Sitrin Capital Management LLC - Q32026 Holdings

Sitrin Capital Management LLC holds 40 stocks with a total portfolio value of $ 221.67M as of Q32026. In Q32026, Sitrin Capital Management LLC added 2 new positions, increased stakes in 2 stocks, reduced 29 holdings, and fully exited 1 position. The largest holding is Apple Inc (AAPL), representing 6.75% of the total portfolio.