SC

Sitrin Capital Management LLC

Momentum followerQuality / disciplined sizingDiversified strategy

Total reported value

$199.5M

Reporting period: 2026-03-31 · Number of holdings: 39

Sitrin Capital Management LLC disclosed 39 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $199.5M and a quarterly turnover rate of 20.2%.

Personality snowflake

Concentration
13.59
Portfolio Stability
20.24
Momentum/Contrarian
100
Sector conviction
57.87
Diversification
78
Sizing Uniformity
94.22

Recent moves

  • Add ORCL

    +649.5%　$5.4M

  • Add MPC

    -0.1%　$3.0M

  • Trim LRCX

    -39.3%　-$3.1M

  • Trim GOOGL

    -18.8%　-$2.7M

  • Add WMT

    -0.2%　$901.2K

  • Add PANW

    +36.4%　$958.9K

Holdings Map

New buyAddUnchangedTrim

Top 10 holdings by weight

Full holdings list this quarter

#TickerIssuerAsset SubclassWeightWeight ChangeShares Change4Q Trend
1AAPLApple INCStock-Tech5.77%-0.08%-0.02%
2LRCXLam Research CORPStock-Tech4.77%-1.20%-39.33%
3NVDANvidia CORPStock-Tech4.59%-0.17%-2.31%
4MPCMarathon Petroleum CORPStock-Energy4.56%+1.68%-0.10%
5WMTWalmart INCStock-Consumer Staples4.46%+0.67%-0.24%
6SPYSs Spdr S&p 500 ETF Trust-usETF-Large Cap & Growth3.97%-0.44%-10.55%
7JPMJpmorgan Chase & CoStock-Financials3.95%-0.17%-0.38%
8GOOGLAlphabet Inc-cl AStock-Comm Services3.91%-1.05%-18.79%
9COSTCostco Wholesale CORPStock-Consumer Staples3.40%+0.55%-2.34%
10AMGNAmgen INCStock-Healthcare3.37%+0.39%-0.21%
11AMZNAmazon.com INCStock-Consumer Disc3.30%-0.17%-0.37%
12ORCLOracle CORPStock-Tech3.29%+2.74%+649.49%
13METAMeta Platforms Inc-class AStock-Comm Services3.24%-0.37%-1.80%
14WMWaste Management INCStock-Industrials3.21%+0.30%-0.15%
15VVisa Inc-class A SharesStock-Financials3.06%-0.31%-0.06%
16PANWPalo Alto Networks INCStock-Tech3.04%+0.61%+36.43%
17ABBVAbbvie INCStock-Healthcare2.98%-0.04%-1.60%
18AIGAmerican International GroupStock-Financials2.97%-0.22%-0.00%
19AVGOBroadcom INCStock-Tech2.87%-0.18%-0.60%
20BLKBlackrock INCStock-Financials2.86%-0.16%-0.45%
21LLYEli Lilly & CoStock-Healthcare2.77%-0.30%+0.05%
22DHIDr Horton INCStock-Consumer Disc2.68%-0.02%-1.51%
23MSFTMicrosoft CORPStock-Tech2.63%-0.60%+1.01%
24AAgilent Technologies INCStock-Healthcare2.62%-0.43%-3.05%
25LMTLockheed Martin CORPStock-Industrials2.46%+0.59%-0.33%
26MASMasco CORPStock-Industrials2.25%-0.08%-3.77%
27SHWSherwin-williams Co/theStock-Materials2.15%+0.04%-2.53%
28VSTVistra CORPStock-Utilities1.99%-0.06%-1.46%
29AMTAmerican Tower CORPStock-Real Estate1.98%-0.01%-3.40%
30AJGArthur J Gallagher & CoStock-Financials1.86%-0.24%—
31GOOGAlphabet Inc-cl CStock-Comm Services0.84%-0.03%—
32GLWCorning INCStock-Tech0.44%+0.17%—
33INTCIntel CORPStock-Tech0.40%+0.40%NEW
34TSLATesla INCStock-Consumer Disc0.34%-0.07%-2.63%
35ECLEcolab INCStock-Materials0.32%+0.32%NEW
36DISWalt Disney Co/theStock-Comm Services0.31%+0.31%NEW
37CSCOCisco Systems INCStock-Tech0.22%+0.02%—
38CRMSalesforce INCStock-Tech0.12%-0.04%—
39SESSes Ai CORPStock-Other0.03%-0.02%—

Holding changes this quarter

Sitrin Capital Management LLC's most significant position changes for 2026-03-31: Sold out: Qualcomm INC (QCOM); New buy: Intel CORP (INTC); New buy: Ecolab INC (ECL); New buy: Walt Disney Co/the (DIS); Sold out: Invesco Qqq Trust Series 1 (QQQ).

Position changes disclosed by Sitrin Capital Management LLC for the quarter ending 2026-03-31, including ticker, issuer, weight change, shares change, and action
#TickerIssuerWeight ChangeShares ChangeAction
1ORCLOracle CORP+2.7%+649.49%Add
2MPCMarathon Petroleum CORP+1.7%-0.10%Trim
3WMTWalmart INC+0.7%-0.24%Trim
4PANWPalo Alto Networks INC+0.6%+36.43%Add
5LMTLockheed Martin CORP+0.6%-0.33%Trim
6COSTCostco Wholesale CORP+0.6%-2.34%Trim
7AMGNAmgen INC+0.4%-0.21%Trim
8WMWaste Management INC+0.3%-0.15%Trim
9GLWCorning INC+0.2%—Unchanged
10SHWSherwin-williams Co/the0%-2.53%Trim
11CSCOCisco Systems INC0%—Unchanged
12AMTAmerican Tower CORP0%-3.40%Trim
13DHIDr Horton INC0%-1.51%Trim
14SESSes Ai CORP0%—Unchanged
15GOOGAlphabet Inc-cl C0%—Unchanged
16ABBVAbbvie INC0%-1.60%Trim
17CRMSalesforce INC0%—Unchanged
18VSTVistra CORP-0.1%-1.46%Trim
19TSLATesla INC-0.1%-2.63%Trim
20AAPLApple INC-0.1%-0.02%Trim
21MASMasco CORP-0.1%-3.77%Trim
22BLKBlackrock INC-0.2%-0.45%Trim
23NVDANvidia CORP-0.2%-2.31%Trim
24JPMJpmorgan Chase & Co-0.2%-0.38%Trim
25AMZNAmazon.com INC-0.2%-0.37%Trim
26AVGOBroadcom INC-0.2%-0.60%Trim
27AIGAmerican International Group-0.2%-0.00%Trim
28AJGArthur J Gallagher & Co-0.2%—Unchanged
29LLYEli Lilly & Co-0.3%+0.05%Add
30VVisa Inc-class A Shares-0.3%-0.06%Trim
31METAMeta Platforms Inc-class A-0.4%-1.80%Trim
32AAgilent Technologies INC-0.4%-3.05%Trim
33SPYSs Spdr S&p 500 ETF Trust-us-0.4%-10.55%Trim
34MSFTMicrosoft CORP-0.6%+1.01%Add
35GOOGLAlphabet Inc-cl A-1.1%-18.79%Trim
36LRCXLam Research CORP-1.2%-39.33%Trim
37QCOMQualcomm INC—EXITSold out
38INTCIntel CORP—NEWNew buy
39ECLEcolab INC—NEWNew buy
40DISWalt Disney Co/the—NEWNew buy
41QQQInvesco Qqq Trust Series 1—EXITSold out

FAQ

What is Sitrin Capital Management LLC and what type of investor is it?
Sitrin Capital Management LLC is a investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-03-31), the firm manages a tracked equity portfolio valued at approximately $199.5M, spread across 39 disclosed positions.
What are Sitrin Capital Management LLC's largest equity positions?
Based on the latest 13F filing, Sitrin Capital Management LLC's top holdings by market value are: 1. Apple INC (AAPL) — $11.5M (5.8%) 2. Lam Research CORP (LRCX) — $9.5M (4.8%) 3. Nvidia CORP (NVDA) — $9.2M (4.6%) 4. Marathon Petroleum CORP (MPC) — $9.1M (4.6%) 5. Walmart INC (WMT) — $8.9M (4.5%)
What changes did Sitrin Capital Management LLC make in its most recent portfolio filing?
In the latest reported quarter, Sitrin Capital Management LLC made 35 notable position adjustments: 3 new positions were initiated, 4 existing holdings were added to, 26 positions were partially reduced, and 2 were completely exited. The largest of these moves: Sold out: Qualcomm INC (QCOM); New buy: Intel CORP (INTC); New buy: Ecolab INC (ECL); New buy: Walt Disney Co/the (DIS); Sold out: Invesco Qqq Trust Series 1 (QQQ)
What sectors does Sitrin Capital Management LLC focus on?
Sitrin Capital Management LLC is concentrated in the following sectors based on its current disclosed equity portfolio: • Information Technology: 37.0% • Health Care: 12.2% • Communication Services: 11.1% • Consumer Staples: 10.5% • Financials: 9.4% • Energy: 6.1%