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Sitrin Capital Management LLC

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13F filer, CIK 1664771, CENTURY CITY, CA

Sitrin Capital Management LLC reported $185,311,182 across 41 holdings for the quarter ended 2025-03-31, in a 13F-HR filed 2025-04-29. Its ten largest share positions make up 42.31% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001085146-25-002405

Period
2025-03-31
Reported value
$185M
Holdings
41
Top 10 weight
42.31%
New
4
Sold out
3

Largest buys vs the previous quarter

SecurityShares changeApprox. value
DLRnew+27,543$3.95M
AVGOnew+21,880$3.66M
VSTnew+30,968$3.64M
SPYadded+350$196K
METAadded+99$57.1K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
REGexited-62,518-$4.66M
CMCSAexited-118,077-$4.43M
ADBEreduced-9,800-$3.76M
WMTreduced-33,011-$2.91M
COSTreduced-1,917-$1.81M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q1 2025

Share positions as resolved from 13F-HR 0001085146-25-002405, largest first. % of portfolio is the value over $185,311,182, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,501 shares; 2024Q4: 49,995 shares; 2025Q1: 50,213 shares 50,213$11.2M6.02%+218Timeline
VVISA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,053 shares; 2024Q4: 24,250 shares; 2025Q1: 24,185 shares 24,185$8.48M4.57%-65Timeline
AIGAMERICAN INTL GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 91,063 shares; 2024Q4: 91,686 shares; 2025Q1: 91,877 shares 91,877$7.99M4.31%+191Timeline
WMWASTE MGMT INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,901 shares; 2024Q4: 32,202 shares; 2025Q1: 32,279 shares 32,279$7.47M4.03%+77Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 68,665 shares; 2024Q4: 68,750 shares; 2025Q1: 68,415 shares 68,415$7.42M4%-335Timeline
SPYSTATE STR SPDR S&P 500 ETF TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,720 shares; 2024Q4: 12,729 shares; 2025Q1: 13,079 shares 13,079$7.34M3.96%+350Timeline
JPMJPMORGAN CHASE & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,612 shares; 2024Q4: 36,967 shares; 2025Q1: 29,722 shares 29,722$7.29M3.93%-7,245Timeline
COSTCOSTCO WHOLESALE CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,609 shares; 2024Q4: 9,582 shares; 2025Q1: 7,665 shares 7,665$7.25M3.91%-1,917Timeline
AMGNAMGEN INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,550 shares; 2024Q4: 22,586 shares; 2025Q1: 22,600 shares 22,600$7.04M3.8%+14Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,995 shares; 2024Q4: 36,540 shares; 2025Q1: 36,638 shares 36,638$6.97M3.76%+98Timeline
WMTWALMART INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 111,186 shares; 2024Q4: 112,134 shares; 2025Q1: 79,123 shares 79,123$6.96M3.76%-33,011Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,162 shares; 2024Q4: 16,752 shares; 2025Q1: 16,815 shares 16,815$6.31M3.41%+63Timeline
METAMETA PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,724 shares; 2024Q4: 10,752 shares; 2025Q1: 10,851 shares 10,851$6.25M3.37%+99Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,370 shares; 2024Q4: 39,811 shares; 2025Q1: 39,956 shares 39,956$6.18M3.33%+145Timeline
MASMASCO CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 87,981 shares; 2024Q4: 88,445 shares; 2025Q1: 88,625 shares 88,625$6.16M3.33%+180Timeline
LRCXLAM RESEARCH CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 81,138 shares; 2025Q1: 81,743 shares 81,743$5.96M3.22%+605Timeline
AJGGALLAGHER ARTHUR J & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,557 shares; 2024Q4: 17,202 shares; 2025Q1: 17,202 shares 17,202$5.94M3.2%0Timeline
LLYELI LILLY & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,595 shares; 2024Q4: 6,622 shares; 2025Q1: 6,644 shares 6,644$5.49M2.96%+22Timeline
SHWSHERWIN WILLIAMS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,155 shares; 2024Q4: 15,313 shares; 2025Q1: 15,301 shares 15,301$5.34M2.88%-12Timeline
PANWPALO ALTO NETWORKS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,041 shares; 2024Q4: 30,429 shares; 2025Q1: 30,690 shares 30,690$5.24M2.83%+261Timeline
BLKBLACKROCK INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,390 shares; 2025Q1: 5,427 shares 5,427$5.14M2.77%+37Timeline
QCOMQUALCOMM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,872 shares; 2024Q4: 30,174 shares; 2025Q1: 30,448 shares 30,448$4.68M2.52%+274Timeline
MPCMARATHON PETE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,605 shares; 2024Q4: 31,826 shares; 2025Q1: 31,887 shares 31,887$4.65M2.51%+61Timeline
LMTLOCKHEED MARTIN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,330 shares; 2024Q4: 9,373 shares; 2025Q1: 9,407 shares 9,407$4.2M2.27%+34Timeline
DHID R HORTON INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,609 shares; 2024Q4: 32,782 shares; 2025Q1: 32,910 shares 32,910$4.18M2.26%+128Timeline
AAGILENT TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,019 shares; 2024Q4: 35,189 shares; 2025Q1: 35,259 shares 35,259$4.12M2.23%+70Timeline
DLRDIGITAL RLTY TR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 27,543 shares 27,543$3.95M2.13%newTimeline
CMGCHIPOTLE MEXICAN GRILL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 73,989 shares; 2024Q4: 74,812 shares; 2025Q1: 75,314 shares 75,314$3.78M2.04%+502Timeline
AVGOBROADCOM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 21,880 shares 21,880$3.66M1.98%newTimeline
VSTVISTRA CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 30,968 shares 30,968$3.64M1.96%newTimeline
GOOGALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,997 shares; 2024Q4: 5,836 shares; 2025Q1: 5,836 shares 5,836$912K0.49%0Timeline
ORCLORACLE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,961 shares; 2024Q4: 5,961 shares; 2025Q1: 6,049 shares 6,049$846K0.46%+88Timeline
ABBVABBVIE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,942 shares; 2024Q4: 3,932 shares; 2025Q1: 3,932 shares 3,932$824K0.44%0Timeline
TSLATESLA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,124 shares; 2024Q4: 2,652 shares; 2025Q1: 2,052 shares 2,052$532K0.29%-600Timeline
CSCOCISCO SYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,977 shares; 2024Q4: 5,902 shares; 2025Q1: 5,902 shares 5,902$364K0.2%0Timeline
LOWLOWES COS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,592 shares; 2024Q4: 1,502 shares; 2025Q1: 1,502 shares 1,502$350K0.19%0Timeline
CRMSALESFORCE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,266 shares; 2024Q4: 1,266 shares; 2025Q1: 1,266 shares 1,266$340K0.18%0Timeline
GLWCORNING INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,717 shares; 2024Q4: 6,717 shares; 2025Q1: 6,717 shares 6,717$308K0.17%0Timeline
ADBEADOBE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,537 shares; 2024Q4: 10,597 shares; 2025Q1: 797 shares 797$306K0.16%-9,800Timeline
PNCPNC FINL SVCS GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,569 shares; 2024Q4: 1,569 shares; 2025Q1: 1,569 shares 1,569$276K0.15%0Timeline
SESSES AI CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 40,000 shares 40,000$20.8K0.01%newTimeline

Sold out in Q1 2025

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
REGREGENCY CTRS CORP62,518$4.66Mshares
CMCSACOMCAST CORP NEW118,077$4.43Mshares
FDXFEDEX CORP890$252Kshares

How Q1 2025 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001085146-25-002405 base2025-04-29acceptance time not in the bulk data set