Mitchell Sinkler & Starr

In its 13F for Q2 2026 (holdings as of June 30, 2026, filed July 21, 2026), Mitchell Sinkler & Starr reported 155 stock positions worth $240.1 million. Its top holding was Vanguard S&P 500 ETF (VOO) at 5.4% of the portfolio, followed by Apple (AAPL, 5.3%) and Nvidia (NVDA, 4.5%). Compared with Q1 2026, it opened 17 new positions, sold out of 5, added to 50 and reduced 54. The biggest buy was Vanguard S&P 500 ETF (VOO, shares +14%) and the biggest sale an exit from Marsh & McLennan Cos (MRSH).

Most Recent 13F
Q2 2026
Location
PHILADELPHIA, PA
CIK
0001048921
Portfolio Value
$240.1M (Q2 2026)
SEC Filing
0001398344-26-012385 ↗ filed Jul 21, 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 Q1 2026 Q2 2026: $240.1M $240.1M Q2 2026

Holdings 155 stocks · $240.1M
VOO Vanguard S&P 500 ETF 5.38% 18,801 $12.9M Add +14.1%
AAPL Apple Inc. 5.33% 44,257 $12.8M Reduce -3.9%
NVDA Nvidia Corp. 4.53% 54,352 $10.9M Reduce -4.2%
MSFT Microsoft Corp. 4.02% 25,903 $9.7M Add +1.0%
SCHB Schwab US Broad Market ETF 3.89% 322,788 $9.3M Reduce -0.2%
GOOGL Alphabet Inc. Class A 3.67% 24,651 $8.8M Reduce -1.3%
PG The Procter & Gamble Co. 3.16% 51,762 $7.6M Reduce -1.2%
VTI VG Morningstar TS MKT ETF-US 2.89% 18,735 $6.9M Add +8.2%
MRK Merck & Co. Inc. 2.27% 42,391 $5.4M Add +0.2%
JNJ Johnson & Johnson 2.27% 21,432 $5.4M Add +0.7%
VGT Vanguard Info Tech ETF 1.74% 34,924 $4.2M Add +0.6%
IWB iShares Russell 1000 ETF 1.73% 10,125 $4.1M Add +2.5%
AMZN Amazon.com Inc. 1.67% 16,862 $4.0M Add +0.5%
JPM JPMorgan Chase & Co. 1.55% 11,373 $3.7M Reduce -0.1%
SPY SS SPDR S&P 500 ETF Trust-US 1.41% 4,545 $3.4M Reduce -11.7%
ABBV Abbvie Inc. 1.41% 13,417 $3.4M Reduce -1.8%
HD Home Depot Inc. 1.33% 9,076 $3.2M Reduce -2.4%
RTX RTX Corp. 1.28% 16,230 $3.1M Add +0.3%
SCHD Schwab US DVD Equity ETF 1.24% 93,929 $3.0M Reduce -3.0%
XOM Exxon Mobil Corp. 1.20% 21,036 $2.9M Reduce -0.5%
VB Vanguard Most SM-Cap ETF-Usd 1.19% 9,395 $2.8M Add +3.0%
MA Mastercard Inc. Class A 1.15% 5,388 $2.8M Add +1.9%
AVGO Broadcom Inc. 1.15% 7,290 $2.8M Add +0.6%
ADP Automatic Data Processing 1.13% 12,104 $2.7M Add +5.5%
META Meta Platforms Inc. Class A 1.11% 4,745 $2.7M Add +0.7%
SPYG SS SPDR P S&P 500 Growth ETF 1.09% 22,040 $2.6M Reduce -1.0%
EMR Emerson Electric Co. 1.04% 17,365 $2.5M Add +0.3%
LLY Eli Lilly & Co. 1.00% 1,998 $2.4M Reduce -4.1%
ASML ASML Holding NV-NY Reg SHS filed as ASML HLDG NV 0.97% 1,171 $2.3M Reduce -1.8%
CINF Cincinnati Financial Corp. 0.96% 12,488 $2.3M Reduce -2.4%
PEP Pepsico Inc. 0.96% 17,017 $2.3M Add +0.4%
BRK.B Berkshire Hathaway Inc. Class B 0.93% 4,459 $2.2M Reduce -0.8%
RPM RPM International Inc. 0.92% 19,902 $2.2M Reduce -2.7%
CVX Chevron Corp. 0.91% 13,169 $2.2M Add +1.2%
NEE Nextera Energy Inc. 0.86% 23,648 $2.1M Add +0.5%
VO Vngrd Mrngstr MD-Cap ETF-Usd 0.84% 25,096 $2.0M Add +6.9%
SYK Stryker Corp. 0.83% 6,305 $2.0M Reduce -1.2%
WM Waste Management Inc. 0.83% 8,900 $2.0M Reduce -0.6%
ABT Abbott Laboratories 0.82% 21,721 $2.0M Reduce -0.5%
TXN Texas Instruments Inc. 0.82% 6,580 $2.0M Reduce -1.6%
COST Costco Wholesale Corp. 0.76% 1,954 $1.8M Reduce -1.2%
INTC Intel Corp. 0.66% 11,363 $1.6M No change
V Visa Inc. Class A 0.62% 4,328 $1.5M Add +0.7%
ANET Arista Networks Inc. 0.59% 8,325 $1.4M Reduce -5.4%
SO The Southern Co. 0.54% 13,498 $1.3M No change
GOOG Alphabet Inc. Class C 0.52% 3,539 $1.3M Reduce -3.8%
GVI iShares Intermediate Governm 0.50% 11,425 $1.2M No change
MRVL Marvell Technology Inc. 0.50% 4,063 $1.2M Add +2.6%
WMT Walmart Inc. 0.48% 10,147 $1.1M Add +1.3%
SCHX Schwab US Large-Cap ETF 0.47% 37,943 $1.1M Add +3.8%
CB Chubb Ltd. 0.45% 3,141 $1.1M Reduce -0.3%
GNRC Generac Holdings Inc. 0.44% 3,569 $1.0M Add +3.2%
TSLA Tesla Inc. 0.43% 2,465 $1.0M Reduce -4.8%
GE General Electric filed as GE AEROSPACE 0.43% 2,755 $1.0M Add +1.3%
CSCO Cisco Systems Inc. 0.43% 8,753 $1.0M Add +0.4%
KO The Coca-Cola Co. 0.43% 12,643 $1.0M Reduce -3.5%
APD Air Products & Chemicals Inc. 0.41% 3,399 $997K Add +1.0%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.41% 3,530 $993K Add +0.4%
SNX TD Synnex Corp. 0.39% 3,533 $945K Add +28.1%
MMM 3M Co. 0.39% 5,779 $936K Add +1.1%
BIL SS SPDR BB 1-3M T-Bill ETF 0.36% 9,408 $862K Add +2.6%
AMGN Amgen Inc. 0.35% 2,295 $831K No change
GEV GE Vernova Inc. 0.35% 706 $829K No change
VCSH Vanguard S/T Corp. Bond ETF 0.34% 10,475 $828K Add +5.8%
VZ Verizon Communications Inc. 0.34% 19,146 $811K No change
IGIB iShares 5-10Y Inv Grade Corp. 0.33% 14,871 $791K Reduce -7.5%
SCHG Schwab US Large-Cap Growth 0.32% 22,882 $774K No change
HPE Hewlett Packard Enterprise 0.32% 17,110 $772K Add +52.5%
CL Colgate-Palmolive Co. 0.32% 8,397 $770K Reduce -0.7%
USB US Bancorp 0.32% 12,739 $769K Reduce -1.2%
DUK Duke Energy Corp. 0.32% 6,046 $765K Reduce -0.1%
GLW Corning Inc. 0.32% 2,990 $764K Reduce -7.6%
RBC RBC Bearings Inc. 0.31% 1,164 $750K Reduce -0.8%
UPS United Parcel Service Class B 0.31% 6,955 $748K Add +0.5%
SCHW Schwab (charles) Corp. 0.31% 8,042 $742K No change
RSPT Invesco S&P 500 Equal Weight 0.29% 10,935 $705K Reduce -4.1%
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.29% 7,269 $700K Reduce -3.6%
TSM Taiwan Semiconductor-SP ADR 0.28% 1,421 $679K Reduce -2.1%
PFE Pfizer Inc. 0.28% 27,742 $668K Add +3.5%
VYM Vanguard High DVD Yield ETF 0.27% 4,095 $647K No change
ENB Enbridge Inc. 0.27% 11,829 $641K Add +0.9%
IWV iShares Russell 3000 ETF 0.27% 1,500 $640K No change
LIN Linde PLC 0.27% 1,227 $637K Add +2.9%
EXPD Expeditors Intl Wash Inc. 0.26% 3,829 $624K No change
OEF iShares S&P 100 ETF 0.26% 1,698 $621K No change
NKE Nike Inc. Class B 0.26% 15,079 $619K Reduce -10.3%
CASY Casey's General Stores Inc. 0.26% 774 $615K Reduce -3.9%
KNSL Kinsale Capital Group Inc. 0.25% 1,838 $606K Add +19.7%
UNP Union Pacific Corp. 0.25% 2,213 $602K No change
XLK SS Technology Select Sector 0.25% 3,100 $591K No change
XLF SS Financial Select Sector 0.24% 10,860 $582K Reduce -35.6%
LMT Lockheed Martin Corp. 0.24% 1,140 $581K No change
ISRG Intuitive Surgical Inc. 0.24% 1,440 $573K Reduce -5.9%
AN Autonation Inc. 0.22% 2,891 $537K Add +19.4%
ORCL Oracle Corp. 0.22% 3,575 $524K Reduce -1.4%
ITW Illinois Tool Works 0.22% 1,930 $522K Reduce -1.3%
VEU Vanguard Ftse All-World Ex-U 0.22% 6,194 $519K No change
IVV iShares Core S&P 500 ETF 0.21% 686 $514K No change
ACN Accenture PLC Class A 0.21% 4,124 $513K Reduce -19.1%
MDT Medtronic PLC 0.21% 6,551 $512K Add +1.4%
SYY Sysco Corp. 0.21% 6,055 $506K No change
AMT American Tower Corp. 0.21% 3,073 $503K Reduce -6.1%
NVS Novartis AG-Sponsored ADR 0.21% 3,193 $500K Reduce -4.5%
RSP Invesco S&P 500 Equal Weight 0.20% 2,306 $491K No change
BKNG Booking Holdings Inc. 0.20% 2,675 $477K Add +0.9%
SJM The JM Smucker Co. filed as SMUCKER J M CO 0.20% 4,234 $476K No change
WTRG Essential Utilities Inc. 0.19% 12,177 $467K Add +2.2%
TRV The Travelers Cos Inc. 0.19% 1,400 $462K No change
LAMR Lamar Advertising Co. Class A 0.19% 2,851 $445K Add +0.1%
CRUS Cirrus Logic Inc. 0.18% 2,982 $443K New
IJH iShares Core S&P Midcap ETF 0.18% 5,510 $425K Add +14.6%
VXF Vanguard Extended Market ETF 0.17% 1,700 $419K No change
JBL Jabil Inc. 0.17% 1,065 $411K Add +3.4%
SHE SS SPDR MSCI U Gend Div ETF 0.17% 2,625 $405K No change
AJG Arthur J Gallagher & Co. filed as GALLAGHER ARTHUR J & CO 0.17% 1,760 $404K No change
VONG Vanguard Russell 1000 Growth 0.17% 3,105 $397K Add +16.9%
DHI D.R. Horton Inc. 0.16% 2,399 $391K No change
ITOT iShares Core S&P Total U.S. 0.16% 2,345 $385K No change
ZTS Zoetis Inc. 0.15% 5,150 $370K Add +14.6%
ORI Old Republic Intl Corp. 0.15% 9,008 $369K No change
IWF iShares Russell 1000 Growth 0.15% 2,960 $368K No change
R Ryder System Inc. 0.15% 1,377 $363K New
BNY Bank of New York Mellon Corp. 0.15% 2,460 $356K New
MLI Mueller Industries Inc. 0.15% 2,874 $353K Add +37.6%
SPGI S&P Global Inc. 0.14% 845 $344K Reduce -4.0%
PFGC Performance Food Group Co. 0.14% 3,065 $343K New
BMY Bristol-Myers Squibb Co. 0.14% 5,917 $341K Reduce -0.9%
DCI Donaldson Co. Inc. 0.13% 3,481 $312K Add +0.5%
TMO Thermo Fisher Scientific Inc. 0.13% 602 $302K Reduce -14.8%
C Citigroup Inc. 0.12% 2,075 $290K New
HSY The Hershey Co. 0.12% 1,651 $290K Reduce -2.9%
MELI MercadoLibre Inc. 0.12% 169 $287K New
XLC SS Comm Select Sector SPDR 0.12% 2,670 $286K No change
TW Tradeweb Markets Inc. Class A 0.12% 2,813 $280K Add +1.1%
UL Unilever PLC-Sponsored ADR 0.12% 4,624 $278K Reduce -0.0%
KLAC KLA Corp. 0.11% 900 $272K New
GGG Graco Inc. 0.11% 3,552 $269K Reduce -0.2%
EW Edwards Lifesciences Corp. 0.11% 2,900 $262K No change
PLD Prologis Inc. 0.11% 1,918 $260K No change
TNL Travel + Leisure Co. 0.11% 3,332 $255K New
LNG Cheniere Energy Inc. 0.11% 1,065 $255K New
KMB Kimberly-Clark Corp. 0.10% 2,223 $244K Reduce -4.3%
UTHR United Therapeutics Corp. 0.10% 445 $241K New
ERIE Erie Indemnity Company Class A 0.10% 997 $239K No change
SCHI Schwab 5-10 Year Corporate B 0.10% 10,365 $235K Reduce -8.0%
DE Deere & Co. 0.10% 363 $230K New
MCD McDonald's Corp. 0.09% 825 $223K Reduce -9.8%
SYF Synchrony Financial 0.09% 2,930 $223K New
XBI SS SPDR S&P Biotech ETF 0.09% 1,400 $222K New
NUE Nucor Corp. 0.09% 959 $214K New
XLY SS Consumer Disc Select Sect 0.09% 1,800 $211K New
JAZZ Jazz Pharmaceuticals PLC 0.09% 847 $204K New
THC Tenet Healthcare Corp. 0.08% 1,087 $203K New
ALB Albemarle Corp. 0.08% 1,498 $202K No change
GGN Gamco GLBL Gold NTRL Res Inc. 0.03% 13,750 $67K No change

Portfolio Sells Q1 2026 → Q2 2026
MRSH Marsh & McLennan Cos Sold out 0.00% −0.71
HON Honeywell International Inc. Sold out 0.00% −0.60
XOM Exxon Mobil Corp. Reduce -0.5% 1.20% −0.46
PG The Procter & Gamble Co. Reduce -1.2% 3.16% −0.33
ACN Accenture PLC Class A Reduce -19.1% 0.21% −0.25
ABT Abbott Laboratories Reduce -0.5% 0.82% −0.21
NKE Nike Inc. Class B Reduce -10.3% 0.26% −0.15
COST Costco Wholesale Corp. Reduce -1.2% 0.76% −0.15
XLF SS Financial Select Sector Reduce -35.6% 0.24% −0.14
SYK Stryker Corp. Reduce -1.2% 0.83% −0.14
SCHD Schwab US DVD Equity ETF Reduce -3.0% 1.24% −0.13
SPY SS SPDR S&P 500 ETF Trust-US Reduce -11.7% 1.41% −0.13
WM Waste Management Inc. Reduce -0.6% 0.83% −0.12
HCA HCA Healthcare Inc. Sold out 0.00% −0.10
COP Conocophillips Sold out 0.00% −0.10
CMCSA Comcast Corp. Class A Sold out 0.00% −0.09
ISRG Intuitive Surgical Inc. Reduce -5.9% 0.24% −0.09
HD Home Depot Inc. Reduce -2.4% 1.33% −0.08
IGIB iShares 5-10Y Inv Grade Corp. Reduce -7.5% 0.33% −0.07
BRK.B Berkshire Hathaway Inc. Class B Reduce -0.8% 0.93% −0.06
AAPL Apple Inc. Reduce -3.9% 5.33% −0.06
AMT American Tower Corp. Reduce -6.1% 0.21% −0.05
DUK Duke Energy Corp. Reduce -0.1% 0.32% −0.05
DIS The Walt Disney Co. Reduce -3.6% 0.29% −0.04
HSY The Hershey Co. Reduce -2.9% 0.12% −0.04
NVDA Nvidia Corp. Reduce -4.2% 4.53% −0.04
MCD McDonald's Corp. Reduce -9.8% 0.09% −0.04
TMO Thermo Fisher Scientific Inc. Reduce -14.8% 0.13% −0.03
KO The Coca-Cola Co. Reduce -3.5% 0.43% −0.03
SPGI S&P Global Inc. Reduce -4.0% 0.14% −0.03
CB Chubb Ltd. Reduce -0.3% 0.45% −0.03
ORCL Oracle Corp. Reduce -1.4% 0.22% −0.03
NVS Novartis AG-Sponsored ADR Reduce -4.5% 0.21% −0.03
GGG Graco Inc. Reduce -0.2% 0.11% −0.03
BMY Bristol-Myers Squibb Co. Reduce -0.9% 0.14% −0.03
SCHI Schwab 5-10 Year Corporate B Reduce -8.0% 0.10% −0.02
ITW Illinois Tool Works Reduce -1.3% 0.22% −0.02
RPM RPM International Inc. Reduce -2.7% 0.92% −0.02
CASY Casey's General Stores Inc. Reduce -3.9% 0.26% −0.01
TSLA Tesla Inc. Reduce -4.8% 0.43% −0.01
CL Colgate-Palmolive Co. Reduce -0.7% 0.32% −0.01
UL Unilever PLC-Sponsored ADR Reduce -0.0% 0.12% −0.01
KMB Kimberly-Clark Corp. Reduce -4.3% 0.10% −0.00
JPM JPMorgan Chase & Co. Reduce -0.1% 1.55% +0.00
USB US Bancorp Reduce -1.2% 0.32% +0.01
RBC RBC Bearings Inc. Reduce -0.8% 0.31% +0.02
GOOG Alphabet Inc. Class C Reduce -3.8% 0.52% +0.03
ABBV Abbvie Inc. Reduce -1.8% 1.41% +0.03
CINF Cincinnati Financial Corp. Reduce -2.4% 0.96% +0.03
RSPT Invesco S&P 500 Equal Weight Reduce -4.1% 0.29% +0.06

Portfolio Buys Q1 2026 → Q2 2026
VOO Vanguard S&P 500 ETF Add +14.1% 5.38% +0.83
VGT Vanguard Info Tech ETF Add +0.6% 1.74% +0.34
MRVL Marvell Technology Inc. Add +2.6% 0.50% +0.32
VTI VG Morningstar TS MKT ETF-US Add +8.2% 2.89% +0.32
HPE Hewlett Packard Enterprise Add +52.5% 0.32% +0.20
CRUS Cirrus Logic Inc. New 0.18% +0.18
SNX TD Synnex Corp. Add +28.1% 0.39% +0.18
R Ryder System Inc. New 0.15% +0.15
BNY Bank of New York Mellon Corp. New 0.15% +0.15
PFGC Performance Food Group Co. New 0.14% +0.14
GNRC Generac Holdings Inc. Add +3.2% 0.44% +0.12
C Citigroup Inc. New 0.12% +0.12
MELI MercadoLibre Inc. New 0.12% +0.12
CSCO Cisco Systems Inc. Add +0.4% 0.43% +0.12
KLAC KLA Corp. New 0.11% +0.11
AVGO Broadcom Inc. Add +0.6% 1.15% +0.11
TNL Travel + Leisure Co. New 0.11% +0.11
LNG Cheniere Energy Inc. New 0.11% +0.11
IWB iShares Russell 1000 ETF Add +2.5% 1.73% +0.10
UTHR United Therapeutics Corp. New 0.10% +0.10
DE Deere & Co. New 0.10% +0.10
SYF Synchrony Financial New 0.09% +0.09
XBI SS SPDR S&P Biotech ETF New 0.09% +0.09
NUE Nucor Corp. New 0.09% +0.09
XLY SS Consumer Disc Select Sect New 0.09% +0.09
JAZZ Jazz Pharmaceuticals PLC New 0.09% +0.09
THC Tenet Healthcare Corp. New 0.08% +0.08
VB Vanguard Most SM-Cap ETF-Usd Add +3.0% 1.19% +0.08
GE General Electric Add +1.3% 0.43% +0.07
VO Vngrd Mrngstr MD-Cap ETF-Usd Add +6.9% 0.84% +0.06
AMZN Amazon.com Inc. Add +0.5% 1.67% +0.06
ADP Automatic Data Processing Add +5.5% 1.13% +0.05
JBL Jabil Inc. Add +3.4% 0.17% +0.04
MLI Mueller Industries Inc. Add +37.6% 0.15% +0.04
SCHX Schwab US Large-Cap ETF Add +3.8% 0.47% +0.03
VONG Vanguard Russell 1000 Growth Add +16.9% 0.17% +0.03
IJH iShares Core S&P Midcap ETF Add +14.6% 0.18% +0.03
IBM Intl Business Machines Corp. Add +0.4% 0.41% +0.02
V Visa Inc. Class A Add +0.7% 0.62% +0.02
LAMR Lamar Advertising Co. Class A Add +0.1% 0.19% +0.02
KNSL Kinsale Capital Group Inc. Add +19.7% 0.25% +0.01
MMM 3M Co. Add +1.1% 0.39% +0.01
AN Autonation Inc. Add +19.4% 0.22% +0.01
UPS United Parcel Service Class B Add +0.5% 0.31% −0.00
DCI Donaldson Co. Inc. Add +0.5% 0.13% −0.01
BKNG Booking Holdings Inc. Add +0.9% 0.20% −0.01
LIN Linde PLC Add +2.9% 0.27% −0.01
EMR Emerson Electric Co. Add +0.3% 1.04% −0.01
VCSH Vanguard S/T Corp. Bond ETF Add +5.8% 0.34% −0.02
ENB Enbridge Inc. Add +0.9% 0.27% −0.03

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