Sitrin Capital Management LLC
Sitrin Capital Management LLC reported 40 holdings worth US$222M as of Sep 30, 2026 (Form 13F)
As of Sep 30, 2026 · Filed Oct 19, 2026
Sitrin Capital Management LLC reported 40 holdings worth US$222M as of Sep 30, 2026. Largest: Apple Inc, Marathon Petroleum Corporation and Nvidia Corporation. Filed Oct 19, 2026 (Form 13F).
- Holdings
- 40
- Value as reported
- US$222M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Apple Inc | 44,962 | US$15M | 6.8% |
| Marathon Petroleum Corporation | 22,865 | US$9.04M | 4.1% |
| Nvidia Corporation | 39,509 | US$9.03M | 4.1% |
| Lam Research Corporation | 26,859 | US$8.83M | 4.0% |
| Alphabet Inc (google) Class C | 25,649 | US$8.81M | 4.0% |
| State Street SPDR S&P 500 ETF | 11,369 | US$8.69M | 3.9% |
| Jp Morgan Chase & Co. | 26,053 | US$8.62M | 3.9% |
| Amgen Inc. | 18,667 | US$7.87M | 3.5% |
| Meta Platforms, Inc. | 10,707 | US$7.76M | 3.5% |
| Amazon.com, Inc. | 31,087 | US$7.75M | 3.5% |
| Agilent Technologies, Inc. | 44,859 | US$7.73M | 3.5% |
| Microsoft Corp. | 14,145 | US$7.26M | 3.3% |
| Walmart Inc. | 69,654 | US$7.24M | 3.3% |
| Visa Inc. | 19,798 | US$7.11M | 3.2% |
| Abbvie Inc. | 26,926 | US$7.04M | 3.2% |
| Palo Alto Networks, Inc. | 17,702 | US$7.03M | 3.2% |
| Eli Lilly And Company | 5,864 | US$6.79M | 3.1% |
| Advanced Micro Devices Inc | 10,608 | US$6.49M | 2.9% |
| Broadcom Inc. | 17,989 | US$6.32M | 2.8% |
| Costco Wholesale Corporation | 6,664 | US$6.07M | 2.7% |
| Oracle Corporation | 43,569 | US$5.98M | 2.7% |
| Blackrock, Inc. | 5,599 | US$5.93M | 2.7% |
| American International Group, Inc. New | 74,425 | US$5.54M | 2.5% |
| Waste Management, Inc. | 26,437 | US$5.39M | 2.4% |
| American Electric Power Company, Inc. | 44,171 | US$5.24M | 2.4% |
| D.r. Horton, Inc. | 38,161 | US$5.21M | 2.4% |
| Masco Corporation | 72,697 | US$4.9M | 2.2% |
| Caterpillar, Inc. | 5,557 | US$4.51M | 2.0% |
| American Tower Corporation (reit) | 27,131 | US$4.44M | 2.0% |
| Sherwin-williams Company (the) | 13,231 | US$4.28M | 1.9% |
| Arthur J. Gallagher & Co. | 17,138 | US$3.91M | 1.8% |
| Intel Corporation | 16,241 | US$1.95M | 0.88% |
| Corning Incorporated | 6,530 | US$1M | 0.45% |
| Walt Disney Company (the) | 6,500 | US$682K | 0.31% |
| Tesla, Inc. | 1,909 | US$677K | 0.31% |
| Ecolab Inc. | 2,367 | US$652K | 0.29% |
| Cisco Systems, Inc. | 5,603 | US$603K | 0.27% |
| Salesforce, Inc. | 1,273 | US$293K | 0.13% |
| Ses Ai Corporation | 62,245 | US$37,347 | 0.02% |
| Vistra Corp. | 0 | US$0 | 0.00% |
Source
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