Sitrin Capital Management LLC - Q4 2022 holdings

$157 Million is the total value of Sitrin Capital Management LLC's 37 reported holdings in Q4 2022. The portfolio turnover from Q3 2022 to Q4 2022 was 0.0% .

 Value Shares↓ Weighting
AJG  GALLAGHER ARTHUR J & CO$2,274,358
+10.1%
12,0630.0%1.45%
+6.6%
GOOG  ALPHABET INCcap stk cl c$425,904
-7.8%
4,8000.0%0.27%
-10.9%
PG  PROCTER AND GAMBLE CO$407,696
+19.9%
2,6900.0%0.26%
+16.1%
Original filings

The following EDGAR filing(s) were analyzed to create this report:

  • View 13F-HR filed 2023-01-19
Signatures

The EDGAR filing(s) were signed by:

Top long-term holdings
NameQuarters ownedLatest quarter ownedMax weighting
APPLE INC32Q3 20235.9%
JOHNSON & JOHNSON32Q3 20234.7%
MICROSOFT CORP32Q3 20235.3%
VISA INC32Q3 20234.4%
AMGEN INC32Q3 20234.3%
AMAZON COM INC32Q3 20236.6%
ALPHABET INC32Q3 20234.1%
SPDR S&P 500 ETF TR32Q3 20234.4%
GALLAGHER ARTHUR J & CO32Q3 20238.5%
WAL-MART STORES INC28Q3 20234.5%

View Sitrin Capital Management LLC's complete holdings history.

Latest filings
TypeFiled
13F-HR2024-01-25
13F-HR2023-10-26
13F-HR2023-08-03
13F-HR2023-04-25
13F-HR2023-01-19
13F-HR2022-10-13
13F-HR2022-07-22
13F-HR2022-04-19
13F-HR2022-01-18
13F-HR2021-11-05

View Sitrin Capital Management LLC's complete filings history.

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