Sitrin Capital Management LLC
Sitrin Capital Management LLC reported 39 holdings worth US$226M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 3, 2026
Sitrin Capital Management LLC reported 39 holdings worth US$226M as of Jun 30, 2026. Largest: Apple Inc, Lam Research Corporation and Nvidia Corporation. Filed Aug 3, 2026 (Form 13F).
- Holdings
- 39
- Value as reported
- US$226M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Apple Inc | 44,998 | US$13M | 5.8% |
| Lam Research Corporation | 27,012 | US$11.7M | 5.2% |
| Nvidia Corporation | 51,629 | US$10.3M | 4.6% |
| Marathon Petroleum Corporation | 36,705 | US$9.38M | 4.2% |
| Alphabet Inc (google) Class C | 25,960 | US$9.28M | 4.1% |
| Palo Alto Networks, Inc. | 26,811 | US$9.14M | 4.1% |
| Jp Morgan Chase & Co. | 26,388 | US$8.64M | 3.8% |
| Walmart Inc. | 70,557 | US$7.99M | 3.5% |
| Amazon.com, Inc. | 31,289 | US$7.46M | 3.3% |
| Eli Lilly And Company | 5,944 | US$7.13M | 3.2% |
| Broadcom Inc. | 18,232 | US$6.89M | 3.1% |
| Visa Inc. | 19,972 | US$6.85M | 3.0% |
| Abbvie Inc. | 27,088 | US$6.82M | 3.0% |
| Amgen Inc. | 18,814 | US$6.81M | 3.0% |
| Oracle Corporation | 43,890 | US$6.43M | 2.9% |
| Costco Wholesale Corporation | 6,717 | US$6.28M | 2.8% |
| Advanced Micro Devices Inc | 10,769 | US$6.26M | 2.8% |
| D.r. Horton, Inc. | 38,327 | US$6.24M | 2.8% |
| Meta Platforms, Inc. | 10,945 | US$6.17M | 2.7% |
| Waste Management, Inc. | 27,493 | US$6.13M | 2.7% |
| Agilent Technologies, Inc. | 45,188 | US$6.01M | 2.7% |
| Caterpillar, Inc. | 5,614 | US$5.98M | 2.6% |
| Masco Corporation | 73,097 | US$5.95M | 2.6% |
| American International Group, Inc. New | 77,650 | US$5.79M | 2.6% |
| Blackrock, Inc. | 5,834 | US$5.61M | 2.5% |
| Microsoft Corp. | 14,424 | US$5.38M | 2.4% |
| Sherwin-williams Company (the) | 13,300 | US$4.58M | 2.0% |
| Vistra Corp. | 26,021 | US$4.13M | 1.8% |
| Arthur J. Gallagher & Co. | 17,138 | US$3.93M | 1.7% |
| American Tower Corporation (reit) | 22,485 | US$3.72M | 1.6% |
| Intel Corporation | 18,129 | US$2.53M | 1.1% |
| Corning Incorporated | 6,530 | US$1.67M | 0.74% |
| Tesla, Inc. | 1,849 | US$778K | 0.34% |
| Ecolab Inc. | 2,367 | US$661K | 0.29% |
| Cisco Systems, Inc. | 5,603 | US$658K | 0.29% |
| Walt Disney Company (the) | 6,500 | US$631K | 0.28% |
| Ses Ai Corporation | 62,245 | US$59,768 | 0.03% |
| Lockheed Martin Corporation | 0 | US$0 | 0.00% |
| Salesforce, Inc. | 0 | US$0 | 0.00% |
Source
View original at SEC
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