Latest MITCHELL SINKLER & STARR/PA Stock Portfolio
MITCHELL SINKLER & STARR/PA Performance:
2025 Q3: 5.37%YTD: 9.43%2024: 11.86%
Performance for 2025 Q3 is 5.37%, and YTD is 9.43%, and 2024 is 11.86%.
About MITCHELL SINKLER & STARR/PA and 13F Hedge Fund Stock Holdings
In it's latest 13F Holdings report, MITCHELL SINKLER & STARR/PA reported an equity portfolio of $222.4 Millions as of 30 Sep, 2025.
The top stock holdings of MITCHELL SINKLER & STARR/PA are MSFT, AAPL, NVDA. The fund has invested 6% of it's portfolio in MICROSOFT CORP and 5.2% of portfolio in APPLE INC.
The fund managers got completely rid off DIAGEO PLC (DEO), MONDELEZ INTL INC (MDLZ) and SALESFORCE INC (CRM) stocks. They significantly reduced their stock positions in VANGUARD SCOTTSDALE FDS (BNDW), HCA HEALTHCARE INC (HCA) and RBC BEARINGS INC (ROLL). MITCHELL SINKLER & STARR/PA opened new stock positions in MARVELL TECHNOLOGY INC (MRVL), NOVO-NORDISK A S and SELECT SECTOR SPDR TR (XLB). The fund showed a lot of confidence in some stocks as they added substantially to VANGUARD SCOTTSDALE FDS (BNDW), FISERV INC and SPDR SERIES TRUST (BIL).
The top stock holdings of MITCHELL SINKLER & STARR/PA are MSFT, AAPL, NVDA. The fund has invested 6% of it's portfolio in MICROSOFT CORP and 5.2% of portfolio in APPLE INC.
The fund managers got completely rid off DIAGEO PLC (DEO), MONDELEZ INTL INC (MDLZ) and SALESFORCE INC (CRM) stocks. They significantly reduced their stock positions in VANGUARD SCOTTSDALE FDS (BNDW), HCA HEALTHCARE INC (HCA) and RBC BEARINGS INC (ROLL). MITCHELL SINKLER & STARR/PA opened new stock positions in MARVELL TECHNOLOGY INC (MRVL), NOVO-NORDISK A S and SELECT SECTOR SPDR TR (XLB). The fund showed a lot of confidence in some stocks as they added substantially to VANGUARD SCOTTSDALE FDS (BNDW), FISERV INC and SPDR SERIES TRUST (BIL).
MITCHELL SINKLER & STARR/PA Annual Return Estimates Vs S&P 500
Our best estimate is that MITCHELL SINKLER & STARR/PA made a return of 5.37% in the last quarter. In trailing 12 months, it's portfolio return was 13.91%.
New Buys
| Ticker | $ Bought |
|---|---|
| marvell technology inc | 224,887 |
| novo-nordisk a s | 218,353 |
| select sector spdr tr | 215,676 |
| prologis inc. | 209,572 |
New stocks bought by MITCHELL SINKLER & STARR/PA
Additions
| Ticker | % Inc. |
|---|---|
| vanguard scottsdale fds | 35.68 |
| fiserv inc | 27.68 |
| spdr series trust | 26.21 |
| erie indty co | 14.94 |
| ishares tr | 6.51 |
| zoetis inc | 5.99 |
| accenture plc ireland | 3.39 |
| sysco corp | 3.24 |
Additions to existing portfolio by MITCHELL SINKLER & STARR/PA
Reductions
| Ticker | % Reduced |
|---|---|
| vanguard scottsdale fds | -29.75 |
| hca healthcare inc | -13.39 |
| rbc bearings inc | -10.11 |
| donaldson inc | -8.47 |
| expeditors intl wash inc | -8.16 |
| united parcel service inc | -7.85 |
| corning inc | -6.67 |
| illinois tool wks inc | -6.41 |
MITCHELL SINKLER & STARR/PA reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| comcast corp new | -203,861 |
| mondelez intl inc | -212,099 |
| paypal hldgs inc | -202,894 |
| dexcom inc | -206,004 |
| diageo plc | -233,949 |
| salesforce inc | -208,608 |
MITCHELL SINKLER & STARR/PA got rid off the above stocks
Sector Distribution
MITCHELL SINKLER & STARR/PA has about 28.2% of it's holdings in Others sector.
| Sector | % |
|---|---|
| Others | 28.2 |
| Technology | 20.9 |
| Healthcare | 10.2 |
| Industrials | 8.2 |
| Consumer Defensive | 7.7 |
| Financial Services | 7 |
| Consumer Cyclical | 5.7 |
| Communication Services | 5.4 |
| Energy | 2.3 |
| Utilities | 1.9 |
| Basic Materials | 1.8 |
Market Cap. Distribution
MITCHELL SINKLER & STARR/PA has about 70.8% of it's portfolio invested in the large-cap and mega-cap stocks.
| Category | % |
|---|---|
| MEGA-CAP | 45.7 |
| UNALLOCATED | 28.2 |
| LARGE-CAP | 25.1 |
Stocks belong to which Index?
About 68.3% of the stocks held by MITCHELL SINKLER & STARR/PA either belong to S&P 500 or RUSSELL 2000 index.
| Index | % |
|---|---|
| S&P 500 | 68.3 |
| Others | 31.7 |
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 142 stocks in it's portfolio. About 37.1% of the portfolio is in top 10 stocks. PG proved to be the most loss making stock for the portfolio. AAPL was the most profitable stock for MITCHELL SINKLER & STARR/PA last quarter.
Last Reported on: 04 Nov, 2025| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| AAPL | apple inc | 5.17 | 45,182 | 11,504,700 | reduced | -0.71 | ||
| AAXJ | ishares tr | 0.55 | 11,425 | 1,227,470 | unchanged | 0.00 | ||
| AAXJ | ishares tr | 0.39 | 16,071 | 869,280 | unchanged | 0.00 | ||
| ABBV | abbvie inc | 1.41 | 13,497 | 3,125,100 | unchanged | 0.00 | ||
| ABT | abbott labs | 1.35 | 22,395 | 2,999,590 | added | 0.21 | ||
| ACN | accenture plc ireland | 0.53 | 4,819 | 1,188,360 | added | 3.39 | ||
| ADBE | adobe inc | 0.16 | 1,036 | 365,449 | added | 1.47 | ||
| ADP | automatic data processing in | 1.59 | 12,091 | 3,548,710 | added | 1.44 | ||
| AJG | gallagher arthur j & co | 0.25 | 1,790 | 554,435 | unchanged | 0.00 | ||
| AMGN | amgen inc | 0.30 | 2,335 | 658,937 | unchanged | 0.00 | ||
| AMT | american tower corp new | 0.29 | 3,398 | 653,503 | unchanged | 0.00 | ||
| AMZN | amazon com inc | 1.68 | 17,039 | 3,741,250 | reduced | -0.84 | ||
| AN | autonation inc | 0.21 | 2,108 | 461,167 | unchanged | 0.00 | ||
| ANET | arista networks inc | 0.58 | 8,800 | 1,282,250 | unchanged | 0.00 | ||
| APD | air prods & chems inc | 0.41 | 3,369 | 918,794 | unchanged | 0.00 | ||
| AVGO | broadcom inc | 1.02 | 6,900 | 2,276,380 | added | 0.22 | ||
| BIL | spdr series trust | 1.08 | 22,915 | 2,394,850 | added | 1.55 | ||
| BIL | spdr series trust | 0.47 | 11,393 | 1,045,310 | added | 26.21 | ||
| BIL | spdr series trust | 0.15 | 2,625 | 334,577 | unchanged | 0.00 | ||
| BKNG | booking holdings inc | 0.26 | 107 | 577,722 | reduced | -0.93 | ||