WT | 60,000 | $53,298 | 0.03% |