13F HOLDINGS REPORT
Sitrin Capital Management LLC
Quarter ended Q4 2025 · Filed January 27, 2026 · Accession 0001664771-26-000001
Total Value
$210.8M
Positions
38
Other Managers
0
Confidential Omitted
No
Holdings (38)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | LAM RESEARCH CORP | LRCX | 73,406 | $12.6M | 5.97% |
| 2 | APPLE INC | AAPL | 45,364 | $12.3M | 5.85% |
| 3 | ALPHABET INC | GOOG | 33,427 | $10.5M | 4.96% |
| 4 | NVIDIA CORPORATION | NVDA | 53,737 | $10.0M | 4.76% |
| 5 | SPDR S&P 500 ETF TR | SPY | 13,592 | $9.3M | 4.41% |
| 6 | JPMORGAN CHASE & CO. | VYLD | 26,920 | $8.7M | 4.12% |
| 7 | WALMART INC | WMT | 71,600 | $8.0M | 3.79% |
| 8 | META PLATFORMS INC | META | 11,519 | $7.6M | 3.61% |
| 9 | AMAZON COM INC | AMZN | 31,699 | $7.3M | 3.47% |
| 10 | VISA INC | V | 20,245 | $7.1M | 3.37% |
| 11 | MICROSOFT CORP | MSFT | 14,059 | $6.8M | 3.23% |
| 12 | AMERICAN INTL GROUP INC | 026874784 | 78,661 | $6.7M | 3.19% |
| 13 | ELI LILLY & CO | LLY | 6,016 | $6.5M | 3.07% |
| 14 | BROADCOM INC | AVGO | 18,595 | $6.4M | 3.05% |
| 15 | AGILENT TECHNOLOGIES INC | A | 47,253 | $6.4M | 3.05% |
| 16 | BLACKROCK INC | BLK | 5,952 | $6.4M | 3.02% |
| 17 | ABBVIE INC | ABBV | 27,823 | $6.4M | 3.02% |
| 18 | AMGEN INC | AMGN | 19,161 | $6.3M | 2.98% |
| 19 | WASTE MGMT INC DEL | 94106L109 | 27,936 | $6.1M | 2.91% |
| 20 | MARATHON PETE CORP | MARA | 37,262 | $6.1M | 2.88% |
| 21 | COSTCO WHSL CORP NEW | 22160K105 | 6,967 | $6.0M | 2.85% |
| 22 | D R HORTON INC | 23331A109 | 39,499 | $5.7M | 2.70% |
| 23 | PALO ALTO NETWORKS INC | PANW | 27,774 | $5.1M | 2.43% |
| 24 | MASCO CORP | MAS | 77,309 | $4.9M | 2.33% |
| 25 | QUALCOMM INC | QCOM | 27,377 | $4.7M | 2.22% |
| 26 | SHERWIN WILLIAMS CO | SHW | 13,727 | $4.4M | 2.11% |
| 27 | GALLAGHER ARTHUR J & CO | 363576109 | 17,143 | $4.4M | 2.11% |
| 28 | VISTRA CORP | VST | 26,768 | $4.3M | 2.05% |
| 29 | AMERICAN TOWER CORP NEW | 03027X100 | 23,645 | $4.2M | 1.99% |
| 30 | LOCKHEED MARTIN CORP | LMT | 8,152 | $3.9M | 1.87% |
| 31 | ALPHABET INC | GOOG | 5,836 | $1.8M | 0.87% |
| 32 | ORACLE CORP | ORCL-PD | 5,961 | $1.2M | 0.55% |
| 33 | TESLA INC | TSLA | 1,899 | $854,018 | 0.41% |
| 34 | CORNING INC | GLW | 6,529 | $571,658 | 0.27% |
| 35 | CISCO SYS INC | CSCO | 5,603 | $431,599 | 0.20% |
| 36 | SALESFORCE INC | CRM | 1,266 | $335,903 | 0.16% |
| 37 | INVESCO QQQ TR | IVZ | 450 | $276,440 | 0.13% |
| 38 | SES AI CORPORATION | SES-WT | 62,245 | $112,041 | 0.05% |