Mitchell Sinkler & Starr

In its 13F for Q1 2026 (holdings as of March 31, 2026, filed April 13, 2026), Mitchell Sinkler & Starr reported 143 stock positions worth $216.6 million. Its top holding was Apple (AAPL) at 5.4% of the portfolio, followed by Nvidia (NVDA, 4.6%) and Vanguard S&P 500 ETF (VOO, 4.5%). Compared with Q4 2025, it opened 6 new positions, sold out of 2, added to 31 and reduced 56. The biggest buy was a new position in Marsh & McLennan Cos (MRSH) and the biggest sale Microsoft (MSFT, shares −1%).

Most Recent 13F
Q2 2026
Location
PHILADELPHIA, PA
CIK
0001048921
Portfolio Value
$216.6M (Q1 2026)
SEC Filing
0001398344-26-006443 ↗ filed Apr 13, 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 Q4 2025 Q1 2026: $216.6M $216.6M Q1 2026 Q2 2026: $240.1M Q2 2026

Holdings 143 stocks · $216.6M
AAPL Apple Inc. 5.40% 46,072 $11.7M Add +2.1%
NVDA Nvidia Corp. 4.57% 56,748 $9.9M Reduce -0.6%
VOO Vanguard S&P 500 ETF 4.55% 16,478 $9.8M Add +2.2%
MSFT Microsoft Corp. 4.38% 25,655 $9.5M Reduce -0.8%
SCHB Schwab US Broad Market ETF 3.75% 323,503 $8.1M Reduce -1.3%
PG The Procter & Gamble Co. 3.49% 52,405 $7.6M Reduce -1.5%
GOOGL Alphabet Inc. Class A 3.31% 24,968 $7.2M Add +0.6%
VTI VG Morningstar TS MKT ETF-US 2.56% 17,315 $5.6M Reduce -0.5%
JNJ Johnson & Johnson 2.40% 21,293 $5.2M Reduce -1.6%
MRK Merck & Co. Inc. 2.35% 42,297 $5.1M No change
XOM Exxon Mobil Corp. 1.66% 21,151 $3.6M Reduce -1.0%
IWB iShares Russell 1000 ETF 1.63% 9,875 $3.5M Add +1.8%
AMZN Amazon.com Inc. 1.61% 16,772 $3.5M Reduce -1.0%
JPM JPMorgan Chase & Co. 1.55% 11,388 $3.4M Reduce -0.0%
SPY SS SPDR S&P 500 ETF Trust-US 1.54% 5,145 $3.3M Reduce -5.9%
RTX RTX Corp. 1.44% 16,175 $3.1M Reduce -2.5%
HD Home Depot Inc. 1.41% 9,295 $3.1M Reduce -0.1%
VGT Vanguard Info Tech ETF 1.40% 4,338 $3.0M Add +1.2%
ABBV Abbvie Inc. 1.37% 13,667 $3.0M Reduce -0.4%
SCHD Schwab US DVD Equity ETF 1.37% 96,879 $3.0M Add +7.9%
META Meta Platforms Inc. Class A 1.24% 4,710 $2.7M Add +2.0%
CVX Chevron Corp. 1.24% 13,013 $2.7M Reduce -1.4%
MA Mastercard Inc. Class A 1.22% 5,286 $2.6M Reduce -1.1%
PEP Pepsico Inc. 1.22% 16,952 $2.6M Reduce -2.4%
VB Vanguard Most SM-Cap ETF-Usd 1.10% 9,124 $2.4M Add +3.7%
ADP Automatic Data Processing 1.08% 11,469 $2.3M Reduce -3.0%
EMR Emerson Electric Co. 1.05% 17,317 $2.3M Reduce -0.7%
AVGO Broadcom Inc. 1.04% 7,250 $2.2M Add +2.8%
ABT Abbott Laboratories 1.03% 21,834 $2.2M Reduce -1.7%
NEE Nextera Energy Inc. 1.01% 23,541 $2.2M No change
SPYG SS SPDR P S&P 500 Growth ETF 1.01% 22,265 $2.2M Reduce -2.8%
BRK.B Berkshire Hathaway Inc. Class B 0.99% 4,493 $2.2M Add +0.6%
SYK Stryker Corp. 0.97% 6,380 $2.1M No change
WM Waste Management Inc. 0.95% 8,955 $2.1M Reduce -1.4%
RPM RPM International Inc. 0.94% 20,452 $2.0M Reduce -2.4%
CINF Cincinnati Financial Corp. 0.93% 12,788 $2.0M Reduce -1.0%
COST Costco Wholesale Corp. 0.91% 1,977 $2.0M Reduce -4.3%
LLY Eli Lilly & Co. 0.88% 2,083 $1.9M Reduce -1.9%
VO Vngrd Mrngstr MD-Cap ETF-Usd 0.78% 5,867 $1.7M Add +2.6%
ASML ASML Holding NV-NY Reg SHS filed as ASML HLDG NV 0.73% 1,192 $1.6M Reduce -0.3%
MRSH Marsh & McLennan Cos 0.71% 8,811 $1.5M New
SO The Southern Co. 0.60% 13,498 $1.3M No change
V Visa Inc. Class A 0.60% 4,298 $1.3M Reduce -5.0%
HON Honeywell International Inc. 0.60% 5,742 $1.3M No change
TXN Texas Instruments Inc. 0.60% 6,685 $1.3M Add +0.2%
WMT Walmart Inc. 0.57% 10,017 $1.2M Reduce -4.2%
GVI iShares Intermediate Governm 0.56% 11,425 $1.2M No change
ANET Arista Networks Inc. 0.50% 8,800 $1.1M No change
GOOG Alphabet Inc. Class C 0.49% 3,679 $1.1M Reduce -4.0%
CB Chubb Ltd. 0.47% 3,150 $1.0M Reduce -0.9%
ACN Accenture PLC Class A 0.47% 5,099 $1.0M Add +0.9%
KO The Coca-Cola Co. 0.46% 13,098 $996K Reduce -1.3%
APD Air Products & Chemicals Inc. 0.45% 3,364 $977K Add +0.6%
TSLA Tesla Inc. 0.44% 2,589 $962K No change
VZ Verizon Communications Inc. 0.44% 19,146 $961K Reduce -3.3%
SCHX Schwab US Large-Cap ETF 0.43% 36,568 $938K Add +3.4%
NKE Nike Inc. Class B 0.41% 16,814 $888K Reduce -4.0%
IGIB iShares 5-10Y Inv Grade Corp. 0.39% 16,071 $855K No change
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.39% 3,515 $852K Add +0.9%
BIL SS SPDR BB 1-3M T-Bill ETF 0.39% 9,167 $840K Reduce -8.4%
XLF SS Financial Select Sector 0.38% 16,860 $832K No change
MMM 3M Co. 0.38% 5,719 $831K No change
AMGN Amgen Inc. 0.37% 2,295 $807K No change
DUK Duke Energy Corp. 0.37% 6,051 $792K No change
VCSH Vanguard S/T Corp. Bond ETF 0.36% 9,905 $785K Add +14.4%
GE General Electric filed as GE AEROSPACE 0.36% 2,720 $772K No change
SCHW Schwab (charles) Corp. 0.35% 8,042 $756K No change
PFE Pfizer Inc. 0.35% 26,817 $753K No change
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.34% 7,542 $727K No change
CL Colgate-Palmolive Co. 0.33% 8,452 $720K Reduce -5.1%
ISRG Intuitive Surgical Inc. 0.33% 1,530 $705K No change
LMT Lockheed Martin Corp. 0.32% 1,140 $689K Reduce -1.1%
UPS United Parcel Service Class B 0.31% 6,921 $681K Reduce -1.1%
CSCO Cisco Systems Inc. 0.31% 8,720 $677K No change
GNRC Generac Holdings Inc. 0.31% 3,458 $675K Reduce -1.4%
USB US Bancorp 0.31% 12,889 $670K Add +1.5%
SCHG Schwab US Large-Cap Growth 0.31% 22,882 $667K Add +5.3%
RBC RBC Bearings Inc. 0.29% 1,173 $637K Add +0.1%
ENB Enbridge Inc. 0.29% 11,727 $635K No change
GEV GE Vernova Inc. 0.28% 706 $616K No change
VYM Vanguard High DVD Yield ETF 0.28% 4,095 $606K No change
LIN Linde PLC 0.27% 1,192 $591K No change
CASY Casey's General Stores Inc. 0.27% 805 $586K Reduce -1.7%
AMT American Tower Corp. 0.26% 3,273 $565K No change
MDT Medtronic PLC 0.26% 6,459 $560K No change
IWV iShares Russell 3000 ETF 0.26% 1,500 $556K No change
EXPD Expeditors Intl Wash Inc. 0.25% 3,829 $548K No change
OEF iShares S&P 100 ETF 0.25% 1,698 $540K Reduce -19.1%
UNP Union Pacific Corp. 0.25% 2,213 $537K No change
ORCL Oracle Corp. 0.25% 3,625 $533K Reduce -21.0%
ZTS Zoetis Inc. 0.25% 4,495 $531K Add +4.2%
KNSL Kinsale Capital Group Inc. 0.24% 1,535 $524K Add +1.7%
RSPT Invesco S&P 500 Equal Weight 0.24% 11,400 $516K No change
NVS Novartis AG-Sponsored ADR 0.24% 3,343 $511K Reduce -1.5%
ITW Illinois Tool Works 0.23% 1,955 $509K Reduce -1.8%
INTC Intel Corp. 0.23% 11,363 $501K Reduce -2.6%
TSM Taiwan Semiconductor-SP ADR 0.23% 1,451 $490K Reduce -2.1%
WTRG Essential Utilities Inc. 0.22% 11,912 $480K Reduce -1.0%
AN Autonation Inc. 0.22% 2,421 $473K Add +10.9%
SNX TD Synnex Corp. 0.21% 2,758 $465K Add +49.2%
VEU Vanguard Ftse All-World Ex-U 0.21% 6,194 $465K Add +9.9%
IVV iShares Core S&P 500 ETF 0.21% 686 $448K No change
BKNG Booking Holdings Inc. 0.21% 106 $446K Reduce -3.6%
RSP Invesco S&P 500 Equal Weight 0.20% 2,306 $443K No change
GLW Corning Inc. 0.20% 3,235 $440K Reduce -13.2%
SYY Sysco Corp. 0.20% 6,055 $432K No change
XLK SS Technology Select Sector 0.19% 3,100 $412K No change
TRV The Travelers Cos Inc. 0.19% 1,400 $408K No change
SJM The JM Smucker Co. filed as SMUCKER J M CO 0.19% 4,234 $408K No change
MRVL Marvell Technology Inc. 0.18% 3,960 $392K Add +2.2%
AJG Arthur J Gallagher & Co. filed as GALLAGHER ARTHUR J & CO 0.18% 1,760 $381K No change
SPGI S&P Global Inc. 0.17% 880 $374K Reduce -1.4%
BMY Bristol-Myers Squibb Co. 0.17% 5,970 $362K Reduce -16.3%
LAMR Lamar Advertising Co. Class A 0.17% 2,849 $361K No change
ORI Old Republic Intl Corp. 0.17% 9,008 $359K Add +0.3%
HSY The Hershey Co. 0.16% 1,701 $354K Add +0.9%
VXF Vanguard Extended Market ETF 0.16% 1,700 $350K No change
TMO Thermo Fisher Scientific Inc. 0.16% 707 $348K No change
SHE SS SPDR MSCI U Gend Div ETF 0.15% 2,625 $335K No change
ITOT iShares Core S&P Total U.S. 0.15% 2,345 $334K No change
DHI D.R. Horton Inc. 0.15% 2,399 $329K Reduce -1.0%
TW Tradeweb Markets Inc. Class A 0.15% 2,783 $327K New
IJH iShares Core S&P Midcap ETF 0.15% 4,810 $325K No change
IWF iShares Russell 1000 Growth 0.15% 740 $316K No change
GGG Graco Inc. 0.14% 3,558 $301K Add +0.2%
XLC SS Comm Select Sector SPDR 0.14% 2,670 $296K Reduce -6.3%
DCI Donaldson Co. Inc. 0.14% 3,465 $294K Reduce -6.7%
VONG Vanguard Russell 1000 Growth 0.13% 2,655 $291K No change
MCD McDonald's Corp. 0.13% 915 $284K No change
JBL Jabil Inc. 0.13% 1,030 $274K No change
ALB Albemarle Corp. 0.12% 1,498 $269K No change
HPE Hewlett Packard Enterprise 0.12% 11,220 $267K New
UL Unilever PLC-Sponsored ADR 0.12% 4,626 $264K Reduce -0.6%
SCHI Schwab 5-10 Year Corporate B 0.12% 11,265 $255K No change
PLD Prologis Inc. 0.12% 1,918 $254K Add +4.8%
ERIE Erie Indemnity Company Class A 0.12% 997 $251K Add +2.0%
EW Edwards Lifesciences Corp. 0.11% 2,900 $232K No change
MLI Mueller Industries Inc. 0.11% 2,089 $231K New
KMB Kimberly-Clark Corp. 0.10% 2,323 $224K Reduce -4.7%
HCA HCA Healthcare Inc. 0.10% 465 $220K Reduce -2.1%
COP Conocophillips 0.10% 1,575 $208K New
CMCSA Comcast Corp. Class A 0.09% 7,070 $203K New
GGN Gamco GLBL Gold NTRL Res Inc. 0.03% 13,750 $73K No change

Portfolio Sells Q4 2025 → Q1 2026
MSFT Microsoft Corp. Reduce -0.8% 4.38% −1.27
ADP Automatic Data Processing Reduce -3.0% 1.08% −0.30
NVDA Nvidia Corp. Reduce -0.6% 4.57% −0.24
ABT Abbott Laboratories Reduce -1.7% 1.03% −0.22
MA Mastercard Inc. Class A Reduce -1.1% 1.22% −0.16
ORCL Oracle Corp. Reduce -21.0% 0.25% −0.16
AMZN Amazon.com Inc. Reduce -1.0% 1.61% −0.15
LLY Eli Lilly & Co. Reduce -1.9% 0.88% −0.15
SPY SS SPDR S&P 500 ETF Trust-US Reduce -5.9% 1.54% −0.14
SCHB Schwab US Broad Market ETF Reduce -1.3% 3.75% −0.13
V Visa Inc. Class A Reduce -5.0% 0.60% −0.12
JPM JPMorgan Chase & Co. Reduce -0.0% 1.55% −0.11
SPYG SS SPDR P S&P 500 Growth ETF Reduce -2.8% 1.01% −0.10
XLY SS Consumer Disc Select Sect Sold out 0.00% −0.10
NKE Nike Inc. Class B Reduce -4.0% 0.41% −0.09
CRM Salesforce Inc. Sold out 0.00% −0.09
OEF iShares S&P 100 ETF Reduce -19.1% 0.25% −0.08
VTI VG Morningstar TS MKT ETF-US Reduce -0.5% 2.56% −0.07
BKNG Booking Holdings Inc. Reduce -3.6% 0.21% −0.06
GOOG Alphabet Inc. Class C Reduce -4.0% 0.49% −0.06
RPM RPM International Inc. Reduce -2.4% 0.94% −0.05
ABBV Abbvie Inc. Reduce -0.4% 1.37% −0.04
SPGI S&P Global Inc. Reduce -1.4% 0.17% −0.04
HD Home Depot Inc. Reduce -0.1% 1.41% −0.04
BIL SS SPDR BB 1-3M T-Bill ETF Reduce -8.4% 0.39% −0.03
CINF Cincinnati Financial Corp. Reduce -1.0% 0.93% −0.02
UL Unilever PLC-Sponsored ADR Reduce -0.6% 0.12% −0.02
XLC SS Comm Select Sector SPDR Reduce -6.3% 0.14% −0.01
DCI Donaldson Co. Inc. Reduce -6.7% 0.14% −0.01
KMB Kimberly-Clark Corp. Reduce -4.7% 0.10% −0.01
BMY Bristol-Myers Squibb Co. Reduce -16.3% 0.17% −0.01
DHI D.R. Horton Inc. Reduce -1.0% 0.15% −0.01
UPS United Parcel Service Class B Reduce -1.1% 0.31% +0.00
HCA HCA Healthcare Inc. Reduce -2.1% 0.10% +0.00
EMR Emerson Electric Co. Reduce -0.7% 1.05% +0.00
WTRG Essential Utilities Inc. Reduce -1.0% 0.22% +0.01
ITW Illinois Tool Works Reduce -1.8% 0.23% +0.01
CL Colgate-Palmolive Co. Reduce -5.1% 0.33% +0.01
TSM Taiwan Semiconductor-SP ADR Reduce -2.1% 0.23% +0.02
NVS Novartis AG-Sponsored ADR Reduce -1.5% 0.24% +0.02
CB Chubb Ltd. Reduce -0.9% 0.47% +0.03
INTC Intel Corp. Reduce -2.6% 0.23% +0.04
KO The Coca-Cola Co. Reduce -1.3% 0.46% +0.04
WMT Walmart Inc. Reduce -4.2% 0.57% +0.05
WM Waste Management Inc. Reduce -1.4% 0.95% +0.05
PG The Procter & Gamble Co. Reduce -1.5% 3.49% +0.05
GLW Corning Inc. Reduce -13.2% 0.20% +0.06
CASY Casey's General Stores Inc. Reduce -1.7% 0.27% +0.07
LMT Lockheed Martin Corp. Reduce -1.1% 0.32% +0.07
RTX RTX Corp. Reduce -2.5% 1.44% +0.07

Portfolio Buys Q4 2025 → Q1 2026
MRSH Marsh & McLennan Cos New 0.71% +0.71
SCHD Schwab US DVD Equity ETF Add +7.9% 1.37% +0.26
TW Tradeweb Markets Inc. Class A New 0.15% +0.15
HPE Hewlett Packard Enterprise New 0.12% +0.12
MLI Mueller Industries Inc. New 0.11% +0.11
COP Conocophillips New 0.10% +0.10
CMCSA Comcast Corp. Class A New 0.09% +0.09
SNX TD Synnex Corp. Add +49.2% 0.21% +0.09
APD Air Products & Chemicals Inc. Add +0.6% 0.45% +0.08
VB Vanguard Most SM-Cap ETF-Usd Add +3.7% 1.10% +0.08
TXN Texas Instruments Inc. Add +0.2% 0.60% +0.08
RBC RBC Bearings Inc. Add +0.1% 0.29% +0.06
VCSH Vanguard S/T Corp. Bond ETF Add +14.4% 0.36% +0.05
MRVL Marvell Technology Inc. Add +2.2% 0.18% +0.03
VO Vngrd Mrngstr MD-Cap ETF-Usd Add +2.6% 0.78% +0.03
VEU Vanguard Ftse All-World Ex-U Add +9.9% 0.21% +0.03
HSY The Hershey Co. Add +0.9% 0.16% +0.02
AN Autonation Inc. Add +10.9% 0.22% +0.01
PLD Prologis Inc. Add +4.8% 0.12% +0.01
GGG Graco Inc. Add +0.2% 0.14% +0.01
USB US Bancorp Add +1.5% 0.31% +0.00
SCHX Schwab US Large-Cap ETF Add +3.4% 0.43% +0.00
ZTS Zoetis Inc. Add +4.2% 0.25% 0.00
ERIE Erie Indemnity Company Class A Add +2.0% 0.12% −0.01
IWB iShares Russell 1000 ETF Add +1.8% 1.63% −0.01
SCHG Schwab US Large-Cap Growth Add +5.3% 0.31% −0.01
ORI Old Republic Intl Corp. Add +0.3% 0.17% −0.02
BRK.B Berkshire Hathaway Inc. Class B Add +0.6% 0.99% −0.02
VOO Vanguard S&P 500 ETF Add +2.2% 4.55% −0.02
KNSL Kinsale Capital Group Inc. Add +1.7% 0.24% −0.02
VGT Vanguard Info Tech ETF Add +1.2% 1.40% −0.06
AVGO Broadcom Inc. Add +2.8% 1.04% −0.07
IBM Intl Business Machines Corp. Add +0.9% 0.39% −0.07
META Meta Platforms Inc. Class A Add +2.0% 1.24% −0.13
AAPL Apple Inc. Add +2.1% 5.40% −0.14
ACN Accenture PLC Class A Add +0.9% 0.47% −0.15
GOOGL Alphabet Inc. Class A Add +0.6% 3.31% −0.19

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