Sitrin Capital Management LLC - Q22026 Holdings

Sitrin Capital Management LLC holds 39 stocks with a total portfolio value of $ 225.67M as of Q22026. In Q22026, Sitrin Capital Management LLC added 2 new positions, increased stakes in 3 stocks, reduced 29 holdings, and fully exited 2 positions. The largest holding is Apple Inc (AAPL), representing 5.77% of the total portfolio.