account_balance
Investment manager · 13F filer · SEC CIK 1664771
Sitrin Capital Management LLC
Reported value$222Mas of Sep 30, 2026
Positions40 2 new, 1 sold out
Top 10 weight40.7%AAPL alone is 7%
FiledOct 1919 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
AAPLApple Inc.
6.8%
MPCMarathon Petroleum Corp
4.1%Trimmed −38%
NVDANVIDIA Corp
4.1%Trimmed −23%
LRCXLam Research Corp
4.0%
SPYSPDR S&P 500 ETF Trust
3.9%
JPMJPMorgan Chase & Co
3.9%
AMGNAmgen Inc
3.5%
METAMeta Platforms, Inc.
3.5%Trimmed −2%
AMZNAmazon.com Inc
3.5%
AAgilent Technologies, Inc.
3.5%
MSFTMicrosoft Corp
3.3%
WMTWalmart Inc.
3.3%
AAPLApple Inc.
6.8%
MPCMarathon Petroleum Corp
4.1%
NVDANVIDIA Corp
4.1%
LRCXLam Research Corp
4.0%
SPYSPDR S&P 500 ETF Trust
3.9%
JPMJPMorgan Chase & Co
3.9%
AMGNAmgen Inc
3.5%
METAMeta Platforms, Inc.
3.5%
AMZNAmazon.com Inc
3.5%
AAgilent Technologies, Inc.
3.5%
MSFTMicrosoft Corp
3.3%
WMTWalmart Inc.
3.3%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
AAPL Apple Inc. 6.8% HeldMPC Marathon Petroleum Corp 4.1% Trimmed −38%NVDA NVIDIA Corp 4.1% Trimmed −23%LRCX Lam Research Corp 4.0% HeldSPY SPDR S&P 500 ETF Trust 3.9% HeldJPM JPMorgan Chase & Co 3.9% HeldAMGN Amgen Inc 3.5% HeldMETA Meta Platforms, Inc. 3.5% Trimmed −2%AMZN Amazon.com Inc 3.5% HeldA Agilent Technologies, Inc. 3.5% HeldMSFT Microsoft Corp 3.3% HeldWMT Walmart Inc. 3.3% Held
What changed
Biggest moves since Jun 30, 2026
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