Sitrin Capital Management LLC Purchases and Sells in Q1 2025

Sitrin Capital Management LLC

$174 Million
Q1 2025

Top Buys

Incresed Positions

21 operations

Stock	Shares change	Price Range	Shares Held	Trade History
AIG	191 + 0.21%	$70.5 - $86.94 $13.5K - $16.6K	91.9K $7.99M
AMGN	14 + 0.06%	$258.59 - $327.36 $3.62K - $4.58K	22.6K $7.04M
WM	77 + 0.24%	$200.54 - $233.78 $15.4K - $18K	32.3K $7.47M
LLY	22 + 0.33%	$725.72 - $929.72 $16K - $20.5K	6.64K $5.49M
MPC	61 + 0.19%	$134.72 - $159.03 $8.22K - $9.7K	31.9K $4.65M
QCOM	274 + 0.91%	$151.94 - $175.86 $41.6K - $48.2K	30.4K $4.68M

New Holdings

4 operations

Stock	Shares change	Price Range	Shares Held	Trade History
DLR	27.5K New	$142.1 - $183.56 $3.91M - $5.06M	27.5K $3.95M
AVGO	21.9K New	$167.43 - $244.7 $3.66M - $5.35M	21.9K $3.66M
VST	31K New	$108.49 - $191.89 $3.36M - $5.94M	31K $3.64M
SES	40K New	$0.4 - $2.25 $16K - $90K	40K $20K

Top Sells

Reduced Positions

8 operations

Stock	Shares change	Price Range	Shares Held	Trade History
ADBE	-9.8K - 92.48%	$377.84 - $464.11 $3.7M - $4.55M	797 $305K
WMT	-33K - 29.44%	$84.5 - $105.05 $2.79M - $3.47M	79.1K $6.95M
NVDA	-335 - 0.49%	$106.98 - $149.43 $35.8K - $50.1K	68.4K $7.41M
JPM	-7.25K - 19.6%	$225.19 - $279.95 $1.63M - $2.03M	29.7K $7.29M
COST	-1.92K - 20.01%	$890.62 - $1076.86 $1.71M - $2.06M	7.67K $7.25M
TSLA	-600 - 22.62%	$222.15 - $428.22 $133K - $257K	2.05K $531K

Activity Summary All Purchases 25 New Holdings 4 Increased Positions 21 All Sells 8 Reductions 8 Sold out 0 Calls 0 Puts 0

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