Mitchell Sinkler & Starr
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 12, 2025), Mitchell Sinkler & Starr reported 190 stock positions worth $374.8 million. Its top holding was Microsoft (MSFT) at 6.9% of the portfolio, followed by Apple (AAPL, 6.6%) and Alphabet Class A (GOOGL, 3.4%). Compared with Q3 2024, it opened 7 new positions, sold out of 6, added to 33 and reduced 65. The biggest buy was Alphabet Class A (GOOGL, shares +4%) and the biggest sale Home Depot (HD, shares −40%).
- Most Recent 13F
- Q2 2026
- Location
- PHILADELPHIA, PA
- CIK
- 0001048921
- Portfolio Value
- $374.8M (Q4 2024)
- SEC Filing
- 0001398344-25-002513 ↗ filed Feb 12, 2025
Holdings Value
Holdings 190 stocks · $374.8M
| MSFT Microsoft Corp. | 6.88% | 61,211 | $25.8M | Reduce -6.0% |
| AAPL Apple Inc. | 6.59% | 98,584 | $24.7M | Reduce -6.3% |
| GOOGL Alphabet Inc. Class A | 3.37% | 66,733 | $12.6M | Add +3.6% |
| JPM JPMorgan Chase & Co. | 3.18% | 49,772 | $11.9M | Reduce -1.9% |
| ABT Abbott Laboratories | 2.98% | 98,783 | $11.2M | Reduce -12.0% |
| HD Home Depot Inc. | 2.82% | 27,132 | $10.6M | Reduce -39.8% |
| EMR Emerson Electric Co. | 2.77% | 83,869 | $10.4M | Reduce -2.4% |
| JNJ Johnson & Johnson | 2.65% | 68,640 | $9.9M | Reduce -19.6% |
| PG The Procter & Gamble Co. | 2.54% | 56,696 | $9.5M | Reduce -7.9% |
| APD Air Products & Chemicals Inc. | 2.51% | 32,477 | $9.4M | Reduce -11.4% |
| ORCL Oracle Corp. | 2.51% | 56,449 | $9.4M | Add +1.2% |
| MRK Merck & Co. Inc. | 2.32% | 87,542 | $8.7M | Reduce -21.0% |
| MCO Moody's Corp. | 2.24% | 17,698 | $8.4M | No change |
| UNP Union Pacific Corp. | 2.19% | 36,006 | $8.2M | No change |
| NVDA Nvidia Corp. | 2.17% | 60,504 | $8.1M | Reduce -21.3% |
| SCHB Schwab US Broad Market ETF | 2.10% | 346,175 | $7.9M | Add +0.7% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 2.00% | 67,232 | $7.5M | Reduce -0.3% |
| PEP Pepsico Inc. | 1.94% | 47,872 | $7.3M | Reduce -8.5% |
| AMZN Amazon.com Inc. | 1.92% | 32,806 | $7.2M | Reduce -9.8% |
| XOM Exxon Mobil Corp. | 1.84% | 64,102 | $6.9M | Add +0.1% |
| VOO Vanguard S&P 500 ETF | 1.74% | 12,120 | $6.5M | Add +2.0% |
| VTI VG Morningstar TS MKT ETF-US | 1.58% | 20,454 | $5.9M | Reduce -0.3% |
| CHKP Check Point Software Tech | 1.56% | 31,254 | $5.8M | Reduce -1.6% |
| CBT Cabot Corp. | 1.47% | 60,180 | $5.5M | No change |
| WMT Walmart Inc. | 1.42% | 58,824 | $5.3M | Reduce -5.3% |
| CMCSA Comcast Corp. Class A | 1.04% | 103,527 | $3.9M | Add +0.2% |
| WFC Wells Fargo & Co. | 1.03% | 55,125 | $3.9M | No change |
| INTC Intel Corp. | 0.92% | 172,870 | $3.5M | Reduce -5.4% |
| ADP Automatic Data Processing | 0.90% | 11,476 | $3.4M | Reduce -49.2% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.86% | 5,530 | $3.2M | Reduce -18.4% |
| MMM 3M Co. | 0.83% | 24,162 | $3.1M | Add +0.7% |
| RPM RPM International Inc. | 0.73% | 22,170 | $2.7M | Reduce -40.9% |
| IWB iShares Russell 1000 ETF | 0.71% | 8,300 | $2.7M | Add +0.7% |
| ABBV Abbvie Inc. | 0.71% | 14,984 | $2.7M | Reduce -46.8% |
| NKE Nike Inc. Class B | 0.70% | 34,719 | $2.6M | Reduce -0.5% |
| SYK Stryker Corp. | 0.65% | 6,743 | $2.4M | Reduce -63.2% |
| MA Mastercard Inc. Class A | 0.63% | 4,459 | $2.3M | Reduce -28.5% |
| META Meta Platforms Inc. Class A | 0.61% | 3,931 | $2.3M | Add +2.8% |
| SLB SLB Ltd. filed as SCHLUMBERGER LTD | 0.59% | 57,711 | $2.2M | Reduce -0.2% |
| VGT Vanguard Info Tech ETF | 0.59% | 3,543 | $2.2M | Add +20.8% |
| SCHD Schwab US DVD Equity ETF | 0.54% | 74,725 | $2.0M | Add +1.4% |
| CINF Cincinnati Financial Corp. | 0.53% | 13,878 | $2.0M | No change |
| BRK.B Berkshire Hathaway Inc. Class B | 0.53% | 4,393 | $2.0M | No change |
| RTX RTX Corp. | 0.53% | 17,109 | $2.0M | Reduce -20.9% |
| CVX Chevron Corp. | 0.52% | 13,333 | $1.9M | Reduce -40.6% |
| LLY Eli Lilly & Co. | 0.49% | 2,393 | $1.8M | Reduce -21.9% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.49% | 7,611 | $1.8M | Reduce -42.6% |
| COST Costco Wholesale Corp. | 0.49% | 1,987 | $1.8M | Reduce -25.1% |
| WM Waste Management Inc. | 0.48% | 8,987 | $1.8M | Reduce -12.7% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.47% | 40,198 | $1.8M | Reduce -0.9% |
| CSCO Cisco Systems Inc. | 0.47% | 29,821 | $1.8M | Reduce -26.9% |
| GE General Electric filed as GE AEROSPACE | 0.46% | 10,333 | $1.7M | No change |
| SPYG SS SPDR P S&P 500 Growth ETF | 0.45% | 19,340 | $1.7M | No change |
| NEE Nextera Energy Inc. | 0.43% | 22,521 | $1.6M | Reduce -0.3% |
| PM Philip Morris International | 0.40% | 12,580 | $1.5M | No change |
| V Visa Inc. Class A | 0.39% | 4,668 | $1.5M | Reduce -28.6% |
| ACN Accenture PLC Class A | 0.39% | 4,150 | $1.5M | No change |
| HON Honeywell International Inc. | 0.34% | 5,652 | $1.3M | No change |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.34% | 4,796 | $1.3M | No change |
| AVGO Broadcom Inc. | 0.34% | 5,440 | $1.3M | No change |
| TXN Texas Instruments Inc. | 0.33% | 6,635 | $1.2M | Add +5.6% |
| UPS United Parcel Service Class B | 0.31% | 9,137 | $1.2M | Reduce -8.8% |
| TSLA Tesla Inc. | 0.30% | 2,769 | $1.1M | Reduce -2.1% |
| SO The Southern Co. | 0.29% | 13,237 | $1.1M | Reduce -25.3% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.29% | 4,950 | $1.1M | No change |
| AMGN Amgen Inc. | 0.28% | 4,085 | $1.1M | No change |
| ANET Arista Networks Inc. | 0.27% | 9,245 | $1.0M | Add +0.9% |
| GVI iShares Intermediate Governm | 0.26% | 9,265 | $966K | Reduce -19.6% |
| ITW Illinois Tool Works | 0.26% | 3,797 | $963K | Add +0.7% |
| VCSH Vanguard S/T Corp. Bond ETF | 0.25% | 11,800 | $921K | Reduce -20.9% |
| KO The Coca-Cola Co. | 0.24% | 14,305 | $891K | Reduce -51.7% |
| GEV GE Vernova Inc. | 0.23% | 2,582 | $849K | No change |
| GOOG Alphabet Inc. Class C | 0.22% | 4,310 | $821K | Reduce -68.0% |
| KNSL Kinsale Capital Group Inc. | 0.21% | 1,728 | $804K | Add +0.2% |
| UNH Unitedhealth Group Inc. | 0.21% | 1,567 | $793K | Add +1.9% |
| VZ Verizon Communications Inc. | 0.21% | 19,780 | $791K | Add +1.5% |
| CB Chubb Ltd. | 0.20% | 2,779 | $768K | Reduce -34.3% |
| XLF SS Financial Select Sector | 0.20% | 15,860 | $767K | No change |
| PFE Pfizer Inc. | 0.20% | 28,703 | $761K | Reduce -3.4% |
| MDT Medtronic PLC | 0.20% | 9,465 | $756K | Reduce -0.9% |
| SYY Sysco Corp. | 0.20% | 9,829 | $752K | Add +1.0% |
| VYM Vanguard High DVD Yield ETF | 0.20% | 5,860 | $748K | No change |
| DUK Duke Energy Corp. | 0.19% | 6,782 | $731K | Reduce -42.8% |
| IGIB iShares 5-10Y Inv Grade Corp. | 0.19% | 14,021 | $722K | No change |
| MDLZ Mondelez International Inc. Class A | 0.19% | 11,882 | $710K | No change |
| DHI D.R. Horton Inc. | 0.18% | 4,954 | $693K | Add +5.1% |
| ISRG Intuitive Surgical Inc. | 0.18% | 1,300 | $679K | Add +7.4% |
| ASML ASML Holding NV-NY Reg SHS | 0.18% | 968 | $671K | Add +5.5% |
| MO Altria Group Inc. | 0.18% | 12,826 | $671K | No change |
| KVUE Kenvue Inc. | 0.17% | 30,214 | $645K | Reduce -2.1% |
| OEF iShares S&P 100 ETF | 0.16% | 2,098 | $606K | No change |
| BKNG Booking Holdings Inc. | 0.16% | 120 | $596K | No change |
| SCHW Schwab (charles) Corp. | 0.16% | 7,942 | $588K | Reduce -4.8% |
| AMT American Tower Corp. | 0.16% | 3,179 | $583K | No change |
| CL Colgate-Palmolive Co. | 0.15% | 6,006 | $546K | Reduce -82.1% |
| USB US Bancorp | 0.14% | 11,350 | $543K | Reduce -1.1% |
| LMT Lockheed Martin Corp. | 0.14% | 1,110 | $539K | Add +6.7% |
| ENB Enbridge Inc. | 0.14% | 12,555 | $533K | Reduce -1.0% |
| DE Deere & Co. | 0.14% | 1,246 | $528K | No change |
| WTRG Essential Utilities Inc. | 0.14% | 14,378 | $522K | Reduce -7.3% |
Portfolio Sells Q3 2024 → Q4 2024
| HD Home Depot Inc. | Reduce -39.8% | 2.82% | −0.86 |
| MRK Merck & Co. Inc. | Reduce -21.0% | 2.32% | −0.51 |
| JNJ Johnson & Johnson | Reduce -19.6% | 2.65% | −0.48 |
| SYK Stryker Corp. | Reduce -63.2% | 0.65% | −0.46 |
| CL Colgate-Palmolive Co. | Reduce -82.1% | 0.15% | −0.37 |
| ADP Automatic Data Processing | Reduce -49.2% | 0.90% | −0.30 |
| ABBV Abbvie Inc. | Reduce -46.8% | 0.71% | −0.29 |
| PEP Pepsico Inc. | Reduce -8.5% | 1.94% | −0.19 |
| KO The Coca-Cola Co. | Reduce -51.7% | 0.24% | −0.16 |
| INTC Intel Corp. | Reduce -5.4% | 0.92% | −0.15 |
| GOOG Alphabet Inc. Class C | Reduce -68.0% | 0.22% | −0.15 |
| CVX Chevron Corp. | Reduce -40.6% | 0.52% | −0.15 |
| RPM RPM International Inc. | Reduce -40.9% | 0.73% | −0.14 |
| VB Vanguard Most SM-Cap ETF-Usd | Reduce -42.6% | 0.49% | −0.14 |
| KMB Kimberly-Clark Corp. | Reduce -74.0% | 0.09% | −0.13 |
| LLY Eli Lilly & Co. | Reduce -21.9% | 0.49% | −0.11 |
| DUK Duke Energy Corp. | Reduce -42.8% | 0.19% | −0.07 |
| NKE Nike Inc. Class B | Reduce -0.5% | 0.70% | −0.07 |
| APD Air Products & Chemicals Inc. | Reduce -11.4% | 2.51% | −0.07 |
| HCA HCA Healthcare Inc. | Sold out | 0.00% | −0.07 |
| CVS CVS Health Corp. | Sold out | 0.00% | −0.07 |
| SO The Southern Co. | Reduce -25.3% | 0.29% | −0.06 |
| RTX RTX Corp. | Reduce -20.9% | 0.53% | −0.06 |
| PLD Prologis Inc. | Sold out | 0.00% | −0.06 |
| NVO Novo-Nordisk A/S-Spons ADR | Sold out | 0.00% | −0.06 |
| CARR Carrier Global Corp. | Sold out | 0.00% | −0.05 |
| VCSH Vanguard S/T Corp. Bond ETF | Reduce -20.9% | 0.25% | −0.05 |
| NEE Nextera Energy Inc. | Reduce -0.3% | 0.43% | −0.05 |
| CB Chubb Ltd. | Reduce -34.3% | 0.20% | −0.05 |
| DEO Diageo PLC-Sponsored ADR | Reduce -22.1% | 0.13% | −0.04 |
| UPS United Parcel Service Class B | Reduce -8.8% | 0.31% | −0.04 |
| MA Mastercard Inc. Class A | Reduce -28.5% | 0.63% | −0.03 |
| COST Costco Wholesale Corp. | Reduce -25.1% | 0.49% | −0.03 |
| ZTS Zoetis Inc. | Reduce -6.2% | 0.12% | −0.02 |
| SLB SLB Ltd. | Reduce -0.2% | 0.59% | −0.02 |
| CSCO Cisco Systems Inc. | Reduce -26.9% | 0.47% | −0.02 |
| MDT Medtronic PLC | Reduce -0.9% | 0.20% | −0.01 |
| PFE Pfizer Inc. | Reduce -3.4% | 0.20% | −0.01 |
| ADBE Adobe Inc. | Reduce -0.8% | 0.12% | −0.01 |
| WTRG Essential Utilities Inc. | Reduce -7.3% | 0.14% | −0.01 |
| PG The Procter & Gamble Co. | Reduce -7.9% | 2.54% | −0.01 |
| VDC Vanguard Consumer Staple ETF | Reduce -51.0% | 0.01% | −0.01 |
| GIS General Mills Inc. | Reduce -1.9% | 0.07% | −0.01 |
| KVUE Kenvue Inc. | Reduce -2.1% | 0.17% | −0.01 |
| EFA iShares MSCI Eafe ETF | Sold out | 0.00% | −0.01 |
| DCI Donaldson Co. Inc. | Reduce -0.3% | 0.09% | −0.00 |
| SCHA Schwab US Small-Cap ETF | Reduce -10.0% | 0.04% | −0.00 |
| CLX Clorox Company | Reduce -6.0% | 0.07% | −0.00 |
| SOLV Solventum Corp. | Reduce -0.1% | 0.10% | +0.00 |
| ABT Abbott Laboratories | Reduce -12.0% | 2.98% | +0.00 |
Portfolio Buys Q3 2024 → Q4 2024
| GOOGL Alphabet Inc. Class A | Add +3.6% | 3.37% | +0.69 |
| SCHB Schwab US Broad Market ETF | Add +0.7% | 2.10% | +0.18 |
| VOO Vanguard S&P 500 ETF | Add +2.0% | 1.74% | +0.17 |
| VGT Vanguard Info Tech ETF | Add +20.8% | 0.59% | +0.16 |
| ORCL Oracle Corp. | Add +1.2% | 2.51% | +0.12 |
| BIL SS SPDR BB 1-3M T-Bill ETF | Add +184.8% | 0.11% | +0.07 |
| META Meta Platforms Inc. Class A | Add +2.8% | 0.61% | +0.06 |
| IWB iShares Russell 1000 ETF | Add +0.7% | 0.71% | +0.06 |
| DXCM Dexcom Inc. | New | 0.06% | +0.06 |
| EW Edwards Lifesciences Corp. | New | 0.06% | +0.06 |
| PYPL PayPal Holdings Inc. | New | 0.05% | +0.05 |
| ANET Arista Networks Inc. | Add +0.9% | 0.27% | +0.05 |
| SCHX Schwab US Large-Cap ETF | Add +49.5% | 0.12% | +0.05 |
| IWF iShares Russell 1000 Growth | Add +94.3% | 0.07% | +0.04 |
| SCHG Schwab US Large-Cap Growth | Add +17.2% | 0.14% | +0.03 |
| ISRG Intuitive Surgical Inc. | Add +7.4% | 0.18% | +0.03 |
| SCHD Schwab US DVD Equity ETF | Add +1.4% | 0.54% | +0.02 |
| SPSB SS SPDR P St C Corp. ETF | New | 0.02% | +0.02 |
| RSPT Invesco S&P 500 Equal Weight | Add +7.7% | 0.11% | +0.01 |
| KNSL Kinsale Capital Group Inc. | Add +0.2% | 0.21% | +0.01 |
| SYY Sysco Corp. | Add +1.0% | 0.20% | +0.01 |
| ITW Illinois Tool Works | Add +0.7% | 0.26% | +0.01 |
| MMM 3M Co. | Add +0.7% | 0.83% | +0.01 |
| PRU Prudential Financial Inc. | Add +2.7% | 0.10% | +0.01 |
| TXN Texas Instruments Inc. | Add +5.6% | 0.33% | +0.01 |
| SPHY SS SPDR P High Yield ETF | New | 0.01% | +0.01 |
| VONG Vanguard Russell 1000 Growth | Add +18.2% | 0.02% | +0.00 |
| IWM iShares Russell 2000 ETF | New | 0.00% | +0.00 |
| XLRE SS Real Estate Select Sector | New | 0.00% | +0.00 |
| MCD McDonald's Corp. | Add +2.6% | 0.08% | +0.00 |
| HSY The Hershey Co. | Add +7.6% | 0.06% | +0.00 |
| TMO Thermo Fisher Scientific Inc. | Add +6.0% | 0.09% | −0.01 |
| LMT Lockheed Martin Corp. | Add +6.7% | 0.14% | −0.01 |
| VZ Verizon Communications Inc. | Add +1.5% | 0.21% | −0.01 |
| EXPD Expeditors Intl Wash Inc. | Add +1.3% | 0.09% | −0.01 |
| ASML ASML Holding NV-NY Reg SHS | Add +5.5% | 0.18% | −0.01 |
| UNH Unitedhealth Group Inc. | Add +1.9% | 0.21% | −0.01 |
| DHI D.R. Horton Inc. | Add +5.1% | 0.18% | −0.04 |
| XOM Exxon Mobil Corp. | Add +0.1% | 1.84% | −0.05 |
| CMCSA Comcast Corp. Class A | Add +0.2% | 1.04% | −0.05 |
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 |