Mitchell Sinkler & Starr

In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 4, 2025), Mitchell Sinkler & Starr reported 142 stock positions worth $222.4 million. Its top holding was Microsoft (MSFT) at 6.0% of the portfolio, followed by Apple (AAPL, 5.2%) and Nvidia (NVDA, 5.0%). Compared with Q2 2025, it opened 4 new positions, sold out of 6, added to 28 and reduced 56. The biggest buy was Broadcom (AVGO, shares +0%) and the biggest sale Procter & Gamble (PG, shares −0%).

Most Recent 13F
Q2 2026
Location
PHILADELPHIA, PA
CIK
0001048921
Portfolio Value
$222.4M (Q3 2025)
SEC Filing
0001398344-25-020277 ↗ filed Nov 4, 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 Q4 2024 Q1 2025: $357.2M Q1 2025 Q2 2025: $208.9M Q2 2025 Q3 2025: $222.4M $222.4M Q3 2025 Q4 2025: $221.3M Q4 2025 Q1 2026: $216.6M Q1 2026 Q2 2026: $240.1M Q2 2026

Holdings 142 stocks · $222.4M
MSFT Microsoft Corp. 6.00% 25,762 $13.3M Reduce -0.1%
AAPL Apple Inc. 5.17% 45,182 $11.5M Reduce -0.7%
NVDA Nvidia Corp. 5.01% 59,711 $11.1M Reduce -2.9%
VOO Vanguard S&P 500 ETF 4.07% 14,787 $9.1M Add +0.8%
SCHB Schwab US Broad Market ETF 3.79% 327,595 $8.4M No change
PG The Procter & Gamble Co. 3.71% 53,647 $8.2M Reduce -0.0%
VTI VG Morningstar TS MKT ETF-US 3.12% 21,150 $6.9M Reduce -0.3%
GOOGL Alphabet Inc. Class A 2.74% 25,089 $6.1M Reduce -0.2%
JNJ Johnson & Johnson 1.82% 21,866 $4.1M Reduce -0.6%
HD Home Depot Inc. 1.72% 9,440 $3.8M Reduce -0.6%
MRK Merck & Co. Inc. 1.69% 44,777 $3.8M Reduce -0.1%
AMZN Amazon.com Inc. 1.68% 17,039 $3.7M Reduce -0.8%
SPY SS SPDR S&P 500 ETF Trust-US 1.65% 5,495 $3.7M No change
JPM JPMorgan Chase & Co. 1.63% 11,509 $3.6M Reduce -1.3%
ADP Automatic Data Processing 1.60% 12,091 $3.5M Add +1.4%
IWB iShares Russell 1000 ETF 1.59% 9,650 $3.5M Add +6.5%
META Meta Platforms Inc. Class A 1.43% 4,317 $3.2M Reduce -0.8%
VGT Vanguard Info Tech ETF 1.41% 4,213 $3.1M Add +1.7%
ABBV Abbvie Inc. 1.41% 13,497 $3.1M No change
MA Mastercard Inc. Class A 1.39% 5,448 $3.1M Reduce -0.8%
ABT Abbott Laboratories 1.35% 22,395 $3.0M Add +0.2%
RTX RTX Corp. 1.34% 17,799 $3.0M Reduce -2.1%
PEP Pepsico Inc. 1.14% 18,087 $2.5M Add +0.3%
SCHD Schwab US DVD Equity ETF 1.13% 91,707 $2.5M Reduce -1.0%
RPM RPM International Inc. 1.11% 20,930 $2.5M Add +0.4%
SPYG SS SPDR P S&P 500 Growth ETF 1.08% 22,915 $2.4M Add +1.6%
SYK Stryker Corp. 1.06% 6,380 $2.4M Reduce -0.7%
VB Vanguard Most SM-Cap ETF-Usd 1.05% 9,149 $2.3M Add +0.4%
EMR Emerson Electric Co. 1.04% 17,563 $2.3M Reduce -0.3%
AVGO Broadcom Inc. 1.02% 6,900 $2.3M Add +0.2%
CVX Chevron Corp. 1.02% 14,593 $2.3M Reduce -0.1%
BRK.B Berkshire Hathaway Inc. Class B 1.01% 4,468 $2.2M Add +0.6%
XOM Exxon Mobil Corp. 1.00% 19,656 $2.2M Reduce -0.1%
CINF Cincinnati Financial Corp. 0.92% 12,913 $2.0M No change
WM Waste Management Inc. 0.91% 9,130 $2.0M No change
COST Costco Wholesale Corp. 0.87% 2,080 $1.9M No change
LLY Eli Lilly & Co. 0.83% 2,428 $1.9M Reduce -0.1%
VO Vngrd Mrngstr MD-Cap ETF-Usd 0.82% 6,177 $1.8M Reduce -0.3%
NEE Nextera Energy Inc. 0.80% 23,541 $1.8M Reduce -0.8%
V Visa Inc. Class A 0.70% 4,573 $1.6M Reduce -1.8%
ORCL Oracle Corp. 0.60% 4,735 $1.3M No change
ANET Arista Networks Inc. 0.58% 8,800 $1.3M No change
SO The Southern Co. 0.58% 13,498 $1.3M No change
NKE Nike Inc. Class B 0.56% 17,806 $1.2M Add +0.5%
TXN Texas Instruments Inc. 0.56% 6,744 $1.2M Add +2.0%
GVI iShares Intermediate Governm 0.55% 11,425 $1.2M No change
HON Honeywell International Inc. 0.54% 5,742 $1.2M Reduce -0.9%
ACN Accenture PLC Class A 0.53% 4,819 $1.2M Add +3.4%
TSLA Tesla Inc. 0.52% 2,620 $1.2M Reduce -4.3%
ASML ASML Holding NV-NY Reg SHS 0.52% 1,184 $1.1M Add +0.7%
WMT Walmart Inc. 0.49% 10,507 $1.1M No change
BIL SS SPDR BB 1-3M T-Bill ETF 0.47% 11,393 $1.0M Add +26.2%
GOOG Alphabet Inc. Class C 0.45% 4,074 $992K Reduce -2.3%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.44% 3,485 $983K No change
APD Air Products & Chemicals Inc. 0.41% 3,369 $919K No change
XLF SS Financial Select Sector 0.41% 16,860 $908K No change
CB Chubb Ltd. 0.40% 3,183 $898K Reduce -0.2%
DHI D.R. Horton Inc. 0.40% 5,224 $885K No change
KO The Coca-Cola Co. 0.40% 13,296 $882K Reduce -2.8%
VZ Verizon Communications Inc. 0.40% 20,046 $881K No change
MMM 3M Co. 0.39% 5,634 $874K Reduce -3.0%
IGIB iShares 5-10Y Inv Grade Corp. 0.39% 16,071 $869K No change
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.39% 7,542 $864K Add +1.4%
SCHX Schwab US Large-Cap ETF 0.39% 32,648 $860K No change
GE General Electric filed as GE AEROSPACE 0.37% 2,720 $818K No change
SCHW Schwab (charles) Corp. 0.35% 8,042 $768K Reduce -1.2%
DUK Duke Energy Corp. 0.34% 6,051 $749K No change
CL Colgate-Palmolive Co. 0.32% 8,917 $713K Reduce -2.0%
PFE Pfizer Inc. 0.32% 27,746 $707K Reduce -1.2%
OEF iShares S&P 100 ETF 0.31% 2,098 $698K No change
SCHG Schwab US Large-Cap Growth 0.31% 21,727 $693K No change
VCSH Vanguard S/T Corp. Bond ETF 0.31% 8,655 $692K Reduce -29.8%
UPS United Parcel Service Class B 0.31% 8,204 $685K Reduce -7.8%
ISRG Intuitive Surgical Inc. 0.31% 1,530 $684K Reduce -1.0%
AMGN Amgen Inc. 0.30% 2,335 $659K No change
AMT American Tower Corp. 0.29% 3,398 $654K No change
KNSL Kinsale Capital Group Inc. 0.29% 1,508 $641K Reduce -1.9%
CSCO Cisco Systems Inc. 0.28% 9,220 $631K No change
MDT Medtronic PLC 0.28% 6,545 $623K Reduce -0.1%
USB US Bancorp 0.28% 12,699 $614K Add +0.8%
LMT Lockheed Martin Corp. 0.27% 1,200 $599K Reduce -3.2%
ENB Enbridge Inc. 0.27% 11,727 $592K Add +0.9%
GNRC Generac Holdings Inc. 0.26% 3,508 $587K Add +2.9%
BKNG Booking Holdings Inc. 0.26% 107 $578K Reduce -0.9%
ITW Illinois Tool Works 0.26% 2,190 $571K Reduce -6.4%
IWV iShares Russell 3000 ETF 0.26% 1,500 $568K No change
LIN Linde PLC 0.25% 1,192 $566K No change
AJG Arthur J Gallagher & Co. filed as GALLAGHER ARTHUR J & CO 0.25% 1,790 $554K No change
VYM Vanguard High DVD Yield ETF 0.24% 3,810 $537K No change
UNP Union Pacific Corp. 0.24% 2,253 $533K No change
WTRG Essential Utilities Inc. 0.23% 12,824 $512K Reduce -2.6%
RSPT Invesco S&P 500 Equal Weight 0.23% 11,400 $508K Reduce -1.7%
VEU Vanguard Ftse All-World Ex-U 0.23% 7,094 $506K Reduce -2.7%
SYY Sysco Corp. 0.22% 6,055 $499K Add +3.2%
CASY Casey's General Stores Inc. 0.22% 860 $486K Reduce -3.4%
EXPD Expeditors Intl Wash Inc. 0.22% 3,939 $483K Reduce -8.2%
UNH Unitedhealth Group Inc. 0.21% 1,367 $472K Reduce -3.7%
RBC RBC Bearings Inc. 0.21% 1,200 $468K Reduce -10.1%
AN Autonation Inc. 0.21% 2,108 $461K No change
SJM The JM Smucker Co. filed as SMUCKER J M CO 0.21% 4,234 $460K No change
IVV iShares Core S&P 500 ETF 0.21% 686 $459K No change
RSP Invesco S&P 500 Equal Weight 0.20% 2,306 $437K No change
XLK SS Technology Select Sector 0.20% 1,550 $437K No change
GEV GE Vernova Inc. 0.20% 706 $434K No change
SPGI S&P Global Inc. 0.19% 882 $429K Reduce -1.7%
NVS Novartis AG-Sponsored ADR 0.19% 3,343 $429K No change
KMB Kimberly-Clark Corp. 0.19% 3,367 $419K No change
TSM Taiwan Semiconductor-SP ADR 0.18% 1,454 $406K No change
INTC Intel Corp. 0.18% 11,663 $391K No change
TRV The Travelers Cos Inc. 0.18% 1,400 $391K No change
ORI Old Republic Intl Corp. 0.17% 8,970 $381K No change
DCI Donaldson Co. Inc. 0.17% 4,570 $374K Reduce -8.5%
BMY Bristol-Myers Squibb Co. 0.17% 8,270 $373K Reduce -0.3%
ADBE Adobe Inc. 0.16% 1,036 $365K Add +1.5%
VXF Vanguard Extended Market ETF 0.16% 1,700 $356K No change
LAMR Lamar Advertising Co. Class A 0.16% 2,845 $348K No change
IWF iShares Russell 1000 Growth 0.16% 740 $347K No change
PRU Prudential Financial Inc. 0.16% 3,335 $346K Reduce -1.5%
GLW Corning Inc. 0.15% 4,200 $345K Reduce -6.7%
GGG Graco Inc. 0.15% 4,040 $343K Reduce -2.6%
TMO Thermo Fisher Scientific Inc. 0.15% 707 $343K Add +2.2%
ITOT iShares Core S&P Total U.S. 0.15% 2,345 $342K No change
XLC SS Comm Select Sector SPDR 0.15% 2,850 $337K No change
SHE SS SPDR MSCI U Gend Div ETF 0.15% 2,625 $335K No change
HSY The Hershey Co. 0.14% 1,686 $315K Add +1.5%
VONG Vanguard Russell 1000 Growth 0.14% 2,605 $314K Add +35.7%
IJH iShares Core S&P Midcap ETF 0.14% 4,810 $314K No change
ZTS Zoetis Inc. 0.14% 2,125 $311K Add +6.0%
ERIE Erie Indemnity Company Class A 0.14% 977 $311K Add +14.9%
UL Unilever PLC 0.14% 5,165 $306K No change
FISV Fiserv Inc. 0.13% 2,297 $296K Add +27.7%
MCD McDonald's Corp. 0.13% 970 $295K Reduce -0.8%
SCHI Schwab 5-10 Year Corporate B 0.12% 11,765 $272K No change
MRVL Marvell Technology Inc. 0.10% 2,675 $225K New
JBL Jabil Inc. 0.10% 1,030 $224K No change
PAYX Paychex Inc. 0.10% 1,750 $222K No change
NVO Novo-Nordisk A/S-Spons ADR 0.10% 3,935 $218K New
XLY SS Consumer Disc Select Sect 0.10% 900 $216K New
EW Edwards Lifesciences Corp. 0.10% 2,725 $212K Reduce -2.7%
PLD Prologis Inc. 0.09% 1,830 $210K New
HCA HCA Healthcare Inc. 0.09% 485 $207K Reduce -13.4%
GGN Gamco GLBL Gold NTRL Res Inc. 0.03% 13,750 $71K No change

Portfolio Sells Q2 2025 → Q3 2025
PG The Procter & Gamble Co. Reduce -0.0% 3.71% −0.39
VCSH Vanguard S/T Corp. Bond ETF Reduce -29.8% 0.31% −0.16
SYK Stryker Corp. Reduce -0.7% 1.06% −0.16
MSFT Microsoft Corp. Reduce -0.1% 6.00% −0.14
AMZN Amazon.com Inc. Reduce -0.8% 1.68% −0.12
UPS United Parcel Service Class B Reduce -7.8% 0.31% −0.12
META Meta Platforms Inc. Class A Reduce -0.8% 1.43% −0.11
DEO Diageo PLC-Sponsored ADR Sold out 0.00% −0.11
HON Honeywell International Inc. Reduce -0.9% 0.54% −0.10
MDLZ Mondelez International Inc. Class A Sold out 0.00% −0.10
CRM Salesforce Inc. Sold out 0.00% −0.10
DXCM Dexcom Inc. Sold out 0.00% −0.10
CMCSA Comcast Corp. Class A Sold out 0.00% −0.10
PYPL PayPal Holdings Inc. Sold out 0.00% −0.10
ISRG Intuitive Surgical Inc. Reduce -1.0% 0.31% −0.09
V Visa Inc. Class A Reduce -1.8% 0.70% −0.09
EMR Emerson Electric Co. Reduce -0.3% 1.04% −0.09
MA Mastercard Inc. Class A Reduce -0.8% 1.39% −0.08
CL Colgate-Palmolive Co. Reduce -2.0% 0.32% −0.08
LLY Eli Lilly & Co. Reduce -0.1% 0.83% −0.07
KNSL Kinsale Capital Group Inc. Reduce -1.9% 0.29% −0.07
KO The Coca-Cola Co. Reduce -2.8% 0.40% −0.07
SCHD Schwab US DVD Equity ETF Reduce -1.0% 1.13% −0.05
BKNG Booking Holdings Inc. Reduce -0.9% 0.26% −0.04
CB Chubb Ltd. Reduce -0.2% 0.40% −0.04
RBC RBC Bearings Inc. Reduce -10.1% 0.21% −0.04
SPGI S&P Global Inc. Reduce -1.7% 0.19% −0.03
MMM 3M Co. Reduce -3.0% 0.39% −0.03
ITW Illinois Tool Works Reduce -6.4% 0.26% −0.02
XOM Exxon Mobil Corp. Reduce -0.1% 1.00% −0.02
PRU Prudential Financial Inc. Reduce -1.5% 0.16% −0.02
EXPD Expeditors Intl Wash Inc. Reduce -8.2% 0.22% −0.02
GGG Graco Inc. Reduce -2.6% 0.15% −0.02
BMY Bristol-Myers Squibb Co. Reduce -0.3% 0.17% −0.02
VO Vngrd Mrngstr MD-Cap ETF-Usd Reduce -0.3% 0.82% −0.01
SCHW Schwab (charles) Corp. Reduce -1.2% 0.35% −0.01
HCA HCA Healthcare Inc. Reduce -13.4% 0.09% −0.01
EW Edwards Lifesciences Corp. Reduce -2.7% 0.10% −0.01
MRK Merck & Co. Inc. Reduce -0.1% 1.69% −0.01
PFE Pfizer Inc. Reduce -1.2% 0.32% −0.01
VEU Vanguard Ftse All-World Ex-U Reduce -2.7% 0.23% −0.01
LMT Lockheed Martin Corp. Reduce -3.2% 0.27% −0.01
MCD McDonald's Corp. Reduce -0.8% 0.13% −0.00
WTRG Essential Utilities Inc. Reduce -2.6% 0.23% −0.00
UNH Unitedhealth Group Inc. Reduce -3.7% 0.21% +0.00
CASY Casey's General Stores Inc. Reduce -3.4% 0.22% +0.00
RSPT Invesco S&P 500 Equal Weight Reduce -1.7% 0.23% +0.00
DCI Donaldson Co. Inc. Reduce -8.5% 0.17% +0.00
MDT Medtronic PLC Reduce -0.1% 0.28% +0.01
NEE Nextera Energy Inc. Reduce -0.8% 0.80% +0.01

Portfolio Buys Q2 2025 → Q3 2025
AVGO Broadcom Inc. Add +0.2% 1.02% +0.12
IWB iShares Russell 1000 ETF Add +6.5% 1.59% +0.11
MRVL Marvell Technology Inc. New 0.10% +0.10
VGT Vanguard Info Tech ETF Add +1.7% 1.41% +0.10
NVO Novo-Nordisk A/S-Spons ADR New 0.10% +0.10
XLY SS Consumer Disc Select Sect New 0.10% +0.10
PLD Prologis Inc. New 0.09% +0.09
VOO Vanguard S&P 500 ETF Add +0.8% 4.07% +0.08
BIL SS SPDR BB 1-3M T-Bill ETF Add +26.2% 0.47% +0.07
ASML ASML Holding NV-NY Reg SHS Add +0.7% 0.52% +0.06
SPYG SS SPDR P S&P 500 Growth ETF Add +1.6% 1.08% +0.05
VONG Vanguard Russell 1000 Growth Add +35.7% 0.14% +0.04
GNRC Generac Holdings Inc. Add +2.9% 0.26% +0.03
TMO Thermo Fisher Scientific Inc. Add +2.2% 0.15% +0.02
ENB Enbridge Inc. Add +0.9% 0.27% +0.01
RPM RPM International Inc. Add +0.4% 1.11% +0.01
VB Vanguard Most SM-Cap ETF-Usd Add +0.4% 1.05% +0.01
SYY Sysco Corp. Add +3.2% 0.22% +0.01
HSY The Hershey Co. Add +1.5% 0.14% +0.01
USB US Bancorp Add +0.8% 0.28% +0.00
PEP Pepsico Inc. Add +0.3% 1.14% +0.00
ERIE Erie Indemnity Company Class A Add +14.9% 0.14% −0.00
ZTS Zoetis Inc. Add +6.0% 0.14% −0.01
FISV Fiserv Inc. Add +27.7% 0.13% −0.02
BRK.B Berkshire Hathaway Inc. Class B Add +0.6% 1.01% −0.02
ADBE Adobe Inc. Add +1.5% 0.16% −0.02
NKE Nike Inc. Class B Add +0.5% 0.56% −0.04
DIS The Walt Disney Co. Add +1.4% 0.39% −0.05
TXN Texas Instruments Inc. Add +2.0% 0.56% −0.10
ABT Abbott Laboratories Add +0.2% 1.35% −0.11
ACN Accenture PLC Class A Add +3.4% 0.53% −0.13
ADP Automatic Data Processing Add +1.4% 1.60% −0.16

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