HoldingsChannel.com
| Entity | Amount | Change
12/31/2023 to 03/31/2024 |
Position Size ($ in 1000's) |
|---|---|---|---|
 NVIDIA CORPORATION |
10,062 | -4,711 | $9,092 |
| NVDA | 10,062 | -4,711 | $9,092 |
| LAM RESEARCH CORP |
8,966 | -83 | $8,711 |
| LRCX | 8,966 | -83 | $8,711 |
| JPMORGAN CHASE & CO |
36,670 | -724 | $7,345 |
| JPM | 36,670 | -724 | $7,345 |
| AMERICAN INTL GROUP INC |
91,570 | -1,972 | $7,158 |
| AIG | 91,570 | -1,972 | $7,158 |
| COSTCO WHSL CORP NEW |
9,572 | -257 | $7,013 |
| COST | 9,572 | -257 | $7,013 |
| MASCO CORP |
88,321 | -1,973 | $6,967 |
| MAS | 88,321 | -1,973 | $6,967 |
| MICROSOFT CORP |
16,542 | -417 | $6,960 |
| MSFT | 16,542 | -417 | $6,960 |
| WASTE MGMT INC DEL |
32,115 | -798 | $6,845 |
| WM | 32,115 | -798 | $6,845 |
| WALMART INC |
112,286 | +74,788 | $6,756 |
| WMT | 112,286 | +74,788 | $6,756 |
| VISA INC |
24,190 | -244 | $6,751 |
| V | 24,190 | -244 | $6,751 |
| SPDR S&P 500 ETF TR (SPY) |
12,641 | -518 | $6,612 |
| SPY | 12,641 | -518 | $6,612 |
| APPLE INC |
38,476 | -677 | $6,598 |
| AAPL | 38,476 | -677 | $6,598 |
| AMGEN INC |
22,573 | -234 | $6,418 |
| AMGN | 22,573 | -234 | $6,418 |
| MARATHON PETE CORP |
31,590 | -506 | $6,365 |
| MPC | 31,590 | -506 | $6,365 |
| AMAZON COM INC |
33,994 | -493 | $6,132 |
| AMZN | 33,994 | -493 | $6,132 |
| ALPHABET INC |
39,166 | -770 | $5,911 |
| GOOGL | 39,166 | -770 | $5,911 |
| ADOBE INC |
10,573 | -112 | $5,335 |
| ADBE | 10,573 | -112 | $5,335 |
| JOHNSON & JOHNSON |
33,467 | -380 | $5,294 |
| JNJ | 33,467 | -380 | $5,294 |
| D R HORTON INC |
32,144 | +32,144 | $5,289 |
| DHI | 32,144 | +32,144 | $5,289 |
| AGILENT TECHNOLOGIES INC |
35,158 | -897 | $5,116 |
| A | 35,158 | -897 | $5,116 |
| COMCAST CORP NEW |
117,481 | -2,755 | $5,093 |
| CMCSA | 117,481 | -2,755 | $5,093 |
| SHERWIN WILLIAMS CO |
13,896 | +13,896 | $4,827 |
| SHW | 13,896 | +13,896 | $4,827 |
| STARBUCKS CORP |
50,125 | -1,093 | $4,581 |
| SBUX | 50,125 | -1,093 | $4,581 |
| QUALCOMM INC |
26,826 | +74 | $4,542 |
| QCOM | 26,826 | +74 | $4,542 |
| BLACKROCK INC |
5,387 | -159 | $4,491 |
| BLK | 5,387 | -159 | $4,491 |
| LOCKHEED MARTIN CORP |
9,310 | -46 | $4,235 |
| LMT | 9,310 | -46 | $4,235 |
| SCHLUMBERGER LTD |
75,886 | -857 | $4,159 |
| SLB | 75,886 | -857 | $4,159 |
| UNITEDHEALTH GROUP INC |
7,663 | -192 | $3,791 |
| UNH | 7,663 | -192 | $3,791 |
| REGENCY CTRS CORP |
62,047 | -2,020 | $3,758 |
| REG | 62,047 | -2,020 | $3,758 |
| PALO ALTO NETWORKS INC |
11,923 | -39 | $3,388 |
| PANW | 11,923 | -39 | $3,388 |
| GALLAGHER ARTHUR J & CO |
10,834 | -63 | $2,709 |
| AJG | 10,834 | -63 | $2,709 |
| ORACLE CORP |
5,961 | UNCH | $749 |
| ORCL | 5,961 | UNCH | $749 |
| ALPHABET INC |
4,800 | UNCH | $731 |
| GOOG | 4,800 | UNCH | $731 |
| TESLA INC |
2,674 | -15,810 | $470 |
| TSLA | 2,674 | -15,810 | $470 |
| META PLATFORMS INC |
850 | -278 | $413 |
| META | 850 | -278 | $413 |
| LOWES COS INC |
1,502 | UNCH | $383 |
| LOW | 1,502 | UNCH | $383 |
| SALESFORCE INC |
1,266 | UNCH | $381 |
| CRM | 1,266 | UNCH | $381 |
| AIR PRODS & CHEMS INC |
1,241 | -18,389 | $301 |
| APD | 1,241 | -18,389 | $301 |
| CISCO SYS INC |
5,902 | UNCH | $295 |
| CSCO | 5,902 | UNCH | $295 |
| TARGET CORP |
1,508 | UNCH | $267 |
| TGT | 1,508 | UNCH | $267 |
| FEDEX CORP |
890 | UNCH | $258 |
| FDX | 890 | UNCH | $258 |
| PNC FINL SVCS GROUP INC |
1,569 | UNCH | $254 |
| PNC | 1,569 | UNCH | $254 |
| CORNING INC |
6,717 | +0 | $221 |
| GLW | 6,717 | UNCH | $221 |
See Summary: Sitrin Capital Management LLC Top Holdings
See Details: Top 10 Stocks Held By Sitrin Capital Management LLC
| Entity | Shares/Amount Change | Position Value Change |
|---|---|---|
| DHI | +32,144 | +$5,289 |
| SHW | +13,896 | +$4,827 |
| Entity | Shares/Amount Change | Position Value Change |
|---|---|---|
| GLW | -6,717 | -$205 |
| Entity | Shares/Amount Change | Position Value Change |
|---|---|---|
| WMT | +74,788 | +$844 |
| QCOM | +74 | +$673 |
| ORCL | UNCH | +$121 |
| GOOG | UNCH | +$55 |
| LOW | UNCH | +$49 |
| CRM | UNCH | +$48 |
| CSCO | UNCH | -$3 |
| TGT | UNCH | +$52 |
| FDX | UNCH | +$33 |
| PNC | UNCH | +$11 |
| Entity | Shares/Amount Change | Position Value Change |
|---|---|---|
| APD | -18,389 | -$5,074 |
| TSLA | -15,810 | -$4,123 |
| NVDA | -4,711 | +$1,776 |
| CMCSA | -2,755 | -$179 |
| REG | -2,020 | -$534 |
| MAS | -1,973 | +$919 |
| AIG | -1,972 | +$821 |
| SBUX | -1,093 | -$336 |
| A | -897 | +$103 |
|
Size ($ in 1000's)
At 03/31/2024: $182,965 At 12/31/2023: $171,543 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 |
