Mitchell Sinkler & Starr

Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q4 2024Q3 2024Q2 2024Q1 2024

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%
KMB Kimberly-Clark Corp.	0.15%	3,713	$528K	Add +52.5%
ENB Enbridge Inc.	0.15%	11,819	$524K	Reduce -5.9%
BKNG Booking Holdings Inc.	0.14%	111	$511K	Reduce -7.5%
LMT Lockheed Martin Corp.	0.14%	1,135	$507K	Add +2.3%
PARAA Paramount Global Class B	0.14%	41,580	$497K	No change
EXPD Expeditors Intl Wash Inc.	0.13%	3,974	$478K	Add +25.6%
IWV iShares Russell 3000 ETF	0.13%	1,500	$476K	No change
USB US Bancorp	0.13%	11,239	$475K	Reduce -1.0%
SJM The JM Smucker Co. filed as SMUCKER J M CO	0.13%	3,960	$469K	Add +45.3%
SPGI S&P Global Inc.	0.13%	897	$456K	No change
SOLV Solventum Corp.	0.13%	5,968	$454K	Add +2.1%
SYY Sysco Corp.	0.12%	5,865	$440K	Reduce -40.3%
RBC RBC Bearings Inc.	0.12%	1,335	$430K	Add +10.3%
CASY Casey's General Stores Inc.	0.11%	940	$408K	Add +8.7%
RSP Invesco S&P 500 Equal Weight	0.11%	2,306	$399K	Reduce -14.8%
RSPT Invesco S&P 500 Equal Weight	0.11%	11,600	$397K	Add +6.7%
IVV iShares Core S&P 500 ETF	0.11%	686	$385K	No change
GNRC Generac Holdings Inc.	0.11%	3,018	$382K	Reduce -4.1%
GGG Graco Inc.	0.11%	4,550	$380K	Reduce -11.7%
PRU Prudential Financial Inc.	0.11%	3,386	$378K	Add +6.3%
DCI Donaldson Co. Inc.	0.11%	5,635	$378K	Add +18.3%
TRV The Travelers Cos Inc.	0.10%	1,400	$370K	New
ADBE Adobe Inc.	0.10%	961	$369K	Reduce -2.7%
ERIE Erie Indemnity Company Class A	0.10%	850	$356K	Reduce -13.7%
NVS Novartis AG-Sponsored ADR	0.10%	3,183	$355K	Reduce -5.4%
AN Autonation Inc.	0.10%	2,108	$341K	Reduce -7.9%
FISV Fiserv Inc.	0.10%	1,537	$339K	Reduce -13.0%
ORI Old Republic Intl Corp.	0.09%	8,470	$332K	Reduce -5.6%
VEU Vanguard Ftse All-World Ex-U	0.09%	5,294	$321K	Add +64.7%
GEHC GE Healthcare Technology	0.09%	3,957	$319K	Add +2.4%
ZTS Zoetis Inc.	0.09%	1,905	$314K	Reduce -31.9%
UL Unilever PLC	0.09%	5,240	$312K	Reduce -11.8%
TMO Thermo Fisher Scientific Inc.	0.09%	622	$310K	No change
LAMR Lamar Advertising Co. Class A	0.09%	2,720	$309K	No change
MCD McDonald's Corp.	0.09%	978	$305K	No change
SHE SS SPDR MSCI U Gend Div ETF	0.08%	2,625	$300K	Add +31.9%
VXF Vanguard Extended Market ETF	0.08%	1,700	$293K	No change
ITOT iShares Core S&P Total U.S.	0.08%	2,345	$286K	No change
GLW Corning Inc.	0.08%	6,090	$279K	Reduce -6.3%
XLC SS Comm Select Sector SPDR	0.08%	2,850	$275K	No change
PAYX Paychex Inc.	0.08%	1,750	$270K	No change
IWF iShares Russell 1000 Growth	0.07%	740	$267K	Add +8.8%
IJH iShares Core S&P Midcap ETF	0.07%	4,385	$256K	No change
DEO Diageo PLC-Sponsored ADR	0.07%	2,305	$242K	Reduce -39.7%
HSY The Hershey Co.	0.07%	1,386	$237K	Reduce -1.8%
GIS General Mills Inc.	0.06%	3,809	$228K	Reduce -6.2%
SCHI Schwab 5-10 Year Corporate B	0.06%	9,290	$209K	Reduce -16.2%
XLK SS Technology Select Sector	0.06%	1,000	$206K	Add +11.1%
CRM Salesforce Inc.	0.06%	765	$205K	No change
PLD Prologis Inc.	0.06%	1,830	$205K	New
EW Edwards Lifesciences Corp.	0.06%	2,800	$203K	No change
GGN Gamco GLBL Gold NTRL Res Inc.	0.02%	13,750	$60K	No change

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