111 is the total number of securities Sitrin Capital Management LLC has owned. The longest Sitrin Capital Management LLC has owned a single stock is 32 quarters.
| Period | Weighting | Quarter | |||||||
|---|---|---|---|---|---|---|---|---|---|
| Ticker | Name | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
| AAPL | APPLE INC | 32 | 32 | 2.75% | 4.03% | 5.91% | Q4 2015 | Q3 2023 | 32 |
| JNJ | JOHNSON & JOHNSON | 32 | 32 | 2.95% | 3.82% | 4.69% | Q4 2015 | Q3 2023 | 32 |
| MSFT | MICROSOFT CORP | 32 | 32 | 2.93% | 3.78% | 5.30% | Q4 2015 | Q3 2023 | 32 |
| V | VISA INC | 32 | 32 | 3.33% | 3.73% | 4.40% | Q4 2015 | Q3 2023 | 32 |
| AMGN | AMGEN INC | 32 | 32 | 2.74% | 3.52% | 4.30% | Q4 2015 | Q3 2023 | 32 |
| AMZN | AMAZON COM INC | 32 | 32 | 2.50% | 3.52% | 6.63% | Q4 2015 | Q3 2023 | 32 |
| GOOGL | ALPHABET INC | 32 | 32 | 2.09% | 3.02% | 4.13% | Q4 2015 | Q3 2023 | 32 |
| SPY | SPDR S&P 500 ETF TR | 32 | 32 | 2.01% | 3.00% | 4.42% | Q4 2015 | Q3 2023 | 32 |
| AJG | GALLAGHER ARTHUR J & CO | 32 | 32 | 0.56% | 1.58% | 8.55% | Q4 2015 | Q3 2023 | 32 |
| WMT | WAL-MART STORES INC | 23 | 5 | 2.78% | 3.48% | 4.47% | Q4 2015 | Q3 2023 | 28 |
| COST | COSTCO WHSL CORP NEW | 19 | 7 | 2.73% | 3.46% | 5.05% | Q4 2015 | Q3 2023 | 26 |
| FB | META PLATFORMS INC | 14 | 3 | 0.15% | 2.97% | 4.34% | Q4 2015 | Q3 2023 | 26 |
| CRM | SALESFORCE INC | 15 | 11 | 0.13% | 2.71% | 4.21% | Q4 2015 | Q3 2023 | 26 |
| GOOG | ALPHABET INC | 18 | 7 | 0.14% | 0.81% | 2.31% | Q4 2015 | Q3 2023 | 25 |
| ADBE | ADOBE SYSTEMS INCORPOR... | 23 | 23 | 2.27% | 3.45% | 4.28% | Q1 2018 | Q3 2023 | 23 |
| HD | HOME DEPOT INC | 21 | 21 | 2.46% | 3.68% | 4.71% | Q4 2015 | Q4 2020 | 21 |
| PYPL | PAYPAL HLDGS INC | 21 | 21 | 2.56% | 3.54% | 4.44% | Q4 2016 | Q4 2021 | 21 |
| NFLX | NETFLIX INC | 12 | 9 | 2.29% | 3.09% | 3.84% | Q3 2016 | Q1 2022 | 21 |
| BDX | BECTON DICKINSON & CO | 19 | 19 | 3.27% | 3.80% | 4.54% | Q4 2015 | Q2 2020 | 19 |
| A | AGILENT TECHNOLOGIES INC | 19 | 19 | 2.56% | 3.43% | 4.39% | Q1 2019 | Q3 2023 | 19 |
| GLD | SPDR GOLD TRUST | 18 | 18 | 0.31% | 0.47% | 0.91% | Q4 2015 | Q1 2020 | 18 |
| ABBV | ABBVIE INC | 18 | 18 | 0.15% | 0.19% | 0.24% | Q4 2015 | Q1 2020 | 18 |
| NVDA | NVIDIA CORPORATION | 11 | 6 | 2.38% | 3.50% | 5.18% | Q2 2017 | Q3 2023 | 17 |
| CVX | CHEVRON CORP NEW | 17 | 17 | 2.37% | 3.08% | 4.73% | Q4 2015 | Q4 2019 | 17 |
| IUSV | ISHARES TR | 17 | 17 | 0.25% | 0.45% | 0.55% | Q4 2015 | Q4 2019 | 17 |
| XOM | EXXON MOBIL CORP | 17 | 17 | 0.14% | 0.19% | 0.25% | Q4 2015 | Q4 2019 | 17 |
| TGT | TARGET CORP | 14 | 2 | 0.12% | 2.87% | 4.02% | Q1 2017 | Q2 2023 | 16 |
| PNC | PNC FINL SVCS GROUP INC | 11 | 5 | 0.17% | 2.44% | 3.27% | Q4 2016 | Q1 2023 | 16 |
| CORT | CORCEPT THERAPEUTICS INC | 11 | 5 | 0.06% | 0.13% | 0.20% | Q4 2015 | Q4 2019 | 16 |
| LRCX | LAM RESEARCH CORP | 15 | 15 | 2.60% | 3.18% | 3.71% | Q1 2020 | Q3 2023 | 15 |
| PG | PROCTER & GAMBLE CO | 15 | 15 | 0.16% | 0.20% | 0.26% | Q3 2019 | Q1 2023 | 15 |
| SBUX | STARBUCKS CORP | 7 | 7 | 2.68% | 3.53% | 4.34% | Q4 2015 | Q3 2023 | 14 |
| LUV | SOUTHWEST AIRLS CO | 14 | 14 | 2.35% | 2.80% | 3.88% | Q2 2020 | Q3 2023 | 14 |
| TSLA | TESLA INC | 14 | 14 | 0.14% | 0.75% | 3.07% | Q2 2020 | Q3 2023 | 14 |
| AKAM | AKAMAI TECHNOLOGIES INC | 13 | 13 | 2.54% | 3.32% | 4.27% | Q1 2019 | Q1 2022 | 13 |
| GLW | CORNING INC | 8 | 4 | 2.45% | 2.85% | 3.04% | Q3 2017 | Q3 2023 | 12 |
| FDX | FEDEX CORP | 4 | 1 | 0.10% | 0.43% | 3.50% | Q3 2018 | Q3 2023 | 11 |
| PANW | PALO ALTO NETWORKS INC | 10 | 10 | 2.84% | 3.44% | 4.00% | Q3 2017 | Q4 2019 | 10 |
| FXF | CURRENCYSHARES SWISS F... | 10 | 10 | 0.24% | 0.29% | 0.34% | Q4 2015 | Q1 2018 | 10 |
| AMT | AMERICAN TOWER CORP NEW | 9 | 9 | 2.63% | 3.79% | 4.39% | Q4 2015 | Q4 2017 | 9 |
| BA | BOEING CO | 6 | 3 | 2.75% | 3.45% | 4.48% | Q3 2017 | Q3 2021 | 9 |
| ZION | ZIONS BANCORPORATION N A | 9 | 9 | 2.35% | 2.85% | 4.19% | Q4 2016 | Q4 2018 | 9 |
| USB | US BANCORP DEL | 9 | 9 | 2.24% | 2.50% | 2.93% | Q4 2016 | Q4 2018 | 9 |
| TWX | TIME WARNER INC | 8 | 1 | 0.13% | 0.17% | 0.21% | Q4 2015 | Q1 2018 | 9 |
| CSCO | CISCO SYS INC | 7 | 1 | 2.86% | 3.50% | 3.96% | Q2 2018 | Q3 2023 | 8 |
| CCI | CROWN CASTLE INTL CORP... | 7 | 1 | 2.86% | 3.46% | 4.09% | Q2 2019 | Q3 2021 | 8 |
| CME | CME GROUP INC | 8 | 8 | 2.80% | 3.28% | 3.86% | Q2 2017 | Q1 2019 | 8 |
| UTX | UNITED TECHNOLOGIES CORP | 8 | 8 | 2.74% | 2.91% | 3.09% | Q4 2015 | Q3 2017 | 8 |
| MLM | MARTIN MARIETTA MATLS INC | 7 | 1 | 2.48% | 2.73% | 3.23% | Q3 2016 | Q1 2019 | 8 |
| ORCL | ORACLE CORP | 8 | 8 | 0.34% | 1.71% | 3.23% | Q4 2021 | Q3 2023 | 8 |
| GM | GENERAL MTRS CO | 8 | 8 | 0.14% | 1.44% | 3.14% | Q4 2021 | Q3 2023 | 8 |
| LOW | LOWES COS INC | 8 | 8 | 0.19% | 1.32% | 3.48% | Q4 2021 | Q3 2023 | 8 |
| MPC | MARATHON PETE CORP | 7 | 7 | 2.92% | 3.71% | 4.56% | Q1 2022 | Q3 2023 | 7 |
| WM | WASTE MGMT INC DEL | 7 | 7 | 3.18% | 3.61% | 4.10% | Q1 2022 | Q3 2023 | 7 |
| CRL | CHARLES RIV LABS INTL INC | 7 | 7 | 2.74% | 3.35% | 3.80% | Q3 2020 | Q1 2022 | 7 |
| MAS | MASCO CORP | 7 | 7 | 2.76% | 3.13% | 3.42% | Q1 2022 | Q3 2023 | 7 |
| UPS | UNITED PARCEL SERVICE INC | 7 | 7 | 2.84% | 3.05% | 3.32% | Q4 2015 | Q2 2017 | 7 |
| SQ | SQUARE INC | 7 | 7 | 2.14% | 3.00% | 3.49% | Q3 2020 | Q1 2022 | 7 |
| JPM | JPMORGAN CHASE & CO | 7 | 7 | 2.62% | 3.00% | 3.46% | Q1 2022 | Q3 2023 | 7 |
| CAT | CATERPILLAR INC DEL | 4 | 3 | 2.52% | 2.83% | 3.16% | Q1 2018 | Q2 2021 | 7 |
| APD | AIR PRODS & CHEMS INC | 6 | 6 | 3.50% | 3.74% | 4.34% | Q2 2022 | Q3 2023 | 6 |
| SLB | SCHLUMBERGER LTD | 6 | 6 | 2.84% | 3.60% | 4.56% | Q2 2022 | Q3 2023 | 6 |
| DLR | DIGITAL RLTY TR INC | 6 | 6 | 3.03% | 3.43% | 3.84% | Q3 2019 | Q4 2020 | 6 |
| PCLN | PRICELINE GRP INC | 6 | 6 | 2.94% | 3.32% | 3.91% | Q4 2015 | Q1 2017 | 6 |
| SHW | SHERWIN WILLIAMS CO | 6 | 6 | 3.05% | 3.19% | 3.42% | Q4 2015 | Q1 2017 | 6 |
| AIG | AMERICAN INTL GROUP INC | 3 | 3 | 2.76% | 3.15% | 3.60% | Q1 2022 | Q3 2023 | 6 |
| IP | INTERNATIONAL PAPER CO | 6 | 6 | 2.62% | 3.05% | 3.40% | Q3 2020 | Q4 2021 | 6 |
| VZ | VERIZON COMMUNICATIONS... | 6 | 6 | 2.09% | 2.74% | 3.17% | Q1 2020 | Q2 2021 | 6 |
| REG | REGENCY CTRS CORP | 6 | 6 | 2.42% | 2.65% | 2.87% | Q2 2022 | Q3 2023 | 6 |
| VTI | VANGUARD INDEX FDS | 6 | 6 | 0.15% | 0.53% | 0.72% | Q4 2018 | Q1 2020 | 6 |
| MRK | MERCK & CO INC | 5 | 5 | 3.15% | 3.22% | 3.29% | Q4 2018 | Q4 2019 | 5 |
| STZ | CONSTELLATION BRANDS INC | 5 | 5 | 2.46% | 3.17% | 3.90% | Q4 2018 | Q4 2019 | 5 |
| CMCSA | COMCAST CORP NEW | 5 | 5 | 2.72% | 3.08% | 3.38% | Q3 2022 | Q3 2023 | 5 |
| DOCU | DOCUSIGN INC | 5 | 5 | 2.60% | 3.04% | 3.30% | Q3 2020 | Q3 2021 | 5 |
| EA | ELECTRONIC ARTS INC | 5 | 5 | 2.47% | 2.82% | 3.19% | Q3 2017 | Q3 2018 | 5 |
| UNH | UNITEDHEALTH GROUP INC | 5 | 5 | 2.42% | 2.71% | 3.07% | Q3 2022 | Q3 2023 | 5 |
| ADP | AUTOMATIC DATA PROCESS... | 4 | 4 | 3.26% | 3.35% | 3.55% | Q4 2015 | Q3 2016 | 4 |
| WFC | WELLS FARGO & CO NEW | 4 | 4 | 2.95% | 3.24% | 3.69% | Q4 2015 | Q3 2016 | 4 |
| ZM | ZOOM VIDEO COMMUNICATI... | 4 | 4 | 2.09% | 3.11% | 4.19% | Q1 2020 | Q4 2020 | 4 |
| ABNB | AIRBNB INC | 4 | 4 | 2.62% | 3.10% | 3.44% | Q1 2021 | Q4 2021 | 4 |
| EL | LAUDER ESTEE COS INC | 4 | 4 | 2.98% | 3.07% | 3.13% | Q4 2015 | Q3 2016 | 4 |
| PFE | PFIZER INC | 4 | 4 | 2.95% | 3.03% | 3.18% | Q1 2017 | Q4 2017 | 4 |
| BABA | ALIBABA GROUP HLDG LTD | 4 | 4 | 2.66% | 3.00% | 3.26% | Q4 2017 | Q3 2018 | 4 |
| CCL | CARNIVAL CORP | 2 | 2 | 2.39% | 2.72% | 2.94% | Q4 2018 | Q3 2021 | 4 |
| AVGO | BROADCOM INC | 4 | 4 | 2.47% | 2.60% | 2.69% | Q1 2019 | Q4 2019 | 4 |
| BLK | BLACKROCK INC | 4 | 4 | 2.28% | 2.56% | 2.89% | Q4 2022 | Q3 2023 | 4 |
| DE | DEERE & CO | 3 | 3 | 3.21% | 3.29% | 3.38% | Q4 2018 | Q2 2019 | 3 |
| ACN | ACCENTURE PLC IRELAND | 3 | 3 | 3.08% | 3.25% | 3.43% | Q1 2016 | Q3 2016 | 3 |
| RSG | REPUBLIC SVCS INC | 3 | 3 | 2.56% | 2.73% | 2.86% | Q3 2019 | Q1 2020 | 3 |
| LHX | L3HARRIS TECHNOLOGIES INC | 3 | 3 | 2.61% | 2.73% | 2.95% | Q3 2019 | Q1 2020 | 3 |
| MET | METLIFE INC | 3 | 3 | 2.48% | 2.64% | 2.86% | Q4 2015 | Q2 2016 | 3 |
| GS | GOLDMAN SACHS GROUP INC | 3 | 3 | 2.45% | 2.63% | 2.94% | Q4 2015 | Q2 2016 | 3 |
| WDC | WESTERN DIGITAL CORP | 3 | 3 | 2.16% | 2.38% | 2.56% | Q3 2017 | Q1 2018 | 3 |
| DHI | D R HORTON INC | 3 | 3 | 0.11% | 0.12% | 0.14% | Q2 2019 | Q4 2019 | 3 |
| GILD | GILEAD SCIENCES INC | 2 | 2 | 3.31% | 3.40% | 3.49% | Q1 2020 | Q2 2020 | 2 |
| CHWY | CHEWY INC | 2 | 2 | 3.02% | 3.15% | 3.27% | Q4 2020 | Q1 2021 | 2 |
| VLO | VALERO ENERGY CORP NEW | 2 | 2 | 2.69% | 2.70% | 2.72% | Q2 2018 | Q3 2018 | 2 |
| KMB | KIMBERLY-CLARK CORP | 2 | 2 | 2.56% | 2.58% | 2.59% | Q4 2020 | Q1 2021 | 2 |
| CERN | CERNER CORP | 2 | 2 | 2.44% | 2.55% | 2.67% | Q3 2017 | Q4 2017 | 2 |
| PSX | PHILLIPS 66 | 2 | 2 | 2.43% | 2.44% | 2.44% | Q1 2021 | Q2 2021 | 2 |
| DIS | DISNEY WALT CO | 1 | 1 | 0.11% | 0.16% | 0.22% | Q1 2016 | Q2 2019 | 2 |
| BMY | BRISTOL MYERS SQUIBB CO | 1 | 1 | 3.40% | 3.40% | 3.40% | Q4 2018 | Q4 2018 | 1 |
| TWTR | TWITTER INC | 1 | 1 | 3.18% | 3.18% | 3.18% | Q2 2018 | Q2 2018 | 1 |
| TDOC | TELADOC HEALTH INC | 1 | 1 | 3.18% | 3.18% | 3.18% | Q3 2020 | Q3 2020 | 1 |
| BIIB | BIOGEN INC | 1 | 1 | 3.17% | 3.17% | 3.17% | Q4 2015 | Q4 2015 | 1 |
| NUE | NUCOR CORP | 1 | 1 | 3.05% | 3.05% | 3.05% | Q1 2018 | Q1 2018 | 1 |
| CNC | CENTENE CORP DEL | 1 | 1 | 2.90% | 2.90% | 2.90% | Q1 2020 | Q1 2020 | 1 |
| MS | MORGAN STANLEY | 1 | 1 | 2.50% | 2.50% | 2.50% | Q4 2015 | Q4 2015 | 1 |
| DKNG | DRAFTKINGS INC | 1 | 1 | 2.37% | 2.37% | 2.37% | Q1 2021 | Q1 2021 | 1 |
| FXF | INVESCO CURNCYSHS SWIS... | 1 | 1 | 0.22% | 0.22% | 0.22% | Q2 2018 | Q2 2018 | 1 |
| VTGN | VISTAGEN THERAPEUTICS INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2020 | 1 |
Download | |||||||||
The securities at the top of the list , including APPLE INC, JOHNSON & JOHNSON, and MICROSOFT CORP, are the highest-conviction holdings of Sitrin Capital Management LLC.
The conviction is calculated by counting the number of quarters a security has been reported by Sitrin Capital Management LLC. The higher the number, the higher the conviction and longer the holding period.
This page lists all the securities that Sitrin Capital Management LLC owns currently or has owned in the past.