Mitchell Sinkler & Starr

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

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%
IVV iShares Core S&P 500 ETF	0.20%	686	$426K	No change
RSP Invesco S&P 500 Equal Weight	0.20%	2,306	$419K	No change
AN Autonation Inc.	0.20%	2,108	$419K	No change
SJM The JM Smucker Co. filed as SMUCKER J M CO	0.20%	4,234	$416K	Add +6.9%
NVS Novartis AG-Sponsored ADR	0.19%	3,343	$405K	Add +5.0%
ADBE Adobe Inc.	0.19%	1,021	$395K	Add +6.2%
XLK SS Technology Select Sector	0.19%	1,550	$393K	Add +55.0%
BMY Bristol-Myers Squibb Co.	0.18%	8,295	$384K	Reduce -5.5%
TRV The Travelers Cos Inc.	0.18%	1,400	$375K	No change
GEV GE Vernova Inc.	0.18%	706	$374K	Reduce -76.7%
PRU Prudential Financial Inc.	0.17%	3,386	$364K	No change
GGG Graco Inc.	0.17%	4,150	$357K	Reduce -8.8%
DCI Donaldson Co. Inc.	0.17%	4,993	$346K	Reduce -11.4%
LAMR Lamar Advertising Co. Class A	0.17%	2,845	$345K	Add +4.6%
ORI Old Republic Intl Corp.	0.17%	8,970	$345K	Add +5.9%
TSM Taiwan Semiconductor-SP ADR	0.16%	1,454	$329K	New
SHE SS SPDR MSCI U Gend Div ETF	0.16%	2,625	$328K	No change
VXF Vanguard Extended Market ETF	0.16%	1,700	$328K	No change
ITOT iShares Core S&P Total U.S.	0.15%	2,345	$317K	No change
UL Unilever PLC	0.15%	5,165	$316K	Reduce -1.4%
IWF iShares Russell 1000 Growth	0.15%	740	$314K	No change
ZTS Zoetis Inc.	0.15%	2,005	$313K	Add +5.3%
FISV Fiserv Inc.	0.15%	1,799	$310K	Add +17.1%
XLC SS Comm Select Sector SPDR	0.15%	2,850	$309K	No change
IJH iShares Core S&P Midcap ETF	0.14%	4,810	$298K	Add +9.7%
ERIE Erie Indemnity Company Class A	0.14%	850	$295K	No change
MCD McDonald's Corp.	0.14%	978	$286K	No change
TMO Thermo Fisher Scientific Inc.	0.13%	692	$281K	Add +11.3%
HSY The Hershey Co.	0.13%	1,661	$276K	Add +19.8%
SCHI Schwab 5-10 Year Corporate B	0.13%	11,765	$268K	Add +26.6%
INTC Intel Corp.	0.13%	11,663	$261K	Reduce -93.2%
PAYX Paychex Inc.	0.12%	1,750	$255K	No change
GLW Corning Inc.	0.11%	4,500	$237K	Reduce -26.1%
DEO Diageo PLC-Sponsored ADR	0.11%	2,320	$234K	Add +0.7%
JBL Jabil Inc.	0.11%	1,030	$225K	New
EW Edwards Lifesciences Corp.	0.10%	2,800	$219K	No change
HCA HCA Healthcare Inc.	0.10%	560	$215K	New
MDLZ Mondelez International Inc. Class A	0.10%	3,145	$212K	Reduce -73.5%
VONG Vanguard Russell 1000 Growth	0.10%	1,920	$210K	New
CRM Salesforce Inc.	0.10%	765	$209K	No change
DXCM Dexcom Inc.	0.10%	2,360	$206K	New
CMCSA Comcast Corp. Class A	0.10%	5,712	$204K	Reduce -94.5%
PYPL PayPal Holdings Inc.	0.10%	2,730	$203K	New
GGN Gamco GLBL Gold NTRL Res Inc.	0.03%	13,750	$60K	No change

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