Mitchell Sinkler & Starr
PHILADELPHIA, PAfiles as MITCHELL SINKLER & STARR/PA
$240m in 155 US stocks at the end of 30 June 2026. The top 10 are 37.4% of the money. It changed about 7.4% of the portfolio this quarter.
Value
$240m
Stocks
155
Top 10 share
37.4%
Turnover
7.4%
What changed this quarter
New
Bought for the first time this quarter.
- Cirrus LogicCRUS0.2% of the fund
- Ryder SystemR0.2% of the fund
- Bank of New York MellonBNY0.1% of the fund
- Performance Food GroupPFGC0.1% of the fund
- CitigroupC0.1% of the fund
- MercadoLibreMELI0.1% of the fund
- KLAKLAC0.1% of the fund
- Travel & LeisureTNL0.1% of the fund
- Cheniere EnergyLNG0.1% of the fund
- United TherapeuticsUTHR0.1% of the fund
- DeereDE<0.1% of the fund
- Synchrony FinancialSYF<0.1% of the fund
- Spdr Series TrustXBI<0.1% of the fund
- NucorNUE<0.1% of the fund
- Select Sector Spdr TRXLY<0.1% of the fund
- Jazz PharmaceuticalsJAZZ<0.1% of the fund
- Tenet HealthcareTHC<0.1% of the fund
Added
Bought more of a stock they already held.
- Vanguard Index FDSVOO5.4% of the fund+14%
- Vanguard Index FDSVTI2.9% of the fund+8%
- Ishares TRIWB1.7% of the fund+3%
- Vanguard Index FDSVB1.2% of the fund+3%
- Automatic Data ProcessingADP1.1% of the fund+6%
- Vanguard Index FDSVO0.8% of the fund+7%
- Marvell TechnologyMRVL0.5% of the fund+3%
- Schwab Strategic TRSCHX0.5% of the fund+4%
- Generac HoldingsGNRC0.4% of the fund+3%
- TD SynnexSNX0.4% of the fund+28%
- Spdr Series TrustBIL0.4% of the fund+3%
- Vanguard Scottsdale FDSVCSH0.3% of the fund+6%
- Hewlett Packard EnterpriseHPE0.3% of the fund+53%
- PfizerPFE0.3% of the fund+3%
- LindeLIN0.3% of the fund+3%
- Kinsale Capital GroupKNSL0.3% of the fund+20%
- AutonationAN0.2% of the fund+19%
- Essential UtilitiesWTRG0.2% of the fund+2%
- Ishares TRIJH0.2% of the fund+15%
- JabilJBL0.2% of the fund+3%
- Vanguard Scottsdale FDSVONG0.2% of the fund+17%
- ZoetisZTS0.2% of the fund+15%
- Mueller IndustriesMLI0.1% of the fund+38%
Cut
Sold some of their stake.
- AppleAAPL5.3% of the fund-4%
- NvidiaNVDA4.5% of the fund-4%
- State STR Spdr S&P 500 ETF TSPY1.4% of the fund-12%
- Home DepotHD1.3% of the fund-2%
- Schwab Strategic TRSCHD1.2% of the fund-3%
- Eli LillyLLY1.0% of the fund-4%
- Cincinnati FinancialCINF1.0% of the fund-2%
- RPM InternationalRPM0.9% of the fund-3%
- Arista NetworksANET0.6% of the fund-5%
- AlphabetGOOG0.5% of the fund-4%
- TeslaTSLA0.4% of the fund-5%
- Coca-ColaKO0.4% of the fund-3%
- Ishares TRIGIB0.3% of the fund-7%
- CorningGLW0.3% of the fund-8%
- Invesco Exchange Traded FD TRSPT0.3% of the fund-4%
- Walt DisneyDIS0.3% of the fund-4%
- Taiwan Semiconductor ManufacturingTSM0.3% of the fund-2%
- NikeNKE0.3% of the fund-10%
- Caseys General StoresCASY0.3% of the fund-4%
- Select Sector Spdr TRXLF0.2% of the fund-36%
- Intuitive SurgicalISRG0.2% of the fund-6%
- AccentureACN0.2% of the fund-19%
- American TowerAMT0.2% of the fund-6%
- Novartis AGNVS0.2% of the fund-4%
- S&P GlobalSPGI0.1% of the fund-4%
Sold out
Sold their entire stake.
Holdings
- Vanguard Index FDSVOO
- Share
- 5.4%
- Value
- $13m
- Shares
- 18,801
+14%
- Schwab Strategic TRSCHB
- Share
- 3.9%
- Value
- $9m
- Shares
- 322,788
Held
- Vanguard Index FDSVTI
- Share
- 2.9%
- Value
- $7m
- Shares
- 18,735
+8%
- Vanguard World FDVGT
- Share
- 1.7%
- Value
- $4m
- Shares
- 34,924
Held
- Ishares TRIWB
- Share
- 1.7%
- Value
- $4m
- Shares
- 10,125
+3%
- State STR Spdr S&P 500 ETF TSPY
- Share
- 1.4%
- Value
- $3m
- Shares
- 4,545
-12%
- Schwab Strategic TRSCHD
- Share
- 1.2%
- Value
- $3m
- Shares
- 93,929
-3%
- Vanguard Index FDSVB
- Share
- 1.2%
- Value
- $3m
- Shares
- 9,395
+3%
- Spdr Series TrustSPYG
- Share
- 1.1%
- Value
- $3m
- Shares
- 22,040
Held
- Vanguard Index FDSVO
- Share
- 0.8%
- Value
- $2m
- Shares
- 25,096
+7%
- Ishares TRGVI
- Share
- 0.5%
- Value
- $1m
- Shares
- 11,425
Held
- Schwab Strategic TRSCHX
- Share
- 0.5%
- Value
- $1m
- Shares
- 37,943
+4%
- Spdr Series TrustBIL
- Share
- 0.4%
- Value
- $862,158
- Shares
- 9,408
+3%
- Vanguard Scottsdale FDSVCSH
- Share
- 0.3%
- Value
- $827,839
- Shares
- 10,475
+6%
- Ishares TRIGIB
- Share
- 0.3%
- Value
- $790,691
- Shares
- 14,871
-7%
- Schwab Strategic TRSCHG
- Share
- 0.3%
- Value
- $774,327
- Shares
- 22,882
Held
- Invesco Exchange Traded FD TRSPT
- Share
- 0.3%
- Value
- $705,308
- Shares
- 10,935
-4%
- Vanguard Whitehall FDSVYM
- Share
- 0.3%
- Value
- $647,133
- Shares
- 4,095
Held
- Ishares TRIWV
- Share
- 0.3%
- Value
- $639,600
- Shares
- 1,500
Held
- Ishares TROEF
- Share
- 0.3%
- Value
- $621,247
- Shares
- 1,698
Held
- Select Sector Spdr TRXLK
- Share
- 0.2%
- Value
- $590,612
- Shares
- 3,100
Held
- Select Sector Spdr TRXLF
- Share
- 0.2%
- Value
- $582,205
- Shares
- 10,860
-36%
- Vanguard Intl Equity Index FVEU
- Share
- 0.2%
- Value
- $518,748
- Shares
- 6,194
Held
- Ishares TRIVV
- Share
- 0.2%
- Value
- $513,739
- Shares
- 686
Held
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| Vanguard Index FDSVOO | 5.4% | $13m | 18,801 | +14% |
| AppleAAPL | 5.3% | $13m | 44,257 | -4% |
| NvidiaNVDA | 4.5% | $11m | 54,352 | -4% |
| MicrosoftMSFT | 4.0% | $10m | 25,903 | Held |
| Schwab Strategic TRSCHB | 3.9% | $9m | 322,788 | Held |
| AlphabetGOOGL | 3.7% | $9m | 24,651 | Held |
| Procter & GamblePG | 3.2% | $8m | 51,762 | Held |
| Vanguard Index FDSVTI | 2.9% | $7m | 18,735 | +8% |
| MerckMRK | 2.3% | $5m | 42,391 | Held |
| Johnson & JohnsonJNJ | 2.3% | $5m | 21,432 | Held |
| Vanguard World FDVGT | 1.7% | $4m | 34,924 | Held |
| Ishares TRIWB | 1.7% | $4m | 10,125 | +3% |
| Amazon.comAMZN | 1.7% | $4m | 16,862 | Held |
| JPMorgan ChaseJPM | 1.6% | $4m | 11,373 | Held |
| State STR Spdr S&P 500 ETF TSPY | 1.4% | $3m | 4,545 | -12% |
| AbbVieABBV | 1.4% | $3m | 13,417 | Held |
| Home DepotHD | 1.3% | $3m | 9,076 | -2% |
| RTXRTX | 1.3% | $3m | 16,230 | Held |
| Schwab Strategic TRSCHD | 1.2% | $3m | 93,929 | -3% |
| ExxonMobil HoldingsXOM | 1.2% | $3m | 21,036 | Held |
| Vanguard Index FDSVB | 1.2% | $3m | 9,395 | +3% |
| MastercardMA | 1.2% | $3m | 5,388 | Held |
| BroadcomAVGO | 1.1% | $3m | 7,290 | Held |
| Automatic Data ProcessingADP | 1.1% | $3m | 12,104 | +6% |
| Meta PlatformsMETA | 1.1% | $3m | 4,745 | Held |
| Spdr Series TrustSPYG | 1.1% | $3m | 22,040 | Held |
| Emerson ElectricEMR | 1.0% | $2m | 17,365 | Held |
| Eli LillyLLY | 1.0% | $2m | 1,998 | -4% |
| ASML Holding NVASML | 1.0% | $2m | 1,171 | Held |
| Cincinnati FinancialCINF | 1.0% | $2m | 12,488 | -2% |
| PepsiCoPEP | 1.0% | $2m | 17,017 | Held |
| Berkshire HathawayBRK-B | 0.9% | $2m | 4,459 | Held |
| RPM InternationalRPM | 0.9% | $2m | 19,902 | -3% |
| ChevronCVX | 0.9% | $2m | 13,169 | Held |
| NextEra EnergyNEE | 0.9% | $2m | 23,648 | Held |
| Vanguard Index FDSVO | 0.8% | $2m | 25,096 | +7% |
| StrykerSYK | 0.8% | $2m | 6,305 | Held |
| Waste ManagementWM | 0.8% | $2m | 8,900 | Held |
| Abbott LaboratoriesABT | 0.8% | $2m | 21,721 | Held |
| Texas InstrumentsTXN | 0.8% | $2m | 6,580 | Held |
| Costco WholesaleCOST | 0.8% | $2m | 1,954 | Held |
| IntelINTC | 0.7% | $2m | 11,363 | Held |
| VisaV | 0.6% | $1m | 4,328 | Held |
| Arista NetworksANET | 0.6% | $1m | 8,325 | -5% |
| Southern CompanySO | 0.5% | $1m | 13,498 | Held |
| AlphabetGOOG | 0.5% | $1m | 3,539 | -4% |
| Ishares TRGVI | 0.5% | $1m | 11,425 | Held |
| Marvell TechnologyMRVL | 0.5% | $1m | 4,063 | +3% |
| WalmartWMT | 0.5% | $1m | 10,147 | Held |
| Schwab Strategic TRSCHX | 0.5% | $1m | 37,943 | +4% |
| ChubbCB | 0.4% | $1m | 3,141 | Held |
| Generac HoldingsGNRC | 0.4% | $1m | 3,569 | +3% |
| TeslaTSLA | 0.4% | $1m | 2,465 | -5% |
| General ElectricGE | 0.4% | $1m | 2,755 | Held |
| Cisco SystemsCSCO | 0.4% | $1m | 8,753 | Held |
| Coca-ColaKO | 0.4% | $1m | 12,643 | -3% |
| Air Products & ChemicalsAPD | 0.4% | $996,519 | 3,399 | Held |
| International Business MachinesIBM | 0.4% | $992,671 | 3,530 | Held |
| TD SynnexSNX | 0.4% | $944,512 | 3,533 | +28% |
| 3MMMM | 0.4% | $935,678 | 5,779 | Held |
| Spdr Series TrustBIL | 0.4% | $862,158 | 9,408 | +3% |
| AmgenAMGN | 0.3% | $831,065 | 2,295 | Held |
| GE VernovaGEV | 0.3% | $829,451 | 706 | Held |
| Vanguard Scottsdale FDSVCSH | 0.3% | $827,839 | 10,475 | +6% |
| Verizon CommunicationsVZ | 0.3% | $810,642 | 19,146 | Held |
| Ishares TRIGIB | 0.3% | $790,691 | 14,871 | -7% |
| Schwab Strategic TRSCHG | 0.3% | $774,327 | 22,882 | Held |
| Hewlett Packard EnterpriseHPE | 0.3% | $771,832 | 17,110 | +53% |
| Colgate-PalmoliveCL | 0.3% | $769,837 | 8,397 | Held |
| US BancorpUSB | 0.3% | $769,436 | 12,739 | Held |
| Duke EnergyDUK | 0.3% | $765,303 | 6,046 | Held |
| CorningGLW | 0.3% | $763,736 | 2,990 | -8% |
| RBC BearingsRBC | 0.3% | $749,686 | 1,164 | Held |
| United Parcel ServiceUPS | 0.3% | $747,663 | 6,955 | Held |
| Charles SchwabSCHW | 0.3% | $742,035 | 8,042 | Held |
| Invesco Exchange Traded FD TRSPT | 0.3% | $705,308 | 10,935 | -4% |
| Walt DisneyDIS | 0.3% | $699,641 | 7,269 | -4% |
| Taiwan Semiconductor ManufacturingTSM | 0.3% | $678,627 | 1,421 | -2% |
| PfizerPFE | 0.3% | $668,027 | 27,742 | +3% |
| Vanguard Whitehall FDSVYM | 0.3% | $647,133 | 4,095 | Held |
| EnbridgeENB | 0.3% | $641,250 | 11,829 | Held |
| Ishares TRIWV | 0.3% | $639,600 | 1,500 | Held |
| LindeLIN | 0.3% | $636,739 | 1,227 | +3% |
| Expeditors International of WashingtonEXPD | 0.3% | $624,050 | 3,829 | Held |
| Ishares TROEF | 0.3% | $621,247 | 1,698 | Held |
| NikeNKE | 0.3% | $618,993 | 15,079 | -10% |
| Caseys General StoresCASY | 0.3% | $615,167 | 774 | -4% |
| Kinsale Capital GroupKNSL | 0.3% | $606,191 | 1,838 | +20% |
| Union PacificUNP | 0.3% | $601,936 | 2,213 | Held |
| Select Sector Spdr TRXLK | 0.2% | $590,612 | 3,100 | Held |
| Select Sector Spdr TRXLF | 0.2% | $582,205 | 10,860 | -36% |
| Lockheed MartinLMT | 0.2% | $580,784 | 1,140 | Held |
| Intuitive SurgicalISRG | 0.2% | $572,659 | 1,440 | -6% |
| AutonationAN | 0.2% | $537,119 | 2,891 | +19% |
| OracleORCL | 0.2% | $523,916 | 3,575 | Held |
| Illinois Tool WorksITW | 0.2% | $522,007 | 1,930 | Held |
| Vanguard Intl Equity Index FVEU | 0.2% | $518,748 | 6,194 | Held |
| Ishares TRIVV | 0.2% | $513,739 | 686 | Held |
| AccentureACN | 0.2% | $513,191 | 4,124 | -19% |
| MedtronicMDT | 0.2% | $512,485 | 6,551 | Held |
Showing the largest 100 of 155.
Over time and by industry
Value over time
Jun '25
Dec '25
Jun '26
Value is up 14.9% since 30 June 2025.
Where the money is
Technology20.8%
Health care10.7%
Industrials9.1%
Financial services7.8%
Everyday goods7.1%
Media & telecom5.9%
Retail & consumer4.5%
Energy2.5%
Utilities1.9%
Materials1.8%
Real estate0.5%
Other27.5%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.