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Disclosery

13F-HR filed by Sitrin Capital Management LLC

Sitrin Capital Management LLC filed this 13F-HR for the quarter ended 2024-12-31, filed 2025-02-05, with 40 holding rows worth $198,375,629.

Accession
0001085146-25-000784
Filer
CIK 1664771
Filed
2025-02-05
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q4 2024

A holdings report, 40 entries on the cover page, a total value of $198,375,629 stated on the cover page (in dollars after the unit check, H1), rows summing to $198,375,629 with VALUE read as dollars as filed, 13F file number 028-17076. The quarter's positions are built on this report. The resolved quarter.

The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).

Issuer as filedCUSIPClassAmountValueValue read asType
Apple Inc037833100COM49,995$12,519,653dollars as filed
Walmart Inc.931142103COM112,134$10,153,718dollars as filed
NVIDIA Corp67066G104COM68,750$9,232,443dollars as filed
JPMorgan Chase & Co46625H100COM36,967$8,861,425dollars as filed
Costco Wholesale Corporation22160K105COM9,582$8,779,699dollars as filed
Amazon.com, Inc023135106COM36,540$8,016,511dollars as filed
Visa Inc92826C839COM24,250$7,663,833dollars as filed
Alphabet Inc. Reg. Shares A02079K305COM39,811$7,536,300dollars as filed
SPY78462F103SHS12,729$7,484,903dollars as filed
Microsoft Corp594918104COM16,752$7,061,037dollars as filed
AMERICAN INTL GROUP INC COM NEW026874784Stock91,686$6,674,741dollars as filed
Waste Management, Inc.94106L109COM32,202$6,498,042dollars as filed
MASCO CORP574599106COM88,445$6,418,454dollars as filed
META PLATFORMS INC CL A30303M102COM10,752$6,295,404dollars as filed
Amgen Inc.031162100COM22,586$5,886,815dollars as filed
Lam Research Corporation512807306COM81,138$5,878,593dollars as filed
PALO ALTO NETWORKS INC697435105COM30,429$5,536,861dollars as filed
BlackRock,Inc.09290D101COM5,390$5,525,343dollars as filed
SHERWIN WILLIAMS CO824348106COM15,313$5,205,293dollars as filed
Eli Lilly and Company532457108COM6,622$5,112,194dollars as filed
GALLAGHER ARTHUR J & CO COM363576109Stock17,202$4,882,788dollars as filed
AGILENT TECHNOLOGIES INC COM00846U101Stock35,189$4,727,290dollars as filed
Adobe Inc00724F101COM10,597$4,712,274dollars as filed
REGENCY CTRS CORP COM758849103REIT62,518$4,664,313dollars as filed
Qualcomm Incorporated747525103COM30,174$4,635,330dollars as filed
D R HORTON INC COM23331A109Stock32,782$4,583,579dollars as filed
Lockheed Martin Corporation539830109COM9,373$4,554,716dollars as filed
CHIPOTLEMEXICANGRILLI169656105STOK74,812$4,511,164dollars as filed
MARATHON PETE CORP COM56585A102Stock31,826$4,439,727dollars as filed
Comcast Corp20030N101COM118,077$4,431,430dollars as filed
Alphabet Inc. Reg. Shares C02079K107COM5,836$1,111,469dollars as filed
Tesla Motors, Inc88160R101COM2,652$1,070,984dollars as filed
Oracle Corporation68389X105COM5,961$993,341dollars as filed
AbbVie,Inc.00287Y109COM3,932$698,716dollars as filed
Salesforce.com, Inc79466L302COM1,266$423,768dollars as filed
Lowes Companies,Inc.548661107COM1,502$370,694dollars as filed
Cisco Systems,Inc.17275R102COM5,902$349,398dollars as filed
CORNING INC219350105COM6,717$319,192dollars as filed
PNC FINL SVCS GROUP INC COM693475105Stock1,569$302,582dollars as filed
FEDEX CORP COM31428X106Stock890$251,612dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001085146-25-000784this filing2025-02-05acceptance time not in the bulk data set