Mitchell Sinkler & Starr
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 7, 2025), Mitchell Sinkler & Starr reported 152 stock positions worth $357.2 million. Its top holding was Apple (AAPL) at 6.1% of the portfolio, followed by Microsoft (MSFT, 6.1%) and Abbott Laboratories (ABT, 3.4%). Compared with Q4 2024, it opened 2 new positions, sold out of 40, added to 59 and reduced 65. The biggest buy was Exxon Mobil (XOM, shares +5%) and the biggest sale Microsoft (MSFT, shares −5%).
- Most Recent 13F
- Q2 2026
- Location
- PHILADELPHIA, PA
- CIK
- 0001048921
- Portfolio Value
- $357.2M (Q1 2025)
- SEC Filing
- 0001398344-25-008871 ↗ filed May 7, 2025
Holdings Value
Holdings 152 stocks · $357.2M
| AAPL Apple Inc. | 6.14% | 98,776 | $21.9M | Add +0.2% |
| MSFT Microsoft Corp. | 6.12% | 58,206 | $21.8M | Reduce -4.9% |
| ABT Abbott Laboratories | 3.43% | 92,484 | $12.3M | Reduce -6.4% |
| JPM JPMorgan Chase & Co. | 3.27% | 47,609 | $11.7M | Reduce -4.3% |
| JNJ Johnson & Johnson | 3.01% | 64,819 | $10.7M | Reduce -5.6% |
| GOOGL Alphabet Inc. Class A | 2.88% | 66,599 | $10.3M | Reduce -0.2% |
| HD Home Depot Inc. | 2.66% | 25,949 | $9.5M | Reduce -4.4% |
| PG The Procter & Gamble Co. | 2.55% | 53,528 | $9.1M | Reduce -5.6% |
| APD Air Products & Chemicals Inc. | 2.55% | 30,843 | $9.1M | Reduce -5.0% |
| MRK Merck & Co. Inc. | 2.52% | 100,433 | $9.0M | Add +14.7% |
| EMR Emerson Electric Co. | 2.42% | 79,013 | $8.7M | Reduce -5.8% |
| UNP Union Pacific Corp. | 2.31% | 34,963 | $8.3M | Reduce -2.9% |
| XOM Exxon Mobil Corp. | 2.24% | 67,389 | $8.0M | Add +5.1% |
| MCO Moody's Corp. | 2.22% | 17,048 | $7.9M | Reduce -3.7% |
| ORCL Oracle Corp. | 2.13% | 54,393 | $7.6M | Reduce -3.6% |
| SCHB Schwab US Broad Market ETF | 2.09% | 346,950 | $7.5M | Add +0.2% |
| PEP Pepsico Inc. | 2.06% | 48,979 | $7.3M | Add +2.3% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 1.87% | 67,543 | $6.7M | Add +0.5% |
| NVDA Nvidia Corp. | 1.82% | 60,129 | $6.5M | Reduce -0.6% |
| AMZN Amazon.com Inc. | 1.75% | 32,837 | $6.2M | Add +0.1% |
| CHKP Check Point Software Tech | 1.74% | 27,339 | $6.2M | Reduce -12.5% |
| VOO Vanguard S&P 500 ETF | 1.61% | 11,210 | $5.8M | Reduce -7.5% |
| VTI VG Morningstar TS MKT ETF-US | 1.59% | 20,710 | $5.7M | Add +1.3% |
| CBT Cabot Corp. | 1.40% | 60,180 | $5.0M | No change |
| WMT Walmart Inc. | 1.36% | 55,360 | $4.9M | Reduce -5.9% |
| WFC Wells Fargo & Co. | 1.11% | 55,125 | $4.0M | No change |
| INTC Intel Corp. | 1.09% | 172,235 | $3.9M | Reduce -0.4% |
| CMCSA Comcast Corp. Class A | 1.07% | 103,269 | $3.8M | Reduce -0.3% |
| MMM 3M Co. | 1.00% | 24,440 | $3.6M | Add +1.1% |
| ADP Automatic Data Processing | 0.99% | 11,549 | $3.5M | Add +0.6% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.86% | 5,495 | $3.1M | Reduce -0.6% |
| MA Mastercard Inc. Class A | 0.81% | 5,312 | $2.9M | Add +19.1% |
| ABBV Abbvie Inc. | 0.79% | 13,552 | $2.8M | Reduce -9.6% |
| IWB iShares Russell 1000 ETF | 0.77% | 9,010 | $2.8M | Add +8.6% |
| GE General Electric filed as GE AEROSPACE | 0.68% | 12,135 | $2.4M | Add +17.4% |
| SLB SLB Ltd. filed as SCHLUMBERGER LTD | 0.68% | 57,711 | $2.4M | No change |
| META Meta Platforms Inc. Class A | 0.67% | 4,156 | $2.4M | Add +5.7% |
| RTX RTX Corp. | 0.67% | 18,044 | $2.4M | Add +5.5% |
| RPM RPM International Inc. | 0.67% | 20,555 | $2.4M | Reduce -7.3% |
| CVX Chevron Corp. | 0.66% | 14,028 | $2.3M | Add +5.2% |
| SYK Stryker Corp. | 0.66% | 6,301 | $2.3M | Reduce -6.5% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.64% | 4,316 | $2.3M | Reduce -1.8% |
| SCHD Schwab US DVD Equity ETF | 0.64% | 81,940 | $2.3M | Add +9.7% |
| NKE Nike Inc. Class B | 0.62% | 34,888 | $2.2M | Add +0.5% |
| VGT Vanguard Info Tech ETF | 0.59% | 3,888 | $2.1M | Add +9.7% |
| WM Waste Management Inc. | 0.58% | 9,000 | $2.1M | Add +0.1% |
| PM Philip Morris International | 0.56% | 12,580 | $2.0M | No change |
| LLY Eli Lilly & Co. | 0.56% | 2,401 | $2.0M | Add +0.3% |
| COST Costco Wholesale Corp. | 0.54% | 2,040 | $1.9M | Add +2.7% |
| CINF Cincinnati Financial Corp. | 0.54% | 12,943 | $1.9M | Reduce -6.7% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.53% | 8,577 | $1.9M | Add +12.7% |
| CSCO Cisco Systems Inc. | 0.51% | 29,626 | $1.8M | Reduce -0.7% |
| SPYG SS SPDR P S&P 500 Growth ETF | 0.48% | 21,265 | $1.7M | Add +9.9% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.48% | 40,933 | $1.7M | Add +1.8% |
| NEE Nextera Energy Inc. | 0.46% | 23,241 | $1.6M | Add +3.2% |
| V Visa Inc. Class A | 0.44% | 4,483 | $1.6M | Reduce -4.0% |
| ACN Accenture PLC Class A | 0.41% | 4,656 | $1.5M | Add +12.2% |
| SO The Southern Co. | 0.37% | 14,298 | $1.3M | Add +8.0% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.36% | 5,023 | $1.3M | Add +4.7% |
| HON Honeywell International Inc. | 0.33% | 5,622 | $1.2M | Reduce -0.5% |
| TXN Texas Instruments Inc. | 0.33% | 6,475 | $1.2M | Reduce -2.4% |
| AVGO Broadcom Inc. | 0.32% | 6,820 | $1.1M | Add +25.4% |
| UPS United Parcel Service Class B | 0.28% | 9,037 | $994K | Reduce -1.1% |
| GVI iShares Intermediate Governm | 0.28% | 9,265 | $982K | No change |
| CB Chubb Ltd. | 0.27% | 3,139 | $948K | Add +12.9% |
| GEV GE Vernova Inc. | 0.26% | 3,032 | $926K | Add +17.4% |
| KO The Coca-Cola Co. | 0.26% | 12,881 | $923K | Reduce -9.9% |
| VZ Verizon Communications Inc. | 0.26% | 20,261 | $919K | Add +2.4% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.24% | 3,485 | $867K | Reduce -29.6% |
| UNH Unitedhealth Group Inc. | 0.23% | 1,562 | $818K | Reduce -0.3% |
| CL Colgate-Palmolive Co. | 0.23% | 8,732 | $818K | Add +45.4% |
| MDLZ Mondelez International Inc. Class A | 0.23% | 11,882 | $806K | No change |
| XLF SS Financial Select Sector | 0.22% | 15,860 | $790K | No change |
| MO Altria Group Inc. | 0.22% | 12,826 | $770K | No change |
| DUK Duke Energy Corp. | 0.21% | 6,292 | $767K | Reduce -7.2% |
| VYM Vanguard High DVD Yield ETF | 0.21% | 5,860 | $756K | No change |
| VCSH Vanguard S/T Corp. Bond ETF | 0.21% | 9,450 | $746K | Reduce -19.9% |
| PFE Pfizer Inc. | 0.21% | 29,299 | $742K | Add +2.1% |
| IGIB iShares 5-10Y Inv Grade Corp. | 0.21% | 14,021 | $736K | No change |
| AMGN Amgen Inc. | 0.20% | 2,335 | $727K | Reduce -42.8% |
| TSLA Tesla Inc. | 0.20% | 2,739 | $710K | Reduce -1.1% |
| AMT American Tower Corp. | 0.20% | 3,254 | $708K | Add +2.4% |
| KNSL Kinsale Capital Group Inc. | 0.20% | 1,453 | $707K | Reduce -15.9% |
| ISRG Intuitive Surgical Inc. | 0.20% | 1,421 | $704K | Add +9.3% |
| ASML ASML Holding NV-NY Reg SHS | 0.20% | 1,059 | $702K | Add +9.4% |
| KVUE Kenvue Inc. | 0.20% | 29,146 | $699K | Reduce -3.5% |
| ANET Arista Networks Inc. | 0.19% | 8,800 | $682K | Reduce -4.8% |
| DHI D.R. Horton Inc. | 0.19% | 5,224 | $664K | Add +5.5% |
| GOOG Alphabet Inc. Class C | 0.18% | 4,150 | $648K | Reduce -3.7% |
| SCHW Schwab (charles) Corp. | 0.18% | 8,142 | $637K | Add +2.5% |
| SCHX Schwab US Large-Cap ETF | 0.17% | 28,223 | $623K | Add +45.5% |
| MDT Medtronic PLC | 0.17% | 6,708 | $603K | Reduce -29.1% |
| BIL SS SPDR BB 1-3M T-Bill ETF | 0.17% | 6,471 | $594K | Add +45.0% |
| ITW Illinois Tool Works | 0.16% | 2,340 | $580K | Reduce -38.4% |
| OEF iShares S&P 100 ETF | 0.16% | 2,098 | $568K | No change |
| AJG Arthur J Gallagher & Co. filed as GALLAGHER ARTHUR J & CO | 0.15% | 1,600 | $552K | Reduce -5.9% |
| WTRG Essential Utilities Inc. | 0.15% | 13,898 | $549K | Reduce -3.3% |
| LIN Linde PLC | 0.15% | 1,170 | $545K | Add +18.2% |
| SCHG Schwab US Large-Cap Growth | 0.15% | 21,487 | $538K | Add +15.1% |
| BMY Bristol-Myers Squibb Co. | 0.15% | 8,780 | $535K | Reduce -1.2% |
Portfolio Sells Q4 2024 → Q1 2025
| MSFT Microsoft Corp. | Reduce -4.9% | 6.12% | −0.77 |
| GOOGL Alphabet Inc. Class A | Reduce -0.2% | 2.88% | −0.49 |
| ORCL Oracle Corp. | Reduce -3.6% | 2.13% | −0.38 |
| EMR Emerson Electric Co. | Reduce -5.8% | 2.42% | −0.35 |
| NVDA Nvidia Corp. | Reduce -0.6% | 1.82% | −0.34 |
| HD Home Depot Inc. | Reduce -4.4% | 2.66% | −0.15 |
| DE Deere & Co. | Sold out | 0.00% | −0.14 |
| VOO Vanguard S&P 500 ETF | Reduce -7.5% | 1.61% | −0.13 |
| TSLA Tesla Inc. | Reduce -1.1% | 0.20% | −0.10 |
| ITW Illinois Tool Works | Reduce -38.4% | 0.16% | −0.09 |
| JBL Jabil Inc. | Sold out | 0.00% | −0.09 |
| ANET Arista Networks Inc. | Reduce -4.8% | 0.19% | −0.08 |
| AMGN Amgen Inc. | Reduce -42.8% | 0.20% | −0.08 |
| SYY Sysco Corp. | Reduce -40.3% | 0.12% | −0.08 |
| XBI SS SPDR S&P Biotech ETF | Sold out | 0.00% | −0.07 |
| CLX Clorox Company | Sold out | 0.00% | −0.07 |
| RPM RPM International Inc. | Reduce -7.3% | 0.67% | −0.06 |
| DEO Diageo PLC-Sponsored ADR | Reduce -39.7% | 0.07% | −0.06 |
| GPN Global Payments Inc. | Sold out | 0.00% | −0.06 |
| DXCM Dexcom Inc. | Sold out | 0.00% | −0.06 |
| WMT Walmart Inc. | Reduce -5.9% | 1.36% | −0.06 |
| PYPL PayPal Holdings Inc. | Sold out | 0.00% | −0.05 |
| XLY SS Consumer Disc Select Sect | Sold out | 0.00% | −0.05 |
| IBM Intl Business Machines Corp. | Reduce -29.6% | 0.24% | −0.05 |
| VCR Vanguard Consumer Discre ETF | Sold out | 0.00% | −0.04 |
| DES Wisdomtree US Smallcap Divid | Sold out | 0.00% | −0.04 |
| VFH Vanguard Financials ETF | Sold out | 0.00% | −0.04 |
| GOOG Alphabet Inc. Class C | Reduce -3.7% | 0.18% | −0.04 |
| SCHA Schwab US Small-Cap ETF | Sold out | 0.00% | −0.04 |
| VIS Vanguard Industrials ETF | Sold out | 0.00% | −0.04 |
| VCSH Vanguard S/T Corp. Bond ETF | Reduce -19.9% | 0.21% | −0.04 |
| VDE Vanguard Energy ETF | Sold out | 0.00% | −0.04 |
| IUSG iShares Core S&P U.S. Growth | Sold out | 0.00% | −0.03 |
| ZTS Zoetis Inc. | Reduce -31.9% | 0.09% | −0.03 |
| MDT Medtronic PLC | Reduce -29.1% | 0.17% | −0.03 |
| UPS United Parcel Service Class B | Reduce -1.1% | 0.28% | −0.03 |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | Sold out | 0.00% | −0.03 |
| VHT Vanguard Health Care ETF | Sold out | 0.00% | −0.03 |
| DON Wisdomtree US Midcap Dividen | Sold out | 0.00% | −0.02 |
| VWO Vanguard Ftse Emerging Marke | Sold out | 0.00% | −0.02 |
| TLT iShares 20+ Year Treasury BD | Sold out | 0.00% | −0.02 |
| GNRC Generac Holdings Inc. | Reduce -4.1% | 0.11% | −0.02 |
| IBB iShares Biotechnology ETF | Sold out | 0.00% | −0.02 |
| IGPT Invesco AI and Next Gen Soft | Sold out | 0.00% | −0.02 |
| SPSB SS SPDR P St C Corp. ETF | Sold out | 0.00% | −0.02 |
| IWD iShares Russell 1000 Value E | Sold out | 0.00% | −0.02 |
| SPHQ Invesco S&P 500 Quality ETF | Sold out | 0.00% | −0.02 |
| VONG Vanguard Russell 1000 Growth | Sold out | 0.00% | −0.02 |
| KNSL Kinsale Capital Group Inc. | Reduce -15.9% | 0.20% | −0.02 |
| BKNG Booking Holdings Inc. | Reduce -7.5% | 0.14% | −0.02 |
Portfolio Buys Q4 2024 → Q1 2025
| XOM Exxon Mobil Corp. | Add +5.1% | 2.24% | +0.40 |
| GE General Electric | Add +17.4% | 0.68% | +0.22 |
| MRK Merck & Co. Inc. | Add +14.7% | 2.52% | +0.20 |
| MA Mastercard Inc. Class A | Add +19.1% | 0.81% | +0.19 |
| MMM 3M Co. | Add +1.1% | 1.00% | +0.17 |
| CVX Chevron Corp. | Add +5.2% | 0.66% | +0.14 |
| RTX RTX Corp. | Add +5.5% | 0.67% | +0.14 |
| PEP Pepsico Inc. | Add +2.3% | 2.06% | +0.11 |
| TRV The Travelers Cos Inc. | New | 0.10% | +0.10 |
| WM Waste Management Inc. | Add +0.1% | 0.58% | +0.10 |
| SCHD Schwab US DVD Equity ETF | Add +9.7% | 0.64% | +0.10 |
| ADP Automatic Data Processing | Add +0.6% | 0.99% | +0.09 |
| CL Colgate-Palmolive Co. | Add +45.4% | 0.23% | +0.08 |
| SO The Southern Co. | Add +8.0% | 0.37% | +0.08 |
| KMB Kimberly-Clark Corp. | Add +52.5% | 0.15% | +0.06 |
| LLY Eli Lilly & Co. | Add +0.3% | 0.56% | +0.06 |
| CB Chubb Ltd. | Add +12.9% | 0.27% | +0.06 |
| IWB iShares Russell 1000 ETF | Add +8.6% | 0.77% | +0.06 |
| PLD Prologis Inc. | New | 0.06% | +0.06 |
| BIL SS SPDR BB 1-3M T-Bill ETF | Add +45.0% | 0.17% | +0.06 |
| META Meta Platforms Inc. Class A | Add +5.7% | 0.67% | +0.06 |
| SCHX Schwab US Large-Cap ETF | Add +45.5% | 0.17% | +0.05 |
| COST Costco Wholesale Corp. | Add +2.7% | 0.54% | +0.05 |
| SJM The JM Smucker Co. | Add +45.3% | 0.13% | +0.05 |
| VZ Verizon Communications Inc. | Add +2.4% | 0.26% | +0.05 |
| VB Vanguard Most SM-Cap ETF-Usd | Add +12.7% | 0.53% | +0.04 |
| AMT American Tower Corp. | Add +2.4% | 0.20% | +0.04 |
| LIN Linde PLC | Add +18.2% | 0.15% | +0.04 |
| VEU Vanguard Ftse All-World Ex-U | Add +64.7% | 0.09% | +0.04 |
| EXPD Expeditors Intl Wash Inc. | Add +25.6% | 0.13% | +0.04 |
| GEV GE Vernova Inc. | Add +17.4% | 0.26% | +0.03 |
| NEE Nextera Energy Inc. | Add +3.2% | 0.46% | +0.03 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Add +4.7% | 0.36% | +0.03 |
| SPYG SS SPDR P S&P 500 Growth ETF | Add +9.9% | 0.48% | +0.02 |
| SOLV Solventum Corp. | Add +2.1% | 0.13% | +0.02 |
| RBC RBC Bearings Inc. | Add +10.3% | 0.12% | +0.02 |
| CASY Casey's General Stores Inc. | Add +8.7% | 0.11% | +0.02 |
| SHE SS SPDR MSCI U Gend Div ETF | Add +31.9% | 0.08% | +0.02 |
| SCHW Schwab (charles) Corp. | Add +2.5% | 0.18% | +0.02 |
| DCI Donaldson Co. Inc. | Add +18.3% | 0.11% | +0.02 |
| ASML ASML Holding NV-NY Reg SHS | Add +9.4% | 0.20% | +0.02 |
| ACN Accenture PLC Class A | Add +12.2% | 0.41% | +0.02 |
| ISRG Intuitive Surgical Inc. | Add +9.3% | 0.20% | +0.02 |
| SCHG Schwab US Large-Cap Growth | Add +15.1% | 0.15% | +0.01 |
| VTI VG Morningstar TS MKT ETF-US | Add +1.3% | 1.59% | +0.01 |
| GEHC GE Healthcare Technology | Add +2.4% | 0.09% | +0.01 |
| BAC Bank of America Corp. | Add +1.8% | 0.48% | +0.01 |
| PRU Prudential Financial Inc. | Add +6.3% | 0.11% | +0.01 |
| PFE Pfizer Inc. | Add +2.1% | 0.21% | +0.00 |
| RSPT Invesco S&P 500 Equal Weight | Add +6.7% | 0.11% | +0.00 |
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 |