$152 Million is the total value of Sitrin Capital Management LLC's 37 reported holdings in Q3 2022. The portfolio turnover from Q2 2022 to Q3 2022 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| AJG | GALLAGHER ARTHUR J & CO | $2,065,000 | +5.0% | 12,063 | 0.0% | 1.36% | +8.4% | |
| PG | PROCTER AND GAMBLE CO | $340,000 | -12.1% | 2,690 | 0.0% | 0.22% | -9.3% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-10-13
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| APPLE INC | 32 | Q3 2023 | 5.9% |
| JOHNSON & JOHNSON | 32 | Q3 2023 | 4.7% |
| MICROSOFT CORP | 32 | Q3 2023 | 5.3% |
| VISA INC | 32 | Q3 2023 | 4.4% |
| AMGEN INC | 32 | Q3 2023 | 4.3% |
| AMAZON COM INC | 32 | Q3 2023 | 6.6% |
| ALPHABET INC | 32 | Q3 2023 | 4.1% |
| SPDR S&P 500 ETF TR | 32 | Q3 2023 | 4.4% |
| GALLAGHER ARTHUR J & CO | 32 | Q3 2023 | 8.5% |
| WAL-MART STORES INC | 28 | Q3 2023 | 4.5% |
View Sitrin Capital Management LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 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 |
| 13F-HR | 2022-04-19 |
| 13F-HR | 2022-01-18 |
| 13F-HR | 2021-11-05 |
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.