Mitchell Sinkler & Starr
In its 13F for Q2 2024 (holdings as of June 30, 2024, filed August 7, 2024), Mitchell Sinkler & Starr reported 184 stock positions worth $389.6 million. Its top holding was Microsoft (MSFT) at 7.2% of the portfolio, followed by Apple (AAPL, 5.9%) and Home Depot (HD, 3.3%). Compared with Q1 2024, it opened 20 new positions, sold out of 22, added to 66 and reduced 54. The biggest buy was Nvidia (NVDA, shares +8%) and the biggest sale an exit from First Citizens Bcshs Class A (FCNCA).
- Most Recent 13F
- Q2 2026
- Location
- PHILADELPHIA, PA
- CIK
- 0001048921
- Portfolio Value
- $389.6M (Q2 2024)
- SEC Filing
- 0001398344-24-014031 ↗ filed Aug 7, 2024
Holdings Value
Holdings 184 stocks · $389.6M
| MSFT Microsoft Corp. | 7.16% | 63,298 | $27.9M | Reduce -5.1% |
| AAPL Apple Inc. | 5.92% | 103,236 | $23.0M | Reduce -2.9% |
| HD Home Depot Inc. | 3.34% | 36,113 | $13.0M | Reduce -2.9% |
| MRK Merck & Co. Inc. | 3.26% | 102,289 | $12.7M | Reduce -4.8% |
| GOOGL Alphabet Inc. Class A | 3.15% | 68,958 | $12.3M | Add +4.0% |
| JNJ Johnson & Johnson | 3.08% | 77,783 | $12.0M | Reduce -1.4% |
| JPM JPMorgan Chase & Co. | 3.01% | 55,973 | $11.7M | Reduce -12.1% |
| ABT Abbott Laboratories | 2.85% | 110,572 | $11.1M | Add +1.7% |
| PG The Procter & Gamble Co. | 2.53% | 58,524 | $9.8M | Reduce -3.1% |
| EMR Emerson Electric Co. | 2.48% | 82,917 | $9.6M | Reduce -1.0% |
| UNP Union Pacific Corp. | 2.34% | 37,525 | $9.1M | Reduce -2.6% |
| APD Air Products & Chemicals Inc. | 2.31% | 33,863 | $9.0M | Reduce -10.1% |
| NVDA Nvidia Corp. | 2.24% | 71,665 | $8.7M | Add +8.1% |
| PEP Pepsico Inc. | 2.22% | 50,890 | $8.6M | Add +5.4% |
| MCO Moody's Corp. | 2.21% | 19,178 | $8.6M | Reduce -15.1% |
| SCHB Schwab US Broad Market ETF | 1.95% | 118,629 | $7.6M | Add +20.2% |
| XOM Exxon Mobil Corp. | 1.92% | 63,154 | $7.5M | Reduce -17.9% |
| ORCL Oracle Corp. | 1.90% | 53,523 | $7.4M | No change |
| INTC Intel Corp. | 1.69% | 189,642 | $6.6M | Reduce -3.2% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 1.67% | 67,047 | $6.5M | Reduce -2.3% |
| AMZN Amazon.com Inc. | 1.66% | 34,836 | $6.4M | Add +3.1% |
| CBT Cabot Corp. | 1.51% | 60,180 | $5.9M | No change |
| VTI VG Morningstar TS MKT ETF-US | 1.42% | 20,355 | $5.5M | Add +2.3% |
| CHKP Check Point Software Tech | 1.40% | 31,774 | $5.5M | No change |
| VOO Vanguard S&P 500 ETF | 1.37% | 10,582 | $5.4M | Add +12.0% |
| ADP Automatic Data Processing | 1.11% | 17,701 | $4.3M | Reduce -1.9% |
| WMT Walmart Inc. | 1.10% | 60,720 | $4.3M | Add +0.5% |
| SYK Stryker Corp. | 1.09% | 12,683 | $4.3M | Add +1.4% |
| CMCSA Comcast Corp. Class A | 1.06% | 103,069 | $4.1M | No change |
| ABBV Abbvie Inc. | 0.98% | 22,337 | $3.8M | Add +3.3% |
| RPM RPM International Inc. | 0.97% | 34,063 | $3.8M | Add +12.5% |
| WFC Wells Fargo & Co. | 0.84% | 55,125 | $3.3M | No change |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.82% | 5,795 | $3.2M | No change |
| CVX Chevron Corp. | 0.77% | 18,758 | $3.0M | Reduce -18.9% |
| SLB SLB Ltd. filed as SCHLUMBERGER LTD | 0.72% | 57,811 | $2.8M | Reduce -8.1% |
| NKE Nike Inc. Class B | 0.71% | 37,837 | $2.8M | Add +8.4% |
| MA Mastercard Inc. Class A | 0.64% | 5,616 | $2.5M | Add +16.0% |
| IWB iShares Russell 1000 ETF | 0.64% | 8,185 | $2.5M | Add +33.1% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.61% | 10,680 | $2.4M | Add +7.6% |
| MMM 3M Co. | 0.59% | 22,239 | $2.3M | Reduce -32.0% |
| LLY Eli Lilly & Co. | 0.59% | 2,667 | $2.3M | Reduce -29.9% |
| SPYG SS SPDR P S&P 500 Growth ETF | 0.57% | 27,675 | $2.2M | Add +24.8% |
| WM Waste Management Inc. | 0.57% | 9,942 | $2.2M | Add +13.7% |
| COST Costco Wholesale Corp. | 0.56% | 2,568 | $2.2M | Add +10.4% |
| RTX RTX Corp. | 0.55% | 20,736 | $2.1M | Add +10.8% |
| CL Colgate-Palmolive Co. | 0.52% | 20,797 | $2.0M | Reduce -3.7% |
| HON Honeywell International Inc. | 0.50% | 9,092 | $2.0M | Add +13.3% |
| PM Philip Morris International | 0.50% | 18,556 | $2.0M | No change |
| NEE Nextera Energy Inc. | 0.50% | 27,226 | $1.9M | Reduce -28.3% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.50% | 4,393 | $1.9M | Reduce -37.0% |
| CINF Cincinnati Financial Corp. | 0.49% | 15,293 | $1.9M | Add +4.1% |
| SCHD Schwab US DVD Equity ETF | 0.47% | 22,920 | $1.8M | Reduce -4.6% |
| META Meta Platforms Inc. Class A | 0.45% | 3,660 | $1.7M | Add +1.2% |
| CSCO Cisco Systems Inc. | 0.44% | 35,996 | $1.7M | Reduce -39.3% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.44% | 40,038 | $1.7M | No change |
| GE General Electric filed as GE AEROSPACE | 0.42% | 10,333 | $1.6M | Add +6.5% |
| ACN Accenture PLC Class A | 0.41% | 4,936 | $1.6M | Add +6.1% |
| VGT Vanguard Info Tech ETF | 0.40% | 2,713 | $1.6M | Reduce -0.7% |
| SO The Southern Co. | 0.37% | 17,933 | $1.4M | Add +21.2% |
| TXN Texas Instruments Inc. | 0.36% | 6,990 | $1.4M | Reduce -12.5% |
| UPS United Parcel Service Class B | 0.36% | 9,730 | $1.4M | Reduce -6.3% |
| V Visa Inc. Class A | 0.35% | 5,138 | $1.4M | Reduce -14.8% |
| AMGN Amgen Inc. | 0.34% | 3,980 | $1.3M | Add +4.7% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.30% | 4,766 | $1.2M | Add +0.1% |
| KO The Coca-Cola Co. | 0.30% | 18,024 | $1.2M | Add +8.9% |
| VCSH Vanguard S/T Corp. Bond ETF | 0.29% | 14,650 | $1.1M | Reduce -20.5% |
| DUK Duke Energy Corp. | 0.28% | 10,631 | $1.1M | Reduce -24.0% |
| GOOG Alphabet Inc. Class C | 0.25% | 5,310 | $961K | Add +42.7% |
| GVI iShares Intermediate Governm | 0.25% | 9,265 | $961K | No change |
| AJG Arthur J Gallagher & Co. filed as GALLAGHER ARTHUR J & CO | 0.24% | 3,500 | $926K | Add +0.9% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.24% | 4,950 | $917K | Reduce -43.8% |
| MO Altria Group Inc. | 0.23% | 18,802 | $905K | No change |
| AVGO Broadcom Inc. | 0.22% | 5,440 | $873K | Add +1082.6% |
| CB Chubb Ltd. | 0.22% | 3,294 | $870K | Add +7.3% |
| KMB Kimberly-Clark Corp. | 0.22% | 6,108 | $859K | Add +23.9% |
| PFE Pfizer Inc. | 0.21% | 27,602 | $820K | Reduce -30.8% |
| DHI D.R. Horton Inc. | 0.21% | 4,697 | $815K | No change |
| MDLZ Mondelez International Inc. Class A | 0.20% | 11,882 | $795K | Reduce -29.9% |
| UNH Unitedhealth Group Inc. | 0.20% | 1,389 | $784K | Add +23.1% |
| ASML ASML Holding NV-NY Reg SHS | 0.20% | 828 | $765K | Reduce -3.2% |
| VZ Verizon Communications Inc. | 0.19% | 17,885 | $752K | Reduce -30.2% |
| ANET Arista Networks Inc. | 0.19% | 2,235 | $743K | Add +49.0% |
| IGIB iShares 5-10Y Inv Grade Corp. | 0.19% | 14,021 | $728K | No change |
| MDT Medtronic PLC | 0.19% | 8,890 | $722K | Add +3.9% |
| SYY Sysco Corp. | 0.18% | 9,265 | $689K | Add +4.5% |
| XLF SS Financial Select Sector | 0.18% | 15,860 | $687K | Reduce -30.9% |
| TSLA Tesla Inc. | 0.17% | 2,704 | $674K | Reduce -8.2% |
| DEO Diageo PLC-Sponsored ADR | 0.17% | 5,205 | $672K | Add +101.3% |
| AMT American Tower Corp. | 0.16% | 3,029 | $638K | Reduce -3.2% |
| WTRG Essential Utilities Inc. | 0.16% | 15,223 | $623K | Reduce -18.6% |
| VYM Vanguard High DVD Yield ETF | 0.16% | 5,000 | $617K | Add +42.9% |
| ITW Illinois Tool Works | 0.15% | 2,365 | $590K | Add +53.1% |
| OEF iShares S&P 100 ETF | 0.14% | 2,098 | $563K | No change |
| LIN Linde PLC | 0.14% | 1,252 | $558K | Add +22.1% |
| ZTS Zoetis Inc. | 0.14% | 3,091 | $554K | Add +25.6% |
| KVUE Kenvue Inc. | 0.14% | 29,146 | $534K | Reduce -8.2% |
| CASY Casey's General Stores Inc. | 0.14% | 1,390 | $526K | Add +27.5% |
| ADBE Adobe Inc. | 0.13% | 936 | $521K | Reduce -2.4% |
| USB US Bancorp | 0.13% | 11,480 | $510K | Reduce -17.9% |
| KNSL Kinsale Capital Group Inc. | 0.13% | 1,303 | $507K | Add +57.9% |
Portfolio Sells Q1 2024 → Q2 2024
| FCNCA First Citizens Bcshs Class A | Sold out | 0.00% | −0.52 |
| INTC Intel Corp. | Reduce -3.2% | 1.69% | −0.47 |
| CAT Caterpillar Inc. | Sold out | 0.00% | −0.46 |
| DIS The Walt Disney Co. | Reduce -2.3% | 1.67% | −0.43 |
| NUE Nucor Corp. | Sold out | 0.00% | −0.41 |
| XOM Exxon Mobil Corp. | Reduce -17.9% | 1.92% | −0.31 |
| TT Trane Technologies PLC | Sold out | 0.00% | −0.31 |
| CSCO Cisco Systems Inc. | Reduce -39.3% | 0.44% | −0.30 |
| MRK Merck & Co. Inc. | Reduce -4.8% | 3.26% | −0.29 |
| MMM 3M Co. | Reduce -32.0% | 0.59% | −0.27 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -37.0% | 0.50% | −0.24 |
| HD Home Depot Inc. | Reduce -2.9% | 3.34% | −0.23 |
| PNC PNC Financial Services Group | Sold out | 0.00% | −0.20 |
| GPC Genuine Parts Co. | Sold out | 0.00% | −0.19 |
| IBM Intl Business Machines Corp. | Reduce -43.8% | 0.24% | −0.19 |
| JPM JPMorgan Chase & Co. | Reduce -12.1% | 3.01% | −0.18 |
| CSX CSX Corp. | Sold out | 0.00% | −0.17 |
| AXP American Express Co. | Sold out | 0.00% | −0.17 |
| BRK.A Berkshire Hathaway Inc. Class A | Sold out | 0.00% | −0.16 |
| LLY Eli Lilly & Co. | Reduce -29.9% | 0.59% | −0.15 |
| COP Conocophillips | Sold out | 0.00% | −0.15 |
| CVX Chevron Corp. | Reduce -18.9% | 0.77% | −0.14 |
| BMY Bristol-Myers Squibb Co. | Reduce -48.7% | 0.10% | −0.14 |
| SHEL Shell PLC-ADR | Sold out | 0.00% | −0.14 |
| SLB SLB Ltd. | Reduce -8.1% | 0.72% | −0.14 |
| XEL Xcel Energy Inc. | Sold out | 0.00% | −0.13 |
| DD Dupont DE Nemours Inc. | Sold out | 0.00% | −0.11 |
| NEE Nextera Energy Inc. | Reduce -28.3% | 0.50% | −0.11 |
| PPG PPG Industries Inc. | Sold out | 0.00% | −0.10 |
| MDLZ Mondelez International Inc. Class A | Reduce -29.9% | 0.20% | −0.09 |
| DE Deere & Co. | Reduce -38.8% | 0.12% | −0.09 |
| DOW Dow Inc. | Sold out | 0.00% | −0.09 |
| IR Ingersoll-Rand Inc. | Sold out | 0.00% | −0.09 |
| PSX Phillips 66 | Sold out | 0.00% | −0.08 |
| VZ Verizon Communications Inc. | Reduce -30.2% | 0.19% | −0.08 |
| CTVA Corteva Inc. | Sold out | 0.00% | −0.07 |
| PTC PTC Inc. | Sold out | 0.00% | −0.07 |
| UFCS United Fire Group Inc. | Sold out | 0.00% | −0.07 |
| V Visa Inc. Class A | Reduce -14.8% | 0.35% | −0.07 |
| PFE Pfizer Inc. | Reduce -30.8% | 0.21% | −0.07 |
| XLF SS Financial Select Sector | Reduce -30.9% | 0.18% | −0.07 |
| ALB Albemarle Corp. | Sold out | 0.00% | −0.06 |
| VCSH Vanguard S/T Corp. Bond ETF | Reduce -20.5% | 0.29% | −0.06 |
| EXPD Expeditors Intl Wash Inc. | Reduce -44.3% | 0.08% | −0.06 |
| CRM Salesforce Inc. | Sold out | 0.00% | −0.06 |
| GLW Corning Inc. | Reduce -58.7% | 0.08% | −0.05 |
| DUK Duke Energy Corp. | Reduce -24.0% | 0.28% | −0.05 |
| JNJ Johnson & Johnson | Reduce -1.4% | 3.08% | −0.04 |
| SOLV Solventum Corp. | Reduce -33.8% | 0.08% | −0.04 |
| GNRC Generac Holdings Inc. | Reduce -39.9% | 0.11% | −0.03 |
Portfolio Buys Q1 2024 → Q2 2024
| NVDA Nvidia Corp. | Add +8.1% | 2.24% | +0.74 |
| GOOGL Alphabet Inc. Class A | Add +4.0% | 3.15% | +0.65 |
| SCHB Schwab US Broad Market ETF | Add +20.2% | 1.95% | +0.44 |
| VOO Vanguard S&P 500 ETF | Add +12.0% | 1.37% | +0.24 |
| WMT Walmart Inc. | Add +0.5% | 1.10% | +0.19 |
| IWB iShares Russell 1000 ETF | Add +33.1% | 0.64% | +0.19 |
| SPYG SS SPDR P S&P 500 Growth ETF | Add +24.8% | 0.57% | +0.16 |
| AMZN Amazon.com Inc. | Add +3.1% | 1.66% | +0.13 |
| COST Costco Wholesale Corp. | Add +10.4% | 0.56% | +0.13 |
| VTI VG Morningstar TS MKT ETF-US | Add +2.3% | 1.42% | +0.12 |
| PEP Pepsico Inc. | Add +5.4% | 2.22% | +0.11 |
| GOOG Alphabet Inc. Class C | Add +42.7% | 0.25% | +0.11 |
| SO The Southern Co. | Add +21.2% | 0.37% | +0.10 |
| WM Waste Management Inc. | Add +13.7% | 0.57% | +0.10 |
| HON Honeywell International Inc. | Add +13.3% | 0.50% | +0.09 |
| RTX RTX Corp. | Add +10.8% | 0.55% | +0.09 |
| RBC RBC Bearings Inc. | New | 0.09% | +0.09 |
| DCI Donaldson Co. Inc. | New | 0.09% | +0.09 |
| ANET Arista Networks Inc. | Add +49.0% | 0.19% | +0.08 |
| DEO Diageo PLC-Sponsored ADR | Add +101.3% | 0.17% | +0.08 |
| NVS Novartis AG-Sponsored ADR | New | 0.08% | +0.08 |
| SJM The JM Smucker Co. | New | 0.07% | +0.07 |
| RPM RPM International Inc. | Add +12.5% | 0.97% | +0.07 |
| AVGO Broadcom Inc. | Add +1082.6% | 0.22% | +0.07 |
| FISV Fiserv Inc. | New | 0.07% | +0.07 |
| AMGN Amgen Inc. | Add +4.7% | 0.34% | +0.07 |
| JBL Jabil Inc. | New | 0.07% | +0.07 |
| MCD McDonald's Corp. | New | 0.06% | +0.06 |
| EW Edwards Lifesciences Corp. | New | 0.06% | +0.06 |
| UNH Unitedhealth Group Inc. | Add +23.1% | 0.20% | +0.06 |
| KMB Kimberly-Clark Corp. | Add +23.9% | 0.22% | +0.06 |
| MA Mastercard Inc. Class A | Add +16.0% | 0.64% | +0.06 |
| PAYX Paychex Inc. | New | 0.06% | +0.06 |
| GGG Graco Inc. | New | 0.06% | +0.06 |
| HCA HCA Healthcare Inc. | New | 0.05% | +0.05 |
| ERIE Erie Indemnity Company Class A | New | 0.05% | +0.05 |
| VYM Vanguard High DVD Yield ETF | Add +42.9% | 0.16% | +0.05 |
| XLK SS Technology Select Sector | New | 0.05% | +0.05 |
| SCHX Schwab US Large-Cap ETF | Add +333.3% | 0.07% | +0.05 |
| ENB Enbridge Inc. | Add +71.2% | 0.11% | +0.05 |
| CASY Casey's General Stores Inc. | Add +27.5% | 0.14% | +0.05 |
| ITW Illinois Tool Works | Add +53.1% | 0.15% | +0.05 |
| VB Vanguard Most SM-Cap ETF-Usd | Add +7.6% | 0.61% | +0.05 |
| KO The Coca-Cola Co. | Add +8.9% | 0.30% | +0.04 |
| BKNG Booking Holdings Inc. | Add +41.7% | 0.12% | +0.04 |
| AN Autonation Inc. | Add +60.7% | 0.09% | +0.04 |
| ZTS Zoetis Inc. | Add +25.6% | 0.14% | +0.04 |
| VDE Vanguard Energy ETF | New | 0.04% | +0.04 |
| UL Unilever PLC | Add +42.2% | 0.09% | +0.04 |
| VFH Vanguard Financials ETF | New | 0.04% | +0.04 |
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 |