StockDriftsStockDriftsTop 39 Sitrin Capital Management LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | 5.77% | 45.4K | $11.5M | -0.02%(-8) | $107.26(+178.65%) | 2026-03-31 | |
| LRCX | LAM RESEARCH CORP | 4.77% | 44.5K | $9.5M | -39.33%(-28.87K) | $34.70(+751.31%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 4.59% | 52.5K | $9.2M | -2.31%(-1.24K) | $15.03(+1402.70%) | 2026-03-31 | |
| MPC | MARATHON PETE CORP | 4.56% | 37.2K | $9.1M | -0.10%(-37) | $88.65(+180.97%) | 2026-03-31 | |
| WMT | WALMART INC | 4.46% | 71.4K | $8.9M | -0.24%(-171) | $18.55(+608.77%) | 2026-03-31 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 3.97% | 12.2K | $7.9M | -10.55%(-1.43K) | $288.36(+157.43%) | 2026-03-31 | |
| JPM | JPMORGAN CHASE & CO | 3.95% | 26.8K | $7.9M | -0.38%(-103) | $147.05(+104.19%) | 2026-03-31 | |
| GOOGL | ALPHABET INC | 3.91% | 27.1K | $7.8M | -18.79%(-6.28K) | $47.02(+756.26%) | 2026-03-31 | |
| COST | COSTCO WHOLESALE CORPORATION | 3.4% | 6.8K | $6.8M | -2.34%(-163) | $100.88(+924.08%) | 2026-03-31 | |
| AMGN | AMGEN INC | 3.37% | 19.1K | $6.7M | -0.21%(-41) | $157.97(+112.98%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +18.54% | +66.59% |
| Top 20 Holdings Unweighted | +17.45% | +62.03% |
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