Mitchell Sinkler & Starr

In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 11, 2026), Mitchell Sinkler & Starr reported 139 stock positions worth $221.3 million. Its top holding was Microsoft (MSFT) at 5.7% of the portfolio, followed by Apple (AAPL, 5.5%) and Nvidia (NVDA, 4.8%). Compared with Q3 2025, it opened 3 new positions, sold out of 6, added to 27 and reduced 61. The biggest buy was Vanguard S&P 500 ETF (VOO, shares +9%) and the biggest sale VG Morningstar TS MKT ETF-US (VTI, shares −18%).

Most Recent 13F
Q2 2026
Location
PHILADELPHIA, PA
CIK
0001048921
Portfolio Value
$221.3M (Q4 2025)
SEC Filing
0001398344-26-002717 ↗ filed Feb 11, 2026

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 Q3 2025 Q4 2025: $221.3M $221.3M Q4 2025 Q1 2026: $216.6M Q1 2026 Q2 2026: $240.1M Q2 2026

Holdings 139 stocks · $221.3M
MSFT Microsoft Corp. 5.65% 25,867 $12.5M Add +0.4%
AAPL Apple Inc. 5.54% 45,102 $12.3M Reduce -0.2%
NVDA Nvidia Corp. 4.81% 57,107 $10.7M Reduce -4.4%
VOO Vanguard S&P 500 ETF 4.57% 16,123 $10.1M Add +9.0%
SCHB Schwab US Broad Market ETF 3.88% 327,595 $8.6M No change
GOOGL Alphabet Inc. Class A 3.51% 24,810 $7.8M Reduce -1.1%
PG The Procter & Gamble Co. 3.44% 53,188 $7.6M Reduce -0.9%
VTI VG Morningstar TS MKT ETF-US 2.63% 17,395 $5.8M Reduce -17.8%
JNJ Johnson & Johnson 2.02% 21,647 $4.5M Reduce -1.0%
MRK Merck & Co. Inc. 2.01% 42,297 $4.5M Reduce -5.5%
AMZN Amazon.com Inc. 1.77% 16,939 $3.9M Reduce -0.6%
SPY SS SPDR S&P 500 ETF Trust-US 1.68% 5,465 $3.7M Reduce -0.6%
JPM JPMorgan Chase & Co. 1.66% 11,389 $3.7M Reduce -1.0%
IWB iShares Russell 1000 ETF 1.64% 9,700 $3.6M Add +0.5%
VGT Vanguard Info Tech ETF 1.46% 4,288 $3.2M Add +1.8%
HD Home Depot Inc. 1.45% 9,305 $3.2M Reduce -1.4%
ABBV Abbvie Inc. 1.42% 13,727 $3.1M Add +1.7%
MA Mastercard Inc. Class A 1.38% 5,347 $3.1M Reduce -1.9%
META Meta Platforms Inc. Class A 1.38% 4,616 $3.0M Add +6.9%
ADP Automatic Data Processing 1.37% 11,826 $3.0M Reduce -2.2%
RTX RTX Corp. 1.37% 16,583 $3.0M Reduce -6.8%
ABT Abbott Laboratories 1.26% 22,215 $2.8M Reduce -0.8%
XOM Exxon Mobil Corp. 1.16% 21,366 $2.6M Add +8.7%
PEP Pepsico Inc. 1.13% 17,362 $2.5M Reduce -4.0%
SCHD Schwab US DVD Equity ETF 1.11% 89,807 $2.5M Reduce -2.1%
SPYG SS SPDR P S&P 500 Growth ETF 1.10% 22,915 $2.4M No change
AVGO Broadcom Inc. 1.10% 7,050 $2.4M Add +2.2%
EMR Emerson Electric Co. 1.05% 17,433 $2.3M Reduce -0.7%
LLY Eli Lilly & Co. 1.03% 2,123 $2.3M Reduce -12.6%
VB Vanguard Most SM-Cap ETF-Usd 1.03% 8,799 $2.3M Reduce -3.8%
BRK.B Berkshire Hathaway Inc. Class B 1.01% 4,468 $2.2M No change
SYK Stryker Corp. 1.01% 6,380 $2.2M No change
RPM RPM International Inc. 0.98% 20,949 $2.2M Add +0.1%
CINF Cincinnati Financial Corp. 0.95% 12,913 $2.1M No change
CVX Chevron Corp. 0.91% 13,203 $2.0M Reduce -9.5%
WM Waste Management Inc. 0.90% 9,080 $2.0M Reduce -0.6%
NEE Nextera Energy Inc. 0.85% 23,541 $1.9M No change
COST Costco Wholesale Corp. 0.80% 2,065 $1.8M Reduce -0.7%
VO Vngrd Mrngstr MD-Cap ETF-Usd 0.75% 5,717 $1.7M Reduce -7.5%
V Visa Inc. Class A 0.72% 4,523 $1.6M Reduce -1.1%
ACN Accenture PLC Class A 0.61% 5,054 $1.4M Add +4.9%
ASML ASML Holding NV-NY Reg SHS 0.58% 1,195 $1.3M Add +0.9%
GVI iShares Intermediate Governm 0.55% 11,425 $1.2M No change
GOOG Alphabet Inc. Class C 0.54% 3,834 $1.2M Reduce -5.9%
SO The Southern Co. 0.53% 13,498 $1.2M No change
WMT Walmart Inc. 0.53% 10,457 $1.2M Reduce -0.5%
TSLA Tesla Inc. 0.53% 2,589 $1.2M Reduce -1.2%
TXN Texas Instruments Inc. 0.52% 6,670 $1.2M Reduce -1.1%
ANET Arista Networks Inc. 0.52% 8,800 $1.2M No change
HON Honeywell International Inc. 0.51% 5,742 $1.1M No change
NKE Nike Inc. Class B 0.50% 17,506 $1.1M Reduce -1.7%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.47% 3,485 $1.0M No change
CB Chubb Ltd. 0.45% 3,178 $992K Reduce -0.2%
SCHX Schwab US Large-Cap ETF 0.43% 35,368 $952K Add +8.3%
KO The Coca-Cola Co. 0.42% 13,271 $928K Reduce -0.2%
XLF SS Financial Select Sector 0.42% 16,860 $923K No change
MMM 3M Co. 0.41% 5,719 $916K Add +1.5%
BIL SS SPDR BB 1-3M T-Bill ETF 0.41% 10,010 $915K Reduce -12.1%
ORCL Oracle Corp. 0.40% 4,590 $895K Reduce -3.1%
ISRG Intuitive Surgical Inc. 0.39% 1,530 $867K No change
IGIB iShares 5-10Y Inv Grade Corp. 0.39% 16,071 $866K No change
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.39% 7,542 $858K No change
GE General Electric filed as GE AEROSPACE 0.38% 2,720 $838K No change
APD Air Products & Chemicals Inc. 0.37% 3,344 $826K Reduce -0.7%
VZ Verizon Communications Inc. 0.36% 19,796 $806K Reduce -1.3%
SCHW Schwab (charles) Corp. 0.36% 8,042 $803K No change
AMGN Amgen Inc. 0.34% 2,295 $751K Reduce -1.7%
OEF iShares S&P 100 ETF 0.33% 2,098 $720K No change
DUK Duke Energy Corp. 0.32% 6,051 $709K No change
SCHG Schwab US Large-Cap Growth 0.32% 21,727 $709K No change
CL Colgate-Palmolive Co. 0.32% 8,902 $703K Reduce -0.2%
UPS United Parcel Service Class B 0.31% 6,998 $694K Reduce -14.7%
VCSH Vanguard S/T Corp. Bond ETF 0.31% 8,655 $690K No change
USB US Bancorp 0.31% 12,699 $678K No change
CSCO Cisco Systems Inc. 0.30% 8,720 $672K Reduce -5.4%
PFE Pfizer Inc. 0.30% 26,817 $668K Reduce -3.4%
MDT Medtronic PLC 0.28% 6,459 $620K Reduce -1.3%
KNSL Kinsale Capital Group Inc. 0.27% 1,509 $590K Add +0.1%
BKNG Booking Holdings Inc. 0.27% 110 $589K Add +2.8%
VYM Vanguard High DVD Yield ETF 0.27% 4,095 $588K Add +7.5%
IWV iShares Russell 3000 ETF 0.26% 1,500 $580K No change
AMT American Tower Corp. 0.26% 3,273 $575K Reduce -3.7%
EXPD Expeditors Intl Wash Inc. 0.26% 3,829 $571K Reduce -2.8%
ENB Enbridge Inc. 0.25% 11,727 $561K No change
LMT Lockheed Martin Corp. 0.25% 1,153 $558K Reduce -3.9%
ZTS Zoetis Inc. 0.25% 4,315 $543K Add +103.1%
RBC RBC Bearings Inc. 0.24% 1,172 $526K Reduce -2.3%
RSPT Invesco S&P 500 Equal Weight 0.23% 11,400 $519K No change
UNP Union Pacific Corp. 0.23% 2,213 $512K Reduce -1.8%
LIN Linde PLC 0.23% 1,192 $508K No change
ITW Illinois Tool Works 0.22% 1,990 $490K Reduce -9.1%
GNRC Generac Holdings Inc. 0.22% 3,508 $478K No change
IVV iShares Core S&P 500 ETF 0.21% 686 $470K No change
NVS Novartis AG-Sponsored ADR 0.21% 3,393 $468K Add +1.5%
SPGI S&P Global Inc. 0.21% 892 $466K Add +1.1%
WTRG Essential Utilities Inc. 0.21% 12,037 $462K Reduce -6.1%
GEV GE Vernova Inc. 0.21% 706 $461K No change
AJG Arthur J Gallagher & Co. filed as GALLAGHER ARTHUR J & CO 0.21% 1,760 $455K Reduce -1.7%
CASY Casey's General Stores Inc. 0.20% 819 $453K Reduce -4.8%
AN Autonation Inc. 0.20% 2,183 $451K Add +3.6%

Show all 139 holdings

Portfolio Sells Q3 2025 → Q4 2025
VTI VG Morningstar TS MKT ETF-US Reduce -17.8% 2.63% −0.49
HD Home Depot Inc. Reduce -1.4% 1.45% −0.27
PG The Procter & Gamble Co. Reduce -0.9% 3.44% −0.26
DHI D.R. Horton Inc. Reduce -53.6% 0.16% −0.24
ADP Automatic Data Processing Reduce -2.2% 1.37% −0.22
UNH Unitedhealth Group Inc. Sold out 0.00% −0.21
NVDA Nvidia Corp. Reduce -4.4% 4.81% −0.20
ORCL Oracle Corp. Reduce -3.1% 0.40% −0.19
ADBE Adobe Inc. Sold out 0.00% −0.16
PRU Prudential Financial Inc. Sold out 0.00% −0.16
FISV Fiserv Inc. Sold out 0.00% −0.13
CVX Chevron Corp. Reduce -9.5% 0.91% −0.11
PAYX Paychex Inc. Sold out 0.00% −0.10
NVO Novo-Nordisk A/S-Spons ADR Sold out 0.00% −0.10
ABT Abbott Laboratories Reduce -0.8% 1.26% −0.09
KMB Kimberly-Clark Corp. Reduce -27.6% 0.11% −0.08
VO Vngrd Mrngstr MD-Cap ETF-Usd Reduce -7.5% 0.75% −0.07
COST Costco Wholesale Corp. Reduce -0.7% 0.80% −0.06
BIL SS SPDR BB 1-3M T-Bill ETF Reduce -12.1% 0.41% −0.06
NKE Nike Inc. Class B Reduce -1.7% 0.50% −0.05
AJG Arthur J Gallagher & Co. Reduce -1.7% 0.21% −0.04
VEU Vanguard Ftse All-World Ex-U Reduce -20.6% 0.19% −0.04
APD Air Products & Chemicals Inc. Reduce -0.7% 0.37% −0.04
ITW Illinois Tool Works Reduce -9.1% 0.22% −0.04
TXN Texas Instruments Inc. Reduce -1.1% 0.52% −0.03
AMT American Tower Corp. Reduce -3.7% 0.26% −0.03
VZ Verizon Communications Inc. Reduce -1.3% 0.36% −0.03
GGG Graco Inc. Reduce -12.1% 0.13% −0.02
WTRG Essential Utilities Inc. Reduce -6.1% 0.21% −0.02
VB Vanguard Most SM-Cap ETF-Usd Reduce -3.8% 1.03% −0.02
DCI Donaldson Co. Inc. Reduce -18.7% 0.15% −0.02
LMT Lockheed Martin Corp. Reduce -3.9% 0.25% −0.02
PEP Pepsico Inc. Reduce -4.0% 1.13% −0.02
PFE Pfizer Inc. Reduce -3.4% 0.30% −0.02
CASY Casey's General Stores Inc. Reduce -4.8% 0.20% −0.01
MA Mastercard Inc. Class A Reduce -1.9% 1.38% −0.01
SCHD Schwab US DVD Equity ETF Reduce -2.1% 1.11% −0.01
UNP Union Pacific Corp. Reduce -1.8% 0.23% −0.01
GLW Corning Inc. Reduce -11.3% 0.15% −0.01
MCD McDonald's Corp. Reduce -5.7% 0.13% −0.01
SCHI Schwab 5-10 Year Corporate B Reduce -4.3% 0.12% −0.01
WM Waste Management Inc. Reduce -0.6% 0.90% −0.01
CL Colgate-Palmolive Co. Reduce -0.2% 0.32% −0.00
MDT Medtronic PLC Reduce -1.3% 0.28% +0.00
TSLA Tesla Inc. Reduce -1.2% 0.53% +0.00
UPS United Parcel Service Class B Reduce -14.7% 0.31% +0.01
BMY Bristol-Myers Squibb Co. Reduce -13.8% 0.17% +0.01
HCA HCA Healthcare Inc. Reduce -2.1% 0.10% +0.01
EMR Emerson Electric Co. Reduce -0.7% 1.05% +0.01
V Visa Inc. Class A Reduce -1.1% 0.72% +0.01

Portfolio Buys Q3 2025 → Q4 2025
VOO Vanguard S&P 500 ETF Add +9.0% 4.57% +0.50
XOM Exxon Mobil Corp. Add +8.7% 1.16% +0.17
SNX TD Synnex Corp. New 0.13% +0.13
ZTS Zoetis Inc. Add +103.1% 0.25% +0.11
ALB Albemarle Corp. New 0.10% +0.10
CRM Salesforce Inc. New 0.09% +0.09
AVGO Broadcom Inc. Add +2.2% 1.10% +0.08
ACN Accenture PLC Class A Add +4.9% 0.61% +0.08
ASML ASML Holding NV-NY Reg SHS Add +0.9% 0.58% +0.06
IWB iShares Russell 1000 ETF Add +0.5% 1.64% +0.05
MRVL Marvell Technology Inc. Add +44.9% 0.15% +0.05
VGT Vanguard Info Tech ETF Add +1.8% 1.46% +0.05
SCHX Schwab US Large-Cap ETF Add +8.3% 0.43% +0.04
VYM Vanguard High DVD Yield ETF Add +7.5% 0.27% +0.02
TSM Taiwan Semiconductor-SP ADR Add +1.9% 0.20% +0.02
MMM 3M Co. Add +1.5% 0.41% +0.02
NVS Novartis AG-Sponsored ADR Add +1.5% 0.21% +0.02
SPGI S&P Global Inc. Add +1.1% 0.21% +0.02
EW Edwards Lifesciences Corp. Add +6.4% 0.11% +0.02
ORI Old Republic Intl Corp. Add +0.1% 0.19% +0.01
ABBV Abbvie Inc. Add +1.7% 1.42% +0.01
BKNG Booking Holdings Inc. Add +2.8% 0.27% +0.01
LAMR Lamar Advertising Co. Class A Add +0.1% 0.16% +0.01
VONG Vanguard Russell 1000 Growth Add +1.9% 0.15% +0.00
UL Unilever PLC-Sponsored ADR Add +1.5% 0.14% −0.00
AN Autonation Inc. Add +3.6% 0.20% −0.00
KNSL Kinsale Capital Group Inc. Add +0.1% 0.27% −0.02
META Meta Platforms Inc. Class A Add +6.9% 1.38% −0.05
RPM RPM International Inc. Add +0.1% 0.98% −0.12
MSFT Microsoft Corp. Add +0.4% 5.65% −0.35

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