Instuitional Investor - Sitrin Capital Management Llc

13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Apple Inc.	AAPL	45,356	$11,510,997	5.77%
2.	Lam Research Corp	LRCX	44,532	$9,525,966	4.77%
3.	Nvidia Corp	NVDA	52,498	$9,156,196	4.59%
4.	Marathon Petroleum Corp	MPC	37,225	$9,089,600	4.56%
5.	Walmart Inc.	WMT	71,429	$8,894,351	4.46%