Sitrin Capital Management LLC has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity holdings as of September 30, 2026. The filing lists 40 distinct positions held by the firm.
The largest position disclosed in the portfolio is Amazon.com Inc., for which the firm holds 31,087 shares. Apple Inc. is also a top holding, with 44,962 shares listed. Other significant positions include Microsoft Corporation with 14,145 shares, Alphabet Inc. Class A with 19,813 shares, and Meta Platforms Inc. Class A with 10,707 shares.
The filing details a diverse mix of holdings across various sectors. In the healthcare sector, Amgen Inc. and Eli Lilly & Co. are held with 18,667 and 5,864 shares, respectively. Technology holdings include NVIDIA Corporation with 39,509 shares, Broadcom Inc. with 17,989 shares, and Oracle Corporation with 43,569 shares. Financial services holdings include JPMorgan Chase & Co. with 26,053 shares and Visa Inc. Class A with 19,798 shares.
Other notable positions include Marathon Petroleum Corp with 22,865 shares, Walmart Inc. with 69,654 shares, and State Street SPDR S&P 500 ETF Trust with 11,369 shares. The filing indicates that all positions are held as sole voting power and sole dispositive power.
