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Mitchell Sinkler & Starr PA 13F Portfolio

Portfolio Manager
Mitchell Sinkler & Starr PA
Performance
+7.01% (2026 Q3)
AUM (13F)
$246.79M
# of Holdings
155
Performance Rank
Allocation (Top 20)
54.15%
Latest filing
Q3 2026

Mitchell Sinkler & Starr PA Holdings Map

Top 50 Mitchell Sinkler & Starr PA Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
AAPL
APPLE INC
5.95%44.1K$14.7M
-0.41%(-180)
2025-Q3: 45.2K shares2025-Q4: 45.1K shares2026-Q1: 46.1K shares2026-Q2: 44.3K shares2026-Q3: 44.1K shares
$133.43(+157.02%)
2026-09-30
VOO
VANGUARD INDEX FDS
5.48%19.3K$13.5M
+2.59%(+487)
2025-Q3: 14.8K shares2025-Q4: 16.1K shares2026-Q1: 16.5K shares2026-Q2: 18.8K shares2026-Q3: 19.3K shares
$488.04(+44.37%)
2026-09-30
MSFT
MICROSOFT CORP
5.35%25.7K$13.2M
-0.69%(-180)
2025-Q3: 25.8K shares2025-Q4: 25.9K shares2026-Q1: 25.7K shares2026-Q2: 25.9K shares2026-Q3: 25.7K shares
$283.96(+87.88%)
2026-09-30
NVDA
NVIDIA CORPORATION
4.77%51.5K$11.8M
-5.26%(-2.86K)
2025-Q3: 59.7K shares2025-Q4: 57.1K shares2026-Q1: 56.7K shares2026-Q2: 54.4K shares2026-Q3: 51.5K shares
$43.47(+399.36%)
2026-09-30
SCHB
SCHWAB STRATEGIC TR
3.83%322.8K$9.5M
+0.00%(+0)
2025-Q3: 327.6K shares2025-Q4: 327.6K shares2026-Q1: 323.5K shares2026-Q2: 322.8K shares2026-Q3: 322.8K shares
$16.02(+83.57%)
2026-09-30
GOOGL
ALPHABET INC
3.3%23.6K$8.1M
-4.09%(-1.01K)
2025-Q3: 25.1K shares2025-Q4: 24.8K shares2026-Q1: 25.0K shares2026-Q2: 24.7K shares2026-Q3: 23.6K shares
$123.65(+178.36%)
2026-09-30
PG
PROCTER & GAMBLE CO
3.04%51.6K$7.5M
-0.26%(-136)
2025-Q3: 53.6K shares2025-Q4: 53.2K shares2026-Q1: 52.4K shares2026-Q2: 51.8K shares2026-Q3: 51.6K shares
$130.67(+20.68%)
2026-09-30
VTI
VANGUARD INDEX FDS
2.83%18.7K$7.0M
-0.22%(-42)
2025-Q3: 21.1K shares2025-Q4: 17.4K shares2026-Q1: 17.3K shares2026-Q2: 18.7K shares2026-Q3: 18.7K shares
$192.56(+95.03%)
2026-09-30
MRK
MERCK & CO INC
2.51%42.6K$6.2M
+0.42%(+180)
2025-Q3: 44.8K shares2025-Q4: 42.3K shares2026-Q1: 42.3K shares2026-Q2: 42.4K shares2026-Q3: 42.6K shares
$93.70(+53.29%)
2026-09-30
JNJ
JOHNSON & JOHNSON
2.29%21.4K$5.7M
-0.28%(-59)
2025-Q3: 21.9K shares2025-Q4: 21.6K shares2026-Q1: 21.3K shares2026-Q2: 21.4K shares2026-Q3: 21.4K shares
$154.31(+64.47%)
2026-09-30

About Mitchell Sinkler & Starr PAโ€™s portfolio

Mitchell Sinkler & Starr PA reports $246.79M in US-listed equity holdings across 155 positions in its most recent 13F filing. Its largest disclosed positions are AAPL (6.0%), VOO (5.5%) and MSFT (5.3%). The top 20 holdings account for 54.15% of reported assets. Its disclosed equity book has returned +54.61% on a three-year cumulative basis. Figures reflect the Q3 2026 filing.

Portfolio concentration

Portfolio concentration
AAPL โ€” 7.7% ($14.68M)VOO โ€” 7.1% ($13.52M)MSFT โ€” 6.9% ($13.19M)NVDA โ€” 6.2% ($11.76M)SCHB โ€” 5.0% ($9.46M)GOOGL โ€” 4.3% ($8.14M)PG โ€” 3.9% ($7.50M)VTI โ€” 3.7% ($7.00M)MRK โ€” 3.2% ($6.19M)JNJ โ€” 3.0% ($5.66M)Other โ€” 49.1% ($93.48M)
51%in top 10
  • AAPL7.7%
  • VOO7.1%
  • MSFT6.9%
  • NVDA6.2%
  • SCHB5.0%
  • GOOGL4.3%
  • PG3.9%
  • VTI3.7%
  • MRK3.2%
  • JNJ3.0%
  • Other49.1%

Portfolio changes

What the fund actually did

Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.

Added to
14
VOOVANGUARD INDEX FDS+2.6%
SCHDSCHWAB STRATEGIC TR+8.5%
IWBISHARES TR+3.5%
HPEHEWLETT PACKARD ENTERPRISE C+5.0%
+10 more
Trimmed
26
NVDANVIDIA CORPORATION-5.3%
GOOGLALPHABET INC-4.1%
MSFTMICROSOFT CORP-0.7%
RTXRTX CORPORATION-2.3%
+22 more

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Source filings

Holdings on this page are parsed from Mitchell Sinkler & Starr PAโ€™s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1048921). View Mitchell Sinkler & Starr PAโ€™s 13F filings on SEC

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