Mitchell Sinkler & Starr
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed July 21, 2026), Mitchell Sinkler & Starr reported 155 stock positions worth $240.1 million. Its top holding was Vanguard S&P 500 ETF (VOO) at 5.4% of the portfolio, followed by Apple (AAPL, 5.3%) and Nvidia (NVDA, 4.5%). Compared with Q1 2026, it opened 17 new positions, sold out of 5, added to 50 and reduced 54. The biggest buy was Vanguard S&P 500 ETF (VOO, shares +14%) and the biggest sale an exit from Marsh & McLennan Cos (MRSH).
- Most Recent 13F
- Q2 2026
- Location
- PHILADELPHIA, PA
- CIK
- 0001048921
- Portfolio Value
- $240.1M (Q2 2026)
- SEC Filing
- 0001398344-26-012385 ↗ filed Jul 21, 2026
Holdings Value
Holdings 155 stocks · $240.1M
| VOO Vanguard S&P 500 ETF | 5.38% | 18,801 | $12.9M | Add +14.1% |
| AAPL Apple Inc. | 5.33% | 44,257 | $12.8M | Reduce -3.9% |
| NVDA Nvidia Corp. | 4.53% | 54,352 | $10.9M | Reduce -4.2% |
| MSFT Microsoft Corp. | 4.02% | 25,903 | $9.7M | Add +1.0% |
| SCHB Schwab US Broad Market ETF | 3.89% | 322,788 | $9.3M | Reduce -0.2% |
| GOOGL Alphabet Inc. Class A | 3.67% | 24,651 | $8.8M | Reduce -1.3% |
| PG The Procter & Gamble Co. | 3.16% | 51,762 | $7.6M | Reduce -1.2% |
| VTI VG Morningstar TS MKT ETF-US | 2.89% | 18,735 | $6.9M | Add +8.2% |
| MRK Merck & Co. Inc. | 2.27% | 42,391 | $5.4M | Add +0.2% |
| JNJ Johnson & Johnson | 2.27% | 21,432 | $5.4M | Add +0.7% |
| VGT Vanguard Info Tech ETF | 1.74% | 34,924 | $4.2M | Add +0.6% |
| IWB iShares Russell 1000 ETF | 1.73% | 10,125 | $4.1M | Add +2.5% |
| AMZN Amazon.com Inc. | 1.67% | 16,862 | $4.0M | Add +0.5% |
| JPM JPMorgan Chase & Co. | 1.55% | 11,373 | $3.7M | Reduce -0.1% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.41% | 4,545 | $3.4M | Reduce -11.7% |
| ABBV Abbvie Inc. | 1.41% | 13,417 | $3.4M | Reduce -1.8% |
| HD Home Depot Inc. | 1.33% | 9,076 | $3.2M | Reduce -2.4% |
| RTX RTX Corp. | 1.28% | 16,230 | $3.1M | Add +0.3% |
| SCHD Schwab US DVD Equity ETF | 1.24% | 93,929 | $3.0M | Reduce -3.0% |
| XOM Exxon Mobil Corp. | 1.20% | 21,036 | $2.9M | Reduce -0.5% |
| VB Vanguard Most SM-Cap ETF-Usd | 1.19% | 9,395 | $2.8M | Add +3.0% |
| MA Mastercard Inc. Class A | 1.15% | 5,388 | $2.8M | Add +1.9% |
| AVGO Broadcom Inc. | 1.15% | 7,290 | $2.8M | Add +0.6% |
| ADP Automatic Data Processing | 1.13% | 12,104 | $2.7M | Add +5.5% |
| META Meta Platforms Inc. Class A | 1.11% | 4,745 | $2.7M | Add +0.7% |
| SPYG SS SPDR P S&P 500 Growth ETF | 1.09% | 22,040 | $2.6M | Reduce -1.0% |
| EMR Emerson Electric Co. | 1.04% | 17,365 | $2.5M | Add +0.3% |
| LLY Eli Lilly & Co. | 1.00% | 1,998 | $2.4M | Reduce -4.1% |
| ASML ASML Holding NV-NY Reg SHS filed as ASML HLDG NV | 0.97% | 1,171 | $2.3M | Reduce -1.8% |
| CINF Cincinnati Financial Corp. | 0.96% | 12,488 | $2.3M | Reduce -2.4% |
| PEP Pepsico Inc. | 0.96% | 17,017 | $2.3M | Add +0.4% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.93% | 4,459 | $2.2M | Reduce -0.8% |
| RPM RPM International Inc. | 0.92% | 19,902 | $2.2M | Reduce -2.7% |
| CVX Chevron Corp. | 0.91% | 13,169 | $2.2M | Add +1.2% |
| NEE Nextera Energy Inc. | 0.86% | 23,648 | $2.1M | Add +0.5% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.84% | 25,096 | $2.0M | Add +6.9% |
| SYK Stryker Corp. | 0.83% | 6,305 | $2.0M | Reduce -1.2% |
| WM Waste Management Inc. | 0.83% | 8,900 | $2.0M | Reduce -0.6% |
| ABT Abbott Laboratories | 0.82% | 21,721 | $2.0M | Reduce -0.5% |
| TXN Texas Instruments Inc. | 0.82% | 6,580 | $2.0M | Reduce -1.6% |
| COST Costco Wholesale Corp. | 0.76% | 1,954 | $1.8M | Reduce -1.2% |
| INTC Intel Corp. | 0.66% | 11,363 | $1.6M | No change |
| V Visa Inc. Class A | 0.62% | 4,328 | $1.5M | Add +0.7% |
| ANET Arista Networks Inc. | 0.59% | 8,325 | $1.4M | Reduce -5.4% |
| SO The Southern Co. | 0.54% | 13,498 | $1.3M | No change |
| GOOG Alphabet Inc. Class C | 0.52% | 3,539 | $1.3M | Reduce -3.8% |
| GVI iShares Intermediate Governm | 0.50% | 11,425 | $1.2M | No change |
| MRVL Marvell Technology Inc. | 0.50% | 4,063 | $1.2M | Add +2.6% |
| WMT Walmart Inc. | 0.48% | 10,147 | $1.1M | Add +1.3% |
| SCHX Schwab US Large-Cap ETF | 0.47% | 37,943 | $1.1M | Add +3.8% |
| CB Chubb Ltd. | 0.45% | 3,141 | $1.1M | Reduce -0.3% |
| GNRC Generac Holdings Inc. | 0.44% | 3,569 | $1.0M | Add +3.2% |
| TSLA Tesla Inc. | 0.43% | 2,465 | $1.0M | Reduce -4.8% |
| GE General Electric filed as GE AEROSPACE | 0.43% | 2,755 | $1.0M | Add +1.3% |
| CSCO Cisco Systems Inc. | 0.43% | 8,753 | $1.0M | Add +0.4% |
| KO The Coca-Cola Co. | 0.43% | 12,643 | $1.0M | Reduce -3.5% |
| APD Air Products & Chemicals Inc. | 0.41% | 3,399 | $997K | Add +1.0% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.41% | 3,530 | $993K | Add +0.4% |
| SNX TD Synnex Corp. | 0.39% | 3,533 | $945K | Add +28.1% |
| MMM 3M Co. | 0.39% | 5,779 | $936K | Add +1.1% |
| BIL SS SPDR BB 1-3M T-Bill ETF | 0.36% | 9,408 | $862K | Add +2.6% |
| AMGN Amgen Inc. | 0.35% | 2,295 | $831K | No change |
| GEV GE Vernova Inc. | 0.35% | 706 | $829K | No change |
| VCSH Vanguard S/T Corp. Bond ETF | 0.34% | 10,475 | $828K | Add +5.8% |
| VZ Verizon Communications Inc. | 0.34% | 19,146 | $811K | No change |
| IGIB iShares 5-10Y Inv Grade Corp. | 0.33% | 14,871 | $791K | Reduce -7.5% |
| SCHG Schwab US Large-Cap Growth | 0.32% | 22,882 | $774K | No change |
| HPE Hewlett Packard Enterprise | 0.32% | 17,110 | $772K | Add +52.5% |
| CL Colgate-Palmolive Co. | 0.32% | 8,397 | $770K | Reduce -0.7% |
| USB US Bancorp | 0.32% | 12,739 | $769K | Reduce -1.2% |
| DUK Duke Energy Corp. | 0.32% | 6,046 | $765K | Reduce -0.1% |
| GLW Corning Inc. | 0.32% | 2,990 | $764K | Reduce -7.6% |
| RBC RBC Bearings Inc. | 0.31% | 1,164 | $750K | Reduce -0.8% |
| UPS United Parcel Service Class B | 0.31% | 6,955 | $748K | Add +0.5% |
| SCHW Schwab (charles) Corp. | 0.31% | 8,042 | $742K | No change |
| RSPT Invesco S&P 500 Equal Weight | 0.29% | 10,935 | $705K | Reduce -4.1% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.29% | 7,269 | $700K | Reduce -3.6% |
| TSM Taiwan Semiconductor-SP ADR | 0.28% | 1,421 | $679K | Reduce -2.1% |
| PFE Pfizer Inc. | 0.28% | 27,742 | $668K | Add +3.5% |
| VYM Vanguard High DVD Yield ETF | 0.27% | 4,095 | $647K | No change |
| ENB Enbridge Inc. | 0.27% | 11,829 | $641K | Add +0.9% |
| IWV iShares Russell 3000 ETF | 0.27% | 1,500 | $640K | No change |
| LIN Linde PLC | 0.27% | 1,227 | $637K | Add +2.9% |
| EXPD Expeditors Intl Wash Inc. | 0.26% | 3,829 | $624K | No change |
| OEF iShares S&P 100 ETF | 0.26% | 1,698 | $621K | No change |
| NKE Nike Inc. Class B | 0.26% | 15,079 | $619K | Reduce -10.3% |
| CASY Casey's General Stores Inc. | 0.26% | 774 | $615K | Reduce -3.9% |
| KNSL Kinsale Capital Group Inc. | 0.25% | 1,838 | $606K | Add +19.7% |
| UNP Union Pacific Corp. | 0.25% | 2,213 | $602K | No change |
| XLK SS Technology Select Sector | 0.25% | 3,100 | $591K | No change |
| XLF SS Financial Select Sector | 0.24% | 10,860 | $582K | Reduce -35.6% |
| LMT Lockheed Martin Corp. | 0.24% | 1,140 | $581K | No change |
| ISRG Intuitive Surgical Inc. | 0.24% | 1,440 | $573K | Reduce -5.9% |
| AN Autonation Inc. | 0.22% | 2,891 | $537K | Add +19.4% |
| ORCL Oracle Corp. | 0.22% | 3,575 | $524K | Reduce -1.4% |
| ITW Illinois Tool Works | 0.22% | 1,930 | $522K | Reduce -1.3% |
| VEU Vanguard Ftse All-World Ex-U | 0.22% | 6,194 | $519K | No change |
| IVV iShares Core S&P 500 ETF | 0.21% | 686 | $514K | No change |
| ACN Accenture PLC Class A | 0.21% | 4,124 | $513K | Reduce -19.1% |
| MDT Medtronic PLC | 0.21% | 6,551 | $512K | Add +1.4% |
Portfolio Sells Q1 2026 → Q2 2026
| MRSH Marsh & McLennan Cos | Sold out | 0.00% | −0.71 |
| HON Honeywell International Inc. | Sold out | 0.00% | −0.60 |
| XOM Exxon Mobil Corp. | Reduce -0.5% | 1.20% | −0.46 |
| PG The Procter & Gamble Co. | Reduce -1.2% | 3.16% | −0.33 |
| ACN Accenture PLC Class A | Reduce -19.1% | 0.21% | −0.25 |
| ABT Abbott Laboratories | Reduce -0.5% | 0.82% | −0.21 |
| NKE Nike Inc. Class B | Reduce -10.3% | 0.26% | −0.15 |
| COST Costco Wholesale Corp. | Reduce -1.2% | 0.76% | −0.15 |
| XLF SS Financial Select Sector | Reduce -35.6% | 0.24% | −0.14 |
| SYK Stryker Corp. | Reduce -1.2% | 0.83% | −0.14 |
| SCHD Schwab US DVD Equity ETF | Reduce -3.0% | 1.24% | −0.13 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -11.7% | 1.41% | −0.13 |
| WM Waste Management Inc. | Reduce -0.6% | 0.83% | −0.12 |
| HCA HCA Healthcare Inc. | Sold out | 0.00% | −0.10 |
| COP Conocophillips | Sold out | 0.00% | −0.10 |
| CMCSA Comcast Corp. Class A | Sold out | 0.00% | −0.09 |
| ISRG Intuitive Surgical Inc. | Reduce -5.9% | 0.24% | −0.09 |
| HD Home Depot Inc. | Reduce -2.4% | 1.33% | −0.08 |
| IGIB iShares 5-10Y Inv Grade Corp. | Reduce -7.5% | 0.33% | −0.07 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -0.8% | 0.93% | −0.06 |
| AAPL Apple Inc. | Reduce -3.9% | 5.33% | −0.06 |
| AMT American Tower Corp. | Reduce -6.1% | 0.21% | −0.05 |
| DUK Duke Energy Corp. | Reduce -0.1% | 0.32% | −0.05 |
| DIS The Walt Disney Co. | Reduce -3.6% | 0.29% | −0.04 |
| HSY The Hershey Co. | Reduce -2.9% | 0.12% | −0.04 |
| NVDA Nvidia Corp. | Reduce -4.2% | 4.53% | −0.04 |
| MCD McDonald's Corp. | Reduce -9.8% | 0.09% | −0.04 |
| TMO Thermo Fisher Scientific Inc. | Reduce -14.8% | 0.13% | −0.03 |
| KO The Coca-Cola Co. | Reduce -3.5% | 0.43% | −0.03 |
| SPGI S&P Global Inc. | Reduce -4.0% | 0.14% | −0.03 |
| CB Chubb Ltd. | Reduce -0.3% | 0.45% | −0.03 |
| ORCL Oracle Corp. | Reduce -1.4% | 0.22% | −0.03 |
| NVS Novartis AG-Sponsored ADR | Reduce -4.5% | 0.21% | −0.03 |
| GGG Graco Inc. | Reduce -0.2% | 0.11% | −0.03 |
| BMY Bristol-Myers Squibb Co. | Reduce -0.9% | 0.14% | −0.03 |
| SCHI Schwab 5-10 Year Corporate B | Reduce -8.0% | 0.10% | −0.02 |
| ITW Illinois Tool Works | Reduce -1.3% | 0.22% | −0.02 |
| RPM RPM International Inc. | Reduce -2.7% | 0.92% | −0.02 |
| CASY Casey's General Stores Inc. | Reduce -3.9% | 0.26% | −0.01 |
| TSLA Tesla Inc. | Reduce -4.8% | 0.43% | −0.01 |
| CL Colgate-Palmolive Co. | Reduce -0.7% | 0.32% | −0.01 |
| UL Unilever PLC-Sponsored ADR | Reduce -0.0% | 0.12% | −0.01 |
| KMB Kimberly-Clark Corp. | Reduce -4.3% | 0.10% | −0.00 |
| JPM JPMorgan Chase & Co. | Reduce -0.1% | 1.55% | +0.00 |
| USB US Bancorp | Reduce -1.2% | 0.32% | +0.01 |
| RBC RBC Bearings Inc. | Reduce -0.8% | 0.31% | +0.02 |
| GOOG Alphabet Inc. Class C | Reduce -3.8% | 0.52% | +0.03 |
| ABBV Abbvie Inc. | Reduce -1.8% | 1.41% | +0.03 |
| CINF Cincinnati Financial Corp. | Reduce -2.4% | 0.96% | +0.03 |
| RSPT Invesco S&P 500 Equal Weight | Reduce -4.1% | 0.29% | +0.06 |
Portfolio Buys Q1 2026 → Q2 2026
| VOO Vanguard S&P 500 ETF | Add +14.1% | 5.38% | +0.83 |
| VGT Vanguard Info Tech ETF | Add +0.6% | 1.74% | +0.34 |
| MRVL Marvell Technology Inc. | Add +2.6% | 0.50% | +0.32 |
| VTI VG Morningstar TS MKT ETF-US | Add +8.2% | 2.89% | +0.32 |
| HPE Hewlett Packard Enterprise | Add +52.5% | 0.32% | +0.20 |
| CRUS Cirrus Logic Inc. | New | 0.18% | +0.18 |
| SNX TD Synnex Corp. | Add +28.1% | 0.39% | +0.18 |
| R Ryder System Inc. | New | 0.15% | +0.15 |
| BNY Bank of New York Mellon Corp. | New | 0.15% | +0.15 |
| PFGC Performance Food Group Co. | New | 0.14% | +0.14 |
| GNRC Generac Holdings Inc. | Add +3.2% | 0.44% | +0.12 |
| C Citigroup Inc. | New | 0.12% | +0.12 |
| MELI MercadoLibre Inc. | New | 0.12% | +0.12 |
| CSCO Cisco Systems Inc. | Add +0.4% | 0.43% | +0.12 |
| KLAC KLA Corp. | New | 0.11% | +0.11 |
| AVGO Broadcom Inc. | Add +0.6% | 1.15% | +0.11 |
| TNL Travel + Leisure Co. | New | 0.11% | +0.11 |
| LNG Cheniere Energy Inc. | New | 0.11% | +0.11 |
| IWB iShares Russell 1000 ETF | Add +2.5% | 1.73% | +0.10 |
| UTHR United Therapeutics Corp. | New | 0.10% | +0.10 |
| DE Deere & Co. | New | 0.10% | +0.10 |
| SYF Synchrony Financial | New | 0.09% | +0.09 |
| XBI SS SPDR S&P Biotech ETF | New | 0.09% | +0.09 |
| NUE Nucor Corp. | New | 0.09% | +0.09 |
| XLY SS Consumer Disc Select Sect | New | 0.09% | +0.09 |
| JAZZ Jazz Pharmaceuticals PLC | New | 0.09% | +0.09 |
| THC Tenet Healthcare Corp. | New | 0.08% | +0.08 |
| VB Vanguard Most SM-Cap ETF-Usd | Add +3.0% | 1.19% | +0.08 |
| GE General Electric | Add +1.3% | 0.43% | +0.07 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Add +6.9% | 0.84% | +0.06 |
| AMZN Amazon.com Inc. | Add +0.5% | 1.67% | +0.06 |
| ADP Automatic Data Processing | Add +5.5% | 1.13% | +0.05 |
| JBL Jabil Inc. | Add +3.4% | 0.17% | +0.04 |
| MLI Mueller Industries Inc. | Add +37.6% | 0.15% | +0.04 |
| SCHX Schwab US Large-Cap ETF | Add +3.8% | 0.47% | +0.03 |
| VONG Vanguard Russell 1000 Growth | Add +16.9% | 0.17% | +0.03 |
| IJH iShares Core S&P Midcap ETF | Add +14.6% | 0.18% | +0.03 |
| IBM Intl Business Machines Corp. | Add +0.4% | 0.41% | +0.02 |
| V Visa Inc. Class A | Add +0.7% | 0.62% | +0.02 |
| LAMR Lamar Advertising Co. Class A | Add +0.1% | 0.19% | +0.02 |
| KNSL Kinsale Capital Group Inc. | Add +19.7% | 0.25% | +0.01 |
| MMM 3M Co. | Add +1.1% | 0.39% | +0.01 |
| AN Autonation Inc. | Add +19.4% | 0.22% | +0.01 |
| UPS United Parcel Service Class B | Add +0.5% | 0.31% | −0.00 |
| DCI Donaldson Co. Inc. | Add +0.5% | 0.13% | −0.01 |
| BKNG Booking Holdings Inc. | Add +0.9% | 0.20% | −0.01 |
| LIN Linde PLC | Add +2.9% | 0.27% | −0.01 |
| EMR Emerson Electric Co. | Add +0.3% | 1.04% | −0.01 |
| VCSH Vanguard S/T Corp. Bond ETF | Add +5.8% | 0.34% | −0.02 |
| ENB Enbridge Inc. | Add +0.9% | 0.27% | −0.03 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 155 | $240.1M | VOO, AAPL, NVDA, MSFT, SCHB |
| Q1 2026 | 143 | $216.6M | AAPL, NVDA, VOO, MSFT, SCHB |
| Q4 2025 | 139 | $221.3M | MSFT, AAPL, NVDA, VOO, SCHB |
| Q3 2025 | 142 | $222.4M | MSFT, AAPL, NVDA, VOO, SCHB |
| Q2 2025 | 144 | $208.9M | MSFT, NVDA, AAPL, PG, VOO |
| Q1 2025 | 152 | $357.2M | AAPL, MSFT, ABT, JPM, JNJ |
| Q4 2024 | 190 | $374.8M | MSFT, AAPL, GOOGL, JPM, ABT |
| Q3 2024 | 189 | $397.8M | MSFT, AAPL, HD, JNJ, ABT |
| Q2 2024 | 184 | $389.6M | MSFT, AAPL, HD, MRK, GOOGL |
| Q1 2024 | 184 | $399.8M | MSFT, AAPL, HD, MRK, JPM |