Sitrin Capital Management LLC Top Holdings and 13F Report (2026) About Sitrin Capital Management LLCInvestment ActivitySitrin Capital Management LLC has $225.67 million in total holdings as of June 30, 2026.Sitrin Capital Management LLC owns shares of 39 different stocks, but just 24 companies or ETFs make up 80% of its holdings.Approximately 5.47% of the portfolio was purchased this quarter.About 9.63% of the portfolio was sold this quarter.This quarter, Sitrin Capital Management LLC has purchased 39 new stocks and bought additional shares in 3 stocks.Sitrin Capital Management LLC sold shares of 29 stocks and completely divested from 2 stocks this quarter.Largest Holdings Apple $13,020,538LAM RESEARCH CORP $11,712,000NVIDIA $10,330,497Marathon Petroleum $9,384,367Palo Alto Networks $9,143,087 Largest New Holdings this Quarter 007903107 - Advanced Micro Devices $6,255,820 Holding149123101 - Caterpillar $5,978,349 Holding Largest Purchases this Quarter Advanced Micro Devices 10,769 shares (about $6.26M)Caterpillar 5,614 shares (about $5.98M)Microsoft 223 shares (about $83.18K)Intel 129 shares (about $18.01K)Corning 1 shares (about $255.41) Largest Sales this Quarter LAM RESEARCH CORP 17,520 shares (about $7.60M)Palo Alto Networks 11,081 shares (about $3.78M)Alphabet 6,957 shares (about $2.49M)SPDR S&P 500 ETF Trust 603 shares (about $451.46K)Meta Platforms 367 shares (about $206.73K) 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$13,020,538$103,590 â–¼-0.8%44,9985.8%TechnologyLAM RESEARCH CORP$11,712,000$7,596,410 â–¼-39.3%27,0125.2%COM NEWNVDANVIDIA$10,330,497$173,879 â–¼-1.7%51,6294.6%TechnologyMPCMarathon Petroleum$9,384,367$132,948 â–¼-1.4%36,7054.2%EnergyPANWPalo Alto Networks$9,143,087$3,778,843 â–¼-29.2%26,8114.1%TechnologySPYSPDR S&P 500 ETF Trust$8,651,148$451,462 â–¼-5.0%11,5553.8%ETFJPMJPMorgan Chase & Co.$8,637,592$140,425 â–¼-1.6%26,3883.8%FinanceWALMART INC$7,991,257$98,762 â–¼-1.2%70,5573.5%COMAMZNAmazon.com$7,457,420$69,595 â–¼-0.9%31,2893.3%Consumer DiscretionaryGOOGLAlphabet$7,215,295$2,486,221 â–¼-25.6%20,1903.2%Communication ServicesLLYEli Lilly and Company$7,129,754$89,962 â–¼-1.2%5,9443.2%HealthcareAVGOBroadcom$6,887,138$94,815 â–¼-1.4%18,2323.1%TechnologyVVisa$6,852,087$89,202 â–¼-1.3%19,9723.0%FinanceABBVAbbVie$6,816,424$72,724 â–¼-1.1%27,0883.0%HealthcareAMGNAmgen$6,812,926$110,809 â–¼-1.6%18,8143.0%HealthcareORCLOracle$6,432,079$115,335 â–¼-1.8%43,8902.9%TechnologyCOSTCostco Wholesale$6,283,552$81,386 â–¼-1.3%6,7172.8%Consumer StaplesAMDAdvanced Micro Devices$6,255,820$6,255,820 â–²New Holding10,7692.8%TechnologyDHID.R. Horton$6,242,702$93,819 â–¼-1.5%38,3272.8%Consumer DiscretionaryMETAMeta Platforms$6,165,209$206,727 â–¼-3.2%10,9452.7%Communication ServicesWMWaste Management$6,127,640$89,152 â–¼-1.4%27,4932.7%IndustrialsAAgilent Technologies$6,013,494$83,173 â–¼-1.4%45,1882.7%HealthcareCATCaterpillar$5,978,349$5,978,349 â–²New Holding5,6142.6%IndustrialsMASMasco$5,947,903$105,700 â–¼-1.7%73,0972.6%IndustrialsAIGAmerican International Group$5,787,255$75,275 â–¼-1.3%77,6502.6%FinanceBLACKROCK INC$5,609,741$87,502 â–¼-1.5%5,8342.5%COMMSFTMicrosoft$5,380,518$83,185 â–²1.6%14,4242.4%TechnologySHWSherwin-Williams$4,579,368$27,545 â–¼-0.6%13,3002.0%MaterialsVSTVistra$4,127,711$56,472 â–¼-1.3%26,0211.8%UtilitiesAJGArthur J. Gallagher & Co.$3,934,371$1,148 â–¼0.0%17,1381.7%FinanceAMTAmerican Tower$3,716,995$59,016 â–¼-1.6%22,4851.6%Real EstateINTCIntel$2,531,352$18,012 â–²0.7%18,1291.1%TechnologyGOOGAlphabet$2,062,1470.0%5,8360.9%Communication ServicesGLWCorning$1,667,852$255 â–²0.0%6,5300.7%TechnologyTSLATesla$777,6890.0%1,8490.3%Consumer DiscretionaryECLEcolab$661,198$12,291 â–¼-1.8%2,3670.3%MaterialsCSCOCisco Systems$658,1280.0%5,6030.3%TechnologyDISWalt Disney$630,5000.0%6,5000.3%Communication ServicesSESSES AI$59,7680.0%62,2450.0%IndustrialsLMTLockheed Martin$0$4,910,669 â–¼-100.0%00.0%IndustrialsCRMSalesforce$0$236,324 â–¼-100.0%00.0%TechnologyShowing 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 Unlock superior investment research and tools. Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools and reports. 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