Mitchell Sinkler & Starr
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed July 25, 2025), Mitchell Sinkler & Starr reported 144 stock positions worth $208.9 million. Its top holding was Microsoft (MSFT) at 6.1% of the portfolio, followed by Nvidia (NVDA, 4.6%) and Apple (AAPL, 4.5%). Compared with Q1 2025, it opened 6 new positions, sold out of 14, added to 62 and reduced 46. The biggest buy was Nvidia (NVDA, shares +2%) and the biggest sale an exit from Moody's (MCO).
- Most Recent 13F
- Q2 2026
- Location
- PHILADELPHIA, PA
- CIK
- 0001048921
- Portfolio Value
- $208.9M (Q2 2025)
- SEC Filing
- 0001398344-25-013772 ↗ filed Jul 25, 2025
Holdings Value
Holdings 144 stocks · $208.9M
| MSFT Microsoft Corp. | 6.14% | 25,777 | $12.8M | Reduce -55.7% |
| NVDA Nvidia Corp. | 4.65% | 61,461 | $9.7M | Add +2.2% |
| AAPL Apple Inc. | 4.47% | 45,507 | $9.3M | Reduce -53.9% |
| PG The Procter & Gamble Co. | 4.09% | 53,668 | $8.6M | Add +0.3% |
| VOO Vanguard S&P 500 ETF | 3.99% | 14,667 | $8.3M | Add +30.8% |
| SCHB Schwab US Broad Market ETF | 3.74% | 327,595 | $7.8M | Reduce -5.6% |
| VTI VG Morningstar TS MKT ETF-US | 3.09% | 21,210 | $6.4M | Add +2.4% |
| GOOGL Alphabet Inc. Class A | 2.12% | 25,130 | $4.4M | Reduce -62.3% |
| AMZN Amazon.com Inc. | 1.80% | 17,184 | $3.8M | Reduce -47.7% |
| ADP Automatic Data Processing | 1.76% | 11,919 | $3.7M | Add +3.2% |
| MRK Merck & Co. Inc. | 1.70% | 44,808 | $3.5M | Reduce -55.4% |
| HD Home Depot Inc. | 1.67% | 9,500 | $3.5M | Reduce -63.4% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.62% | 5,495 | $3.4M | No change |
| JPM JPMorgan Chase & Co. | 1.62% | 11,659 | $3.4M | Reduce -75.5% |
| JNJ Johnson & Johnson | 1.61% | 22,006 | $3.4M | Reduce -66.0% |
| META Meta Platforms Inc. Class A | 1.54% | 4,353 | $3.2M | Add +4.7% |
| MA Mastercard Inc. Class A | 1.48% | 5,493 | $3.1M | Add +3.4% |
| IWB iShares Russell 1000 ETF | 1.47% | 9,060 | $3.1M | Add +0.6% |
| ABT Abbott Laboratories | 1.45% | 22,347 | $3.0M | Reduce -75.8% |
| VGT Vanguard Info Tech ETF | 1.32% | 4,143 | $2.7M | Add +6.6% |
| RTX RTX Corp. | 1.27% | 18,179 | $2.7M | Add +0.8% |
| SYK Stryker Corp. | 1.22% | 6,425 | $2.5M | Add +2.0% |
| ABBV Abbvie Inc. | 1.20% | 13,497 | $2.5M | Reduce -0.4% |
| SCHD Schwab US DVD Equity ETF | 1.17% | 92,632 | $2.5M | Add +13.1% |
| PEP Pepsico Inc. | 1.14% | 18,027 | $2.4M | Reduce -63.2% |
| EMR Emerson Electric Co. | 1.12% | 17,613 | $2.3M | Reduce -77.7% |
| RPM RPM International Inc. | 1.10% | 20,845 | $2.3M | Add +1.4% |
| VB Vanguard Most SM-Cap ETF-Usd | 1.03% | 9,114 | $2.2M | Add +6.3% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.03% | 4,441 | $2.2M | Add +2.9% |
| SPYG SS SPDR P S&P 500 Growth ETF | 1.03% | 22,565 | $2.2M | Add +6.1% |
| XOM Exxon Mobil Corp. | 1.02% | 19,676 | $2.1M | Reduce -70.8% |
| CVX Chevron Corp. | 1.00% | 14,613 | $2.1M | Add +4.2% |
| WM Waste Management Inc. | 1.00% | 9,130 | $2.1M | Add +1.4% |
| COST Costco Wholesale Corp. | 0.99% | 2,080 | $2.1M | Add +2.0% |
| CINF Cincinnati Financial Corp. | 0.92% | 12,913 | $1.9M | Reduce -0.2% |
| AVGO Broadcom Inc. | 0.91% | 6,885 | $1.9M | Add +0.9% |
| LLY Eli Lilly & Co. | 0.91% | 2,431 | $1.9M | Add +1.3% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.83% | 6,197 | $1.7M | Add +23.4% |
| V Visa Inc. Class A | 0.79% | 4,658 | $1.7M | Add +3.9% |
| NEE Nextera Energy Inc. | 0.79% | 23,741 | $1.6M | Add +2.1% |
| ACN Accenture PLC Class A | 0.67% | 4,661 | $1.4M | Add +0.1% |
| TXN Texas Instruments Inc. | 0.66% | 6,609 | $1.4M | Add +2.1% |
| HON Honeywell International Inc. | 0.65% | 5,792 | $1.3M | Add +3.0% |
| NKE Nike Inc. Class B | 0.60% | 17,726 | $1.3M | Reduce -49.2% |
| SO The Southern Co. | 0.59% | 13,498 | $1.2M | Reduce -5.6% |
| GVI iShares Intermediate Governm | 0.58% | 11,425 | $1.2M | Add +23.3% |
| ORCL Oracle Corp. | 0.50% | 4,735 | $1.0M | Reduce -91.3% |
| WMT Walmart Inc. | 0.49% | 10,507 | $1.0M | Reduce -81.0% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.49% | 3,485 | $1.0M | No change |
| VCSH Vanguard S/T Corp. Bond ETF | 0.47% | 12,320 | $979K | Add +30.4% |
| KO The Coca-Cola Co. | 0.46% | 13,681 | $968K | Add +6.2% |
| APD Air Products & Chemicals Inc. | 0.45% | 3,369 | $950K | Reduce -89.1% |
| ASML ASML Holding NV-NY Reg SHS | 0.45% | 1,176 | $942K | Add +11.1% |
| CB Chubb Ltd. | 0.44% | 3,190 | $924K | Add +1.6% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.44% | 7,438 | $922K | Reduce -89.0% |
| ANET Arista Networks Inc. | 0.43% | 8,800 | $900K | No change |
| UPS United Parcel Service Class B | 0.43% | 8,903 | $899K | Reduce -1.5% |
| MMM 3M Co. | 0.42% | 5,809 | $884K | Reduce -76.2% |
| XLF SS Financial Select Sector | 0.42% | 16,860 | $883K | Add +6.3% |
| TSLA Tesla Inc. | 0.42% | 2,739 | $870K | No change |
| VZ Verizon Communications Inc. | 0.42% | 20,046 | $867K | Reduce -1.1% |
| IGIB iShares 5-10Y Inv Grade Corp. | 0.41% | 16,071 | $856K | Add +14.6% |
| ISRG Intuitive Surgical Inc. | 0.40% | 1,546 | $840K | Add +8.8% |
| BIL SS SPDR BB 1-3M T-Bill ETF | 0.40% | 9,027 | $828K | Add +39.5% |
| CL Colgate-Palmolive Co. | 0.40% | 9,102 | $827K | Add +4.2% |
| SCHX Schwab US Large-Cap ETF | 0.38% | 32,648 | $798K | Add +15.7% |
| AMT American Tower Corp. | 0.36% | 3,398 | $751K | Add +4.4% |
| KNSL Kinsale Capital Group Inc. | 0.36% | 1,538 | $744K | Add +5.8% |
| SCHW Schwab (charles) Corp. | 0.36% | 8,142 | $743K | No change |
| GOOG Alphabet Inc. Class C | 0.35% | 4,169 | $740K | Add +0.5% |
| DUK Duke Energy Corp. | 0.34% | 6,051 | $714K | Reduce -3.8% |
| GE General Electric filed as GE AEROSPACE | 0.34% | 2,720 | $700K | Reduce -77.6% |
| PFE Pfizer Inc. | 0.33% | 28,072 | $680K | Reduce -4.2% |
| DHI D.R. Horton Inc. | 0.32% | 5,224 | $673K | No change |
| AMGN Amgen Inc. | 0.31% | 2,335 | $652K | No change |
| CSCO Cisco Systems Inc. | 0.31% | 9,220 | $640K | Reduce -68.9% |
| OEF iShares S&P 100 ETF | 0.31% | 2,098 | $639K | No change |
| SCHG Schwab US Large-Cap Growth | 0.30% | 21,727 | $635K | Add +1.1% |
| BKNG Booking Holdings Inc. | 0.30% | 108 | $625K | Reduce -2.7% |
| ITW Illinois Tool Works | 0.28% | 2,340 | $579K | No change |
| LMT Lockheed Martin Corp. | 0.27% | 1,240 | $574K | Add +9.3% |
| AJG Arthur J Gallagher & Co. filed as GALLAGHER ARTHUR J & CO | 0.27% | 1,790 | $573K | Add +11.9% |
| MDT Medtronic PLC | 0.27% | 6,550 | $571K | Reduce -2.4% |
| USB US Bancorp | 0.27% | 12,594 | $570K | Add +12.1% |
| LIN Linde PLC | 0.27% | 1,192 | $559K | Add +1.9% |
| ENB Enbridge Inc. | 0.25% | 11,627 | $527K | Reduce -1.6% |
| IWV iShares Russell 3000 ETF | 0.25% | 1,500 | $527K | No change |
| UNP Union Pacific Corp. | 0.25% | 2,253 | $518K | Reduce -93.6% |
| RBC RBC Bearings Inc. | 0.25% | 1,335 | $514K | No change |
| VYM Vanguard High DVD Yield ETF | 0.24% | 3,810 | $508K | Reduce -35.0% |
| VEU Vanguard Ftse All-World Ex-U | 0.23% | 7,294 | $490K | Add +37.8% |
| EXPD Expeditors Intl Wash Inc. | 0.23% | 4,289 | $490K | Add +7.9% |
| WTRG Essential Utilities Inc. | 0.23% | 13,167 | $489K | Reduce -5.3% |
| GNRC Generac Holdings Inc. | 0.23% | 3,408 | $488K | Add +12.9% |
| RSPT Invesco S&P 500 Equal Weight | 0.23% | 11,600 | $473K | No change |
| SPGI S&P Global Inc. | 0.23% | 897 | $473K | No change |
| CASY Casey's General Stores Inc. | 0.22% | 890 | $454K | Reduce -5.3% |
| SYY Sysco Corp. | 0.21% | 5,865 | $444K | No change |
| UNH Unitedhealth Group Inc. | 0.21% | 1,420 | $443K | Reduce -9.1% |
| KMB Kimberly-Clark Corp. | 0.21% | 3,367 | $434K | Reduce -9.3% |
Portfolio Sells Q1 2025 → Q2 2025
| MCO Moody's Corp. | Sold out | 0.00% | −2.22 |
| APD Air Products & Chemicals Inc. | Reduce -89.1% | 0.45% | −2.09 |
| UNP Union Pacific Corp. | Reduce -93.6% | 0.25% | −2.06 |
| ABT Abbott Laboratories | Reduce -75.8% | 1.45% | −1.98 |
| CHKP Check Point Software Tech | Sold out | 0.00% | −1.74 |
| AAPL Apple Inc. | Reduce -53.9% | 4.47% | −1.67 |
| JPM JPMorgan Chase & Co. | Reduce -75.5% | 1.62% | −1.65 |
| ORCL Oracle Corp. | Reduce -91.3% | 0.50% | −1.63 |
| DIS The Walt Disney Co. | Reduce -89.0% | 0.44% | −1.42 |
| CBT Cabot Corp. | Sold out | 0.00% | −1.40 |
| JNJ Johnson & Johnson | Reduce -66.0% | 1.61% | −1.40 |
| EMR Emerson Electric Co. | Reduce -77.7% | 1.12% | −1.30 |
| XOM Exxon Mobil Corp. | Reduce -70.8% | 1.02% | −1.23 |
| WFC Wells Fargo & Co. | Sold out | 0.00% | −1.11 |
| HD Home Depot Inc. | Reduce -63.4% | 1.67% | −0.99 |
| INTC Intel Corp. | Reduce -93.2% | 0.13% | −0.97 |
| CMCSA Comcast Corp. Class A | Reduce -94.5% | 0.10% | −0.97 |
| PEP Pepsico Inc. | Reduce -63.2% | 1.14% | −0.92 |
| WMT Walmart Inc. | Reduce -81.0% | 0.49% | −0.87 |
| MRK Merck & Co. Inc. | Reduce -55.4% | 1.70% | −0.83 |
| GOOGL Alphabet Inc. Class A | Reduce -62.3% | 2.12% | −0.76 |
| SLB SLB Ltd. | Sold out | 0.00% | −0.68 |
| MMM 3M Co. | Reduce -76.2% | 0.42% | −0.58 |
| PM Philip Morris International | Sold out | 0.00% | −0.56 |
| BAC Bank of America Corp. | Sold out | 0.00% | −0.48 |
| GE General Electric | Reduce -77.6% | 0.34% | −0.34 |
| MO Altria Group Inc. | Sold out | 0.00% | −0.22 |
| CSCO Cisco Systems Inc. | Reduce -68.9% | 0.31% | −0.21 |
| KVUE Kenvue Inc. | Sold out | 0.00% | −0.20 |
| PARAA Paramount Global Class B | Sold out | 0.00% | −0.14 |
| SOLV Solventum Corp. | Sold out | 0.00% | −0.13 |
| MDLZ Mondelez International Inc. Class A | Reduce -73.5% | 0.10% | −0.12 |
| GEHC GE Healthcare Technology | Sold out | 0.00% | −0.09 |
| GEV GE Vernova Inc. | Reduce -76.7% | 0.18% | −0.08 |
| GIS General Mills Inc. | Sold out | 0.00% | −0.06 |
| PLD Prologis Inc. | Sold out | 0.00% | −0.06 |
| NKE Nike Inc. Class B | Reduce -49.2% | 0.60% | −0.02 |
| UNH Unitedhealth Group Inc. | Reduce -9.1% | 0.21% | −0.02 |
| MSFT Microsoft Corp. | Reduce -55.7% | 6.14% | +0.02 |
| VYM Vanguard High DVD Yield ETF | Reduce -35.0% | 0.24% | +0.03 |
| BMY Bristol-Myers Squibb Co. | Reduce -5.5% | 0.18% | +0.03 |
| GLW Corning Inc. | Reduce -26.1% | 0.11% | +0.04 |
| AMZN Amazon.com Inc. | Reduce -47.7% | 1.80% | +0.06 |
| DCI Donaldson Co. Inc. | Reduce -11.4% | 0.17% | +0.06 |
| KMB Kimberly-Clark Corp. | Reduce -9.3% | 0.21% | +0.06 |
| UL Unilever PLC | Reduce -1.4% | 0.15% | +0.06 |
| GGG Graco Inc. | Reduce -8.8% | 0.17% | +0.06 |
| WTRG Essential Utilities Inc. | Reduce -5.3% | 0.23% | +0.08 |
| CASY Casey's General Stores Inc. | Reduce -5.3% | 0.22% | +0.10 |
| MDT Medtronic PLC | Reduce -2.4% | 0.27% | +0.10 |
Portfolio Buys Q1 2025 → Q2 2025
| NVDA Nvidia Corp. | Add +2.2% | 4.65% | +2.82 |
| VOO Vanguard S&P 500 ETF | Add +30.8% | 3.99% | +2.37 |
| PG The Procter & Gamble Co. | Add +0.3% | 4.09% | +1.54 |
| VTI VG Morningstar TS MKT ETF-US | Add +2.4% | 3.09% | +1.49 |
| META Meta Platforms Inc. Class A | Add +4.7% | 1.54% | +0.87 |
| ADP Automatic Data Processing | Add +3.2% | 1.76% | +0.77 |
| VGT Vanguard Info Tech ETF | Add +6.6% | 1.32% | +0.72 |
| IWB iShares Russell 1000 ETF | Add +0.6% | 1.47% | +0.70 |
| MA Mastercard Inc. Class A | Add +3.4% | 1.48% | +0.66 |
| RTX RTX Corp. | Add +0.8% | 1.27% | +0.60 |
| AVGO Broadcom Inc. | Add +0.9% | 0.91% | +0.59 |
| SYK Stryker Corp. | Add +2.0% | 1.22% | +0.56 |
| SPYG SS SPDR P S&P 500 Growth ETF | Add +6.1% | 1.03% | +0.55 |
| SCHD Schwab US DVD Equity ETF | Add +13.1% | 1.17% | +0.53 |
| VB Vanguard Most SM-Cap ETF-Usd | Add +6.3% | 1.03% | +0.50 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Add +23.4% | 0.83% | +0.47 |
| COST Costco Wholesale Corp. | Add +2.0% | 0.99% | +0.45 |
| RPM RPM International Inc. | Add +1.4% | 1.10% | +0.43 |
| WM Waste Management Inc. | Add +1.4% | 1.00% | +0.42 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +2.9% | 1.03% | +0.39 |
| LLY Eli Lilly & Co. | Add +1.3% | 0.91% | +0.35 |
| V Visa Inc. Class A | Add +3.9% | 0.79% | +0.35 |
| CVX Chevron Corp. | Add +4.2% | 1.00% | +0.34 |
| TXN Texas Instruments Inc. | Add +2.1% | 0.66% | +0.33 |
| NEE Nextera Energy Inc. | Add +2.1% | 0.79% | +0.33 |
| HON Honeywell International Inc. | Add +3.0% | 0.65% | +0.31 |
| GVI iShares Intermediate Governm | Add +23.3% | 0.58% | +0.31 |
| ACN Accenture PLC Class A | Add +0.1% | 0.67% | +0.26 |
| VCSH Vanguard S/T Corp. Bond ETF | Add +30.4% | 0.47% | +0.26 |
| ASML ASML Holding NV-NY Reg SHS | Add +11.1% | 0.45% | +0.25 |
| BIL SS SPDR BB 1-3M T-Bill ETF | Add +39.5% | 0.40% | +0.23 |
| SCHX Schwab US Large-Cap ETF | Add +15.7% | 0.38% | +0.21 |
| ISRG Intuitive Surgical Inc. | Add +8.8% | 0.40% | +0.21 |
| KO The Coca-Cola Co. | Add +6.2% | 0.46% | +0.20 |
| IGIB iShares 5-10Y Inv Grade Corp. | Add +14.6% | 0.41% | +0.20 |
| XLF SS Financial Select Sector | Add +6.3% | 0.42% | +0.20 |
| CB Chubb Ltd. | Add +1.6% | 0.44% | +0.18 |
| GOOG Alphabet Inc. Class C | Add +0.5% | 0.35% | +0.17 |
| CL Colgate-Palmolive Co. | Add +4.2% | 0.40% | +0.17 |
| AMT American Tower Corp. | Add +4.4% | 0.36% | +0.16 |
| KNSL Kinsale Capital Group Inc. | Add +5.8% | 0.36% | +0.16 |
| TSM Taiwan Semiconductor-SP ADR | New | 0.16% | +0.16 |
| SCHG Schwab US Large-Cap Growth | Add +1.1% | 0.30% | +0.15 |
| VEU Vanguard Ftse All-World Ex-U | Add +37.8% | 0.23% | +0.14 |
| USB US Bancorp | Add +12.1% | 0.27% | +0.14 |
| LMT Lockheed Martin Corp. | Add +9.3% | 0.27% | +0.13 |
| XLK SS Technology Select Sector | Add +55.0% | 0.19% | +0.13 |
| GNRC Generac Holdings Inc. | Add +12.9% | 0.23% | +0.13 |
| AJG Arthur J Gallagher & Co. | Add +11.9% | 0.27% | +0.12 |
| LIN Linde PLC | Add +1.9% | 0.27% | +0.12 |
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 |