Sitrin Capital Management LLC Concentrated Active

Period: Q4 2025 (← Previous)

Filing Date: Jan 27, 2026

Total Value ($000): $210,754 (100.0% shares, 0.0% debt)

Holdings (38)

New Positions (1)

Value ($000) $4,190 Shares 23,645 Est. Cost $180.30 Unrealized 0.0%

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
AMT	AMERICAN TOWER CORP NEW	23,645	$4,190	2.0%	$180.30	0.0%	COM	03027X100

Increased Positions (3)

QQQ INVESCO QQQ TR 0.1%

Value ($000) $276 (+31.4%) Shares 450 (+28.6%) Est. Cost $566.03 Unrealized —

ABBV ABBVIE INC 3.0%

Value ($000) $6,357 (+0.3%) Shares 27,823 (+1.7%) Est. Cost $199.08 Unrealized +14.3%

SES SES AI CORPORATION 0.1%

Value ($000) $112 (+11.8%) Shares 62,245 (+3.7%) Est. Cost $0.94 Unrealized +138.1%

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
QQQ	INVESCO QQQ TR	450 (+28.6%)	$276 (+31.4%)	0.1%	$566.03	—	UNIT SER 1	46090E103
ABBV	ABBVIE INC	27,823 (+1.7%)	$6,357 (+0.3%)	3.0%	$199.08	+14.3%	COM	00287Y109
SES	SES AI CORPORATION	62,245 (+3.7%)	$112 (+11.8%)	0.1%	$0.94	+138.1%	CL A COM	78397Q109

Exited Positions (4)

DLR DIGITAL RLTY TR INC 2.1%

Value ($000) $4,484 Shares 25,937 Est. Cost $158.03 Unrealized +3.2%

LOW LOWES COS INC 0.2%

Value ($000) $377 Shares 1,502 Est. Cost $220.74 Unrealized +8.6%

PNC PNC FINL SVCS GROUP INC 0.1%

Value ($000) $315 Shares 1,569 Est. Cost $119.93 Unrealized +60.7%

ADBE ADOBE INC 0.1%

Value ($000) $236 Shares 668 Est. Cost $248.59 Unrealized +36.8%

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
DLR	DIGITAL RLTY TR INC	25,937	$4,484	2.1%	$158.03	+3.2%	—	253868103
LOW	LOWES COS INC	1,502	$377	0.2%	$220.74	+8.6%	—	548661107
PNC	PNC FINL SVCS GROUP INC	1,569	$315	0.1%	$119.93	+60.7%	—	693475105
ADBE	ADOBE INC	668	$236	0.1%	$248.59	+36.8%	—	00724F101

Decreased Positions (2)

VST VISTRA CORP 2.0%

Value ($000) $4,318 (-19.0%) Shares 26,768 (-1.7%) Est. Cost $148.62 Unrealized +22.4%

TSLA TESLA INC 0.4%

Value ($000) $854 (-7.8%) Shares 1,899 (-8.8%) Est. Cost $206.35 Unrealized +114.8%

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
VST	VISTRA CORP	26,768 (-1.7%)	$4,318 (-19.0%)	2.0%	$148.62	+22.4%	COM	92840M102
TSLA	TESLA INC	1,899 (-8.8%)	$854 (-7.8%)	0.4%	$206.35	+114.8%	COM	88160R101

Unchanged Positions (32)

LRCX LAM RESEARCH CORP 6.0%

Value ($000) $12,584 Shares 73,406 Est. Cost $74.98 Unrealized +107.2%

GOOGL ALPHABET INC 5.0%

Value ($000) $10,463 Shares 33,427 Est. Cost $107.46 Unrealized +165.8%

LLY ELI LILLY & CO 3.1%

Value ($000) $6,465 Shares 6,016 Est. Cost $790.93 Unrealized +20.8%

MPC MARATHON PETE CORP 2.9%

Value ($000) $6,060 Shares 37,262 Est. Cost $81.00 Unrealized +130.1%

DHI D R HORTON INC 2.7%

Value ($000) $5,689 Shares 39,499 Est. Cost $143.51 Unrealized +5.9%

AJG GALLAGHER ARTHUR J & CO 2.1%

Value ($000) $4,436 Shares 17,143 Est. Cost $140.58 Unrealized +87.9%

AMGN AMGEN INC 3.0%

Value ($000) $6,272 Shares 19,161 Est. Cost $121.51 Unrealized +160.0%

META META PLATFORMS INC 3.6%

Value ($000) $7,604 Shares 11,519 Est. Cost $468.95 Unrealized +42.3%

AAPL APPLE INC 5.9%

Value ($000) $12,333 Shares 45,364 Est. Cost $130.22 Unrealized +106.1%

WMT WALMART INC 3.8%

Value ($000) $7,993 Shares 71,600 Est. Cost $46.85 Unrealized +128.8%

BLK BLACKROCK INC 3.0%

Value ($000) $6,371 Shares 5,952 Est. Cost $985.63 Unrealized +10.5%

MAS MASCO CORP 2.3%

Value ($000) $4,906 Shares 77,309 Est. Cost $55.17 Unrealized +17.4%

AIG AMERICAN INTL GROUP INC 3.2%

Value ($000) $6,729 Shares 78,661 Est. Cost $54.09 Unrealized +47.3%

PANW PALO ALTO NETWORKS INC 2.4%

Value ($000) $5,116 Shares 27,774 Est. Cost $165.09 Unrealized +22.2%

ORCL ORACLE CORP 0.6%

Value ($000) $1,162 Shares 5,961 Est. Cost $89.96 Unrealized +164.6%

MSFT MICROSOFT CORP 3.2%

Value ($000) $6,799 Shares 14,059 Est. Cost $62.83 Unrealized +696.8%

GOOG ALPHABET INC 0.9%

Value ($000) $1,831 Shares 5,836 Est. Cost $120.99 Unrealized +136.7%

COST COSTCO WHSL CORP NEW 2.9%

Value ($000) $6,008 Shares 6,967 Est. Cost $199.47 Unrealized +354.1%

A AGILENT TECHNOLOGIES INC 3.1%

Value ($000) $6,430 Shares 47,253 Est. Cost $82.43 Unrealized +74.4%

AMZN AMAZON COM INC 3.5%

Value ($000) $7,317 Shares 31,699 Est. Cost $110.45 Unrealized +107.1%

SHW SHERWIN WILLIAMS CO 2.1%

Value ($000) $4,448 Shares 13,727 Est. Cost $313.32 Unrealized +6.6%

SPY SPDR S&P 500 ETF TR 4.4%

Value ($000) $9,296 Shares 13,592 Est. Cost $285.82 Unrealized —

AVGO BROADCOM INC 3.1%

Value ($000) $6,436 Shares 18,595 Est. Cost $210.52 Unrealized +69.6%

JPM JPMORGAN CHASE & CO. 4.1%

Value ($000) $8,674 Shares 26,920 Est. Cost $133.09 Unrealized +132.6%

V VISA INC 3.4%

Value ($000) $7,100 Shares 20,245 Est. Cost $79.57 Unrealized +327.8%

QCOM QUALCOMM INC 2.2%

Value ($000) $4,683 Shares 27,377 Est. Cost $123.74 Unrealized +38.0%

LMT LOCKHEED MARTIN CORP 1.9%

Value ($000) $3,943 Shares 8,152 Est. Cost $417.42 Unrealized +14.1%

CSCO CISCO SYS INC 0.2%

Value ($000) $432 Shares 5,603 Est. Cost $50.26 Unrealized +46.8%

WM WASTE MGMT INC DEL 2.9%

Value ($000) $6,138 Shares 27,936 Est. Cost $142.73 Unrealized +48.9%

GLW CORNING INC 0.3%

Value ($000) $572 Shares 6,529 Est. Cost $31.12 Unrealized +176.3%

CRM SALESFORCE INC 0.2%

Value ($000) $336 Shares 1,266 Est. Cost $171.14 Unrealized +45.0%

NVDA NVIDIA CORPORATION 4.8%

Value ($000) $10,022 Shares 53,737 Est. Cost $91.36 Unrealized +103.7%

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
LRCX	LAM RESEARCH CORP	73,406	$12,584	6.0%	$74.98	+107.2%	COM NEW	512807306
GOOGL	ALPHABET INC	33,427	$10,463	5.0%	$107.46	+165.8%	CAP STK CL A	02079K305
LLY	ELI LILLY & CO	6,016	$6,465	3.1%	$790.93	+20.8%	COM	532457108
MPC	MARATHON PETE CORP	37,262	$6,060	2.9%	$81.00	+130.1%	COM	56585A102
DHI	D R HORTON INC	39,499	$5,689	2.7%	$143.51	+5.9%	COM	23331A109
AJG	GALLAGHER ARTHUR J & CO	17,143	$4,436	2.1%	$140.58	+87.9%	COM	363576109
AMGN	AMGEN INC	19,161	$6,272	3.0%	$121.51	+160.0%	COM	031162100
META	META PLATFORMS INC	11,519	$7,604	3.6%	$468.95	+42.3%	CL A	30303M102
AAPL	APPLE INC	45,364	$12,333	5.9%	$130.22	+106.1%	COM	037833100
WMT	WALMART INC	71,600	$7,993	3.8%	$46.85	+128.8%	COM	931142103
BLK	BLACKROCK INC	5,952	$6,371	3.0%	$985.63	+10.5%	COM	09290D101
MAS	MASCO CORP	77,309	$4,906	2.3%	$55.17	+17.4%	COM	574599106
AIG	AMERICAN INTL GROUP INC	78,661	$6,729	3.2%	$54.09	+47.3%	COM NEW	026874784
PANW	PALO ALTO NETWORKS INC	27,774	$5,116	2.4%	$165.09	+22.2%	COM	697435105
ORCL	ORACLE CORP	5,961	$1,162	0.6%	$89.96	+164.6%	COM	68389X105
MSFT	MICROSOFT CORP	14,059	$6,799	3.2%	$62.83	+696.8%	COM	594918104
GOOG	ALPHABET INC	5,836	$1,831	0.9%	$120.99	+136.7%	CAP STK CL C	02079K107
COST	COSTCO WHSL CORP NEW	6,967	$6,008	2.9%	$199.47	+354.1%	COM	22160K105
A	AGILENT TECHNOLOGIES INC	47,253	$6,430	3.1%	$82.43	+74.4%	COM	00846U101
AMZN	AMAZON COM INC	31,699	$7,317	3.5%	$110.45	+107.1%	COM	023135106
SHW	SHERWIN WILLIAMS CO	13,727	$4,448	2.1%	$313.32	+6.6%	COM	824348106
SPY	SPDR S&P 500 ETF TR	13,592	$9,296	4.4%	$285.82	—	TR UNIT	78462F103
AVGO	BROADCOM INC	18,595	$6,436	3.1%	$210.52	+69.6%	COM	11135F101
JPM	JPMORGAN CHASE & CO.	26,920	$8,674	4.1%	$133.09	+132.6%	COM	46625H100
V	VISA INC	20,245	$7,100	3.4%	$79.57	+327.8%	COM CL A	92826C839
QCOM	QUALCOMM INC	27,377	$4,683	2.2%	$123.74	+38.0%	COM	747525103
LMT	LOCKHEED MARTIN CORP	8,152	$3,943	1.9%	$417.42	+14.1%	COM	539830109
CSCO	CISCO SYS INC	5,603	$432	0.2%	$50.26	+46.8%	COM	17275R102
WM	WASTE MGMT INC DEL	27,936	$6,138	2.9%	$142.73	+48.9%	COM	94106L109
GLW	CORNING INC	6,529	$572	0.3%	$31.12	+176.3%	COM	219350105
CRM	SALESFORCE INC	1,266	$336	0.2%	$171.14	+45.0%	COM	79466L302
NVDA	NVIDIA CORPORATION	53,737	$10,022	4.8%	$91.36	+103.7%	COM	67066G104