Q3 2026 13F · SEC CIK 1664771

Sitrin Capital Management LLC

Wealth managerFiled 2026-10-19 for Q3 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $221.7M
Reported positions: 40
Top holdings a year, 3 yrs: +25.4%
Assets under management: $351.1M

Sitrin Capital Management LLC is a wealth manager that reported 40 positions worth $221.7M in its Q3 2026 13F, filed 2026-10-19. Its largest holdings were Apple Inc (AAPL, 6.8%), Marathon Petroleum (MPC, 4.1%), Nvidia Corporation (NVDA, 4.1%). A portfolio copying its top holdings returned 25.4% a year over the last 3 years, against 22.3% for the S&P 500.

Sitrin Capital Management LLC holdings all 40 positions.

Weights are shares of the filer's total reported 13F value, compared with Q2 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Sitrin Capital Management LLC 13F holdings
Stock	% of 13F value	Q2 2026	Shares	Share change	Reported value
AAPLApple Inc	6.8%	5.8%	44,962	-0.1%	$15.0M
MPCMarathon Petroleum	4.1%	4.2%	22,865	-37.7%	$9.0M
NVDANvidia Corporation	4.1%	4.6%	39,509	-23.5%	$9.0M
LRCXLam Research Corp	4.0%	5.2%	26,859	-0.6%	$8.8M
SPYState Str Spdr S&p 500 ETF T	3.9%	3.8%	11,369	-1.6%	$8.7M
JPMJpmorgan Chase & Co	3.9%	3.8%	26,053	-1.3%	$8.6M
AMGNAmgen Inc	3.5%	3.0%	18,667	-0.8%	$7.9M
METAMeta Platforms Inc	3.5%	2.7%	10,707	-2.2%	$7.8M
AMZNAmazon Com Inc	3.5%	3.3%	31,087	-0.6%	$7.7M
AAgilent Technologies Inc	3.5%	2.7%	44,859	-0.7%	$7.7M
MSFTMicrosoft Corp	3.3%	2.4%	14,145	-1.9%	$7.3M
WMTWalmart Inc	3.3%	3.5%	69,654	-1.3%	$7.2M
VVisa Inc	3.2%	3.0%	19,798	-0.9%	$7.1M
ABBVAbbvie Inc	3.2%	3.0%	26,926	-0.6%	$7.0M
PANWPalo Alto Networks Inc	3.2%	4.1%	17,702	-34.0%	$7.0M
GOOGLAlphabet Inc	3.1%	3.2%	19,813	-1.9%	$6.8M
LLYEli Lilly & Co	3.1%	3.2%	5,864	-1.3%	$6.8M
AMDAdvanced Micro Devices Inc	2.9%	2.8%	10,608	-1.5%	$6.5M
AVGOBroadcom Inc	2.9%	3.1%	17,989	-1.3%	$6.3M
COSTCostco Wholesale Corporation	2.7%	2.8%	6,664	-0.8%	$6.1M
ORCLOracle Corp	2.7%	2.9%	43,569	-0.7%	$6.0M
BLKBlackrock Inc	2.7%	2.5%	5,599	-4.0%	$5.9M
AIGAmerican Intl Group Inc	2.5%	2.6%	74,425	-4.2%	$5.5M
WMWaste Mgmt Inc Del	2.4%	2.7%	26,437	-3.8%	$5.4M
AEPAmerican Elec Pwr Co Inc	2.4%	New	44,171	—	$5.2M
DHID R Horton Inc	2.4%	2.8%	38,161	-0.4%	$5.2M
MASMasco Corp	2.2%	2.6%	72,697	-0.5%	$4.9M
CATCaterpillar Inc	2.0%	2.6%	5,557	-1.0%	$4.5M
AMTAmerican Tower Corp	2.0%	1.6%	27,131	+20.7%	$4.4M
SHWSherwin Williams Co	1.9%	2.0%	13,231	-0.5%	$4.3M
AJGGallagher Arthur J & Co	1.8%	1.7%	17,138	+0.0%	$3.9M
GOOGAlphabet Inc	0.9%	0.9%	5,836	+0.0%	$2.0M
INTCIntel Corp	0.9%	1.1%	16,241	-10.4%	$2.0M
GLWCorning Inc	0.5%	0.7%	6,530	+0.0%	$1.0M
DISDisney Walt Co	0.3%	0.3%	6,500	+0.0%	$682K
TSLATesla Inc	0.3%	0.3%	1,909	+3.2%	$677K
ECLEcolab Inc	0.3%	0.3%	2,367	+0.0%	$652K
CSCOCisco Sys Inc	0.3%	0.3%	5,603	+0.0%	$603K
CRMSalesforce Inc	0.1%	New	1,273	—	$293K
SESSes Ai Corporation	0.0%	0.0%	62,245	+0.0%	$37K

What Sitrin Capital Management LLC bought and sold in Q3 2026, against Q2 2026.

Share counts compared with the Q2 2026 13F; a split also changes share counts.

How the holdings did against the S&P 500.

1 year: +21.6% /yr; S&P 500 +11.7%
3 years: +25.4% /yr; S&P 500 +22.3%
5 years: +9.7% /yr; S&P 500 +10.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q3 2026	$221.7M	40
Q2 2026	$225.7M	39
Q1 2026	$199.5M	39
Q4 2025	$210.8M	38
Q3 2025	$208.4M	41
Q2 2025	$196.0M	42
Q1 2025	$185.3M	41
Q4 2024	$198.4M	40
Q3 2024	$200.2M	44
Q2 2024	$188.2M	41
Q1 2024	$183.0M	43
Q4 2023	$171.5M	41

Questions about Sitrin Capital Management LLC's portfolio

What stocks does Sitrin Capital Management LLC own?

Sitrin Capital Management LLC's latest 13F, for Q3 2026 and filed Oct 19, 2026, lists 40 positions worth $221.7M. The largest are Apple Inc (AAPL) at 6.8%, Marathon Petroleum (MPC) at 4.1%, Nvidia Corporation (NVDA) at 4.1%, Lam Research Corp (LRCX) at 4.0% and State Str Spdr S&p 500 ETF T (SPY) at 3.9%.

What did Sitrin Capital Management LLC buy last quarter?

In Q3 2026, Sitrin Capital Management LLC added a new position in American Elec Pwr Co Inc (AEP), a new position in Salesforce Inc (CRM) and American Tower Corp (AMT) (+20.7% shares), compared with its Q2 2026 filing.

What did Sitrin Capital Management LLC sell last quarter?

In Q3 2026, Sitrin Capital Management LLC sold all of Vistra Corp (VST), Marathon Petroleum (MPC) (-37.7% shares), Palo Alto Networks Inc (PANW) (-34.0% shares) and Nvidia Corporation (NVDA) (-23.5% shares), compared with its Q2 2026 filing.

How has Sitrin Capital Management LLC's portfolio performed?

A portfolio copying Sitrin Capital Management LLC's 20 largest 13F holdings each quarter, from the day each filing was public, returned +25.4% a year over the last 3 years, against +22.3% for the S&P 500. Over 1 year: +21.6% against +11.7%. Over 5 years: +9.7% a year against +10.6%.

When is Sitrin Capital Management LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Sitrin Capital Management LLC's filing for the quarter ending Dec 31, 2026 is due by Feb 14, 2027; this page updates the day after it is published.

How much money does Sitrin Capital Management LLC manage?

Sitrin Capital Management LLC reported $351.1M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $221.7M.