SITRIN CAPITAL MANAGEMENT LLC
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | AIG | 79K | $6.73M |
 | MAS | 77K | $4.91M |
 | LRCX | 73K | $12.58M |
 | WMT | 72K | $7.99M |
 | SES | 62K | $112.04K |
 | NVDA | 54K | $10.02M |
 | A | 47K | $6.43M |
 | AAPL | 45K | $12.33M |
 | DHI | 39K | $5.69M |
 | MPC | 37K | $6.06M |
 | GOOGL | 33K | $10.46M |
 | AMZN | 32K | $7.32M |
 | WM | 28K | $6.14M |
 | ABBV | 28K | $6.36M |
 | PANW | 28K | $5.12M |
 | QCOM | 27K | $4.68M |
 | JPM | 27K | $8.67M |
 | VST | 27K | $4.32M |
 | AMT | 24K | $4.19M |
 | V | 20K | $7.10M |
American International Group, Inc.
AIG
Shares Held
79K
Value
$6.73M
Masco Corporation
MAS
Shares Held
77K
Value
$4.91M
Lam Research Corporation
LRCX
Shares Held
73K
Value
$12.58M
Walmart Inc.
WMT
Shares Held
72K
Value
$7.99M
SES AI Corporation
SES
Shares Held
62K
Value
$112.04K
NVIDIA Corporation
NVDA
Shares Held
54K
Value
$10.02M
Agilent Technologies, Inc.
A
Shares Held
47K
Value
$6.43M
Apple Inc.
AAPL
Shares Held
45K
Value
$12.33M
D.R. Horton, Inc.
DHI
Shares Held
39K
Value
$5.69M
Marathon Petroleum Corporation
MPC
Shares Held
37K
Value
$6.06M
Alphabet Inc.
GOOGL
Shares Held
33K
Value
$10.46M
Amazon.com, Inc.
AMZN
Shares Held
32K
Value
$7.32M
Waste Management, Inc.
WM
Shares Held
28K
Value
$6.14M
AbbVie Inc.
ABBV
Shares Held
28K
Value
$6.36M
Palo Alto Networks, Inc.
PANW
Shares Held
28K
Value
$5.12M
QUALCOMM Incorporated
QCOM
Shares Held
27K
Value
$4.68M
JPMorgan Chase & Co.
JPM
Shares Held
27K
Value
$8.67M
Vistra Corp.
VST
Shares Held
27K
Value
$4.32M
American Tower Corporation
AMT
Shares Held
24K
Value
$4.19M
Visa Inc.
V
Shares Held
20K
Value
$7.10M