Sitrin Capital Management Llc Portfolio Shifts: Tech Buys, Energy Holds in Q2 2026

As of June 30th, 2026, Sitrin Capital Management Llc has finalized its portfolio holdings for the period, reflecting a mix of strategic adjustments across various sectors.

The investor's portfolio currently stands at a substantial value of $225.7 million (AAPL). Technology remains their largest sector allocation at 27.61%, followed by Consumer Defensive and Financial Services each accounting for around 6-8% ($14.3M vs $8.6M).

Within the Technology sector, NVIDIA Corporation (NVDA) holds a significant position worth approximately $23 million or 4.58% of the total portfolio.

This quarter saw notable buying activity by Sitrin Capital Management Llc, primarily focused on adding exposure to cyclical growth and industrial sectors:

• Advanced Micro Devices Inc (AMD): The investor significantly increased their stake in AMD during this period. They added 10769 shares, representing a portfolio allocation increase from an unknown prior level to approximately $2.6 million or 2.77% of the total.
• Caterpillar Inc (CAT): Sitrin Capital Management Llc initiated a new position in CAT this quarter by adding 5614 shares, boosting its portfolio allocation from zero to about $2.9 million or 2.65%. This was an entirely new investment.
• Masco Corp (MAS): The investor also purchased additional shares of industrial player Masco Corp during this quarter, adding 73097 shares and increasing its portfolio allocation from roughly $18M to about $5.9 million or 2.64%. This was a substantial increase despite the negative change percentage.

Conversely, there were significant reductions in Technology holdings:

• Lam Research Corp (LRCX): The investor drastically cut their position in LRCX. They sold 17520 shares this quarter, resulting in a nearly -40% change from the prior period and reducing its portfolio allocation weight.

Other notable changes include:

• Palo Alto Networks Inc (PANW): Shares of PANW were reduced by 29.24%, impacting their Technology sector exposure slightly further.
• JPMorgan Chase & Co (JPM): The investor decreased their stake in JPMorgan, albeit modestly (-1.6%), reducing its allocation to about $8.6 million or 3.83%.

For a complete overview of all holdings and changes, please visit the Sitrin Capital Management Llc profile on Insiderset. You can also explore individual stock positions like Advanced Micro Devices Inc (AMD) and exits from companies such as Lam Research Corp (LRCX)">.