SITRIN CAPITAL MANAGEMENT LLC
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | AIG | 79K | $5.92M |
 | MAS | 74K | $4.49M |
 | WMT | 71K | $8.89M |
 | SES | 62K | $59.88K |
 | NVDA | 52K | $9.16M |
 | A | 46K | $5.23M |
 | AAPL | 45K | $11.51M |
 | ORCL | 45K | $6.57M |
 | LRCX | 45K | $9.53M |
 | DHI | 39K | $5.34M |
 | PANW | 38K | $6.07M |
 | MPC | 37K | $9.09M |
 | AMZN | 32K | $6.58M |
 | WM | 28K | $6.41M |
 | ABBV | 27K | $5.95M |
 | GOOGL | 27K | $7.81M |
 | JPM | 27K | $7.89M |
 | VST | 26K | $3.97M |
 | AMT | 23K | $3.94M |
 | V | 20K | $6.12M |
American International Group, Inc.
AIG
Shares Held
79K
Value
$5.92M
Masco Corporation
MAS
Shares Held
74K
Value
$4.49M
Walmart Inc.
WMT
Shares Held
71K
Value
$8.89M
SES AI Corporation
SES
Shares Held
62K
Value
$59.88K
NVIDIA Corporation
NVDA
Shares Held
52K
Value
$9.16M
Agilent Technologies, Inc.
A
Shares Held
46K
Value
$5.23M
Apple Inc.
AAPL
Shares Held
45K
Value
$11.51M
Oracle Corporation
ORCL
Shares Held
45K
Value
$6.57M
Lam Research Corporation
LRCX
Shares Held
45K
Value
$9.53M
D.R. Horton, Inc.
DHI
Shares Held
39K
Value
$5.34M
Palo Alto Networks, Inc.
PANW
Shares Held
38K
Value
$6.07M
Marathon Petroleum Corporation
MPC
Shares Held
37K
Value
$9.09M
Amazon.com, Inc.
AMZN
Shares Held
32K
Value
$6.58M
Waste Management, Inc.
WM
Shares Held
28K
Value
$6.41M
AbbVie Inc.
ABBV
Shares Held
27K
Value
$5.95M
Alphabet Inc.
GOOGL
Shares Held
27K
Value
$7.81M
JPMorgan Chase & Co.
JPM
Shares Held
27K
Value
$7.89M
Vistra Corp.
VST
Shares Held
26K
Value
$3.97M
American Tower Corporation
AMT
Shares Held
23K
Value
$3.94M
Visa Inc.
V
Shares Held
20K
Value
$6.12M