Investor Details
| Filer Name: | SITRIN CAPITAL MANAGEMENT LLC |
|---|---|
| CIK: | 1664771 |
| Period: | 2024-12-31 |
| Filed At: | 2025-02-05 |
| Number of Holdings: | 40 |
| Portfolio Value: | $0.20B |
Sitrin Capital Management Llc Top Holdings
| Ticker | Exchange | Security | Shares | Value | % of Portfolio | Position Change | Put/Call |
|---|---|---|---|---|---|---|---|
| AAPL | US | APPLE INC | 49,995 | $13M | 6.31% | -1.0% | - |
| WMT | US | WALMART INC | 112,134 | $10M | 5.12% | 0.9% | - |
| NVDA | US | NVIDIA CORP | 68,750 | $9M | 4.65% | 0.1% | - |
| JPM | US | JPMORGAN CHASE & CO | 36,967 | $9M | 4.47% | 1.0% | - |
| COST | US | COSTCO WHOLESALE CORP | 9,582 | $9M | 4.43% | -0.3% | - |
| AMZN | US | AMAZON.COM INC | 36,540 | $8M | 4.04% | 1.5% | - |
| V | US | VISA INC-CLASS A SHARES | 24,250 | $8M | 3.86% | 0.8% | - |
| GOOGL | US | ALPHABET INC-CL A | 39,811 | $8M | 3.80% | 1.1% | - |
| SPY | US | SPDR S&P 500 ETF TRUST | 12,729 | $7M | 3.77% | 0.1% | - |
| MSFT | US | MICROSOFT CORP | 16,752 | $7M | 3.56% | -2.4% | - |
| AIG | US | AMERICAN INTERNATIONAL GROUP | 91,686 | $7M | 3.36% | 0.7% | - |
| WM | US | WASTE MANAGEMENT INC | 32,202 | $6M | 3.28% | 0.9% | - |
| MAS | US | MASCO CORP | 88,445 | $6M | 3.24% | 0.5% | - |
| META | US | META PLATFORMS INC-CLASS A | 10,752 | $6M | 3.17% | 0.3% | - |
| AMGN | US | AMGEN INC | 22,586 | $6M | 2.97% | 0.2% | - |
| LRCX | US | LAM RESEARCH CORP | 81,138 | $6M | 2.96% | 100.0% | - |
| BLK | US | BLACKROCK INC | 5,390 | $6M | 2.79% | 100.0% | - |
| PANW | US | PALO ALTO NETWORKS INC | 30,429 | $6M | 2.79% | 102.3% | - |
| SHW | US | SHERWIN-WILLIAMS CO/THE | 15,313 | $5M | 2.62% | 1.0% | - |
| LLY | US | ELI LILLY & CO | 6,622 | $5M | 2.58% | 0.4% | - |