Sitrin Capital Management LLC Top Holdings and 13F Report (2025) About Sitrin Capital Management LLCInvestment ActivitySitrin Capital Management LLC has $196.00 million in total holdings as of June 30, 2025.Sitrin Capital Management LLC owns shares of 42 different stocks, but just 23 companies or ETFs make up 80% of its holdings.Approximately 2.83% of the portfolio was purchased this quarter.About 8.01% of the portfolio was sold this quarter.This quarter, Sitrin Capital Management LLC has purchased 41 new stocks and bought additional shares in 9 stocks.Sitrin Capital Management LLC sold shares of 26 stocks and completely divested from 0 stocks this quarter.Largest Holdings NVIDIA $9,844,954Apple $9,537,621SPDR S&P 500 ETF Trust $8,513,049Meta Platforms $8,453,345JPMorgan Chase & Co. $7,852,268 Largest New Holdings this Quarter 46090E103 - Invesco QQQ $231,937 Holding Largest Purchases this Quarter Agilent Technologies 12,097 shares (about $1.43M)Marathon Petroleum 5,398 shares (about $896.66K)Broadcom 2,805 shares (about $773.20K)D.R. Horton 5,872 shares (about $757.02K)BLACKROCK INC 560 shares (about $587.58K) Largest Sales this Quarter Visa 3,099 shares (about $1.10M)Microsoft 2,162 shares (about $1.08M)American International Group 12,102 shares (about $1.04M)Amazon.com 4,587 shares (about $1.01M)NVIDIA 6,105 shares (about $964.59K) Sector Allocation Over TimeMap of 500 Largest Holdings ofSitrin Capital Management LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorNVDANVIDIA$9,844,954$964,587 ▼-8.9%62,3105.0%Computer and TechnologyAAPLApple$9,537,621$764,676 ▼-7.4%46,4864.9%Computer and TechnologySPYSPDR S&P 500 ETF Trust$8,513,049$409,543 ▲5.1%13,7404.3%FinanceMETAMeta Platforms$8,453,345$444,330 ▲5.5%11,4534.3%Computer and TechnologyJPMJPMorgan Chase & Co.$7,852,268$764,498 ▼-8.9%27,0854.0%FinanceVVisa$7,486,546$1,100,294 ▼-12.8%21,0863.8%Business ServicesMSFTMicrosoft$7,288,309$1,075,365 ▼-12.9%14,6533.7%Computer and TechnologyLAM RESEARCH CORP$7,277,591$697,476 ▼-8.7%74,5943.7%COM NEWWMTWalmart$7,041,689$694,919 ▼-9.0%72,0163.6%Retail/WholesaleAMZNAmazon.com$7,031,669$1,006,342 ▼-12.5%32,0513.6%Retail/WholesaleCOSTCostco Wholesale$6,935,520$652,370 ▼-8.6%7,0063.5%Retail/WholesaleAIGAmerican International Group$6,827,942$1,035,810 ▼-13.2%79,7753.5%FinanceAVGOBroadcom$6,804,420$773,198 ▲12.8%24,6853.5%Computer and TechnologyWMWaste Management$6,491,623$894,457 ▼-12.1%28,3703.3%Business ServicesBLACKROCK INC$6,281,860$587,580 ▲10.3%5,9873.2%COMMPCMarathon Petroleum$6,193,411$896,662 ▲16.9%37,2853.2%EnergyGOOGLAlphabet$6,153,313$888,209 ▼-12.6%34,9163.1%Computer and TechnologyPANWPalo Alto Networks$5,762,867$517,535 ▼-8.2%28,1612.9%Computer and TechnologyAAgilent Technologies$5,588,482$1,427,567 ▲34.3%47,3562.9%MedicalAMGNAmgen$5,562,422$747,724 ▼-11.8%19,9222.8%MedicalVSTVistra$5,519,903$482,006 ▼-8.0%28,4812.8%UtilitiesAJGArthur J. Gallagher & Co.$5,506,7040.0%17,2022.8%FinanceMASMasco$5,024,714$679,191 ▼-11.9%78,0722.6%ConstructionDHID.R. Horton$4,999,775$757,018 ▲17.8%38,7822.6%ConstructionLLYEli Lilly and Company$4,738,319$441,245 ▼-8.5%6,0782.4%MedicalSHWSherwin-Williams$4,691,084$562,779 ▼-10.7%13,6622.4%Basic MaterialsDLRDigital Realty Trust$4,519,331$282,240 ▼-5.9%25,9242.3%FinanceQCOMQUALCOMM$4,404,813$444,335 ▼-9.2%27,6582.2%Computer and TechnologyCMGChipotle Mexican Grill$3,840,267$388,614 ▼-9.2%68,3932.0%Retail/WholesaleLMTLockheed Martin$3,831,094$525,664 ▼-12.1%8,2722.0%AerospaceORCLOracle$1,303,253$19,239 ▼-1.5%5,9610.7%Computer and TechnologyGOOGAlphabet$1,035,3050.0%5,8360.5%Computer and TechnologyABBVAbbVie$729,8580.0%3,9320.4%MedicalTSLATesla$655,015$3,177 ▲0.5%2,0620.3%Auto/Tires/TrucksCSCOCisco Systems$388,736$20,745 ▼-5.1%5,6030.2%Computer and TechnologyCRMSalesforce$345,7520.0%1,2660.2%Computer and TechnologyLOWLowe's Companies$333,2490.0%1,5020.2%Retail/WholesaleGLWCorning$330,160$23,087 ▼-6.5%6,2780.2%Computer and TechnologyPNCThe PNC Financial Services Group$292,4930.0%1,5690.1%FinanceADBEAdobe$291,708$16,636 ▼-5.4%7540.1%Computer and TechnologyQQQInvesco QQQ$231,937$231,937 ▲New Holding4200.1%FinanceSESSES AI$53,298$17,766 ▲50.0%60,0000.0%Auto/Tires/TrucksShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
