Sitrin Capital Management LLC

Est. AUM

$199.5M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	APPLE INC	COM	$11.5M	45356	5.77%	SOLE
2	LAM RESEARCH CORP	COM NEW	$9.5M	44532	4.77%	SOLE
3	NVIDIA CORPORATION	COM	$9.2M	52498	4.59%	SOLE
4	MARATHON PETE CORP	COM	$9.1M	37225	4.56%	SOLE
5	WALMART INC	COM	$8.9M	71429	4.46%	SOLE
6	STATE STR SPDR S&P 500 ETF T	TR UNIT	$7.9M	12158	3.97%	SOLE
7	JPMORGAN CHASE & CO	COM	$7.9M	26817	3.95%	SOLE
8	ALPHABET INC	CAP STK CL A	$7.8M	27147	3.91%	SOLE
9	COSTCO WHOLESALE CORPORATION	COM	$6.8M	6804	3.40%	SOLE
10	AMGEN INC	COM	$6.7M	19120	3.37%	SOLE
11	AMAZON COM INC	COM	$6.6M	31581	3.30%	SOLE
12	ORACLE CORP	COM	$6.6M	44677	3.29%	SOLE
13	META PLATFORMS INC	CL A	$6.5M	11312	3.24%	SOLE
14	WASTE MGMT INC DEL	COM	$6.4M	27893	3.21%	SOLE
15	VISA INC	COM CL A	$6.1M	20232	3.06%	SOLE
16	PALO ALTO NETWORKS INC	COM	$6.1M	37892	3.04%	SOLE
17	ABBVIE INC	COM	$6.0M	27377	2.98%	SOLE
18	AMERICAN INTL GROUP INC	COM NEW	$5.9M	78660	2.97%	SOLE
19	BROADCOM INC	COM	$5.7M	18483	2.87%	SOLE
20	BLACKROCK INC	COM	$5.7M	5925	2.86%	SOLE
21	ELI LILLY & CO	COM	$5.5M	6019	2.77%	SOLE
22	D R HORTON INC	COM	$5.3M	38903	2.68%	SOLE
23	MICROSOFT CORP	COM	$5.3M	14201	2.63%	SOLE
24	AGILENT TECHNOLOGIES INC	COM	$5.2M	45813	2.62%	SOLE
25	LOCKHEED MARTIN CORP	COM	$4.9M	8125	2.46%	SOLE
26	MASCO CORP	COM	$4.5M	74396	2.25%	SOLE
27	SHERWIN WILLIAMS CO	COM	$4.3M	13380	2.15%	SOLE
28	VISTRA CORP	COM	$4.0M	26377	1.99%	SOLE
29	AMERICAN TOWER CORP	COM	$3.9M	22842	1.98%	SOLE
30	GALLAGHER ARTHUR J & CO	COM	$3.7M	17143	1.86%	SOLE
31	ALPHABET INC	CAP STK CL C	$1.7M	5836	0.84%	SOLE
32	CORNING INC	COM	$888K	6529	0.45%	SOLE
33	INTEL CORP	COM	$794K	18000	0.40%	SOLE
34	TESLA INC	COM	$687K	1849	0.34%	SOLE
35	ECOLAB INC	COM	$643K	2411	0.32%	SOLE
36	DISNEY WALT CO	COM	$626K	6500	0.31%	SOLE
37	CISCO SYS INC	COM	$435K	5603	0.22%	SOLE
38	SALESFORCE INC	COM	$236K	1266	0.12%	SOLE
39	SES AI CORPORATION	CL A COM	$60K	62245	0.03%	SOLE

Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.