Institutions / Sitrin Capital Management LLC
Sitrin Capital Management LLC
CIK 1664771 · Institution · as of Dec 31, 2025
Portfolio value
$210.75M
Positions
38
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 38 →
| Company | Value | % of portfolio |
|---|---|---|
| Lam Research Corp | $12.58M | 6.0% |
| Apple Inc. | $12.33M | 5.9% |
| Alphabet Inc. | $10.46M | 5.0% |
| NVIDIA Corp | $10.02M | 4.8% |
| SPDR S&P 500 ETF Tr | $9.30M | 4.4% |
| JPMorgan Chase & Co | $8.67M | 4.1% |
| Walmart Inc. | $7.99M | 3.8% |
| Meta Platforms Inc | $7.60M | 3.6% |
| Amazon.com Inc | $7.32M | 3.5% |
| Visa Inc | $7.10M | 3.4% |
| Microsoft Corp | $6.80M | 3.2% |
| American International Group, Inc. | $6.73M | 3.2% |
| ELI LILLY & Co | $6.47M | 3.1% |
| Broadcom Inc. | $6.44M | 3.1% |
| Agilent Technologies Inc | $6.43M | 3.1% |
| BlackRock, Inc. | $6.37M | 3.0% |
| AbbVie Inc. | $6.36M | 3.0% |
| Amgen Inc | $6.27M | 3.0% |
| Waste Management Inc | $6.14M | 2.9% |
| Marathon Petroleum Corp | $6.06M | 2.9% |
| Costco Wholesale Corp /New | $6.01M | 2.9% |
| Horton D R Inc /De | $5.69M | 2.7% |
| Palo Alto Networks Inc | $5.12M | 2.4% |
| Masco Corp /De | $4.91M | 2.3% |
| Qualcomm INC/DE | $4.68M | 2.2% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.