Sitrin Capital Management LLC Top Holdings and 13F Report (2026) About Sitrin Capital Management LLCInvestment ActivitySitrin Capital Management LLC has $199.54 million in total holdings as of March 31, 2026.Sitrin Capital Management LLC owns shares of 39 different stocks, but just 23 companies or ETFs make up 80% of its holdings.Approximately 4.73% of the portfolio was purchased this quarter.About 7.72% of the portfolio was sold this quarter.This quarter, Sitrin Capital Management LLC has purchased 38 new stocks and bought additional shares in 4 stocks.Sitrin Capital Management LLC sold shares of 26 stocks and completely divested from 2 stocks this quarter.Largest Holdings Apple $11,510,997LAM RESEARCH CORP $9,525,966NVIDIA $9,156,196Marathon Petroleum $9,089,600WALMART INC $8,894,351 Largest New Holdings this Quarter 458140100 - Intel $794,340 Holding278865100 - Ecolab $643,134 Holding254687106 - Walt Disney $626,470 Holding Largest Purchases this Quarter Oracle 38,716 shares (about $5.70M)Palo Alto Networks 10,118 shares (about $1.62M)Intel 18,000 shares (about $794.34K)Ecolab 2,411 shares (about $643.13K)Walt Disney 6,500 shares (about $626.47K) Largest Sales this Quarter LAM RESEARCH CORP 28,874 shares (about $6.18M)Alphabet 6,280 shares (about $1.81M)SPDR S&P 500 ETF Trust 1,434 shares (about $935.20K)NVIDIA 1,239 shares (about $216.09K)Masco 2,913 shares (about $175.86K) 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 PortfolioSectorAAPLApple$11,510,997$2,030 ▼0.0%45,3565.8%Computer and TechnologyLAM RESEARCH CORP$9,525,966$6,176,519 ▼-39.3%44,5324.8%COM NEWNVDANVIDIA$9,156,196$216,094 ▼-2.3%52,4984.6%Computer and TechnologyMPCMarathon Petroleum$9,089,600$9,035 ▼-0.1%37,2254.6%EnergyWALMART INC$8,894,351$21,293 ▼-0.2%71,4294.5%COMSPYSPDR S&P 500 ETF Trust$7,928,972$935,199 ▼-10.6%12,1584.0%FinanceJPMJPMorgan Chase & Co.$7,888,479$30,298 ▼-0.4%26,8174.0%FinanceGOOGLAlphabet$7,806,387$1,805,876 ▼-18.8%27,1473.9%Computer and TechnologyCOSTCostco Wholesale$6,779,710$162,418 ▼-2.3%6,8043.4%Retail/WholesaleAMGNAmgen$6,727,372$14,426 ▼-0.2%19,1203.4%MedicalAMZNAmazon.com$6,577,375$24,576 ▼-0.4%31,5813.3%Retail/WholesaleORCLOracle$6,572,433$5,695,510 ▲649.5%44,6773.3%Computer and TechnologyMETAMeta Platforms$6,471,935$118,431 ▼-1.8%11,3123.2%Computer and TechnologyWMWaste Management$6,409,532$9,881 ▼-0.2%27,8933.2%Business ServicesVVisa$6,115,065$3,929 ▼-0.1%20,2323.1%Business ServicesPANWPalo Alto Networks$6,074,845$1,622,118 ▲36.4%37,8923.0%Computer and TechnologyABBVAbbVie$5,954,224$97,001 ▼-1.6%27,3773.0%MedicalAIGAmerican International Group$5,919,165$75 ▼0.0%78,6603.0%FinanceAVGOBroadcom$5,720,673$34,665 ▼-0.6%18,4832.9%Computer and TechnologyBLACKROCK INC$5,698,132$25,966 ▼-0.5%5,9252.9%COMLLYEli Lilly and Company$5,536,183$2,759 ▲0.0%6,0192.8%MedicalDHID.R. Horton$5,338,270$81,783 ▼-1.5%38,9032.7%ConstructionMSFTMicrosoft$5,256,914$52,565 ▲1.0%14,2012.6%Computer and TechnologyAAgilent Technologies$5,233,096$164,487 ▼-3.0%45,8132.6%MedicalLMTLockheed Martin$4,910,669$16,319 ▼-0.3%8,1252.5%AerospaceMASMasco$4,491,287$175,858 ▼-3.8%74,3962.3%ConstructionSHWSherwin-Williams$4,288,877$111,229 ▼-2.5%13,3802.1%Basic MaterialsVSTVistra$3,965,254$58,779 ▼-1.5%26,3772.0%UtilitiesAMTAmerican Tower$3,942,072$138,582 ▼-3.4%22,8422.0%FinanceAJGArthur J. Gallagher & Co.$3,712,8310.0%17,1431.9%FinanceGOOGAlphabet$1,674,2070.0%5,8360.8%Computer and TechnologyGLWCorning$887,7880.0%6,5290.4%Computer and TechnologyINTCIntel$794,340$794,340 ▲New Holding18,0000.4%Computer and TechnologyTSLATesla$687,366$18,588 ▼-2.6%1,8490.3%Auto/Tires/TrucksECLEcolab$643,134$643,134 ▲New Holding2,4110.3%Basic MaterialsDISWalt Disney$626,470$626,470 ▲New Holding6,5000.3%Consumer DiscretionaryCSCOCisco Systems$434,7370.0%5,6030.2%Computer and TechnologyCRMSalesforce$236,3240.0%1,2660.1%Computer and TechnologySESSES AI$59,8800.0%62,2450.0%Auto/Tires/TrucksQCOMQualcomm$0$4,682,836 ▼-100.0%00.0%Computer and TechnologyQQQInvesco QQQ$0$276,440 ▼-100.0%00.0%FinanceShowing largest 100 holdings. View all holdings. 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