Stock Taper 
SITRIN CAPITAL MANAGEMENT LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Amgen Inc. | AMGN | 18.81K | $6.81M |
 Broadcom Inc. | AVGO | 18.23K | $6.89M |
 Intel Corp. | INTC | 18.13K | $2.53M |
 Arthur J. Gallagher & Co. | AJG | 17.14K | $3.93M |
 Microsoft Corporation | MSFT | 14.42K | $5.38M |
 The Sherwin-Williams Company | SHW | 13.3K | $4.58M |
 Meta Platforms, Inc. | META | 10.95K | $6.17M |
 Advanced Micro Devices, Inc. | AMD | 10.77K | $6.26M |
 Costco Wholesale Corporation | COST | 6.72K | $6.28M |
 Corning Inc | GLW | 6.53K | $1.67M |
 The Walt Disney Company | DIS | 6.5K | $630.5K |
 Eli Lilly and Company | LLY | 5.94K | $7.13M |
 Alphabet Inc. | GOOG | 5.84K | $2.06M |
 BlackRock, Inc. | BLK | 5.83K | $5.61M |
 Caterpillar Inc. | CAT | 5.61K | $5.98M |
 Cisco Systems, Inc. | CSCO | 5.6K | $658.13K |
 Ecolab Inc. | ECL | 2.37K | $661.2K |
 Tesla, Inc. | TSLA | 1.85K | $777.69K |