The Analysis of Sitrin Capital Management LLC's Holdings
Currently, Sitrin Capital Management LLC holds 38 types of securities in its portfolio with a total value $210.8M. In the most recent quarter, they have increased their positions in AMT (+23.6K shares, valued at $4.2M), ABBV (+456 shares, valued at $104.2K), N/A (+100 shares, valued at $61.4K); decreased their positions in TSLA (-183 shares, valued at $82.3K), N/A (-252 shares, valued at $78.9K), VST (-450 shares, valued at $72.6K); initiated new positions in AMT (+23.6K shares, valued at $4.2M). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
AAPL APPLE INC45.4K shares-0.18%2025-12-312026-01-27
ALPHABET INC ALPHABET INC33.4K shares-0.75%2025-12-312026-01-27 NVDA NVIDIA CORPORATION53.7K shares-0.18%2025-12-312026-01-27 SPY SPDR S&P 500 ETF TR13.6K shares0.58%2025-12-312026-01-27 JPM JPMORGAN CHASE & CO.26.9K shares0.13%2025-12-312026-01-27 WMT WALMART INC71.6K shares0.45%2025-12-312026-01-27 META META PLATFORMS INC11.5K shares0.19%2025-12-312026-01-27 AMZN AMAZON COM INC31.7K shares-0.34%2025-12-312026-01-27 V VISA INC20.2K shares-0.35%2025-12-312026-01-27 MSFT MICROSOFT CORP14.1K shares-0.27%2025-12-312026-01-27 AIG AMERICAN INTL GROUP INC78.7K shares-0.14%2025-12-312026-01-27 LLY ELI LILLY & CO6.0K shares-0.07%2025-12-312026-01-27 BROADCOM INC BROADCOM INC18.6K shares-0.74%2025-12-312026-01-27 A AGILENT TECHNOLOGIES INC47.3K shares-0.02%2025-12-312026-01-27 ABBV ABBVIE INC27.8K shares1.67%2025-12-312026-01-27 AMGN AMGEN INC19.2K shares-0.16%2025-12-312026-01-27 WM WASTE MGMT INC DEL27.9K shares-0.15%2025-12-312026-01-27 MPC MARATHON PETE CORP37.3K shares0.65%2025-12-312026-01-27 COST COSTCO WHSL CORP NEW7.0K shares0.49%2025-12-312026-01-27 DHI D R HORTON INC39.5K shares0.50%2025-12-312026-01-27 PANW PALO ALTO NETWORKS INC27.8K shares0.04%2025-12-312026-01-27 MAS MASCO CORP77.3K shares-0.17%2025-12-312026-01-27 QCOM QUALCOMM INC27.4K shares0.12%2025-12-312026-01-27 SHW SHERWIN WILLIAMS CO13.7K shares-0.19%2025-12-312026-01-27 AJG GALLAGHER ARTHUR J & CO17.1K shares0.00%2025-12-312026-01-27 VST VISTRA CORP26.8K shares-1.65%2025-12-312026-01-27 AMT AMERICAN TOWER CORP NEW23.6K sharesnew addition2025-12-312026-01-27 LMT LOCKHEED MARTIN CORP8.2K shares-0.04%2025-12-312026-01-27 ALPHABET INC ALPHABET INC5.8K shares0.00%2025-12-312026-01-27 ORCL ORACLE CORP6.0K shares-0.83%2025-12-312026-01-27 TSLA TESLA INC1.9K shares-8.79%2025-12-312026-01-27 GLW CORNING INC6.5K shares0.02%2025-12-312026-01-27 CSCO CISCO SYS INC5.6K shares0.00%2025-12-312026-01-27 CRM SALESFORCE INC1.3K shares0.00%2025-12-312026-01-27 SES SES AI CORPORATION62.2K shares3.74%2025-12-312026-01-27 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available