StockDriftsStockDriftsTop 50 Mitchell Sinkler & Starr Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | 5.38% | 18.8K | $12.9M | +14.10%(+2.32K) | $482.71(+47.64%) | 2026-06-30 | |
| AAPL | APPLE INC | 5.33% | 44.3K | $12.8M | -3.94%(-1.81K) | $133.43(+128.87%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 4.53% | 54.4K | $10.9M | -4.22%(-2.40K) | $43.45(+420.31%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 4.02% | 25.9K | $9.7M | +0.97%(+248) | $283.96(+71.17%) | 2026-06-30 | |
| SCHB | SCHWAB STRATEGIC TR | 3.89% | 322.8K | $9.3M | -0.22%(-715) | $16.14(+85.93%) | 2026-06-30 | |
| GOOGL | ALPHABET INC | 3.67% | 24.7K | $8.8M | -1.27%(-317) | $123.65(+178.79%) | 2026-06-30 | |
| PG | PROCTER & GAMBLE CO | 3.16% | 51.8K | $7.6M | -1.23%(-643) | $130.67(+9.61%) | 2026-06-30 | |
| VTI | VANGUARD INDEX FDS | 2.89% | 18.7K | $6.9M | +8.20%(+1.42K) | $192.56(+99.09%) | 2026-06-30 | |
| MRK | MERCK & CO INC | 2.27% | 42.4K | $5.4M | +0.22%(+94) | $93.51(+45.66%) | 2026-06-30 | |
| JNJ | JOHNSON & JOHNSON | 2.27% | 21.4K | $5.4M | +0.65%(+139) | $154.31(+68.79%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +12.20% | +41.26% | +7.28% | +42.11% |
| Top 20 Holdings Unweighted | +12.32% | +41.69% | +7.64% | +44.52% |
Mitchell Sinkler & Starr reports $240.12M in US-listed equity holdings across 155 positions in its most recent 13F filing. Its largest disclosed positions are VOO (5.4%), AAPL (5.3%) and NVDA (4.5%). The top 20 holdings account for 51.97% of reported assets. Its disclosed equity book has returned +41.26% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Mitchell Sinkler & Starr’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1048921). View Mitchell Sinkler & Starr’s 13F filings on SEC