$164 Million is the total value of Sitrin Capital Management LLC's 35 reported holdings in Q4 2018. The portfolio turnover from Q3 2018 to Q4 2018 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| AJG | GALLAGHER ARTHUR J & CO | $3,795,000 | -1.0% | 51,486 | 0.0% | 2.32% | +12.4% | |
| GLD | SPDR GOLD TRUST | $612,000 | +7.6% | 5,050 | 0.0% | 0.37% | +21.9% | |
| ABBV | ABBVIE INC | $362,000 | -2.7% | 3,932 | 0.0% | 0.22% | +10.5% | |
| CORT | CORCEPT THERAPEUTICS INC | $200,000 | -4.8% | 15,000 | 0.0% | 0.12% | +8.0% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2019-01-22
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| APPLE INC | 35 | Q2 2024 | 5.9% |
| MICROSOFT CORP | 35 | Q2 2024 | 5.3% |
| VISA INC | 35 | Q2 2024 | 4.4% |
| AMGEN INC | 35 | Q2 2024 | 4.3% |
| AMAZON COM INC | 35 | Q2 2024 | 6.6% |
| SPDR S&P 500 ETF TR | 35 | Q2 2024 | 4.4% |
| ALPHABET INC | 35 | Q2 2024 | 4.1% |
| GALLAGHER ARTHUR J & CO | 35 | Q2 2024 | 8.5% |
| JOHNSON & JOHNSON | 34 | Q1 2024 | 4.7% |
| WAL-MART STORES INC | 31 | Q2 2024 | 4.5% |
View Sitrin Capital Management LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-09-11 |
| 13F-HR | 2024-07-12 |
| 13F-HR | 2024-04-30 |
| 13F-HR | 2024-01-25 |
| 13F-HR | 2023-10-26 |
| 13F-HR | 2023-08-03 |
| 13F-HR | 2023-04-25 |
| 13F-HR | 2023-01-19 |
| 13F-HR | 2022-10-13 |
| 13F-HR | 2022-07-22 |
View Sitrin Capital Management LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.