SITRIN CAPITAL MANAGEMENT LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | AIG | 79K | $6.19M |
 | MAS | 77K | $5.45M |
 | LRCX | 74K | $9.86M |
 | WMT | 71K | $7.35M |
 | SES | 60K | $100.20K |
 | NVDA | 54K | $10.05M |
 | A | 47K | $6.08M |
 | AAPL | 45K | $11.57M |
 | DHI | 39K | $6.66M |
 | MPC | 37K | $7.14M |
 | GOOGL | 34K | $8.19M |
 | AMZN | 32K | $6.98M |
 | WM | 28K | $6.18M |
 | PANW | 28K | $5.65M |
 | ABBV | 27K | $6.34M |
 | QCOM | 27K | $4.55M |
 | VST | 27K | $5.33M |
 | JPM | 27K | $8.48M |
 | DLR | 26K | $4.48M |
 | V | 20K | $6.94M |
American International Group, Inc.
AIG
Shares Held
79K
Value
$6.19M
Masco Corporation
MAS
Shares Held
77K
Value
$5.45M
Lam Research Corporation
LRCX
Shares Held
74K
Value
$9.86M
Walmart Inc.
WMT
Shares Held
71K
Value
$7.35M
SES AI Corporation
SES
Shares Held
60K
Value
$100.20K
NVIDIA Corporation
NVDA
Shares Held
54K
Value
$10.05M
Agilent Technologies, Inc.
A
Shares Held
47K
Value
$6.08M
Apple Inc.
AAPL
Shares Held
45K
Value
$11.57M
D.R. Horton, Inc.
DHI
Shares Held
39K
Value
$6.66M
Marathon Petroleum Corporation
MPC
Shares Held
37K
Value
$7.14M
Alphabet Inc.
GOOGL
Shares Held
34K
Value
$8.19M
Amazon.com, Inc.
AMZN
Shares Held
32K
Value
$6.98M
Waste Management, Inc.
WM
Shares Held
28K
Value
$6.18M
Palo Alto Networks, Inc.
PANW
Shares Held
28K
Value
$5.65M
AbbVie Inc.
ABBV
Shares Held
27K
Value
$6.34M
QUALCOMM Incorporated
QCOM
Shares Held
27K
Value
$4.55M
Vistra Corp.
VST
Shares Held
27K
Value
$5.33M
JPMorgan Chase & Co.
JPM
Shares Held
27K
Value
$8.48M
Digital Realty Trust, Inc.
DLR
Shares Held
26K
Value
$4.48M
Visa Inc.
V
Shares Held
20K
Value
$6.94M