Sitrin Capital Management LLC Portfolio Holdings
Sitrin Capital Management LLC
- $187 Million
- Q4 2024
Sitrin Capital Management LLC has filed its 13F form on February 04, 2025 for Q4 2024 where it was disclosed a total value porftolio of $187 Million distributed in 40 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $12.5M, Walmart Inc. with a value of $10.1M, Nvidia Corp with a value of $9.23M, Jpmorgan Chase & CO with a value of $8.86M, and Costco Wholesale Corp with a value of $8.78M.
Examining the 13F form we can see an decrease of $13.2M in the current position value, from $200M to 187M.
Below you can find more details about Sitrin Capital Management LLC portfolio as well as his latest detailed transactions.
Portfolio value
$187 Million
Technology: $45.8 Million
Financial Services: $28.4 Million
Communication Services: $19.4 Million
Consumer Defensive: $18.9 Million
Consumer Cyclical: $18.6 Million
Industrials: $17.7 Million
Healthcare: $16.4 Million
ETFs: $7.46 Million
Other: $14.3 Million
Stock Holdings Table Market Cap. of $2 Billions to $10 Billions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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