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Sitrin Capital Management LLC
Period ended Sep 30, 2026 · Latest filing Oct 19, 2026
These quarterly holdings are delayed and may not include all assets or short positions.
Values are from the reporting date, not current prices or purchase costs.
The same security may appear in multiple rows.
Source: SEC
Reported portfolio value
Quarter-end reported holdings; not current value or investment performance.
View reported values
- Sep 30, 2026: $221,673,218
More quarters will appear as history becomes available.
Top holdings
Top 10 at Sep 30, 2026. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.
View top holdings values
- APPLE INC · COM · 037833100 · shares: $14,973,215
- MARATHON PETE CORP · COM · 56585A102 · shares: $9,041,278
- NVIDIA CORPORATION · COM · 67066G104 · shares: $9,032,658
- LAM RESEARCH CORP · COM NEW · 512807306 · shares: $8,832,103
- STATE STR SPDR S&P 500 ETF T · TR UNIT · 78462F103 · shares: $8,691,692
- JPMORGAN CHASE & CO · COM · 46625H100 · shares: $8,619,060
- AMGEN INC · COM · 031162100 · shares: $7,868,327
- META PLATFORMS INC · CL A · 30303M102 · shares: $7,764,502
- AMAZON COM INC · COM · 023135106 · shares: $7,745,326
- AGILENT TECHNOLOGIES INC · COM · 00846U101 · shares: $7,729,654
Reported holdings
40 reported entries| Issuer | Class | CUSIP | Type | Shares / principal | Reported value (USD) |
|---|---|---|---|---|---|
| APPLE INC | COM | 037833100 | — | 44,962 shares | $14,973,215 |
| MARATHON PETE CORP | COM | 56585A102 | — | 22,865 shares | $9,041,278 |
| NVIDIA CORPORATION | COM | 67066G104 | — | 39,509 shares | $9,032,658 |
| LAM RESEARCH CORP | COM NEW | 512807306 | — | 26,859 shares | $8,832,103 |
| STATE STR SPDR S&P 500 ETF T | TR UNIT | 78462F103 | — | 11,369 shares | $8,691,692 |
| JPMORGAN CHASE & CO | COM | 46625H100 | — | 26,053 shares | $8,619,060 |
| AMGEN INC | COM | 031162100 | — | 18,667 shares | $7,868,327 |
| META PLATFORMS INC | CL A | 30303M102 | — | 10,707 shares | $7,764,502 |
| AMAZON COM INC | COM | 023135106 | — | 31,087 shares | $7,745,326 |
| AGILENT TECHNOLOGIES INC | COM | 00846U101 | — | 44,859 shares | $7,729,654 |
| MICROSOFT CORP | COM | 594918104 | — | 14,145 shares | $7,255,098 |
| WALMART INC | COM | 931142103 | — | 69,654 shares | $7,238,481 |
| VISA INC | COM CL A | 92826C839 | — | 19,798 shares | $7,113,968 |
| ABBVIE INC | COM | 00287Y109 | — | 26,926 shares | $7,043,572 |
| PALO ALTO NETWORKS INC | COM | 697435105 | — | 17,702 shares | $7,033,182 |
| ALPHABET INC | CAP STK CL A | 02079K305 | — | 19,813 shares | $6,817,252 |
| ELI LILLY & CO | COM | 532457108 | — | 5,864 shares | $6,785,673 |
| ADVANCED MICRO DEVICES INC | COM | 007903107 | — | 10,608 shares | $6,489,550 |
| BROADCOM INC | COM | 11135F101 | — | 17,989 shares | $6,317,557 |
| COSTCO WHOLESALE CORPORATION | COM | 22160K105 | — | 6,664 shares | $6,066,506 |
| ORACLE CORP | COM | 68389X105 | — | 43,569 shares | $5,982,024 |
| BLACKROCK INC | COM | 09290D101 | — | 5,599 shares | $5,925,366 |
| AMERICAN INTL GROUP INC | COM NEW | 026874784 | — | 74,425 shares | $5,538,708 |
| WASTE MGMT INC DEL | COM | 94106L109 | — | 26,437 shares | $5,391,033 |
| AMERICAN ELEC PWR CO INC | COM | 025537101 | — | 44,171 shares | $5,240,447 |
| D R HORTON INC | COM | 23331A109 | — | 38,161 shares | $5,214,701 |
| MASCO CORP | COM | 574599106 | — | 72,697 shares | $4,899,778 |
| CATERPILLAR INC | COM | 149123101 | — | 5,557 shares | $4,505,560 |
| AMERICAN TOWER CORP | COM | 03027X100 | — | 27,131 shares | $4,441,073 |
| SHERWIN WILLIAMS CO | COM | 824348106 | — | 13,231 shares | $4,277,103 |
| GALLAGHER ARTHUR J & CO | COM | 363576109 | — | 17,138 shares | $3,909,349 |
| ALPHABET INC | CAP STK CL C | 02079K107 | — | 5,836 shares | $1,988,668 |
| INTEL CORP | COM | 458140100 | — | 16,241 shares | $1,952,655 |
| CORNING INC | COM | 219350105 | — | 6,530 shares | $1,004,057 |
| DISNEY WALT CO | COM | 254687106 | — | 6,500 shares | $681,850 |
| TESLA INC | COM | 88160R101 | — | 1,909 shares | $677,332 |
| ECOLAB INC | COM | 278865100 | — | 2,367 shares | $651,659 |
| CISCO SYS INC | COM | 17275R102 | — | 5,603 shares | $603,051 |
| SALESFORCE INC | COM | 79466L302 | — | 1,273 shares | $292,803 |
| SES AI CORPORATION | CL A COM | 78397Q109 | — | 62,245 shares | $37,347 |