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

0$100.0M$200.0M$300.0M$400.0M Q1 2024: $399.8M Q1 2024 Q2 2024: $389.6M $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 · $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%
SCHW Schwab (charles) Corp. 0.13% 8,082 $503K Reduce -0.7%
ISRG Intuitive Surgical Inc. 0.13% 1,174 $489K Reduce -3.4%
PARAA Paramount Global Class B 0.12% 41,580 $484K No change
DE Deere & Co. 0.12% 1,246 $474K Reduce -38.8%
IWV iShares Russell 3000 ETF 0.12% 1,500 $472K No change
BKNG Booking Holdings Inc. 0.12% 119 $468K Add +41.7%
RSP Invesco S&P 500 Equal Weight 0.12% 2,706 $459K No change
ENB Enbridge Inc. 0.11% 12,162 $441K Add +71.2%
GNRC Generac Holdings Inc. 0.11% 2,758 $433K Reduce -39.9%
GEV GE Vernova Inc. 0.11% 2,582 $417K Add +6.5%
LMT Lockheed Martin Corp. 0.10% 855 $407K Add +36.8%
SPGI S&P Global Inc. 0.10% 797 $386K Add +5.3%
BMY Bristol-Myers Squibb Co. 0.10% 9,005 $382K Reduce -48.7%
IVV iShares Core S&P 500 ETF 0.10% 686 $381K No change
AN Autonation Inc. 0.09% 2,038 $359K Add +60.7%
RBC RBC Bearings Inc. 0.09% 1,210 $354K New
SCHG Schwab US Large-Cap Growth 0.09% 3,443 $348K Add +9.2%
UL Unilever PLC 0.09% 5,849 $339K Add +42.2%
DCI Donaldson Co. Inc. 0.09% 4,530 $332K New
DXCM Dexcom Inc. 0.08% 2,838 $314K Add +73.3%
PRU Prudential Financial Inc. 0.08% 2,501 $313K Add +16.3%
GEHC GE Healthcare Technology 0.08% 3,865 $313K Add +23.2%
VXF Vanguard Extended Market ETF 0.08% 1,700 $299K No change
SOLV Solventum Corp. 0.08% 5,418 $298K Reduce -33.8%
NVS Novartis AG-Sponsored ADR 0.08% 2,765 $296K New
EXPD Expeditors Intl Wash Inc. 0.08% 2,433 $293K Reduce -44.3%
GLW Corning Inc. 0.08% 6,500 $292K Reduce -58.7%
SJM The JM Smucker Co. filed as SMUCKER J M CO 0.07% 2,425 $292K New
TMO Thermo Fisher Scientific Inc. 0.07% 537 $290K Reduce -4.6%
ITOT iShares Core S&P Total U.S. 0.07% 2,345 $284K No change
FISV Fiserv Inc. 0.07% 1,767 $279K New
RSPT Invesco S&P 500 Equal Weight 0.07% 7,500 $278K No change
VEU Vanguard Ftse All-World Ex-U 0.07% 4,624 $273K Add +3.8%
LAMR Lamar Advertising Co. Class A 0.07% 2,245 $271K Reduce -31.4%
SCHX Schwab US Large-Cap ETF 0.07% 3,900 $255K Add +333.3%
JBL Jabil Inc. 0.07% 2,270 $255K New
NVO Novo-Nordisk A/S-Spons ADR 0.07% 1,955 $254K Reduce -17.2%
MCD McDonald's Corp. 0.06% 953 $247K New
CVS CVS Health Corp. 0.06% 4,080 $244K No change
EW Edwards Lifesciences Corp. 0.06% 2,800 $240K New
GIS General Mills Inc. 0.06% 3,624 $237K Add +5.8%
PLD Prologis Inc. 0.06% 1,860 $228K Add +5.1%
PAYX Paychex Inc. 0.06% 1,750 $217K New
SHE SS SPDR MSCI U Gend Div ETF 0.06% 1,990 $216K No change
GGG Graco Inc. 0.06% 2,600 $215K New
HCA HCA Healthcare Inc. 0.05% 660 $212K New
SCHI Schwab 5-10 Year Corporate B 0.05% 4,745 $212K Add +23.4%
XBI SS SPDR S&P Biotech ETF 0.05% 2,170 $212K Add +33.3%
ERIE Erie Indemnity Company Class A 0.05% 550 $210K New
XLK SS Technology Select Sector 0.05% 900 $204K New
GPN Global Payments Inc. 0.05% 1,983 $201K No change
XLC SS Comm Select Sector SPDR 0.04% 1,950 $167K No change
IJH iShares Core S&P Midcap ETF 0.04% 2,510 $152K No change
DES Wisdomtree US Smallcap Divid 0.04% 4,478 $151K No change
VDE Vanguard Energy ETF 0.04% 1,126 $148K New
XLY SS Consumer Disc Select Sect 0.04% 750 $142K No change
VFH Vanguard Financials ETF 0.04% 1,296 $137K New
VCR Vanguard Consumer Discre ETF 0.03% 415 $134K New
VIS Vanguard Industrials ETF 0.03% 544 $132K New
IWF iShares Russell 1000 Growth 0.03% 350 $127K Add +84.2%
BIL SS SPDR BB 1-3M T-Bill ETF 0.03% 1,357 $124K Reduce -41.7%
IUSG iShares Core S&P U.S. Growth 0.03% 920 $118K No change
VHT Vanguard Health Care ETF 0.03% 390 $105K No change
VV Vngrd Mrgstr LRG-Cap ETF-Usd 0.02% 370 $94K No change
IBB iShares Biotechnology ETF 0.02% 643 $93K No change
VWO Vanguard Ftse Emerging Marke 0.02% 1,990 $88K Add +168.9%
DON Wisdomtree US Midcap Dividen 0.02% 1,800 $88K No change
IGPT Invesco AI and Next Gen Soft 0.02% 1,788 $83K No change
IWD iShares Russell 1000 Value E 0.02% 430 $78K New
SCHA Schwab US Small-Cap ETF 0.02% 1,500 $75K Add +400.0%
SPHQ Invesco S&P 500 Quality ETF 0.02% 1,000 $64K No change
VDC Vanguard Consumer Staple ETF 0.02% 306 $63K No change
GGN Gamco GLBL Gold NTRL Res Inc. 0.01% 13,750 $57K No change
SCHV Schwab US Large-Cap Value 0.01% 560 $43K Add +12.0%
VUG Vanguard Mrngstar GR ETF-Sui 0.01% 104 $39K No change
VTV Vanguard Mrngstr Val ETF-Aui 0.01% 223 $37K No change
ICLN iShares Global Clean Energy 0.01% 1,825 $25K No change
VONE Vanguard Russell 1000 0.01% 100 $25K No change
IWN iShares Russell 2000 Value E 0.01% 150 $25K New
EFA iShares MSCI Eafe ETF 0.01% 280 $22K New
VBR Vngrd Mrngst SL-CP Val ETF-U 0.00% 65 $13K No change
SUSA iShares ESG Optimized MSCI U 0.00% 80 $9K No change
VCIT Vanguard Int-Term Corporate 0.00% 55 $4K No change
VBK Van Morst SML-Cap Gro-Usd Inc. 0.00% 11 $3K No change

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

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