Sitrin Capital Management LLC - Q12026 Holdings

Sitrin Capital Management LLC holds 39 stocks with a total portfolio value of $ 199.54M as of Q12026. In Q12026, Sitrin Capital Management LLC added 3 new positions, increased stakes in 4 stocks, reduced 26 holdings, and fully exited 2 positions. The largest holding is Apple Inc (AAPL), representing 5.77% of the total portfolio.