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

0$100.0M$200.0M$300.0M$400.0M Q1 2024: $399.8M Q1 2024 Q2 2024: $389.6M Q2 2024 Q3 2024: $397.8M Q3 2024 Q4 2024: $374.8M $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 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%
SCHG Schwab US Large-Cap Growth 0.14% 18,667 $520K Add +17.2%
BMY Bristol-Myers Squibb Co. 0.13% 8,890 $503K Reduce -6.3%
IWV iShares Russell 3000 ETF 0.13% 1,500 $501K No change
GNRC Generac Holdings Inc. 0.13% 3,148 $488K No change
DEO Diageo PLC-Sponsored ADR 0.13% 3,820 $486K Reduce -22.1%
AJG Arthur J Gallagher & Co. filed as GALLAGHER ARTHUR J & CO 0.13% 1,700 $483K No change
RSP Invesco S&P 500 Equal Weight 0.13% 2,706 $474K No change
ZTS Zoetis Inc. 0.12% 2,796 $456K Reduce -6.2%
SCHX Schwab US Large-Cap ETF 0.12% 19,393 $450K Add +49.5%
SPGI S&P Global Inc. 0.12% 897 $447K No change
ADBE Adobe Inc. 0.12% 988 $439K Reduce -0.8%
PARAA Paramount Global Class B 0.12% 41,580 $435K No change
GGG Graco Inc. 0.12% 5,150 $434K No change
LIN Linde PLC 0.11% 990 $414K No change
BIL SS SPDR BB 1-3M T-Bill ETF 0.11% 4,462 $408K Add +184.8%
RSPT Invesco S&P 500 Equal Weight 0.11% 10,875 $407K Add +7.7%
ERIE Erie Indemnity Company Class A 0.11% 985 $406K No change
IVV iShares Core S&P 500 ETF 0.11% 686 $404K No change
AN Autonation Inc. 0.10% 2,288 $389K No change
SOLV Solventum Corp. 0.10% 5,847 $386K Reduce -0.1%
PRU Prudential Financial Inc. 0.10% 3,186 $378K Add +2.7%
FISV Fiserv Inc. 0.10% 1,767 $363K No change
RBC RBC Bearings Inc. 0.10% 1,210 $362K No change
EXPD Expeditors Intl Wash Inc. 0.09% 3,163 $350K Add +1.3%
CASY Casey's General Stores Inc. 0.09% 865 $343K No change
UL Unilever PLC 0.09% 5,940 $337K No change
LAMR Lamar Advertising Co. Class A 0.09% 2,720 $331K No change
NVS Novartis AG-Sponsored ADR 0.09% 3,365 $327K No change
JBL Jabil Inc. 0.09% 2,270 $327K No change
ORI Old Republic Intl Corp. 0.09% 8,970 $325K No change
TMO Thermo Fisher Scientific Inc. 0.09% 622 $324K Add +6.0%
VXF Vanguard Extended Market ETF 0.09% 1,700 $323K No change
DCI Donaldson Co. Inc. 0.09% 4,765 $321K Reduce -0.3%
KMB Kimberly-Clark Corp. 0.09% 2,435 $319K Reduce -74.0%
GLW Corning Inc. 0.08% 6,500 $309K No change
GEHC GE Healthcare Technology 0.08% 3,865 $302K No change
ITOT iShares Core S&P Total U.S. 0.08% 2,345 $302K No change
SJM The JM Smucker Co. filed as SMUCKER J M CO 0.08% 2,725 $300K No change
MCD McDonald's Corp. 0.08% 978 $284K Add +2.6%
XLC SS Comm Select Sector SPDR 0.07% 2,850 $276K Reduce -5.0%
IJH iShares Core S&P Midcap ETF 0.07% 4,385 $273K No change
IWF iShares Russell 1000 Growth 0.07% 680 $273K Add +94.3%
XBI SS SPDR S&P Biotech ETF 0.07% 3,030 $273K No change
CLX Clorox Company 0.07% 1,650 $268K Reduce -6.0%
GIS General Mills Inc. 0.07% 4,059 $259K Reduce -1.9%
CRM Salesforce Inc. 0.07% 765 $256K No change
PAYX Paychex Inc. 0.07% 1,750 $245K No change
SCHI Schwab 5-10 Year Corporate B 0.07% 11,090 $245K No change
HSY The Hershey Co. 0.06% 1,411 $239K Add +7.6%
SHE SS SPDR MSCI U Gend Div ETF 0.06% 1,990 $230K No change
GPN Global Payments Inc. 0.06% 1,983 $222K No change
DXCM Dexcom Inc. 0.06% 2,838 $221K New
XLK SS Technology Select Sector 0.06% 900 $209K No change
EW Edwards Lifesciences Corp. 0.06% 2,800 $207K New
PYPL PayPal Holdings Inc. 0.05% 2,400 $205K New
XLY SS Consumer Disc Select Sect 0.05% 875 $196K No change
VEU Vanguard Ftse All-World Ex-U 0.05% 3,215 $185K No change
VCR Vanguard Consumer Discre ETF 0.04% 415 $156K No change
DES Wisdomtree US Smallcap Divid 0.04% 4,478 $154K No change
VFH Vanguard Financials ETF 0.04% 1,296 $153K No change
SCHA Schwab US Small-Cap ETF 0.04% 5,400 $140K Reduce -10.0%
VIS Vanguard Industrials ETF 0.04% 544 $138K No change
VDE Vanguard Energy ETF 0.04% 1,126 $137K No change
IUSG iShares Core S&P U.S. Growth 0.03% 920 $128K No change
VV Vngrd Mrgstr LRG-Cap ETF-Usd 0.03% 370 $100K No change
VHT Vanguard Health Care ETF 0.03% 390 $99K No change
DON Wisdomtree US Midcap Dividen 0.02% 1,800 $92K No change
VWO Vanguard Ftse Emerging Marke 0.02% 2,001 $88K No change
TLT iShares 20+ Year Treasury BD 0.02% 1,000 $87K No change
IBB iShares Biotechnology ETF 0.02% 643 $85K No change
IGPT Invesco AI and Next Gen Soft 0.02% 1,788 $81K No change
SPSB SS SPDR P St C Corp. ETF 0.02% 2,685 $80K New
IWD iShares Russell 1000 Value E 0.02% 430 $80K No change
VONG Vanguard Russell 1000 Growth 0.02% 650 $67K Add +18.2%
SPHQ Invesco S&P 500 Quality ETF 0.02% 1,000 $67K No change
GGN Gamco GLBL Gold NTRL Res Inc. 0.01% 13,750 $52K No change
SCHV Schwab US Large-Cap Value 0.01% 1,680 $44K No change
VUG Vanguard Mrngstar GR ETF-Sui 0.01% 104 $43K No change
VTV Vanguard Mrngstr Val ETF-Aui 0.01% 223 $38K No change
VDC Vanguard Consumer Staple ETF 0.01% 150 $32K Reduce -51.0%
VONE Vanguard Russell 1000 0.01% 100 $27K No change
IWN iShares Russell 2000 Value E 0.01% 150 $25K No change
ICLN iShares Global Clean Energy 0.01% 1,825 $21K No change
SPHY SS SPDR P High Yield ETF 0.01% 800 $19K New
IWM iShares Russell 2000 ETF 0.00% 65 $14K New
XLRE SS Real Estate Select Sector 0.00% 325 $13K New
VBR Vngrd Mrngst SL-CP Val ETF-U 0.00% 65 $13K No change
SUSA iShares ESG Optimized MSCI U 0.00% 80 $10K 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 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

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