Universe · entity
Sitrin Capital Management LLC
Institutional manager (13F) · CIK 1664771
13F holdings · as of 2026-03-31 · top 39 · reported portfolio $200M
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | APPLE INC | $12M | 45,356 |
| 2 | LAM RESEARCH CORP | $10M | 44,532 |
| 3 | NVIDIA CORPORATION | $9M | 52,498 |
| 4 | MARATHON PETE CORP | $9M | 37,225 |
| 5 | WALMART INC | $9M | 71,429 |
| 6 | STATE STR SPDR S&P 500 ETF T | $8M | 12,158 |
| 7 | JPMORGAN CHASE & CO | $8M | 26,817 |
| 8 | ALPHABET INC | $8M | 27,147 |
| 9 | COSTCO WHOLESALE CORPORATION | $7M | 6,804 |
| 10 | AMGEN INC | $7M | 19,120 |
| 11 | AMAZON COM INC | $7M | 31,581 |
| 12 | ORACLE CORP | $7M | 44,677 |
| 13 | META PLATFORMS INC | $6M | 11,312 |
| 14 | WASTE MGMT INC DEL | $6M | 27,893 |
| 15 | VISA INC | $6M | 20,232 |
| 16 | PALO ALTO NETWORKS INC | $6M | 37,892 |
| 17 | ABBVIE INC | $6M | 27,377 |
| 18 | AMERICAN INTL GROUP INC | $6M | 78,660 |
| 19 | BROADCOM INC | $6M | 18,483 |
| 20 | BLACKROCK INC | $6M | 5,925 |
| 21 | ELI LILLY & CO | $6M | 6,019 |
| 22 | D R HORTON INC | $5M | 38,903 |
| 23 | MICROSOFT CORP | $5M | 14,201 |
| 24 | AGILENT TECHNOLOGIES INC | $5M | 45,813 |
| 25 | LOCKHEED MARTIN CORP | $5M | 8,125 |
| 26 | MASCO CORP | $4M | 74,396 |
| 27 | SHERWIN WILLIAMS CO | $4M | 13,380 |
| 28 | VISTRA CORP | $4M | 26,377 |
| 29 | AMERICAN TOWER CORP | $4M | 22,842 |
| 30 | GALLAGHER ARTHUR J & CO | $4M | 17,143 |
| 31 | ALPHABET INC | $2M | 5,836 |
| 32 | CORNING INC | $888k | 6,529 |
| 33 | INTEL CORP | $794k | 18,000 |
| 34 | TESLA INC | $687k | 1,849 |
| 35 | ECOLAB INC | $643k | 2,411 |
| 36 | DISNEY WALT CO | $626k | 6,500 |
| 37 | CISCO SYS INC | $435k | 5,603 |
| 38 | SALESFORCE INC | $236k | 1,266 |
| 39 | SES AI CORPORATION | $60k | 62,245 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.