Portfolio (Quarterly) Guide ↗

Sitrin Capital Management LLC

· CIK 0001664771

13F Portfolio $211M AUM 38 positions Filed Jan 27, 2026 EDGAR ↗ ← All Funds

Q4 2025 Q3 2025 · All 1 New 6 Added 5 Reduced 4 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	DLR	DIGITAL RLTY TR INC	Real Estate	25,937	$4.5M	2.15%	SOLD
2	LOW	LOWES COS INC	Consumer Cyclical	1,502	$377K	0.18%	SOLD
3	PNC	PNC FINL SVCS GROUP INC	Financial Services	1,569	$315K	0.15%	SOLD
4	ADBE	ADOBE INC	Technology	668	$236K	0.11%	SOLD

Sector Allocation

Technology 28.7%

Financial Services 20.3%

Healthcare 12.1%

Communication Services 9.4%

Industrials 7.1%

Consumer Cyclical 6.6%

Consumer Defensive 6.6%

Energy 2.9%

Basic Materials 2.1%

Real Estate 2.0%