13F HOLDINGS REPORT
Sitrin Capital Management LLC
Quarter ended Q3 2025 · Filed October 22, 2025 · Accession 0001664771-25-000003
Total Value
$208.4M
Positions
41
Other Managers
0
Confidential Omitted
No
Holdings (41)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | APPLE INC | AAPL | 45,448 | $11.6M | 5.55% |
| 2 | NVIDIA CORPORATION | NVDA | 53,836 | $10.0M | 4.82% |
| 3 | LAM RESEARCH CORP | LRCX | 73,500 | $9.9M | 4.73% |
| 4 | SPDR S&P 500 ETF TR | SPY | 13,513 | $9.0M | 4.33% |
| 5 | JPMORGAN CHASE & CO. | VYLD | 26,885 | $8.5M | 4.07% |
| 6 | META PLATFORMS INC | META | 11,497 | $8.4M | 4.05% |
| 7 | ALPHABET INC | GOOG | 33,679 | $8.2M | 3.93% |
| 8 | WALMART INC | WMT | 71,280 | $7.3M | 3.52% |
| 9 | MICROSOFT CORP | MSFT | 14,097 | $7.3M | 3.50% |
| 10 | MARATHON PETE CORP | MARA | 37,022 | $7.1M | 3.42% |
| 11 | AMAZON COM INC | AMZN | 31,806 | $7.0M | 3.35% |
| 12 | BLACKROCK INC | BLK | 5,952 | $6.9M | 3.33% |
| 13 | VISA INC | V | 20,316 | $6.9M | 3.33% |
| 14 | D R HORTON INC | 23331A109 | 39,301 | $6.7M | 3.20% |
| 15 | COSTCO WHSL CORP NEW | 22160K105 | 6,933 | $6.4M | 3.08% |
| 16 | ABBVIE INC | ABBV | 27,367 | $6.3M | 3.04% |
| 17 | AMERICAN INTL GROUP INC | 026874784 | 78,774 | $6.2M | 2.97% |
| 18 | BROADCOM INC | AVGO | 18,733 | $6.2M | 2.97% |
| 19 | WASTE MGMT INC DEL | 94106L109 | 27,979 | $6.2M | 2.96% |
| 20 | AGILENT TECHNOLOGIES INC | A | 47,261 | $6.1M | 2.92% |
| 21 | PALO ALTO NETWORKS INC | PANW | 27,763 | $5.7M | 2.71% |
| 22 | MASCO CORP | MAS | 77,444 | $5.5M | 2.62% |
| 23 | AMGEN INC | AMGN | 19,192 | $5.4M | 2.60% |
| 24 | VISTRA CORP | VST | 27,218 | $5.3M | 2.56% |
| 25 | GALLAGHER ARTHUR J & CO | 363576109 | 17,143 | $5.3M | 2.55% |
| 26 | SHERWIN WILLIAMS CO | SHW | 13,753 | $4.8M | 2.28% |
| 27 | ELI LILLY & CO | LLY | 6,020 | $4.6M | 2.20% |
| 28 | QUALCOMM INC | QCOM | 27,345 | $4.5M | 2.18% |
| 29 | DIGITAL RLTY TR INC | 253868103 | 25,937 | $4.5M | 2.15% |
| 30 | LOCKHEED MARTIN CORP | LMT | 8,155 | $4.1M | 1.95% |
| 31 | ORACLE CORP | ORCL-PD | 6,011 | $1.7M | 0.81% |
| 32 | ALPHABET INC | GOOG | 5,836 | $1.4M | 0.68% |
| 33 | TESLA INC | TSLA | 2,082 | $925,907 | 0.44% |
| 34 | CORNING INC | GLW | 6,528 | $535,492 | 0.26% |
| 35 | CISCO SYS INC | CSCO | 5,603 | $383,357 | 0.18% |
| 36 | LOWES COS INC | 548661107 | 1,502 | $377,468 | 0.18% |
| 37 | PNC FINL SVCS GROUP INC | 693475105 | 1,569 | $315,259 | 0.15% |
| 38 | SALESFORCE INC | CRM | 1,266 | $300,569 | 0.14% |
| 39 | ADOBE INC | ADBE | 668 | $235,637 | 0.11% |
| 40 | INVESCO QQQ TR | IVZ | 350 | $210,407 | 0.10% |
| 41 | SES AI CORPORATION | SES-WT | 60,000 | $100,200 | 0.05% |