Filed: 1/27/2026ACC: 0001664771-26-000001
📋 What this filing means
SITRIN CAPITAL MANAGEMENT LLC filed this quarterly 13F‑HR report disclosing 38 equity positions with a total reported market value of $210.75M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
38
Positions
$210.75M
Total AUM (reported)
1.02M
Total Shares
Allocation by class
COM$154.76M73.4%
COM NEW$19.31M9.2%
CAP STK CL A$10.46M5.0%
TR UNIT$9.30M4.4%
CL A$7.60M3.6%
COM CL A$7.10M3.4%
CAP STK CL C$1.83M0.9%
Portfolio Concentration
Top 3$35.38M16.8%
4–10$58.01M27.5%
11–25$90.46M42.9%
Rest$26.91M12.8%
Top 3 weight
16.8%
Top 10 weight
44.3%
Voting Authority Distribution
Total shares with voting rights: 1.02M
Sole
Full voting authority
1.02M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole38
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings38
Rows:
LAM RESEARCH CORP
SOLEShares73.41K
TypeSH
Market value$12.58M
5.97%
Sole
73.41K
Shared
0.00
None
0.00
APPLE INC
SOLEShares45.36K
TypeSH
Market value$12.33M
5.85%
Sole
45.36K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares33.43K
TypeSH
Market value$10.46M
4.96%
Sole
33.43K
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares53.74K
TypeSH
Market value$10.02M
4.76%
Sole
53.74K
Shared
0.00
None
0.00
SPDR S&P 500 ETF TR
SOLEShares13.59K
TypeSH
Market value$9.30M
4.41%
Sole
13.59K
Shared
0.00
None
0.00
JPMORGAN CHASE & CO.
SOLEShares26.92K
TypeSH
Market value$8.67M
4.12%
Sole
26.92K
Shared
0.00
None
0.00
WALMART INC
SOLEShares71.60K
TypeSH
Market value$7.99M
3.79%
Sole
71.60K
Shared
0.00
None
0.00
META PLATFORMS INC
SOLEShares11.52K
TypeSH
Market value$7.60M
3.61%
Sole
11.52K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares31.70K
TypeSH
Market value$7.32M
3.47%
Sole
31.70K
Shared
0.00
None
0.00
VISA INC
SOLEShares20.25K
TypeSH
Market value$7.10M
3.37%
Sole
20.25K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares14.06K
TypeSH
Market value$6.80M
3.23%
Sole
14.06K
Shared
0.00
None
0.00
AMERICAN INTL GROUP INC
SOLEShares78.66K
TypeSH
Market value$6.73M
3.19%
Sole
78.66K
Shared
0.00
None
0.00
ELI LILLY & CO
SOLEShares6.02K
TypeSH
Market value$6.47M
3.07%
Sole
6.02K
Shared
0.00
None
0.00
BROADCOM INC
SOLEShares18.59K
TypeSH
Market value$6.44M
3.05%
Sole
18.59K
Shared
0.00
None
0.00
AGILENT TECHNOLOGIES INC
SOLEShares47.25K
TypeSH
Market value$6.43M
3.05%
Sole
47.25K
Shared
0.00
None
0.00
BLACKROCK INC
SOLEShares5.95K
TypeSH
Market value$6.37M
3.02%
Sole
5.95K
Shared
0.00
None
0.00
ABBVIE INC
SOLEShares27.82K
TypeSH
Market value$6.36M
3.02%
Sole
27.82K
Shared
0.00
None
0.00
AMGEN INC
SOLEShares19.16K
TypeSH
Market value$6.27M
2.98%
Sole
19.16K
Shared
0.00
None
0.00
WASTE MGMT INC DEL
SOLEShares27.94K
TypeSH
Market value$6.14M
2.91%
Sole
27.94K
Shared
0.00
None
0.00
MARATHON PETE CORP
SOLEShares37.26K
TypeSH
Market value$6.06M
2.88%
Sole
37.26K
Shared
0.00
None
0.00
COSTCO WHSL CORP NEW
SOLEShares6.97K
TypeSH
Market value$6.01M
2.85%
Sole
6.97K
Shared
0.00
None
0.00
D R HORTON INC
SOLEShares39.50K
TypeSH
Market value$5.69M
2.70%
Sole
39.50K
Shared
0.00
None
0.00
PALO ALTO NETWORKS INC
SOLEShares27.77K
TypeSH
Market value$5.12M
2.43%
Sole
27.77K
Shared
0.00
None
0.00
MASCO CORP
SOLEShares77.31K
TypeSH
Market value$4.91M
2.33%
Sole
77.31K
Shared
0.00
None
0.00
QUALCOMM INC
SOLEShares27.38K
TypeSH
Market value$4.68M
2.22%
Sole
27.38K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
LAM RESEARCH CORPSOLE | COM NEW | 73.41K | SH | $12.58M 5.97% | 73.41K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 45.36K | SH | $12.33M 5.85% | 45.36K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 33.43K | SH | $10.46M 4.96% | 33.43K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 53.74K | SH | $10.02M 4.76% | 53.74K | 0.00 | 0.00 |
SPDR S&P 500 ETF TRSOLE | TR UNIT | 13.59K | SH | $9.30M 4.41% | 13.59K | 0.00 | 0.00 |
JPMORGAN CHASE & CO.SOLE | COM | 26.92K | SH | $8.67M 4.12% | 26.92K | 0.00 | 0.00 |
WALMART INCSOLE | COM | 71.60K | SH | $7.99M 3.79% | 71.60K | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 11.52K | SH | $7.60M 3.61% | 11.52K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 31.70K | SH | $7.32M 3.47% | 31.70K | 0.00 | 0.00 |
VISA INCSOLE | COM CL A | 20.25K | SH | $7.10M 3.37% | 20.25K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 14.06K | SH | $6.80M 3.23% | 14.06K | 0.00 | 0.00 |
AMERICAN INTL GROUP INCSOLE | COM NEW | 78.66K | SH | $6.73M 3.19% | 78.66K | 0.00 | 0.00 |
ELI LILLY & COSOLE | COM | 6.02K | SH | $6.47M 3.07% | 6.02K | 0.00 | 0.00 |
BROADCOM INCSOLE | COM | 18.59K | SH | $6.44M 3.05% | 18.59K | 0.00 | 0.00 |
AGILENT TECHNOLOGIES INCSOLE | COM | 47.25K | SH | $6.43M 3.05% | 47.25K | 0.00 | 0.00 |
BLACKROCK INCSOLE | COM | 5.95K | SH | $6.37M 3.02% | 5.95K | 0.00 | 0.00 |
ABBVIE INCSOLE | COM | 27.82K | SH | $6.36M 3.02% | 27.82K | 0.00 | 0.00 |
AMGEN INCSOLE | COM | 19.16K | SH | $6.27M 2.98% | 19.16K | 0.00 | 0.00 |
WASTE MGMT INC DELSOLE | COM | 27.94K | SH | $6.14M 2.91% | 27.94K | 0.00 | 0.00 |
MARATHON PETE CORPSOLE | COM | 37.26K | SH | $6.06M 2.88% | 37.26K | 0.00 | 0.00 |
COSTCO WHSL CORP NEWSOLE | COM | 6.97K | SH | $6.01M 2.85% | 6.97K | 0.00 | 0.00 |
D R HORTON INCSOLE | COM | 39.50K | SH | $5.69M 2.70% | 39.50K | 0.00 | 0.00 |
PALO ALTO NETWORKS INCSOLE | COM | 27.77K | SH | $5.12M 2.43% | 27.77K | 0.00 | 0.00 |
MASCO CORPSOLE | COM | 77.31K | SH | $4.91M 2.33% | 77.31K | 0.00 | 0.00 |
QUALCOMM INCSOLE | COM | 27.38K | SH | $4.68M 2.22% | 27.38K | 0.00 | 0.00 |
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