Sitrin Capital Management LLC Portfolio Holdings
Sitrin Capital Management LLC
- $200 Million
- Q3 2024
Sitrin Capital Management LLC has filed its 13F form on October 28, 2024 for Q3 2024 where it was disclosed a total value porftolio of $200 Million distributed in 44 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $11.8M, Walmart Inc. with a value of $8.98M, Costco Wholesale Corp with a value of $8.52M, Nvidia Corp with a value of $8.34M, and Jpmorgan Chase & CO with a value of $7.72M.
Examining the 13F form we can see an increase of $11.9M in the current position value, from $188M to 200M.
Below you can find more details about Sitrin Capital Management LLC portfolio as well as his latest detailed transactions.
Portfolio value
$200 Million
Technology: $51.7 Million
Financial Services: $31.3 Million
Industrials: $19.7 Million
Healthcare: $19.1 Million
Consumer Cyclical: $18.8 Million
Communication Services: $18.8 Million
Consumer Defensive: $17.8 Million
ETFs: $7.3 Million
Other: $15.7 Million
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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