Portfolio (Quarterly) Guide ↗

Sitrin Capital Management LLC

· CIK 0001664771

13F Portfolio $226M AUM 39 positions Filed Aug 3, 2026 EDGAR ↗ ← All Funds

Q2 2026 Q4 2025 · All 5 New 2 Added 27 Reduced 4 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	QCOM	QUALCOMM INC	Technology	27,377	$4.7M	2.22%	SOLD
2	LMT	LOCKHEED MARTIN CORP	Industrials	8,152	$3.9M	1.87%	SOLD
3	CRM	SALESFORCE INC	Technology	1,266	$336K	0.16%	SOLD
4	QQQ	INVESCO QQQ TR	Financial Services	450	$276K	0.13%	SOLD

Sector Allocation

Technology 33.1%

Financial Services 17.7%

Healthcare 12.0%

Industrials 8.1%

Consumer Cyclical 6.5%

Consumer Defensive 6.4%

Communication Services 6.3%

Energy 4.2%

Basic Materials 2.3%

Utilities 1.8%