Sitrin Capital Management LLC

13F filer · CIK 0001664771

Reported Aug 3, 2026

Net seller this quarter

13F portfolio value$226MU.S. long equity reported on 13F

Positions392 new · 2 closed

Net flow last quarter-$8.58MBuys minus sells

Top 10 positions weight41.5%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Aug 3, 202639 positions
AAPLApple Inc.	$13M	5.77%	0.00%	-0.8%	Q4 2015
LRCXLam Research Corp	$11.7M	5.19%	0.00%	-39.3%	Q1 2020
NVDANvidia Corp	$10.3M	4.58%	0.00%	-1.7%	Q2 2017
MPCMarathon Petroleum Corp	$9.38M	4.16%	0.01%	-1.4%	Q1 2022
PANWPalo Alto Networks Inc	$9.14M	4.05%	0.00%	-29.2%	Q3 2017
SPYSPDR S&P 500 ETF Trust	$8.65M	3.83%	Not reported	-5.0%	Q4 2015
JPMJPMorgan Chase & Co	$8.64M	3.83%	0.00%	-1.6%	Q1 2022
WMTWalmart Inc.	$7.99M	3.54%	0.00%	-1.2%	Q4 2015
AMZNAmazon Com Inc	$7.46M	3.30%	0.00%	-0.9%	Q4 2015
GOOGLAlphabet Inc.	$7.22M	3.20%	0.00%	-25.6%	Q4 2015
LLYELI LILLY & Co	$7.13M	3.16%	0.00%	-1.3%	Q2 2024
AVGOBroadcom Inc.	$6.89M	3.05%	0.00%	-1.4%	Q1 2019
VVisa Inc.	$6.85M	3.04%	0.00%	-1.3%	Q4 2015
ABBVAbbVie Inc.	$6.82M	3.02%	0.00%	-1.1%	Q4 2015
AMGNAmgen Inc	$6.81M	3.02%	0.00%	-1.6%	Q4 2015
ORCLOracle Corp	$6.43M	2.85%	0.00%	-1.8%	Q4 2021
COSTCostco Wholesale Corp	$6.28M	2.78%	0.00%	-1.3%	Q4 2015
AMDAdvanced Micro Devices Inc	$6.26M	2.77%	0.00%	New	Q2 2026
DHIHorton D R Inc	$6.24M	2.77%	0.01%	-1.5%	Q2 2019
METAMeta Platforms, Inc.	$6.17M	2.73%	Not reported	-3.2%	Q4 2015
WMWaste Management Inc	$6.13M	2.72%	0.01%	-1.4%	Q1 2022
AAgilent Technologies, Inc.	$6.01M	2.66%	0.02%	-1.4%	Q1 2019
CATCaterpillar Inc	$5.98M	2.65%	0.00%	Not reported	Q1 2018
MASMasco Corp	$5.95M	2.64%	0.04%	-1.8%	Q1 2022
AIGAmerican International Group, Inc.	$5.79M	2.56%	0.01%	-1.3%	Q1 2022
BLKBlackRock, Inc.	$5.61M	2.49%	0.00%	-1.5%	Q4 2022
MSFTMicrosoft Corp	$5.38M	2.38%	0.00%	+1.6%	Q4 2015
SHWSherwin Williams Co	$4.58M	2.03%	0.01%	-0.6%	Q4 2015
VSTVistra Corp.	$4.13M	1.83%	0.01%	-1.4%	Q1 2025
AJGArthur J. Gallagher & Co.	$3.93M	1.74%	0.01%	0.0%	Q4 2015
AMTAmerican Tower Corp	$3.72M	1.65%	0.00%	-1.6%	Q4 2015
INTCIntel Corp	$2.53M	1.12%	0.00%	+0.7%	Q1 2026
GOOGAlphabet Inc.	$2.06M	0.91%	Not reported	Not reported	Q4 2015
GLWCorning Inc	$1.67M	0.74%	0.00%	0.0%	Q3 2017
TSLATesla, Inc.	$778K	0.34%	0.00%	Not reported	Q2 2020
ECLEcolab Inc.	$661K	0.29%	0.00%	-1.8%	Q1 2026
CSCOCisco Systems, Inc.	$658K	0.29%	0.00%	Not reported	Q2 2018
DISWalt Disney Co	$631K	0.28%	0.00%	Not reported	Q1 2016
SESSES AI Corp	$59.8K	0.03%	0.02%	Not reported	Q1 2025
Q1 2026Reported Apr 22, 202639 positions
AAPLApple Inc.	$11.5M	5.77%	0.00%	0.0%	Q4 2015
LRCXLam Research Corp	$9.53M	4.77%	0.00%	-39.3%	Q1 2020
NVDANvidia Corp	$9.16M	4.59%	0.00%	-2.3%	Q2 2017
MPCMarathon Petroleum Corp	$9.09M	4.56%	0.01%	-0.1%	Q1 2022
WMTWalmart Inc.	$8.89M	4.46%	0.00%	-0.2%	Q4 2015
SPYSPDR S&P 500 ETF Trust	$7.93M	3.97%	Not reported	-10.6%	Q4 2015
JPMJPMorgan Chase & Co	$7.89M	3.95%	0.00%	-0.4%	Q1 2022
GOOGLAlphabet Inc.	$7.81M	3.91%	0.00%	-18.8%	Q4 2015
COSTCostco Wholesale Corp	$6.78M	3.40%	0.00%	-2.3%	Q4 2015
AMGNAmgen Inc	$6.73M	3.37%	0.00%	-0.2%	Q4 2015
AMZNAmazon Com Inc	$6.58M	3.30%	0.00%	-0.4%	Q4 2015
ORCLOracle Corp	$6.57M	3.29%	0.00%	+649.5%	Q4 2021
METAMeta Platforms, Inc.	$6.47M	3.24%	Not reported	-1.8%	Q4 2015
WMWaste Management Inc	$6.41M	3.21%	0.01%	-0.2%	Q1 2022
VVisa Inc.	$6.12M	3.06%	0.00%	-0.1%	Q4 2015
PANWPalo Alto Networks Inc	$6.07M	3.04%	0.00%	+36.4%	Q3 2017
ABBVAbbVie Inc.	$5.95M	2.98%	0.00%	-1.6%	Q4 2015
AIGAmerican International Group, Inc.	$5.92M	2.97%	0.01%	0.0%	Q1 2022
AVGOBroadcom Inc.	$5.72M	2.87%	0.00%	-0.6%	Q1 2019
BLKBlackRock, Inc.	$5.7M	2.86%	0.00%	-0.5%	Q4 2022
LLYELI LILLY & Co	$5.54M	2.77%	0.00%	+0.1%	Q2 2024
DHIHorton D R Inc	$5.34M	2.68%	0.01%	-1.5%	Q2 2019
MSFTMicrosoft Corp	$5.26M	2.63%	0.00%	+1.0%	Q4 2015
AAgilent Technologies, Inc.	$5.23M	2.62%	0.02%	-3.1%	Q1 2019
LMTLockheed Martin Corp	$4.91M	2.46%	0.00%	-0.3%	Q4 2023
MASMasco Corp	$4.49M	2.25%	0.04%	-3.8%	Q1 2022
SHWSherwin Williams Co	$4.29M	2.15%	0.01%	-2.5%	Q4 2015
VSTVistra Corp.	$3.97M	1.99%	0.01%	-1.5%	Q1 2025
AMTAmerican Tower Corp	$3.94M	1.98%	0.00%	-3.4%	Q4 2015
AJGArthur J. Gallagher & Co.	$3.71M	1.86%	0.01%	Not reported	Q4 2015
GOOGAlphabet Inc.	$1.67M	0.84%	Not reported	Not reported	Q4 2015
GLWCorning Inc	$888K	0.44%	0.00%	Not reported	Q3 2017
INTCIntel Corp	$794K	0.40%	0.00%	New	Q1 2026
TSLATesla, Inc.	$687K	0.34%	0.00%	-2.6%	Q2 2020
ECLEcolab Inc.	$643K	0.32%	0.00%	New	Q1 2026
DISWalt Disney Co	$626K	0.31%	0.00%	Not reported	Q1 2016
CSCOCisco Systems, Inc.	$435K	0.22%	0.00%	Not reported	Q2 2018
CRMSalesforce, Inc.	$236K	0.12%	0.00%	Not reported	Q4 2015
SESSES AI Corp	$59.9K	0.03%	0.02%	Not reported	Q1 2025
Q4 2025Reported Jan 27, 202638 positions
LRCXLam Research Corp	$12.6M	5.97%	0.01%	-0.1%	Q1 2020
AAPLApple Inc.	$12.3M	5.85%	0.00%	-0.2%	Q4 2015
GOOGLAlphabet Inc.	$10.5M	4.96%	0.00%	-0.8%	Q4 2015
NVDANvidia Corp	$10M	4.76%	0.00%	-0.2%	Q2 2017
SPYSPDR S&P 500 ETF Trust	$9.3M	4.41%	Not reported	+0.6%	Q4 2015
JPMJPMorgan Chase & Co	$8.67M	4.12%	0.00%	+0.1%	Q1 2022
WMTWalmart Inc.	$7.99M	3.79%	0.00%	+0.5%	Q4 2015
METAMeta Platforms, Inc.	$7.6M	3.61%	Not reported	+0.2%	Q4 2015
AMZNAmazon Com Inc	$7.32M	3.47%	0.00%	-0.3%	Q4 2015
VVisa Inc.	$7.1M	3.37%	0.00%	-0.4%	Q4 2015
MSFTMicrosoft Corp	$6.8M	3.23%	0.00%	-0.3%	Q4 2015
AIGAmerican International Group, Inc.	$6.73M	3.19%	0.01%	-0.1%	Q1 2022
LLYELI LILLY & Co	$6.47M	3.07%	0.00%	-0.1%	Q2 2024
AVGOBroadcom Inc.	$6.44M	3.05%	0.00%	-0.7%	Q1 2019
AAgilent Technologies, Inc.	$6.43M	3.05%	0.02%	0.0%	Q1 2019
BLKBlackRock, Inc.	$6.37M	3.02%	0.00%	Not reported	Q4 2022
ABBVAbbVie Inc.	$6.36M	3.02%	0.00%	+1.7%	Q4 2015
AMGNAmgen Inc	$6.27M	2.98%	0.00%	-0.2%	Q4 2015
WMWaste Management Inc	$6.14M	2.91%	0.01%	-0.2%	Q1 2022
MPCMarathon Petroleum Corp	$6.06M	2.88%	0.01%	+0.7%	Q1 2022
COSTCostco Wholesale Corp	$6.01M	2.85%	0.00%	+0.5%	Q4 2015
DHIHorton D R Inc	$5.69M	2.70%	0.01%	+0.5%	Q2 2019
PANWPalo Alto Networks Inc	$5.12M	2.43%	0.00%	0.0%	Q3 2017
MASMasco Corp	$4.91M	2.33%	0.04%	-0.2%	Q1 2022
QCOMQualcomm Inc	$4.68M	2.22%	0.00%	+0.1%	Q4 2023
SHWSherwin Williams Co	$4.45M	2.11%	0.01%	-0.2%	Q4 2015
AJGArthur J. Gallagher & Co.	$4.44M	2.11%	0.01%	Not reported	Q4 2015
VSTVistra Corp.	$4.32M	2.05%	0.01%	-1.7%	Q1 2025
AMTAmerican Tower Corp	$4.19M	1.99%	0.01%	Not reported	Q4 2015
LMTLockheed Martin Corp	$3.94M	1.87%	0.00%	0.0%	Q4 2023
GOOGAlphabet Inc.	$1.83M	0.87%	Not reported	Not reported	Q4 2015
ORCLOracle Corp	$1.16M	0.55%	0.00%	-0.8%	Q4 2021
TSLATesla, Inc.	$854K	0.41%	0.00%	-8.8%	Q2 2020
GLWCorning Inc	$572K	0.27%	0.00%	0.0%	Q3 2017
CSCOCisco Systems, Inc.	$432K	0.20%	0.00%	Not reported	Q2 2018
CRMSalesforce, Inc.	$336K	0.16%	0.00%	Not reported	Q4 2015
QQQInvesco QQQ Trust, Series 1	$276K	0.13%	Not reported	+28.6%	Q2 2025
SESSES AI Corp	$112K	0.05%	0.02%	+3.7%	Q1 2025
Q3 2025Reported Oct 22, 202541 positions
AAPLApple Inc.	$11.6M	5.55%	0.00%	-2.2%	Q4 2015
NVDANvidia Corp	$10M	4.82%	0.00%	-13.6%	Q2 2017
LRCXLam Research Corp	$9.86M	4.73%	0.01%	-1.5%	Q1 2020
SPYSPDR S&P 500 ETF Trust	$9.03M	4.33%	Not reported	-1.7%	Q4 2015
JPMJPMorgan Chase & Co	$8.48M	4.07%	0.00%	-0.7%	Q1 2022
METAMeta Platforms, Inc.	$8.44M	4.05%	Not reported	+0.4%	Q4 2015
GOOGLAlphabet Inc.	$8.19M	3.93%	0.00%	-3.5%	Q4 2015
WMTWalmart Inc.	$7.35M	3.52%	0.00%	-1.0%	Q4 2015
MSFTMicrosoft Corp	$7.3M	3.50%	0.00%	-3.8%	Q4 2015
MPCMarathon Petroleum Corp	$7.14M	3.42%	0.01%	-0.7%	Q1 2022
AMZNAmazon Com Inc	$6.98M	3.35%	0.00%	-0.8%	Q4 2015
BLKBlackRock, Inc.	$6.94M	3.33%	0.00%	-0.6%	Q4 2022
VVisa Inc.	$6.94M	3.33%	0.00%	-3.7%	Q4 2015
DHIHorton D R Inc	$6.66M	3.20%	0.01%	+1.3%	Q2 2019
COSTCostco Wholesale Corp	$6.42M	3.08%	0.00%	-1.0%	Q4 2015
ABBVAbbVie Inc.	$6.34M	3.04%	0.00%	+596.0%	Q4 2015
AIGAmerican International Group, Inc.	$6.19M	2.97%	0.01%	-1.3%	Q1 2022
AVGOBroadcom Inc.	$6.18M	2.97%	0.00%	-24.1%	Q1 2019
WMWaste Management Inc	$6.18M	2.96%	0.01%	-1.4%	Q1 2022
AAgilent Technologies, Inc.	$6.08M	2.92%	0.02%	-0.2%	Q1 2019
PANWPalo Alto Networks Inc	$5.65M	2.71%	0.00%	-1.4%	Q3 2017
MASMasco Corp	$5.45M	2.62%	0.04%	-0.8%	Q1 2022
AMGNAmgen Inc	$5.42M	2.60%	0.00%	-3.7%	Q4 2015
VSTVistra Corp.	$5.33M	2.56%	0.01%	-4.4%	Q1 2025
AJGArthur J. Gallagher & Co.	$5.31M	2.55%	0.01%	-0.3%	Q4 2015
SHWSherwin Williams Co	$4.76M	2.28%	0.01%	+0.7%	Q4 2015
LLYELI LILLY & Co	$4.59M	2.20%	0.00%	-1.0%	Q2 2024
QCOMQualcomm Inc	$4.55M	2.18%	0.00%	-1.1%	Q4 2023
DLRDigital Realty Trust, Inc.	$4.48M	2.15%	0.01%	+0.1%	Q3 2019
LMTLockheed Martin Corp	$4.07M	1.95%	0.00%	-1.4%	Q4 2023
ORCLOracle Corp	$1.69M	0.81%	0.00%	+0.8%	Q4 2021
GOOGAlphabet Inc.	$1.42M	0.68%	Not reported	Not reported	Q4 2015
TSLATesla, Inc.	$926K	0.44%	0.00%	+1.0%	Q2 2020
GLWCorning Inc	$535K	0.26%	0.00%	+4.0%	Q3 2017
CSCOCisco Systems, Inc.	$383K	0.18%	0.00%	Not reported	Q2 2018
LOWLowes Companies Inc	$377K	0.18%	0.00%	Not reported	Q4 2021
PNCPNC Financial Services Group, Inc.	$315K	0.15%	0.00%	Not reported	Q4 2016
CRMSalesforce, Inc.	$301K	0.14%	0.00%	Not reported	Q4 2015
ADBEAdobe Inc.	$236K	0.11%	0.00%	-11.4%	Q1 2018
QQQInvesco QQQ Trust, Series 1	$210K	0.10%	Not reported	-16.7%	Q2 2025
SESSES AI Corp	$100K	0.05%	0.02%	Not reported	Q1 2025

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