Grufity logoGrufity logo
Stocks
Funds
Screener
Sectors
Watchlists

Latest Sitrin Capital Management LLC Stock Portfolio

Sitrin Capital Management LLC Performance:
2025 Q4: 1.75%YTD: 19.48%2024: 14.35%
Performance for 2025 Q4 is 1.75%, and YTD is 19.48%, and 2024 is 14.35%.

About Sitrin Capital Management LLC and 13F Hedge Fund Stock Holdings

In it's latest 13F Holdings report, Sitrin Capital Management LLC reported an equity portfolio of $210.8 Millions as of 31 Dec, 2025.

The top stock holdings of Sitrin Capital Management LLC are LRCX, AAPL, GOOG. The fund has invested 6% of it's portfolio in LAM RESEARCH CORP and 5.8% of portfolio in APPLE INC.

The fund managers got completely rid off DIGITAL RLTY TR INC (DLR), LOWES COS INC (LOW) and PNC FINL SVCS GROUP INC (PNC) stocks. They significantly reduced their stock positions in TESLA INC (TSLA), VISTRA CORP (VST) and ORACLE CORP (ORCL). Sitrin Capital Management LLC opened new stock positions in AMERICAN TOWER CORP NEW (AMT). The fund showed a lot of confidence in some stocks as they added substantially to INVESCO QQQ TR (QQQ), SES AI CORPORATION (SES) and ABBVIE INC (ABBV).

Sitrin Capital Management LLC Annual Return Estimates Vs S&P 500

Our best estimate is that Sitrin Capital Management LLC made a return of 1.75% in the last quarter. In trailing 12 months, it's portfolio return was 19.48%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
american tower corp new4,190,250
New stocks bought by Sitrin Capital Management LLC

Additions

Ticker% Inc.
invesco qqq tr28.57
ses ai corporation3.74
abbvie inc1.67
marathon pete corp0.65
spdr s&p 500 etf tr0.58
d r horton inc0.5
costco whsl corp new0.49
walmart inc0.45
Additions to existing portfolio by Sitrin Capital Management LLC

Reductions

Ticker% Reduced
tesla inc-8.79
vistra corp-1.65
oracle corp-0.83
alphabet inc-0.75
broadcom inc-0.74
visa inc-0.35
amazon com inc-0.34
microsoft corp-0.27
Sitrin Capital Management LLC reduced stake in above stock

Sold off

Ticker$ Sold
digital rlty tr inc-4,483,990
pnc finl svcs group inc-315,259
lowes cos inc-377,468
adobe inc-235,637
Sitrin Capital Management LLC got rid off the above stocks

Sector Distribution

Sitrin Capital Management LLC has about 28.7% of it's holdings in Technology sector.

Sector%
Technology28.7
Financial Services12.8
Healthcare12.1
Communication Services9.4
Others7.6
Industrials7.1
Consumer Defensive6.6
Consumer Cyclical6.6
Energy2.9
Basic Materials2.1
Utilities2
Real Estate2

Market Cap. Distribution

Sitrin Capital Management LLC has about 92.4% of it's portfolio invested in the large-cap and mega-cap stocks.

Category%
MEGA-CAP51.1
LARGE-CAP41.3
UNALLOCATED7.6

Stocks belong to which Index?

About 90.3% of the stocks held by Sitrin Capital Management LLC either belong to S&P 500 or RUSSELL 2000 index.

Index%
S&P 50090.3
Others9.6
Top 5 Winners (%)%
LLY
eli lilly & co
40.8 %
GOOG
alphabet inc
28.8 %
GOOG
alphabet inc
28.6 %
LRCX
lam research corp
27.8 %
AMGN
amgen inc
16.0 %
Top 5 Winners ($)$
LRCX
lam research corp
2.7 M
GOOG
alphabet inc
2.3 M
LLY
eli lilly & co
1.9 M
AMGN
amgen inc
0.9 M
AAPL
apple inc
0.8 M
Top 5 Losers (%)%
ORCL
oracle corp
-30.6 %
VST
vistra corp
-17.5 %
AJG
gallagher arthur j & co
-16.4 %
MPC
marathon pete corp
-15.6 %
DHI
d r horton inc
-15.0 %
Top 5 Losers ($)$
MPC
marathon pete corp
-1.1 M
DHI
d r horton inc
-1.0 M
VST
vistra corp
-0.9 M
AJG
gallagher arthur j & co
-0.9 M
META
meta platforms inc
-0.9 M

Sitrin Capital Management LLC Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Sitrin Capital Management LLC

Sitrin Capital Management LLC has 38 stocks in it's portfolio. About 44.3% of the portfolio is in top 10 stocks. MPC proved to be the most loss making stock for the portfolio. LRCX was the most profitable stock for Sitrin Capital Management LLC last quarter.

Last Reported on: 27 Jan, 2026
TickerNamesorted ascending% PortfolioShares Held$ ValueType% ChangeOptions