Sitrin Capital Management Llc Portfolio Shifts: Tech Buys, Energy Holds in Q2 2026
Sitrin Capital Management's portfolio saw notable changes this quarter, including significant additions to Advanced Micro Devices (AMD) and Caterpillar Inc. (CAT), alongside substantial reductions in Lam Research Corp.
By Insiderset.Aug 5, 2026, 1:37 PM
Sitrin Capital Management's portfolio saw notable changes this quarter, including significant additions to Advanced Micro Devices (AMD) and Caterpillar Inc. (CAT), alongside substantial reductions in Lam Research Corp.