Sitrin Capital Management LLC Reduced Holdings in Q2 2025

Sitrin Capital Management LLC

  • $182 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
-3.73K
- 7.42%
$172.42 - $223.89 $643K - $834K
46.5K $9.54M
AMGN
Amgen Inc

Healthcare
-2.68K
- 11.85%
$262.28 - $309.85 $702K - $830K
19.9K $5.56M
AIG
American International Group, Inc.

Financial Services
-12.1K
- 13.17%
$77.56 - $87.72 $939K - $1.06M
79.8K $6.83M
MAS
Masco Corp

Industrials
-10.6K
- 11.91%
$58.73 - $71.06 $620K - $750K
78.1K $5.02M
V
Visa Inc.

Financial Services
-3.1K
- 12.81%
$308.27 - $373.31 $955K - $1.16M
21.1K $7.49M
WM
Waste Management Inc

Industrials
-3.91K
- 12.11%
$216.47 - $242.1 $846K - $946K
28.4K $6.49M
LLY
Eli Lilly & CO

Healthcare
-566
- 8.52%
$713.71 - $898.95 $404K - $509K
6.08K $4.74M
SHW
Sherwin Williams CO

Basic Materials
-1.64K
- 10.71%
$313.51 - $363.51 $514K - $596K
13.7K $4.69M
LMT
Lockheed Martin Corp

Industrials
-1.14K
- 12.07%
$430.82 - $486.45 $489K - $552K
8.27K $3.83M
COST
Costco Wholesale Corp

Consumer Defensive
-659
- 8.6%
$908.13 - $1056.85 $598K - $696K
7.01K $6.94M
GOOGL
Alphabet Inc.

Communication Services
-5.04K
- 12.61%
$144.7 - $178.6 $729K - $900K
34.9K $6.15M
ADBE
Adobe Inc.

Technology
-43
- 5.4%
$340.0 - $420.68 $14.6K - $18.1K
754 $291K
Lam Research Corp
-7.15K
- 8.75%
N/A
74.6K $0
GLW
Corning Inc

Technology
-439
- 6.54%
$39.07 - $52.59 $17.2K - $23.1K
6.28K $330K
CSCO
Cisco Systems, Inc.

Technology
-299
- 5.07%
$53.19 - $69.38 $15.9K - $20.7K
5.6K $388K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
-6.92K
- 9.19%
$45.98 - $56.15 $318K - $389K
68.4K $3.84M
AMZN
Amazon Com Inc

Consumer Cyclical
-4.59K
- 12.52%
$167.32 - $223.3 $767K - $1.02M
32.1K $7.03M
WMT
Walmart Inc.

Consumer Defensive
-7.11K
- 8.98%
$81.79 - $99.98 $581K - $711K
72K $7.04M
ORCL
Oracle Corp

Technology
-88
- 1.45%
$122.82 - $218.63 $10.8K - $19.2K
5.96K $1.3M
PANW
Palo Alto Networks Inc

Technology
-2.53K
- 8.24%
$152.44 - $204.64 $386K - $518K
28.2K $5.76M
JPM
Jpmorgan Chase & CO

Financial Services
-2.64K
- 8.87%
$210.28 - $289.91 $555K - $764K
27.1K $7.85M
DLR
Digital Realty Trust, Inc.

Real Estate
-1.62K
- 5.88%
$136.11 - $177.69 $220K - $288K
25.9K $4.52M
MSFT
Microsoft Corp

Technology
-2.16K
- 12.86%
$354.56 - $497.45 $767K - $1.08M
14.7K $7.29M
VST
Vistra Corp.

Utilities
-2.49K
- 8.03%
$98.07 - $195.04 $244K - $485K
28.5K $5.52M
NVDA
Nvidia Corp

Technology
-6.11K
- 8.92%
$94.31 - $157.99 $576K - $965K
62.3K $9.84M
Activity Summary
Buys All Purchases 10 New Holdings 1 Increased Positions 9 Sells All Sells 26 Reductions 26 Sold out 0 Options Calls 0 Puts 0
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