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CIK: 0001664771
Total reported value
$225.7M
$225.7M
41 檔
18.8%
In Q1 2025, Sitrin Capital Management LLC's U.S. equity holdings reached a combined market value of $225.7M, distributed across 41 disclosed stock positions.
In Q1 2025, Sitrin Capital Management LLC displayed an active expansion posture, initiating 41 new positions and adding to 0 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 6.02% | — | +0.44% | |
| 2 | V | Visa Inc-class A Shares | Stock-Financials | 4.57% | -0.02% | -0.27% | |
| 3 | AIG | American International Group | Stock-Financials | 4.31% | -0.41% | +0.21% | |
| 4 | WM | Waste Management Inc | Stock-Industrials | 4.03% | -0.49% | +0.24% | |
| 5 | NVDA | Nvidia CORP | Stock-Tech | 4.00% | -0.01% | -0.49% | |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 3.96% | -0.14% | +2.75% | |
| 7 | JPM | Jpmorgan Chase & Co | Stock-Financials | 3.93% | -0.12% | -19.60% | |
| 8 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 3.91% | -0.62% | -20.01% | |
| 9 | AMGN | Amgen Inc | Stock-Healthcare | 3.80% | -0.35% | +0.06% | |
| 10 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.76% | — | +0.27% | |
| 11 | WMT | Walmart Inc | Stock-Consumer Staples | 3.76% | -0.92% | -29.44% | |
| 12 | MSFT | Microsoft CORP | Stock-Tech | 3.41% | -0.25% | +0.38% | |
| 13 | META | Meta Platforms Inc-class A | Stock-Comm Services | 3.37% | -0.51% | +0.92% | |
| 14 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 3.33% | -0.71% | +0.36% | |
| 15 | MAS | Masco CORP | Stock-Industrials | 3.33% | +0.39% | +0.20% | |
| 16 | LRCX | Lam Research CORP | Stock-Tech | 3.22% | +0.42% | +0.75% | |
| 17 | AJG | Arthur J Gallagher & Co | Stock-Financials | 3.20% | -0.12% | — | |
| 18 | LLY | Eli Lilly & Co | Stock-Healthcare | 2.96% | +0.39% | +0.33% | |
| 19 | SHW | Sherwin-williams Co/the | Stock-Materials | 2.88% | -0.12% | -0.08% | |
| 20 | PANW | Palo Alto Networks Inc | Stock-Tech | 2.83% | +1.01% | +0.86% | |
| 21 | BLK | Blackrock Inc | Stock-Financials | 2.77% | -0.37% | +0.69% | |
| 22 | QCOM | Qualcomm Inc | Stock-Tech | 2.52% | — | +0.91% | |
| 23 | MPC | Marathon Petroleum CORP | Stock-Energy | 2.51% | -0.40% | +0.19% | |
| 24 | LMT | Lockheed Martin CORP | Stock-Industrials | 2.27% | -2.46% | EXIT | |
| 25 | DHI | Dr Horton Inc | Stock-Consumer Disc | 2.26% | +0.09% | +0.39% | |
| 26 | A | Agilent Technologies Inc | Stock-Healthcare | 2.23% | +0.04% | +0.20% | |
| 27 | DLR | Digital Realty Trust Inc | Stock-Real Estate | 2.13% | — | — | |
| 28 | CMG | Chipotle Mexican Grill Inc | Stock-Consumer Disc | 2.04% | — | +0.67% | |
| 29 | AVGO | Broadcom Inc | Stock-Tech | 1.98% | +0.18% | — | |
| 30 | VST | Vistra CORP | Stock-Utilities | 1.96% | -0.16% | — | |
| 31 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.49% | +0.07% | — | |
| 32 | ORCL | Oracle CORP | Stock-Tech | 0.46% | -0.44% | +1.48% | |
| 33 | ABBV | Abbvie Inc | Stock-Healthcare | 0.44% | +0.04% | — | |
| 34 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.29% | — | -22.62% | |
| 35 | CSCO | Cisco Systems Inc | Stock-Tech | 0.20% | +0.07% | — | |
| 36 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.19% | — | — | |
| 37 | CRM | Salesforce Inc | Stock-Tech | 0.18% | -0.12% | EXIT | |
| 38 | GLW | Corning Inc | Stock-Tech | 0.17% | +0.30% | — | |
| 39 | ADBE | Adobe Inc | Stock-Tech | 0.16% | — | -92.48% | |
| 40 | PNC | Pnc Financial Services Group | Stock-Financials | 0.15% | — | — | |
| 41 | SES | Ses Ai CORP | Stock-Other | 0.01% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | — | NEW | New buy |
| 2 | V | Visa Inc-class A Shares | — | NEW | New buy |
| 3 | AIG | American International Group | — | NEW | New buy |
| 4 | WM | Waste Management Inc | — | NEW | New buy |
| 5 | NVDA | Nvidia CORP | — | NEW | New buy |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | — | NEW | New buy |
| 7 | JPM | Jpmorgan Chase & Co | — | NEW | New buy |
| 8 | COST | Costco Wholesale CORP | — | NEW | New buy |
| 9 | AMGN | Amgen Inc | — | NEW | New buy |
| 10 | AMZN | Amazon.com Inc | — | NEW | New buy |
| 11 | WMT | Walmart Inc | — | NEW | New buy |
| 12 | MSFT | Microsoft CORP | — | NEW | New buy |
| 13 | META | Meta Platforms Inc-class A | — | NEW | New buy |
| 14 | GOOGL | Alphabet Inc-cl A | — | NEW | New buy |
| 15 | MAS | Masco CORP | — | NEW | New buy |
| 16 | LRCX | Lam Research CORP | — | NEW | New buy |
| 17 | AJG | Arthur J Gallagher & Co | — | NEW | New buy |
| 18 | LLY | Eli Lilly & Co | — | NEW | New buy |
| 19 | SHW | Sherwin-williams Co/the | — | NEW | New buy |
| 20 | PANW | Palo Alto Networks Inc | — | NEW | New buy |
| 21 | BLK | Blackrock Inc | — | NEW | New buy |
| 22 | QCOM | Qualcomm Inc | — | NEW | New buy |
| 23 | MPC | Marathon Petroleum CORP | — | NEW | New buy |
| 24 | LMT | Lockheed Martin CORP | — | NEW | New buy |
| 25 | DHI | Dr Horton Inc | — | NEW | New buy |
| 26 | A | Agilent Technologies Inc | — | NEW | New buy |
| 27 | DLR | Digital Realty Trust Inc | — | NEW | New buy |
| 28 | CMG | Chipotle Mexican Grill Inc | — | NEW | New buy |
| 29 | AVGO | Broadcom Inc | — | NEW | New buy |
| 30 | VST | Vistra CORP | — | NEW | New buy |
| 31 | GOOG | Alphabet Inc-cl C | — | NEW | New buy |
| 32 | ORCL | Oracle CORP | — | NEW | New buy |
| 33 | ABBV | Abbvie Inc | — | NEW | New buy |
| 34 | TSLA | Tesla Inc | — | NEW | New buy |
| 35 | CSCO | Cisco Systems Inc | — | NEW | New buy |
| 36 | LOW | Lowe's Cos Inc | — | NEW | New buy |
| 37 | CRM | Salesforce Inc | — | NEW | New buy |
| 38 | GLW | Corning Inc | — | NEW | New buy |
| 39 | ADBE | Adobe Inc | — | NEW | New buy |
| 40 | PNC | Pnc Financial Services Group | — | NEW | New buy |
| 41 | SES | Ses Ai CORP | — | NEW | New buy |
According to official SEC Form 13F filings, Sitrin Capital Management LLC reported a total U.S. public equity portfolio value of $225.7M across 41 disclosed positions in Q1 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including AAPL, V, AIG) accounted for 18.8% of total reported equity market value during Q1 2025.
Top New Position Initiated
AAPL
市值: $11.2M
During Q1 2025, Sitrin Capital Management LLC's top holdings by market value included AAPL (6.0%)、V (4.6%)、AIG (4.3%). The largest single position, AAPL, represented 6.0% of total portfolio value.
In Q1 2025, Sitrin Capital Management LLC made 41 total portfolio adjustments, initiating 41 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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