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Sitrin Capital Management LLC

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13F filer, CIK 1664771, CENTURY CITY, CA

Sitrin Capital Management LLC reported $195,995,669 across 42 holdings for the quarter ended 2025-06-30, in a 13F-HR filed 2025-07-23. Its ten largest share positions make up 40.98% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001085146-25-004084

Period
2025-06-30
Reported value
$196M
Holdings
42
Top 10 weight
40.98%
New
1
Sold out
0

Largest buys vs the previous quarter

SecurityShares changeApprox. value
Aadded+12,097$1.43M
MPCadded+5,398$897K
AVGOadded+2,805$773K
DHIadded+5,872$757K
BLKadded+560$588K

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
Vreduced-3,099-$1.1M
MSFTreduced-2,162-$1.08M
AIGreduced-12,102-$1.04M
AMZNreduced-4,587-$1.01M
NVDAreduced-6,105-$965K

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, Q2 2025

Share positions as resolved from 13F-HR 0001085146-25-004084, largest first. % of portfolio is the value over $195,995,669, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 68,665 shares; 2024Q4: 68,750 shares; 2025Q1: 68,415 shares; 2025Q2: 62,310 shares 62,310$9.84M5.02%-6,105Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,501 shares; 2024Q4: 49,995 shares; 2025Q1: 50,213 shares; 2025Q2: 46,486 shares 46,486$9.54M4.87%-3,727Timeline
SPYSTATE STR SPDR S&P 500 ETF TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,720 shares; 2024Q4: 12,729 shares; 2025Q1: 13,079 shares; 2025Q2: 13,740 shares 13,740$8.51M4.34%+661Timeline
METAMETA PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,724 shares; 2024Q4: 10,752 shares; 2025Q1: 10,851 shares; 2025Q2: 11,453 shares 11,453$8.45M4.31%+602Timeline
JPMJPMORGAN CHASE & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,612 shares; 2024Q4: 36,967 shares; 2025Q1: 29,722 shares; 2025Q2: 27,085 shares 27,085$7.85M4.01%-2,637Timeline
VVISA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,053 shares; 2024Q4: 24,250 shares; 2025Q1: 24,185 shares; 2025Q2: 21,086 shares 21,086$7.49M3.82%-3,099Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,162 shares; 2024Q4: 16,752 shares; 2025Q1: 16,815 shares; 2025Q2: 14,653 shares 14,653$7.29M3.72%-2,162Timeline
LRCXLAM RESEARCH CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 81,138 shares; 2025Q1: 81,743 shares; 2025Q2: 74,594 shares 74,594$7.28M3.71%-7,149Timeline
WMTWALMART INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 111,186 shares; 2024Q4: 112,134 shares; 2025Q1: 79,123 shares; 2025Q2: 72,016 shares 72,016$7.04M3.59%-7,107Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,995 shares; 2024Q4: 36,540 shares; 2025Q1: 36,638 shares; 2025Q2: 32,051 shares 32,051$7.03M3.59%-4,587Timeline
COSTCOSTCO WHOLESALE CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,609 shares; 2024Q4: 9,582 shares; 2025Q1: 7,665 shares; 2025Q2: 7,006 shares 7,006$6.94M3.54%-659Timeline
AIGAMERICAN INTL GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 91,063 shares; 2024Q4: 91,686 shares; 2025Q1: 91,877 shares; 2025Q2: 79,775 shares 79,775$6.83M3.48%-12,102Timeline
AVGOBROADCOM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 21,880 shares; 2025Q2: 24,685 shares 24,685$6.8M3.47%+2,805Timeline
WMWASTE MGMT INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,901 shares; 2024Q4: 32,202 shares; 2025Q1: 32,279 shares; 2025Q2: 28,370 shares 28,370$6.49M3.31%-3,909Timeline
BLKBLACKROCK INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,390 shares; 2025Q1: 5,427 shares; 2025Q2: 5,987 shares 5,987$6.28M3.21%+560Timeline
MPCMARATHON PETE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,605 shares; 2024Q4: 31,826 shares; 2025Q1: 31,887 shares; 2025Q2: 37,285 shares 37,285$6.19M3.16%+5,398Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,370 shares; 2024Q4: 39,811 shares; 2025Q1: 39,956 shares; 2025Q2: 34,916 shares 34,916$6.15M3.14%-5,040Timeline
PANWPALO ALTO NETWORKS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,041 shares; 2024Q4: 30,429 shares; 2025Q1: 30,690 shares; 2025Q2: 28,161 shares 28,161$5.76M2.94%-2,529Timeline
AAGILENT TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,019 shares; 2024Q4: 35,189 shares; 2025Q1: 35,259 shares; 2025Q2: 47,356 shares 47,356$5.59M2.85%+12,097Timeline
AMGNAMGEN INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,550 shares; 2024Q4: 22,586 shares; 2025Q1: 22,600 shares; 2025Q2: 19,922 shares 19,922$5.56M2.84%-2,678Timeline
VSTVISTRA CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 30,968 shares; 2025Q2: 28,481 shares 28,481$5.52M2.82%-2,487Timeline
AJGGALLAGHER ARTHUR J & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,557 shares; 2024Q4: 17,202 shares; 2025Q1: 17,202 shares; 2025Q2: 17,202 shares 17,202$5.51M2.81%0Timeline
MASMASCO CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 87,981 shares; 2024Q4: 88,445 shares; 2025Q1: 88,625 shares; 2025Q2: 78,072 shares 78,072$5.02M2.56%-10,553Timeline
DHID R HORTON INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,609 shares; 2024Q4: 32,782 shares; 2025Q1: 32,910 shares; 2025Q2: 38,782 shares 38,782$5M2.55%+5,872Timeline
LLYELI LILLY & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,595 shares; 2024Q4: 6,622 shares; 2025Q1: 6,644 shares; 2025Q2: 6,078 shares 6,078$4.74M2.42%-566Timeline
SHWSHERWIN WILLIAMS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,155 shares; 2024Q4: 15,313 shares; 2025Q1: 15,301 shares; 2025Q2: 13,662 shares 13,662$4.69M2.39%-1,639Timeline
DLRDIGITAL RLTY TR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 27,543 shares; 2025Q2: 25,924 shares 25,924$4.52M2.31%-1,619Timeline
QCOMQUALCOMM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,872 shares; 2024Q4: 30,174 shares; 2025Q1: 30,448 shares; 2025Q2: 27,658 shares 27,658$4.4M2.25%-2,790Timeline
CMGCHIPOTLE MEXICAN GRILL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 73,989 shares; 2024Q4: 74,812 shares; 2025Q1: 75,314 shares; 2025Q2: 68,393 shares 68,393$3.84M1.96%-6,921Timeline
LMTLOCKHEED MARTIN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,330 shares; 2024Q4: 9,373 shares; 2025Q1: 9,407 shares; 2025Q2: 8,272 shares 8,272$3.83M1.95%-1,135Timeline
ORCLORACLE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,961 shares; 2024Q4: 5,961 shares; 2025Q1: 6,049 shares; 2025Q2: 5,961 shares 5,961$1.3M0.66%-88Timeline
GOOGALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,997 shares; 2024Q4: 5,836 shares; 2025Q1: 5,836 shares; 2025Q2: 5,836 shares 5,836$1.04M0.53%0Timeline
ABBVABBVIE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,942 shares; 2024Q4: 3,932 shares; 2025Q1: 3,932 shares; 2025Q2: 3,932 shares 3,932$730K0.37%0Timeline
TSLATESLA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,124 shares; 2024Q4: 2,652 shares; 2025Q1: 2,052 shares; 2025Q2: 2,062 shares 2,062$655K0.33%+10Timeline
CSCOCISCO SYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,977 shares; 2024Q4: 5,902 shares; 2025Q1: 5,902 shares; 2025Q2: 5,603 shares 5,603$389K0.2%-299Timeline
CRMSALESFORCE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,266 shares; 2024Q4: 1,266 shares; 2025Q1: 1,266 shares; 2025Q2: 1,266 shares 1,266$346K0.18%0Timeline
LOWLOWES COS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,592 shares; 2024Q4: 1,502 shares; 2025Q1: 1,502 shares; 2025Q2: 1,502 shares 1,502$333K0.17%0Timeline
GLWCORNING INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,717 shares; 2024Q4: 6,717 shares; 2025Q1: 6,717 shares; 2025Q2: 6,278 shares 6,278$330K0.17%-439Timeline
PNCPNC FINL SVCS GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,569 shares; 2024Q4: 1,569 shares; 2025Q1: 1,569 shares; 2025Q2: 1,569 shares 1,569$292K0.15%0Timeline
ADBEADOBE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,537 shares; 2024Q4: 10,597 shares; 2025Q1: 797 shares; 2025Q2: 754 shares 754$292K0.15%-43Timeline
QQQINVESCO QQQ TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 420 shares 420$232K0.12%newTimeline
SESSES AI CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 40,000 shares; 2025Q2: 60,000 shares 60,000$53.3K0.03%+20,000Timeline

How Q2 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 0001085146-25-004084 base2025-07-23acceptance time not in the bulk data set