Mitchell Sinkler & Starr

In its 13F for Q1 2024 (holdings as of March 31, 2024, filed April 30, 2024), Mitchell Sinkler & Starr reported 184 stock positions worth $399.8 million. Its top holding was Microsoft (MSFT) at 7.0% of the portfolio, followed by Apple (AAPL, 4.6%) and Home Depot (HD, 3.6%). Compared with Q4 2023, it opened 32 new positions, sold out of 50, added to 15 and reduced 125. The biggest buy was a new position in First Citizens Bcshs Class A (FCNCA) and the biggest sale iShares Russell 1000 ETF (IWB, shares −83%).

Most Recent 13F
Q2 2026
Location
PHILADELPHIA, PA
CIK
0001048921
Portfolio Value
$399.8M (Q1 2024)
SEC Filing
0001398344-24-008366 ↗ filed Apr 30, 2024

Holdings Value

0$100.0M$200.0M$300.0M$400.0M Q1 2024: $399.8M $399.8M Q1 2024 Q2 2024: $389.6M Q2 2024 Q3 2024: $397.8M Q3 2024 Q4 2024: $374.8M Q4 2024 Q1 2025: $357.2M Q1 2025 Q2 2025: $208.9M Q2 2025 Q3 2025: $222.4M Q3 2025 Q4 2025: $221.3M Q4 2025 Q1 2026: $216.6M Q1 2026 Q2 2026: $240.1M Q2 2026

Holdings 184 stocks · $399.8M
MSFT Microsoft Corp. 7.02% 66,669 $28.0M Reduce -27.9%
AAPL Apple Inc. 4.56% 106,311 $18.2M Reduce -13.5%
HD Home Depot Inc. 3.57% 37,174 $14.3M Reduce -29.5%
MRK Merck & Co. Inc. 3.55% 107,506 $14.2M Reduce -48.4%
JPM JPMorgan Chase & Co. 3.19% 63,668 $12.8M Reduce -12.3%
JNJ Johnson & Johnson 3.12% 78,886 $12.5M Reduce -41.1%
ABT Abbott Laboratories 3.09% 108,680 $12.4M Reduce -29.9%
GOOGL Alphabet Inc. Class A 2.50% 66,338 $10.0M Reduce -21.0%
PG The Procter & Gamble Co. 2.45% 60,419 $9.8M Reduce -25.3%
EMR Emerson Electric Co. 2.38% 83,762 $9.5M Reduce -21.3%
UNP Union Pacific Corp. 2.37% 38,539 $9.5M Reduce -5.9%
APD Air Products & Chemicals Inc. 2.28% 37,683 $9.1M Reduce -9.6%
XOM Exxon Mobil Corp. 2.24% 76,885 $8.9M Reduce -29.4%
MCO Moody's Corp. 2.22% 22,575 $8.9M Reduce -8.2%
INTC Intel Corp. 2.16% 195,924 $8.7M Reduce -10.7%
PEP Pepsico Inc. 2.11% 48,292 $8.5M Reduce -38.9%
DIS The Walt Disney Co. filed as DISNEY WALT CO 2.10% 68,588 $8.4M Reduce -8.1%
ORCL Oracle Corp. 1.68% 53,523 $6.7M Reduce -13.7%
AMZN Amazon.com Inc. 1.52% 33,801 $6.1M Reduce -25.3%
SCHB Schwab US Broad Market ETF 1.51% 98,669 $6.0M Reduce -18.5%
NVDA Nvidia Corp. 1.50% 6,630 $6.0M Reduce -41.6%
CBT Cabot Corp. 1.39% 60,180 $5.5M No change
CHKP Check Point Software Tech 1.30% 31,774 $5.2M No change
VTI VG Morningstar TS MKT ETF-US 1.29% 19,905 $5.2M Reduce -35.8%
VOO Vanguard S&P 500 ETF 1.14% 9,446 $4.5M Add +1.9%
ADP Automatic Data Processing 1.13% 18,046 $4.5M Reduce -56.8%
SYK Stryker Corp. 1.12% 12,508 $4.5M Reduce -57.3%
CMCSA Comcast Corp. Class A 1.12% 103,069 $4.5M Reduce -1.8%
ABBV Abbvie Inc. 0.98% 21,617 $3.9M Reduce -65.0%
CVX Chevron Corp. 0.91% 23,123 $3.6M Reduce -30.4%
WMT Walmart Inc. 0.91% 60,405 $3.6M Add +3.5%
RPM RPM International Inc. 0.90% 30,288 $3.6M Reduce -56.9%
MMM 3M Co. 0.87% 32,714 $3.5M Reduce -26.8%
SLB SLB Ltd. filed as SCHLUMBERGER LTD 0.86% 62,926 $3.4M Add +9.0%
NKE Nike Inc. Class B 0.82% 34,918 $3.3M Reduce -37.4%
WFC Wells Fargo & Co. 0.80% 55,125 $3.2M Reduce -3.1%
SPY SS SPDR S&P 500 ETF Trust-US 0.76% 5,795 $3.0M Reduce -21.5%
CSCO Cisco Systems Inc. 0.74% 59,331 $3.0M Reduce -20.9%
LLY Eli Lilly & Co. 0.74% 3,802 $3.0M Reduce -73.2%
BRK.B Berkshire Hathaway Inc. Class B 0.73% 6,978 $2.9M Add +49.6%
NEE Nextera Energy Inc. 0.61% 37,949 $2.4M Reduce -6.3%
MA Mastercard Inc. Class A 0.58% 4,840 $2.3M Reduce -66.8%
VB Vanguard Most SM-Cap ETF-Usd 0.57% 9,925 $2.3M Reduce -45.4%
FCNCA First Citizens Bcshs Class A 0.52% 1,265 $2.1M New
CL Colgate-Palmolive Co. 0.49% 21,602 $1.9M Reduce -52.9%
SCHD Schwab US DVD Equity ETF 0.48% 24,014 $1.9M Reduce -53.1%
WM Waste Management Inc. 0.47% 8,747 $1.9M Reduce -54.5%
RTX RTX Corp. 0.46% 18,723 $1.8M Reduce -46.5%
CAT Caterpillar Inc. 0.46% 4,980 $1.8M Add +23.3%
CINF Cincinnati Financial Corp. 0.46% 14,693 $1.8M Reduce -49.5%
IWB iShares Russell 1000 ETF 0.44% 6,150 $1.8M Reduce -83.1%
META Meta Platforms Inc. Class A 0.44% 3,618 $1.8M Reduce -13.1%
COST Costco Wholesale Corp. 0.43% 2,326 $1.7M Reduce -10.4%
GE General Electric 0.43% 9,702 $1.7M Reduce -56.1%
PM Philip Morris International 0.43% 18,556 $1.7M Reduce -16.1%
V Visa Inc. Class A 0.42% 6,034 $1.7M Reduce -6.9%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.42% 8,810 $1.7M Reduce -19.8%
HON Honeywell International Inc. 0.41% 8,027 $1.6M Reduce -36.1%
NUE Nucor Corp. 0.41% 8,318 $1.6M New
SPYG SS SPDR P S&P 500 Growth ETF 0.41% 22,170 $1.6M Reduce -29.7%
ACN Accenture PLC Class A 0.40% 4,651 $1.6M Reduce -36.4%
UPS United Parcel Service Class B 0.39% 10,390 $1.5M Reduce -47.0%
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.38% 40,038 $1.5M Reduce -2.3%
VGT Vanguard Info Tech ETF 0.36% 2,731 $1.4M Reduce -64.9%
VCSH Vanguard S/T Corp. Bond ETF 0.36% 18,425 $1.4M Reduce -31.6%
TXN Texas Instruments Inc. 0.35% 7,985 $1.4M Reduce -46.5%
DUK Duke Energy Corp. 0.34% 13,995 $1.4M Reduce -27.3%
TT Trane Technologies PLC 0.31% 4,075 $1.2M New
VO Vngrd Mrngstr MD-Cap ETF-Usd 0.30% 4,761 $1.2M Reduce -46.7%
MDLZ Mondelez International Inc. Class A 0.30% 16,949 $1.2M Add +23.3%
PFE Pfizer Inc. 0.28% 39,891 $1.1M Reduce -53.9%
AMGN Amgen Inc. 0.27% 3,800 $1.1M Add +30.8%
VZ Verizon Communications Inc. 0.27% 25,621 $1.1M Reduce -46.8%
SO The Southern Co. 0.27% 14,793 $1.1M Reduce -60.9%
KO The Coca-Cola Co. 0.25% 16,555 $1.0M Reduce -67.9%
XLF SS Financial Select Sector 0.24% 22,960 $967K Reduce -8.3%
GVI iShares Intermediate Governm 0.24% 9,265 $963K No change
BMY Bristol-Myers Squibb Co. 0.24% 17,565 $953K Reduce -35.3%
AJG Arthur J Gallagher & Co. filed as GALLAGHER ARTHUR J & CO 0.22% 3,470 $868K Reduce -0.9%
DE Deere & Co. 0.21% 2,036 $836K New
ASML ASML Holding NV-NY Reg SHS 0.21% 855 $830K Reduce -34.3%
MO Altria Group Inc. 0.21% 18,802 $820K Reduce -12.5%
CB Chubb Ltd. 0.20% 3,071 $796K Reduce -62.1%
PNC PNC Financial Services Group 0.20% 4,910 $793K Add +30.4%
GPC Genuine Parts Co. 0.19% 5,000 $775K New
DHI D.R. Horton Inc. 0.19% 4,697 $773K Reduce -37.5%
MDT Medtronic PLC 0.19% 8,559 $746K Reduce -24.6%
IGIB iShares 5-10Y Inv Grade Corp. 0.18% 14,021 $723K Reduce -7.6%
SYY Sysco Corp. 0.18% 8,865 $720K Add +45.7%
WTRG Essential Utilities Inc. 0.17% 18,702 $693K Reduce -52.1%
CSX CSX Corp. 0.17% 18,546 $688K New
AXP American Express Co. 0.17% 3,000 $683K Add +30.4%
KVUE Kenvue Inc. 0.17% 31,763 $682K Reduce -40.9%
KMB Kimberly-Clark Corp. 0.16% 4,928 $637K Reduce -76.0%
BRK.A Berkshire Hathaway Inc. Class A 0.16% 1 $634K New
USB US Bancorp 0.16% 13,980 $625K Reduce -40.7%
AMT American Tower Corp. 0.15% 3,128 $618K Reduce -47.5%
AVGO Broadcom Inc. 0.15% 460 $610K Reduce -70.7%
COP Conocophillips 0.15% 4,695 $598K Add +23.0%
SCHW Schwab (charles) Corp. 0.15% 8,142 $589K Reduce -37.3%
GNRC Generac Holdings Inc. 0.14% 4,588 $579K Reduce -24.6%
GOOG Alphabet Inc. Class C 0.14% 3,720 $566K Reduce -60.9%
SHEL Shell PLC-ADR 0.14% 8,330 $558K New
UNH Unitedhealth Group Inc. 0.14% 1,128 $558K Reduce -19.0%
EXPD Expeditors Intl Wash Inc. 0.13% 4,365 $531K Reduce -23.3%
GLW Corning Inc. 0.13% 15,750 $519K Add +37.0%
OEF iShares S&P 100 ETF 0.13% 2,098 $519K No change
TSLA Tesla Inc. 0.13% 2,944 $518K Reduce -34.4%
XEL Xcel Energy Inc. 0.13% 9,500 $511K New
PARAA Paramount Global Class B 0.12% 41,580 $489K Reduce -0.3%
ISRG Intuitive Surgical Inc. 0.12% 1,215 $485K Reduce -25.1%
ADBE Adobe Inc. 0.12% 959 $484K Reduce -8.1%
LIN Linde PLC 0.12% 1,025 $476K Reduce -76.5%
RSP Invesco S&P 500 Equal Weight 0.11% 2,706 $458K Reduce -15.6%
IWV iShares Russell 3000 ETF 0.11% 1,500 $450K No change
DD Dupont DE Nemours Inc. 0.11% 5,835 $447K Add +92.1%
ANET Arista Networks Inc. 0.11% 1,500 $435K No change
KNSL Kinsale Capital Group Inc. 0.11% 825 $433K Reduce -58.5%
VYM Vanguard High DVD Yield ETF 0.11% 3,500 $423K Reduce -67.4%
ZTS Zoetis Inc. 0.10% 2,462 $417K Reduce -4.0%
ITW Illinois Tool Works 0.10% 1,545 $415K Reduce -79.6%
PPG PPG Industries Inc. 0.10% 2,800 $406K Add +108.3%
LAMR Lamar Advertising Co. Class A 0.10% 3,273 $391K Reduce -17.1%
DEO Diageo PLC-Sponsored ADR 0.10% 2,585 $384K Reduce -75.3%
IVV iShares Core S&P 500 ETF 0.09% 686 $361K Reduce -57.3%
CASY Casey's General Stores Inc. 0.09% 1,090 $347K Reduce -50.6%
DOW Dow Inc. 0.09% 5,939 $344K New
IR Ingersoll-Rand Inc. 0.09% 3,595 $341K New
TMO Thermo Fisher Scientific Inc. 0.08% 563 $327K Reduce -23.1%
CVS CVS Health Corp. 0.08% 4,080 $325K Reduce -34.5%
PSX Phillips 66 0.08% 1,974 $322K Reduce -12.2%
SPGI S&P Global Inc. 0.08% 757 $322K Reduce -62.3%
BKNG Booking Holdings Inc. 0.08% 84 $305K New
NVO Novo-Nordisk A/S-Spons ADR 0.08% 2,362 $303K Reduce -17.4%
VXF Vanguard Extended Market ETF 0.07% 1,700 $298K No change
SCHG Schwab US Large-Cap Growth 0.07% 3,153 $292K Reduce -38.4%
CTVA Corteva Inc. 0.07% 4,968 $287K New
GEHC GE Healthcare Technology 0.07% 3,138 $285K Reduce -57.4%
LMT Lockheed Martin Corp. 0.07% 625 $284K Reduce -63.7%
PTC PTC Inc. 0.07% 1,500 $283K New
UFCS United Fire Group Inc. 0.07% 13,000 $283K New
ITOT iShares Core S&P Total U.S. 0.07% 2,345 $270K No change
GPN Global Payments Inc. 0.07% 1,983 $265K New
RSPT Invesco S&P 500 Equal Weight 0.07% 7,500 $264K Reduce -85.9%
VEU Vanguard Ftse All-World Ex-U 0.07% 4,454 $261K Reduce -80.4%
ALB Albemarle Corp. 0.06% 1,971 $260K New
ENB Enbridge Inc. 0.06% 7,105 $257K Reduce -76.8%
PRU Prudential Financial Inc. 0.06% 2,150 $252K Reduce -71.2%
GIS General Mills Inc. 0.06% 3,424 $240K Reduce -81.2%
PLD Prologis Inc. 0.06% 1,770 $230K Reduce -34.6%
CRM Salesforce Inc. 0.06% 765 $230K New
DXCM Dexcom Inc. 0.06% 1,638 $227K Reduce -80.8%
BIL SS SPDR BB 1-3M T-Bill ETF 0.05% 2,329 $214K New
SHE SS SPDR MSCI U Gend Div ETF 0.05% 1,990 $211K New
AN Autonation Inc. 0.05% 1,268 $210K New
UL Unilever PLC 0.05% 4,114 $206K Reduce -82.5%
SCHI Schwab 5-10 Year Corporate B 0.04% 3,845 $171K New
XLC SS Comm Select Sector SPDR 0.04% 1,950 $159K Reduce -68.3%
XBI SS SPDR S&P Biotech ETF 0.04% 1,628 $154K Reduce -78.4%
IJH iShares Core S&P Midcap ETF 0.04% 2,510 $152K Reduce -88.6%
DES Wisdomtree US Smallcap Divid 0.04% 4,478 $146K New
XLY SS Consumer Disc Select Sect 0.03% 750 $138K Reduce -65.9%
IUSG iShares Core S&P U.S. Growth 0.03% 920 $108K New
VHT Vanguard Health Care ETF 0.03% 390 $106K No change
VV Vngrd Mrgstr LRG-Cap ETF-Usd 0.02% 370 $89K New
IBB iShares Biotechnology ETF 0.02% 643 $88K Add +4.0%
DON Wisdomtree US Midcap Dividen 0.02% 1,800 $88K New
IGPT Invesco AI and Next Gen Soft 0.02% 1,788 $81K No change
IWF iShares Russell 1000 Growth 0.02% 190 $64K Reduce -66.3%
VDC Vanguard Consumer Staple ETF 0.02% 306 $62K No change
SPHQ Invesco S&P 500 Quality ETF 0.02% 1,000 $60K New
SCHX Schwab US Large-Cap ETF 0.01% 900 $56K Reduce -94.1%
GGN Gamco GLBL Gold NTRL Res Inc. 0.01% 13,750 $53K No change
SCHV Schwab US Large-Cap Value 0.01% 500 $38K New
VTV Vanguard Mrngstr Val ETF-Aui 0.01% 223 $36K New
VUG Vanguard Mrngstar GR ETF-Sui 0.01% 104 $36K Reduce -70.3%
VWO Vanguard Ftse Emerging Marke 0.01% 740 $31K Reduce -80.0%
ICLN iShares Global Clean Energy 0.01% 1,825 $26K Reduce -59.8%
VONE Vanguard Russell 1000 0.01% 100 $24K New
SCHA Schwab US Small-Cap ETF 0.00% 300 $15K Reduce -95.6%
VBR Vngrd Mrngst SL-CP Val ETF-U 0.00% 65 $12K New
SUSA iShares ESG Optimized MSCI U 0.00% 80 $9K Reduce -95.2%
VCIT Vanguard Int-Term Corporate 0.00% 55 $4K New
VBK Van Morst SML-Cap Gro-Usd Inc. 0.00% 11 $3K Reduce -95.6%

Portfolio Sells Q4 2023 → Q1 2024
IWB iShares Russell 1000 ETF Reduce -83.1% 0.44% −1.29
LLY Eli Lilly & Co. Reduce -73.2% 0.74% −0.76
ABBV Abbvie Inc. Reduce -65.0% 0.98% −0.76
JNJ Johnson & Johnson Reduce -41.1% 3.12% −0.70
ADP Automatic Data Processing Reduce -56.8% 1.13% −0.64
MRK Merck & Co. Inc. Reduce -48.4% 3.55% −0.58
MA Mastercard Inc. Class A Reduce -66.8% 0.58% −0.55
RPM RPM International Inc. Reduce -56.9% 0.90% −0.52
SYK Stryker Corp. Reduce -57.3% 1.12% −0.48
PEP Pepsico Inc. Reduce -38.9% 2.11% −0.33
VGT Vanguard Info Tech ETF Reduce -64.9% 0.36% −0.33
KO The Coca-Cola Co. Reduce -67.9% 0.25% −0.30
KMB Kimberly-Clark Corp. Reduce -76.0% 0.16% −0.29
NKE Nike Inc. Class B Reduce -37.4% 0.82% −0.28
ITW Illinois Tool Works Reduce -79.6% 0.10% −0.26
RSPT Invesco S&P 500 Equal Weight Reduce -85.9% 0.07% −0.25
ERIE Erie Indemnity Company Class A Sold out 0.00% −0.24
SCHD Schwab US DVD Equity ETF Reduce -53.1% 0.48% −0.23
SO The Southern Co. Reduce -60.9% 0.27% −0.22
SJM The JM Smucker Co. Sold out 0.00% −0.22
LIN Linde PLC Reduce -76.5% 0.12% −0.21
IJH iShares Core S&P Midcap ETF Reduce -88.6% 0.04% −0.18
DEO Diageo PLC-Sponsored ADR Reduce -75.3% 0.10% −0.18
CL Colgate-Palmolive Co. Reduce -52.9% 0.49% −0.18
GIS General Mills Inc. Reduce -81.2% 0.06% −0.18
GGG Graco Inc. Sold out 0.00% −0.18
PFE Pfizer Inc. Reduce -53.9% 0.28% −0.18
UPS United Parcel Service Class B Reduce -47.0% 0.39% −0.17
VEU Vanguard Ftse All-World Ex-U Reduce -80.4% 0.07% −0.17
AVGO Broadcom Inc. Reduce -70.7% 0.15% −0.17
WM Waste Management Inc. Reduce -54.5% 0.47% −0.16
UL Unilever PLC Reduce -82.5% 0.05% −0.16
NVS Novartis AG-Sponsored ADR Sold out 0.00% −0.14
SCHX Schwab US Large-Cap ETF Reduce -94.1% 0.01% −0.14
VB Vanguard Most SM-Cap ETF-Usd Reduce -45.4% 0.57% −0.14
ENB Enbridge Inc. Reduce -76.8% 0.06% −0.14
DXCM Dexcom Inc. Reduce -80.8% 0.06% −0.14
DCI Donaldson Co. Inc. Sold out 0.00% −0.13
CB Chubb Ltd. Reduce -62.1% 0.20% −0.13
BHB Bar Harbor Bankshares Sold out 0.00% −0.12
ORI Old Republic Intl Corp. Sold out 0.00% −0.12
TXN Texas Instruments Inc. Reduce -46.5% 0.35% −0.11
BCE Bce Inc. Sold out 0.00% −0.11
VYM Vanguard High DVD Yield ETF Reduce -67.4% 0.11% −0.11
GOOG Alphabet Inc. Class C Reduce -60.9% 0.14% −0.10
LOW Lowe's Cos Inc. Sold out 0.00% −0.10
CLX Clorox Company Sold out 0.00% −0.10
WTRG Essential Utilities Inc. Reduce -52.1% 0.17% −0.09
CINF Cincinnati Financial Corp. Reduce -49.5% 0.46% −0.09
GLD SPDR Gold Shares Sold out 0.00% −0.09

Portfolio Buys Q4 2023 → Q1 2024
FCNCA First Citizens Bcshs Class A New 0.52% +0.52
BRK.B Berkshire Hathaway Inc. Class B Add +49.6% 0.73% +0.43
NUE Nucor Corp. New 0.41% +0.41
VOO Vanguard S&P 500 ETF Add +1.9% 1.14% +0.40
WMT Walmart Inc. Add +3.5% 0.91% +0.35
SLB SLB Ltd. Add +9.0% 0.86% +0.32
TT Trane Technologies PLC New 0.31% +0.31
CAT Caterpillar Inc. Add +23.3% 0.46% +0.24
DE Deere & Co. New 0.21% +0.21
GPC Genuine Parts Co. New 0.19% +0.19
CSX CSX Corp. New 0.17% +0.17
BRK.A Berkshire Hathaway Inc. Class A New 0.16% +0.16
SHEL Shell PLC-ADR New 0.14% +0.14
XEL Xcel Energy Inc. New 0.13% +0.13
AMGN Amgen Inc. Add +30.8% 0.27% +0.12
MDLZ Mondelez International Inc. Class A Add +23.3% 0.30% +0.12
SYY Sysco Corp. Add +45.7% 0.18% +0.10
AXP American Express Co. Add +30.4% 0.17% +0.09
PNC PNC Financial Services Group Add +30.4% 0.20% +0.09
DOW Dow Inc. New 0.09% +0.09
IR Ingersoll-Rand Inc. New 0.09% +0.09
BKNG Booking Holdings Inc. New 0.08% +0.08
CTVA Corteva Inc. New 0.07% +0.07
PTC PTC Inc. New 0.07% +0.07
UFCS United Fire Group Inc. New 0.07% +0.07
DD Dupont DE Nemours Inc. Add +92.1% 0.11% +0.07
COP Conocophillips Add +23.0% 0.15% +0.07
GPN Global Payments Inc. New 0.07% +0.07
GLW Corning Inc. Add +37.0% 0.13% +0.07
ALB Albemarle Corp. New 0.06% +0.06
PPG PPG Industries Inc. Add +108.3% 0.10% +0.06
CRM Salesforce Inc. New 0.06% +0.06
BIL SS SPDR BB 1-3M T-Bill ETF New 0.05% +0.05
SHE SS SPDR MSCI U Gend Div ETF New 0.05% +0.05
AN Autonation Inc. New 0.05% +0.05
SCHI Schwab 5-10 Year Corporate B New 0.04% +0.04
DES Wisdomtree US Smallcap Divid New 0.04% +0.04
IUSG iShares Core S&P U.S. Growth New 0.03% +0.03
VV Vngrd Mrgstr LRG-Cap ETF-Usd New 0.02% +0.02
DON Wisdomtree US Midcap Dividen New 0.02% +0.02
SPHQ Invesco S&P 500 Quality ETF New 0.02% +0.02
SCHV Schwab US Large-Cap Value New 0.01% +0.01
VTV Vanguard Mrngstr Val ETF-Aui New 0.01% +0.01
IBB iShares Biotechnology ETF Add +4.0% 0.02% +0.01
VONE Vanguard Russell 1000 New 0.01% +0.01
VBR Vngrd Mrngst SL-CP Val ETF-U New 0.00% +0.00
VCIT Vanguard Int-Term Corporate New 0.00% +0.00

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 155$240.1MVOO, AAPL, NVDA, MSFT, SCHB
Q1 2026 143$216.6MAAPL, NVDA, VOO, MSFT, SCHB
Q4 2025 139$221.3MMSFT, AAPL, NVDA, VOO, SCHB
Q3 2025 142$222.4MMSFT, AAPL, NVDA, VOO, SCHB
Q2 2025 144$208.9MMSFT, NVDA, AAPL, PG, VOO
Q1 2025 152$357.2MAAPL, MSFT, ABT, JPM, JNJ
Q4 2024 190$374.8MMSFT, AAPL, GOOGL, JPM, ABT
Q3 2024 189$397.8MMSFT, AAPL, HD, JNJ, ABT
Q2 2024 184$389.6MMSFT, AAPL, HD, MRK, GOOGL
Q1 2024 184$399.8MMSFT, AAPL, HD, MRK, JPM