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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 2025-09-30, filed 2025-10-22, with 41 holding rows worth $208,413,438.

Accession
0001664771-25-000003
Filer
CIK 1664771
Filed
2025-10-22
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q3 2025

A holdings report, 41 entries on the cover page, a total value of $208,413,438 stated on the cover page (in dollars after the unit check, H1), rows summing to $208,413,438 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 Inc037833100COM45,448$11,572,350dollars as filed
NVIDIA Corp67066G104COM53,836$10,045,259dollars as filed
Lam Research Corporation512807306COM73,500$9,860,182dollars as filed
SPY78462F103SHS13,513$9,027,927dollars as filed
JPMorgan Chase & Co46625H100COM26,885$8,480,276dollars as filed
META PLATFORMS INC CL A30303M102COM11,497$8,443,167dollars as filed
Alphabet Inc. Reg. Shares A02079K305COM33,679$8,187,295dollars as filed
Walmart Inc.931142103COM71,280$7,346,090dollars as filed
Microsoft Corp594918104COM14,097$7,301,369dollars as filed
MARATHON PETE CORP COM56585A102Stock37,022$7,135,620dollars as filed
Amazon.com, Inc023135106COM31,806$6,983,643dollars as filed
BlackRock,Inc.09290D101COM5,952$6,939,258dollars as filed
Visa Inc92826C839COM20,316$6,935,497dollars as filed
D R HORTON INC COM23331A109Stock39,301$6,660,340dollars as filed
Costco Wholesale Corporation22160K105COM6,933$6,417,393dollars as filed
AbbVie,Inc.00287Y109COM27,367$6,336,555dollars as filed
AMERICAN INTL GROUP INC COM NEW026874784Stock78,774$6,186,910dollars as filed
Broadcom Inc.11135F101COM18,733$6,180,204dollars as filed
Waste Management, Inc.94106L109COM27,979$6,178,603dollars as filed
AGILENT TECHNOLOGIES INC COM00846U101Stock47,261$6,077,322dollars as filed
PALO ALTO NETWORKS INC697435105COM27,763$5,653,102dollars as filed
MASCO CORP574599106COM77,444$5,451,283dollars as filed
Amgen Inc.031162100COM19,192$5,415,982dollars as filed
VISTRA CORP COM92840M102Stock27,218$5,332,551dollars as filed
GALLAGHER ARTHUR J & CO COM363576109Stock17,143$5,309,873dollars as filed
SHERWIN WILLIAMS CO824348106COM13,753$4,761,942dollars as filed
Eli Lilly and Company532457108COM6,020$4,593,018dollars as filed
Qualcomm Incorporated747525103COM27,345$4,549,114dollars as filed
DIGITAL RLTY TR INC COM253868103REIT25,937$4,483,989dollars as filed
Lockheed Martin Corporation539830109COM8,155$4,071,058dollars as filed
Oracle Corporation68389X105COM6,011$1,690,534dollars as filed
Alphabet Inc. Reg. Shares C02079K107COM5,836$1,421,436dollars as filed
Tesla Motors, Inc88160R101COM2,082$925,907dollars as filed
CORNING INC219350105COM6,528$535,492dollars as filed
Cisco Systems,Inc.17275R102COM5,603$383,357dollars as filed
Lowes Companies,Inc.548661107COM1,502$377,468dollars as filed
PNC FINL SVCS GROUP INC COM693475105Stock1,569$315,259dollars as filed
Salesforce.com, Inc79466L302COM1,266$300,569dollars as filed
Adobe Inc00724F101COM668$235,637dollars as filed
INVESCO QQQ TR46090E103COM350$210,407dollars as filed
SES AI CORPORATION78397Q109CL A COM60,000$100,200dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001664771-25-000003this filing2025-10-22acceptance time not in the bulk data set