Sitrin Capital Management LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 27, 2026, for the 2025 Q4 period, Sitrin Capital Management LLC held in its portfolio 38 assets valued at $210,753,894 (i.e. $210.75M).
The most valuable assets in the portfolio included: LAM RESEARCH CORP ($12.58M), APPLE INC ($12.33M), and ALPHABET INC ($10.46M).
The chart below shows the top 10 valuable assets, and the table below shows the top 38 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Sitrin Capital Management LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| LAM RESEARCH CORP | 73406 | 12584003 | COM NEW |
| APPLE INC | 45364 | 12332544 | COM |
| ALPHABET INC | 33427 | 10462646 | CAP STK CL A |
| NVIDIA CORPORATION | 53737 | 10021990 | COM |
| SPDR S&P 500 ETF TR | 13592 | 9295598 | TR UNIT |
| JPMORGAN CHASE & CO. | 26920 | 8674315 | COM |
| WALMART INC | 71600 | 7993129 | COM |
| META PLATFORMS INC | 11519 | 7603577 | CL A |
| AMAZON COM INC | 31699 | 7316763 | COM |
| VISA INC | 20245 | 7100217 | COM CL A |
| MICROSOFT CORP | 14059 | 6799136 | COM |
| AMERICAN INTL GROUP INC | 78661 | 6729449 | COM NEW |
| ELI LILLY & CO | 6016 | 6465141 | COM |
| BROADCOM INC | 18595 | 6435729 | COM |
| AGILENT TECHNOLOGIES INC | 47253 | 6429716 | COM |
| BLACKROCK INC | 5952 | 6370664 | COM |
| ABBVIE INC | 27823 | 6357277 | COM |
| AMGEN INC | 19161 | 6271587 | COM |
| WASTE MGMT INC DEL | 27936 | 6137819 | COM |
| MARATHON PETE CORP | 37262 | 6059919 | COM |
| COSTCO WHSL CORP NEW | 6967 | 6007923 | COM |
| D R HORTON INC | 39499 | 5689041 | COM |
| PALO ALTO NETWORKS INC | 27774 | 5115971 | COM |
| MASCO CORP | 77309 | 4906029 | COM |
| QUALCOMM INC | 27377 | 4682836 | COM |
| SHERWIN WILLIAMS CO | 13727 | 4447877 | COM |
| GALLAGHER ARTHUR J & CO | 17143 | 4436437 | COM |
| VISTRA CORP | 26768 | 4318481 | COM |
| AMERICAN TOWER CORP NEW | 23645 | 4190247 | COM |
| LOCKHEED MARTIN CORP | 8152 | 3942878 | COM |
| ALPHABET INC | 5836 | 1831437 | CAP STK CL C |
| ORACLE CORP | 5961 | 1161859 | COM |
| TESLA INC | 1899 | 854018 | COM |
| CORNING INC | 6529 | 571658 | COM |
| CISCO SYS INC | 5603 | 431599 | COM |
| SALESFORCE INC | 1266 | 335903 | COM |
| INVESCO QQQ TR | 450 | 276440 | UNIT SER 1 |
| SES AI CORPORATION | 62245 | 112041 | CL A COM |
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