Sitrin Capital Management LLC

CIK

1664771

Location

CENTURY CITY, CA

Portfolio Value

Small $225,586,659

Diversification

Diversified

Filing Date

Global Rank

#4,273 / 8,633 ▲ 118

Top Industry

Semiconductors 12.0%

3Y Alpha vs SPY

+37.2%

Period ended 51 days ago

Filed Aug 3, 2026 · 17d

26 quarters · since Mar 2020

Clone Performance

Aug 2023–Aug 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+293.4%

SPY

+76.2%

Annualised alpha

+37.1%

Max drawdown

−18.7%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.

Portfolio Concentration

38 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

5.8%

+0.0 pts

Top 5

23.8%

−0.6 pts

Top 10

42.4%

−1.2 pts

HHI

332

Diversified−14

Portfolio Trend

26 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	32.8%	$74,012,176	11
Financial Services	13.7%	$30,821,142	5
Healthcare	11.9%	$26,761,083	4
Industrials	8.0%	$18,053,889	3
Communication Services	7.1%	$16,068,167	3
Consumer Cyclical	6.4%	$14,537,565	4
Consumer Defensive	6.3%	$14,274,836	2
Energy	4.2%	$9,384,367	1
Unclassified	3.8%	$8,628,927	1
Basic Materials	2.3%	$5,238,925	2
Utilities	1.8%	$4,127,711	1
Real Estate	1.6%	$3,677,871	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

3 positions

Ticker	Company	Δ Shares	Shares	Value
MSFT	Microsoft Corp	+223	14,424	$5,380,440
INTC	Intel Corp	+129	18,129	$2,531,352
GLW	Corning Inc /Ny	+1	6,530	$1,667,957
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
LRCX	Lam Research Corp	−17,520	27,012	$11,705,109
PANW	Palo Alto Networks Inc	−11,081	26,811	$9,143,087
GOOGL	Alphabet Inc.	−6,957	26,026	$9,277,333
MAS	Masco Corp /De/	−1,299	73,097	$5,947,902
AIG	American International Group, Inc.	−1,010	77,650	$5,787,254
WMT	Walmart Inc.	−872	70,557	$7,991,285
NVDA	Nvidia Corp	−869	51,629	$10,330,446
ORCL	Oracle Corp	−787	43,890	$6,432,079
A	Agilent Technologies, Inc.	−625	45,188	$6,002,322
SPY	Spdr S&P 500 ETF Trust	−603	11,555	$8,628,927
DHI	Horton D R Inc /De/	−576	38,327	$6,242,701
MPC	Marathon Petroleum Corp	−520	36,705	$9,384,367
JPM	Jpmorgan Chase & Co	−429	26,388	$8,637,584
WM	Waste Management Inc	−400	27,493	$6,127,639
META	Meta Platforms, Inc.	−367	10,945	$6,165,209
AAPL	Apple Inc.	−358	44,998	$13,020,621
AMT	American Tower Corp /Ma/	−357	22,485	$3,677,871
VST	Vistra Corp.	−356	26,021	$4,127,711
AMGN	Amgen Inc	−306	18,814	$6,812,925
AMZN	Amazon Com Inc	−292	31,289	$7,457,420
ABBV	AbbVie Inc.	−289	27,088	$6,816,424
V	Visa Inc.	−260	19,972	$6,852,193
AVGO	Broadcom Inc.	−251	18,232	$6,887,138
BLK	BlackRock, Inc.	−91	5,834	$5,609,741
COST	Costco Wholesale Corp /New	−87	6,717	$6,283,551
No positions match the current search.

New Positions

Positions the filer opened this quarter

2 positions

Ticker	Company	Shares	Value
AMD	Advanced Micro Devices Inc	10,769	$6,255,819
CAT	Caterpillar Inc	5,614	$5,978,348
No positions match the current search.

Sold Out

Positions the filer fully exited

2 positions

Ticker	Company	Shares	Value
LMT	Lockheed Martin Corp	8,125	$4,910,668
CRM	Salesforce, Inc.	1,266	$236,324
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

38 tracked positions · $225,586,659 total · filing declares 39 positions · $225,672,871 · as of Jun 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAPL	Apple Inc. Technology	Reduced	44,998	-358	$13,020,621	+13.1%	5.77%
LRCX	Lam Research Corp Technology	Reduced	27,012	-17,520	$11,705,109	+23.0%	5.19%
NVDA	Nvidia Corp Technology	Reduced	51,629	-869	$10,330,446	+12.8%	4.58%
MPC	Marathon Petroleum Corp Energy	Reduced	36,705	-520	$9,384,367	+3.2%	4.16%
GOOGL	Alphabet Inc. Communication Services	Reduced	26,026	-6,957	$9,277,333	−2.1%	4.11%
PANW	Palo Alto Networks Inc Technology	Reduced	26,811	-11,081	$9,143,087	+50.5%	4.05%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	26,388	-429	$8,637,584	+9.5%	3.83%
SPY	Spdr S&P 500 ETF Trust	Reduced	11,555	-603	$8,628,927	+9.1%	3.83%
WMT	Walmart Inc. Consumer Defensive	Reduced	70,557	-872	$7,991,285	−10.0%	3.54%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	31,289	-292	$7,457,420	+13.4%	3.31%
LLY	ELI LILLY & Co Healthcare	Reduced	5,944	-75	$7,129,412	+28.8%	3.16%
AVGO	Broadcom Inc. Technology	Reduced	18,232	-251	$6,887,138	+20.4%	3.05%
V	Visa Inc. Financial Services	Reduced	19,972	-260	$6,852,193	+12.1%	3.04%
ABBV	AbbVie Inc. Healthcare	Reduced	27,088	-289	$6,816,424	+14.5%	3.02%
AMGN	Amgen Inc Healthcare	Reduced	18,814	-306	$6,812,925	+1.3%	3.02%
ORCL	Oracle Corp Technology	Reduced	43,890	-787	$6,432,079	−2.1%	2.85%
COST	Costco Wholesale Corp /New Consumer Defensive	Reduced	6,717	-87	$6,283,551	−7.3%	2.79%
AMD	Advanced Micro Devices Inc Technology	NEW	10,769	NEW	$6,255,819	NEW	2.77%
DHI	Horton D R Inc /De/ Consumer Cyclical	Reduced	38,327	-576	$6,242,701	+16.9%	2.77%
META	Meta Platforms, Inc. Communication Services	Reduced	10,945	-367	$6,165,209	−4.7%	2.73%
WM	Waste Management Inc Industrials	Reduced	27,493	-400	$6,127,639	−4.4%	2.72%
A	Agilent Technologies, Inc. Healthcare	Reduced	45,188	-625	$6,002,322	+14.9%	2.66%
CAT	Caterpillar Inc Industrials	NEW	5,614	NEW	$5,978,348	NEW	2.65%
MAS	Masco Corp /De/ Industrials	Reduced	73,097	-1,299	$5,947,902	+32.4%	2.64%
AIG	American International Group, Inc. Financial Services	Reduced	77,650	-1,010	$5,787,254	−2.2%	2.57%
BLK	BlackRock, Inc. Financial Services	Reduced	5,834	-91	$5,609,741	−1.6%	2.49%
MSFT	Microsoft Corp Technology	Added	14,424	+223	$5,380,440	+2.4%	2.39%
SHW	Sherwin Williams Co Basic Materials	Reduced	13,300	-80	$4,579,456	+6.8%	2.03%
VST	Vistra Corp. Utilities	Reduced	26,021	-356	$4,127,711	+4.1%	1.83%
AJG	Arthur J. Gallagher & Co. Financial Services	Reduced	17,138	-5	$3,934,370	+6.0%	1.74%
AMT	American Tower Corp /Ma/ Real Estate	Reduced	22,485	-357	$3,677,871	−6.7%	1.63%
INTC	Intel Corp Technology	Added	18,129	+129	$2,531,352	+218.7%	1.12%
GLW	Corning Inc /Ny Technology	Added	6,530	+1	$1,667,957	+87.9%	0.74%
TSLA	Tesla, Inc. Consumer Cyclical	Held	1,849	0	$777,689	+13.1%	0.34%
ECL	Ecolab Inc. Basic Materials	Reduced	2,367	-44	$659,469	+2.8%	0.29%
CSCO	Cisco Systems, Inc. Technology	Held	5,603	0	$658,128	+51.4%	0.29%
DIS	Walt Disney Co Communication Services	Held	6,500	0	$625,625	−0.1%	0.28%
SES	SES AI Corp Consumer Cyclical	Held	62,245	0	$59,755	−0.2%	0.03%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.