HoldingsChannel.com
| Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size ($ in 1000's) |
|---|---|---|---|
 APPLE INC |
39,153 | -454 | $7,538 |
| AAPL | 39,153 | -454 | $7,538 |
| NVIDIA CORPORATION |
14,773 | -254 | $7,316 |
| NVDA | 14,773 | -254 | $7,316 |
| LAM RESEARCH CORP |
9,049 | -149 | $7,088 |
| LRCX | 9,049 | -149 | $7,088 |
| AMGEN INC |
22,807 | -319 | $6,569 |
| AMGN | 22,807 | -319 | $6,569 |
| COSTCO WHSL CORP NEW |
9,829 | -163 | $6,488 |
| COST | 9,829 | -163 | $6,488 |
| MICROSOFT CORP |
16,959 | -265 | $6,377 |
| MSFT | 16,959 | -265 | $6,377 |
| ADOBE INC |
10,685 | -2,698 | $6,375 |
| ADBE | 10,685 | -2,698 | $6,375 |
| JPMORGAN CHASE & CO |
37,394 | -558 | $6,361 |
| JPM | 37,394 | -558 | $6,361 |
| VISA INC |
24,434 | -401 | $6,361 |
| V | 24,434 | -401 | $6,361 |
| AMERICAN INTL GROUP INC |
93,542 | -1,454 | $6,337 |
| AIG | 93,542 | -1,454 | $6,337 |
| SPDR S&P 500 ETF TR (SPY) |
13,159 | +367 | $6,255 |
| SPY | 13,159 | +367 | $6,255 |
| MASCO CORP |
90,294 | -1,418 | $6,048 |
| MAS | 90,294 | -1,418 | $6,048 |
| WALMART INC |
37,498 | -532 | $5,912 |
| WMT | 37,498 | -532 | $5,912 |
| WASTE MGMT INC DEL |
32,913 | -518 | $5,895 |
| WM | 32,913 | -518 | $5,895 |
| ALPHABET INC |
39,936 | -588 | $5,579 |
| GOOGL | 39,936 | -588 | $5,579 |
| AIR PRODS & CHEMS INC |
19,630 | -296 | $5,375 |
| APD | 19,630 | -296 | $5,375 |
| JOHNSON & JOHNSON |
33,847 | -509 | $5,305 |
| JNJ | 33,847 | -509 | $5,305 |
| COMCAST CORP NEW |
120,236 | -1,975 | $5,272 |
| CMCSA | 120,236 | -1,975 | $5,272 |
| AMAZON COM INC |
34,487 | -592 | $5,240 |
| AMZN | 34,487 | -592 | $5,240 |
| AGILENT TECHNOLOGIES INC |
36,055 | -583 | $5,013 |
| A | 36,055 | -583 | $5,013 |
| STARBUCKS CORP |
51,218 | -814 | $4,917 |
| SBUX | 51,218 | -814 | $4,917 |
| MARATHON PETE CORP |
32,096 | -511 | $4,762 |
| MPC | 32,096 | -511 | $4,762 |
| TESLA INC |
18,484 | -294 | $4,593 |
| TSLA | 18,484 | -294 | $4,593 |
| BLACKROCK INC |
5,546 | -106 | $4,502 |
| BLK | 5,546 | -106 | $4,502 |
| REGENCY CTRS CORP |
64,067 | -1,040 | $4,292 |
| REG | 64,067 | -1,040 | $4,292 |
| LOCKHEED MARTIN CORP |
9,356 | +9,356 | $4,241 |
| LMT | 9,356 | +9,356 | $4,241 |
| UNITEDHEALTH GROUP INC |
7,855 | -144 | $4,135 |
| UNH | 7,855 | -144 | $4,135 |
| SCHLUMBERGER LTD |
76,743 | -1,362 | $3,994 |
| SLB | 76,743 | -1,362 | $3,994 |
| QUALCOMM INC |
26,752 | +26,752 | $3,869 |
| QCOM | 26,752 | +26,752 | $3,869 |
| PALO ALTO NETWORKS INC |
11,962 | +11,962 | $3,527 |
| PANW | 11,962 | +11,962 | $3,527 |
| GALLAGHER ARTHUR J & CO |
10,897 | UNCH | $2,451 |
| AJG | 10,897 | UNCH | $2,451 |
| ALPHABET INC |
4,800 | UNCH | $676 |
| GOOG | 4,800 | UNCH | $676 |
| ORACLE CORP |
5,961 | UNCH | $628 |
| ORCL | 5,961 | UNCH | $628 |
| META PLATFORMS INC |
1,128 | -165 | $399 |
| META | 1,128 | -165 | $399 |
| LOWES COS INC |
1,502 | UNCH | $334 |
| LOW | 1,502 | UNCH | $334 |
| SALESFORCE INC |
1,266 | UNCH | $333 |
| CRM | 1,266 | UNCH | $333 |
| CISCO SYS INC |
5,902 | -79,403 | $298 |
| CSCO | 5,902 | -79,403 | $298 |
| PNC FINL SVCS GROUP INC |
1,569 | +1,569 | $243 |
| PNC | 1,569 | +1,569 | $243 |
| FEDEX CORP |
890 | UNCH | $225 |
| FDX | 890 | UNCH | $225 |
| TARGET CORP |
1,508 | +1,508 | $215 |
| TGT | 1,508 | +1,508 | $215 |
See Full List: All Stocks Held By Sitrin Capital Management LLC
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Sitrin Capital Management LLC
|
Size ($ in 1000's)
At 12/31/2023: $171,543 At 09/30/2023: $160,107 Sitrin Capital Management LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Sitrin Capital Management LLC 13F filings. Link to 13F filings: SEC filings |
