Stock Taper 
SITRIN CAPITAL MANAGEMENT LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 American International Group, Inc. | AIG | 77.65K | $5.79M |
 Masco Corporation | MAS | 73.1K | $5.95M |
 Walmart Inc. | WMT | 70.56K | $7.99M |
 SES AI Corporation | SES | 62.24K | $59.77K |
 NVIDIA Corporation | NVDA | 51.63K | $10.33M |
 Agilent Technologies, Inc. | A | 45.19K | $6.01M |
 Apple Inc. | AAPL | 45K | $13.02M |
 Oracle Corporation | ORCL | 43.89K | $6.43M |
 D.R. Horton, Inc. | DHI | 38.33K | $6.24M |
 Marathon Petroleum Corporation | MPC | 36.7K | $9.38M |
 Amazon.com, Inc. | AMZN | 31.29K | $7.46M |
 Waste Management, Inc. | WM | 27.49K | $6.13M |
 AbbVie Inc. | ABBV | 27.09K | $6.82M |
 Lam Research Corporation | LRCX | 27.01K | $11.71M |
 Palo Alto Networks, Inc. | PANW | 26.81K | $9.14M |
 JPMorgan Chase & Co. | JPM | 26.39K | $8.64M |
 Vistra Corp. | VST | 26.02K | $4.13M |
 American Tower Corporation | AMT | 22.48K | $3.72M |
 Alphabet Inc. | GOOGL | 20.19K | $7.22M |
 Visa Inc. | V | 19.97K | $6.85M |