- New Purchases: AKAM, A, COST, AVGO, MLM,
- Added Positions: AAPL, CSCO, XOM,
- Reduced Positions: NFLX, PANW, SPY,
- Sold Out: BA, BMY, ZION, USB,
For the details of Sitrin Capital Management LLC's stock buys and sells, go to https://www.gurufocus.com/guru/sitrin+capital+management+llc/current-portfolio/portfolio
These are the top 5 holdings of Sitrin Capital Management LLC- PayPal Holdings Inc (PYPL) - 79,694 shares, 4.44% of the total portfolio. Shares added by 0.88%
- Microsoft Corp (MSFT) - 67,649 shares, 4.28% of the total portfolio. Shares added by 0.85%
- Visa Inc (V) - 50,913 shares, 4.27% of the total portfolio. Shares added by 0.90%
- Apple Inc (AAPL) - 40,028 shares, 4.08% of the total portfolio. Shares added by 1.70%
- SPDR S&P 500 (SPY) - 26,182 shares, 3.97% of the total portfolio. Shares reduced by 9.56%
Sitrin Capital Management LLC initiated holding in Akamai Technologies Inc. The purchase prices were between $57.7 and $73.44, with an estimated average price of $67.71. The stock is now traded at around $75.43. The impact to a portfolio due to this purchase was 2.91%. The holding were 75,553 shares as of .
New Purchase: Agilent Technologies Inc (A)Sitrin Capital Management LLC initiated holding in Agilent Technologies Inc. The purchase prices were between $63.27 and $82, with an estimated average price of $75.75. The stock is now traded at around $81.08. The impact to a portfolio due to this purchase was 2.76%. The holding were 63,937 shares as of .
New Purchase: Costco Wholesale Corp (COST)Sitrin Capital Management LLC initiated holding in Costco Wholesale Corp. The purchase prices were between $200.42 and $242.14, with an estimated average price of $218.37. The stock is now traded at around $241.24. The impact to a portfolio due to this purchase was 2.73%. The holding were 21,014 shares as of .
New Purchase: Broadcom Inc (AVGO)Sitrin Capital Management LLC initiated holding in Broadcom Inc. The purchase prices were between $230.96 and $300.71, with an estimated average price of $270.85. The stock is now traded at around $309.41. The impact to a portfolio due to this purchase was 2.69%. The holding were 16,678 shares as of .
New Purchase: Martin Marietta Materials Inc (MLM)Sitrin Capital Management LLC initiated holding in Martin Marietta Materials Inc. The purchase prices were between $170.51 and $201.18, with an estimated average price of $186.37. The stock is now traded at around $207.21. The impact to a portfolio due to this purchase was 2.6%. The holding were 24,065 shares as of .
Added: Exxon Mobil Corp (XOM)Sitrin Capital Management LLC added to a holding in Exxon Mobil Corp by 25.00%. The purchase prices were between $68.19 and $81.79, with an estimated average price of $76.09. The stock is now traded at around $81.95. The impact to a portfolio due to this purchase was 0.04%. The holding were 5,000 shares as of .
Sold Out: Boeing Co (BA)Sitrin Capital Management LLC sold out a holding in Boeing Co. The sale prices were between $310.9 and $440.62, with an estimated average price of $384.16.
Sold Out: Bristol-Myers Squibb Company (BMY)Sitrin Capital Management LLC sold out a holding in Bristol-Myers Squibb Company. The sale prices were between $45.12 and $53.8, with an estimated average price of $49.88.
Sold Out: Zions Bancorp NA (ZION)Sitrin Capital Management LLC sold out a holding in Zions Bancorp NA. The sale prices were between $40.74 and $51.28, with an estimated average price of $47.63.
Sold Out: US Bancorp (USB)Sitrin Capital Management LLC sold out a holding in US Bancorp. The sale prices were between $45.7 and $52.45, with an estimated average price of $50.1.
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