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Latest MITCHELL SINKLER & STARR/PA Stock Portfolio

$240Million | No. of Holdings #155

MITCHELL SINKLER & STARR/PA Performance

2026 Q2+2.26%
YTD-0.59%
2025+12.32%

About MITCHELL SINKLER & STARR/PA and 13F Hedge Fund Stock Holdings

On 2026-07-21, the fund reported it's updated stock portfolio. In the 13F Holdings report, MITCHELL SINKLER & STARR/PA reported an equity portfolio of $240.1 Millions as of 30 Jun, 2026. <br><br> The top stock holdings of MITCHELL SINKLER & STARR/PA are VB, AAPL, NVDA. The fund has invested 5.4% of it's portfolio in VANGUARD INDEX FDS and 5.3% of portfolio in APPLE INC. <br><br> The fund managers got completely rid off MARSH & MCLENNAN COS INC (MMC), HONEYWELL INTL INC (HON) and HCA HEALTHCARE INC (HCA) stocks. They significantly reduced their stock positions in SELECT SECTOR SPDR TR (XLB), ACCENTURE PLC IRELAND (ACN) and THERMO FISHER SCIENTIFIC INC (TMO). MITCHELL SINKLER & STARR/PA opened new stock positions in CIRRUS LOGIC INC (CRUS), RYDER SYS INC (R) and BANK OF NY MELLON CORP (BK). The fund showed a lot of confidence in some stocks as they added substantially to VANGUARD WORLD FD (VAW), VANGUARD INDEX FDS (VB) and ISHARES TR (IJR).
MITCHELL SINKLER & STARR/PA Equity Portfolio Value
Last Reported on: 21 Jul, 2026
$240Million
  as of Jul 21, 2026

MITCHELL SINKLER & STARR/PA Annual Return Estimates Vs S&P 500

Our best estimate is that MITCHELL SINKLER & STARR/PA made a return of 2.26% in the last quarter. In trailing 12 months, it's portfolio return was 8.27%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
cirrus logic inc442,916
ryder sys inc363,211
bank of ny mellon corp355,741
performance food group co342,636
citigroup inc290,417
mercadolibre inc286,859
kla corp271,539
travel plus leisure co254,665
New stocks bought by MITCHELL SINKLER & STARR/PA

Additions

Ticker% Inc.
vanguard world fd705
vanguard index fds327
ishares tr300
hewlett packard enterprise c52.5
mueller inds inc37.58
td synnex corporation28.1
kinsale cap group inc19.74
autonation inc19.41
Additions to existing portfolio by MITCHELL SINKLER & STARR/PA

Reductions

Ticker% Reduced
select sector spdr tr-35.59
accenture plc ireland-19.12
thermo fisher scientific inc-14.85
state str spdr s&p 500 etf t-11.66
nike inc-10.32
mcdonalds corp-9.84
schwab strategic tr-7.99
corning inc-7.57
MITCHELL SINKLER & STARR/PA reduced stake in above stock

Sold off

Ticker$ Sold
marsh & mclennan cos inc-1,528,270
comcast corp new-202,980
honeywell intl inc-1,297,860
conocophillips-207,900
hca healthcare inc-220,057
MITCHELL SINKLER & STARR/PA got rid off the above stocks

Sector Distribution

MITCHELL SINKLER & STARR/PA has about 30.2% of it's holdings in Others sector.

  • Others
  • Technology
  • Healthcare
  • Industrials
  • Consumer Defensive
  • Financial Services
  • Communication Services
  • Consumer Cyclical
  • Energy
  • Utilities
  • Basic Materials
Sector%
Others30.2
Technology20.4
Healthcare10.5
Industrials7.4
Consumer Defensive6.9
Financial Services6.8
Communication Services5.9
Consumer Cyclical4.9
Energy2.5
Utilities1.9
Basic Materials1.8

Market Cap. Distribution

MITCHELL SINKLER & STARR/PA has about 68.9% of it's portfolio invested in the large-cap and mega-cap stocks.

  • MEGA-CAP
  • UNALLOCATED
  • LARGE-CAP
Category%
MEGA-CAP47
UNALLOCATED30.2
LARGE-CAP21.9

Stocks belong to which Index?

About 64.3% of the stocks held by MITCHELL SINKLER & STARR/PA either belong to S&P 500 or RUSSELL 2000 index.

  • S&P 500
  • Others
Index%
S&P 50064.3
Others35.6
Top 5 Winners (%)%
INTC
intel corp
216.4 %
MRVL
marvell technology inc
193.3 %
GLW
corning inc
84.5 %
HPE
hewlett packard enterprise c
64.2 %
TXN
texas instrs inc
53.1 %
Top 5 Winners ($)$
GOOG
alphabet inc
1.7 M
AAPL
apple inc
1.6 M
VB
vanguard index fds
1.6 M
NVDA
nvidia corporation
1.4 M
FNDA
schwab strategic tr
1.2 M
Top 5 Losers (%)%
VAW
vanguard world fd
-73.1 %
VB
vanguard index fds
-61.3 %
IJR
ishares tr
-60.3 %
ZTS
zoetis inc
-37.7 %
ACN
accenture plc ireland
-33.7 %
Top 5 Losers ($)$
VAW
vanguard world fd
-11.4 M
VB
vanguard index fds
-3.2 M
XOM
exxon mobil corp
-0.7 M
IJR
ishares tr
-0.6 M
CVX
chevron corporation
-0.5 M

MITCHELL SINKLER & STARR/PA Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of MITCHELL SINKLER & STARR/PA

MITCHELL SINKLER & STARR/PA has 155 stocks in it's portfolio. About 37.4% of the portfolio is in top 10 stocks. VAW proved to be the most loss making stock for the portfolio. GOOG was the most profitable stock for MITCHELL SINKLER & STARR/PA last quarter.

$240.12MTotal Value
160Positions
21 Jul, 2026Last Reported
Current holdings of Current Stock Holdings of MITCHELL SINKLER & STARR/PA, last reported on 21 Jul, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAXJ
Ishares Tr

Ishares Tr

AAXJ
MITCHELL SINKLER & STARR/PA's holding in Ishares Tr over time
0.5%11,425
$1.21M
0.5%
unchanged 0 percentunchanged
AAXJ
Ishares Tr

Ishares Tr

AAXJ
MITCHELL SINKLER & STARR/PA's holding in Ishares Tr over time
0.33%14,871
$790.7K
0.33%
decreased 7.47 percentreduced
ASML
Asml Hldg Nv

Asml Hldg Nv

ASML
MITCHELL SINKLER & STARR/PA's holding in Asml Hldg Nv over time
0.97%1,171
$2.33M
0.97%
decreased 1.76 percentreduced
BIL
Spdr Series Trust

Spdr Series Trust

BIL
MITCHELL SINKLER & STARR/PA's holding in Spdr Series Trust over time
1.09%22,040
$2.62M
1.09%
decreased 1.01 percentreduced
BIL
Spdr Series Trust

Spdr Series Trust

BIL
MITCHELL SINKLER & STARR/PA's holding in Spdr Series Trust over time
0.36%9,408
$862.2K
0.36%
increased 2.63 percentadded
BIL
Spdr Series Trust

Spdr Series Trust

BIL
MITCHELL SINKLER & STARR/PA's holding in Spdr Series Trust over time
0.17%2,625
$405.4K
0.17%
unchanged 0 percentunchanged