HoldingsChannel.com
Sitrin Capital Management LLC Top Holdings
As of  03/31/2020

   EntityAmountChange
 12/31/2019 to 03/31/2020
Position Size
($ in 1000's)
APPLE INC 30,820 -8,577 $7,837
     AAPL30,820-8,577$7,837
MICROSOFT CORP 48,025 -4,361 $7,574
     MSFT48,025-4,361$7,574
AMAZON COM INC 3,767 -288 $7,345
     AMZN3,767-288$7,345
WALMART INC 64,568 -4,491 $7,336
     WMT64,568-4,491$7,336
ADOBE INC 22,717 -1,501 $7,229
     ADBE22,717-1,501$7,229
DIGITAL RLTY TR INC 46,704 -2,777 $6,488
     DLR46,704-2,777$6,488
AKAMAI TECHNOLOGIES INC 70,724 -3,641 $6,471
     AKAM70,724-3,641$6,471
JOHNSON & JOHNSON 49,292 -2,130 $6,464
     JNJ49,292-2,130$6,464
AGILENT TECHNOLOGIES INC 88,844 -5,911 $6,363
     A88,844-5,911$6,363
CROWN CASTLE INTL CORP NEW 43,433 -2,407 $6,272
     CCI43,433-2,407$6,272
ALPHABET INC 5,255 -422 $6,106
     GOOGL5,255-422$6,106
AMGEN INC 30,054 -2,062 $6,093
     AMGN30,054-2,062$6,093
GILEAD SCIENCES INC 78,853 +78,853 $5,895
     GILD78,853+78,853$5,895
VISA INC 35,716 -1,906 $5,755
     V35,716-1,906$5,755
COSTCO WHSL CORP NEW 20,086 -934 $5,727
     COST20,086-934$5,727
BECTON DICKINSON & CO 24,813 -1,807 $5,701
     BDX24,813-1,807$5,701
HOME DEPOT INC 30,205 -1,749 $5,640
     HD30,205-1,749$5,640
FACEBOOK INC 32,909 -2,040 $5,489
     FB32,909-2,040$5,489
SALESFORCE COM INC 36,609 +36,609 $5,271
     CRM36,609+36,609$5,271
PAYPAL HLDGS INC 53,735 -2,927 $5,145
     PYPL53,735-2,927$5,145
CENTENE CORP DEL 82,384 +82,384 $4,894
     CNC82,384+82,384$4,894
LAM RESEARCH CORP 20,202 +20,202 $4,848
     LRCX20,202+20,202$4,848
L3HARRIS TECHNOLOGIES INC 24,529 -1,286 $4,418
     LHX24,529-1,286$4,418
REPUBLIC SVCS INC 57,458 -3,089 $4,313
     RSG57,458-3,089$4,313
GALLAGHER ARTHUR J & CO 47,486 -4,000 $3,871
     AJG47,486-4,000$3,871
NETFLIX INC 10,291 +10,291 $3,864
     NFLX10,291+10,291$3,864
TARGET CORP 40,460 +40,460 $3,762
     TGT40,460+40,460$3,762
SPDR S&P 500 ETF TR (SPY) 13,964 -139 $3,599
     SPY13,964-139$3,599
ZOOM VIDEO COMMUNICATIONS IN 24,118 +24,118 $3,524
     ZM24,118+24,118$3,524
VERIZON COMMUNICATIONS INC 65,540 +65,540 $3,521
     VZ65,540+65,540$3,521
SPDR GOLD TRUST (GLD) 5,050 -7,420 $748
     GLD5,050-7,420$748
ALPHABET INC 263 +13 $305
     GOOG263+13$305
ABBVIE INC 3,932 UNCH $300
     ABBV3,932UNCH$300
PROCTER & GAMBLE CO 2,690 UNCH $296
     PG2,690UNCH$296

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 03/31/2020: $168,724
At 12/31/2019: $195,608

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

Sitrin Capital Management LLC Top Holdings 13F Filings | www.HoldingsChannel.com

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