Filed: 4/22/2026ACC: 0001664771-26-000002
📋 What this filing means
SITRIN CAPITAL MANAGEMENT LLC filed this quarterly 13F‑HR report disclosing 39 equity positions with a total reported market value of $199.54M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
39
Positions
$199.54M
Total AUM (reported)
1.02M
Total Shares
Allocation by class
COM$154.04M77.2%
COM NEW$15.45M7.7%
TR UNIT$7.93M4.0%
CAP STK CL A$7.81M3.9%
CL A$6.47M3.2%
COM CL A$6.12M3.1%
CAP STK CL C$1.67M0.8%
Portfolio Concentration
Top 3$30.19M15.1%
4–10$55.11M27.6%
11–25$87.79M44.0%
Rest$26.44M13.3%
Top 3 weight
15.1%
Top 10 weight
42.8%
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)
Sole39
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings39
Rows:
APPLE INC
SOLEShares45.36K
TypeSH
Market value$11.51M
5.77%
Sole
45.36K
Shared
0.00
None
0.00
LAM RESEARCH CORP
SOLEShares44.53K
TypeSH
Market value$9.53M
4.77%
Sole
44.53K
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares52.50K
TypeSH
Market value$9.16M
4.59%
Sole
52.50K
Shared
0.00
None
0.00
MARATHON PETE CORP
SOLEShares37.23K
TypeSH
Market value$9.09M
4.56%
Sole
37.23K
Shared
0.00
None
0.00
WALMART INC
SOLEShares71.43K
TypeSH
Market value$8.89M
4.46%
Sole
71.43K
Shared
0.00
None
0.00
STATE STR SPDR S&P 500 ETF T
SOLEShares12.16K
TypeSH
Market value$7.93M
3.97%
Sole
12.16K
Shared
0.00
None
0.00
JPMORGAN CHASE & CO
SOLEShares26.82K
TypeSH
Market value$7.89M
3.95%
Sole
26.82K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares27.15K
TypeSH
Market value$7.81M
3.91%
Sole
27.15K
Shared
0.00
None
0.00
COSTCO WHOLESALE CORPORATION
SOLEShares6.80K
TypeSH
Market value$6.78M
3.40%
Sole
6.80K
Shared
0.00
None
0.00
AMGEN INC
SOLEShares19.12K
TypeSH
Market value$6.73M
3.37%
Sole
19.12K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares31.58K
TypeSH
Market value$6.58M
3.30%
Sole
31.58K
Shared
0.00
None
0.00
ORACLE CORP
SOLEShares44.68K
TypeSH
Market value$6.57M
3.29%
Sole
44.68K
Shared
0.00
None
0.00
META PLATFORMS INC
SOLEShares11.31K
TypeSH
Market value$6.47M
3.24%
Sole
11.31K
Shared
0.00
None
0.00
WASTE MGMT INC DEL
SOLEShares27.89K
TypeSH
Market value$6.41M
3.21%
Sole
27.89K
Shared
0.00
None
0.00
VISA INC
SOLEShares20.23K
TypeSH
Market value$6.12M
3.06%
Sole
20.23K
Shared
0.00
None
0.00
PALO ALTO NETWORKS INC
SOLEShares37.89K
TypeSH
Market value$6.07M
3.04%
Sole
37.89K
Shared
0.00
None
0.00
ABBVIE INC
SOLEShares27.38K
TypeSH
Market value$5.95M
2.98%
Sole
27.38K
Shared
0.00
None
0.00
AMERICAN INTL GROUP INC
SOLEShares78.66K
TypeSH
Market value$5.92M
2.97%
Sole
78.66K
Shared
0.00
None
0.00
BROADCOM INC
SOLEShares18.48K
TypeSH
Market value$5.72M
2.87%
Sole
18.48K
Shared
0.00
None
0.00
BLACKROCK INC
SOLEShares5.92K
TypeSH
Market value$5.70M
2.86%
Sole
5.92K
Shared
0.00
None
0.00
ELI LILLY & CO
SOLEShares6.02K
TypeSH
Market value$5.54M
2.77%
Sole
6.02K
Shared
0.00
None
0.00
D R HORTON INC
SOLEShares38.90K
TypeSH
Market value$5.34M
2.68%
Sole
38.90K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares14.20K
TypeSH
Market value$5.26M
2.63%
Sole
14.20K
Shared
0.00
None
0.00
AGILENT TECHNOLOGIES INC
SOLEShares45.81K
TypeSH
Market value$5.23M
2.62%
Sole
45.81K
Shared
0.00
None
0.00
LOCKHEED MARTIN CORP
SOLEShares8.13K
TypeSH
Market value$4.91M
2.46%
Sole
8.13K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
APPLE INCSOLE | COM | 45.36K | SH | $11.51M 5.77% | 45.36K | 0.00 | 0.00 |
LAM RESEARCH CORPSOLE | COM NEW | 44.53K | SH | $9.53M 4.77% | 44.53K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 52.50K | SH | $9.16M 4.59% | 52.50K | 0.00 | 0.00 |
MARATHON PETE CORPSOLE | COM | 37.23K | SH | $9.09M 4.56% | 37.23K | 0.00 | 0.00 |
WALMART INCSOLE | COM | 71.43K | SH | $8.89M 4.46% | 71.43K | 0.00 | 0.00 |
STATE STR SPDR S&P 500 ETF TSOLE | TR UNIT | 12.16K | SH | $7.93M 3.97% | 12.16K | 0.00 | 0.00 |
JPMORGAN CHASE & COSOLE | COM | 26.82K | SH | $7.89M 3.95% | 26.82K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 27.15K | SH | $7.81M 3.91% | 27.15K | 0.00 | 0.00 |
COSTCO WHOLESALE CORPORATIONSOLE | COM | 6.80K | SH | $6.78M 3.40% | 6.80K | 0.00 | 0.00 |
AMGEN INCSOLE | COM | 19.12K | SH | $6.73M 3.37% | 19.12K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 31.58K | SH | $6.58M 3.30% | 31.58K | 0.00 | 0.00 |
ORACLE CORPSOLE | COM | 44.68K | SH | $6.57M 3.29% | 44.68K | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 11.31K | SH | $6.47M 3.24% | 11.31K | 0.00 | 0.00 |
WASTE MGMT INC DELSOLE | COM | 27.89K | SH | $6.41M 3.21% | 27.89K | 0.00 | 0.00 |
VISA INCSOLE | COM CL A | 20.23K | SH | $6.12M 3.06% | 20.23K | 0.00 | 0.00 |
PALO ALTO NETWORKS INCSOLE | COM | 37.89K | SH | $6.07M 3.04% | 37.89K | 0.00 | 0.00 |
ABBVIE INCSOLE | COM | 27.38K | SH | $5.95M 2.98% | 27.38K | 0.00 | 0.00 |
AMERICAN INTL GROUP INCSOLE | COM NEW | 78.66K | SH | $5.92M 2.97% | 78.66K | 0.00 | 0.00 |
BROADCOM INCSOLE | COM | 18.48K | SH | $5.72M 2.87% | 18.48K | 0.00 | 0.00 |
BLACKROCK INCSOLE | COM | 5.92K | SH | $5.70M 2.86% | 5.92K | 0.00 | 0.00 |
ELI LILLY & COSOLE | COM | 6.02K | SH | $5.54M 2.77% | 6.02K | 0.00 | 0.00 |
D R HORTON INCSOLE | COM | 38.90K | SH | $5.34M 2.68% | 38.90K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 14.20K | SH | $5.26M 2.63% | 14.20K | 0.00 | 0.00 |
AGILENT TECHNOLOGIES INCSOLE | COM | 45.81K | SH | $5.23M 2.62% | 45.81K | 0.00 | 0.00 |
LOCKHEED MARTIN CORPSOLE | COM | 8.13K | SH | $4.91M 2.46% | 8.13K | 0.00 | 0.00 |
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