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Latest MITCHELL SINKLER & STARR/PA Stock Portfolio

$246Million | No. of Holdings #155

MITCHELL SINKLER & STARR/PA Performance

2026 Q3+2.43%
YTD+1.82%
2025+12.32%

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

On 2026-10-13, the fund reported it's updated stock portfolio. In the 13F Holdings report, MITCHELL SINKLER & STARR/PA reported an equity portfolio of $246.8 Millions as of 30 Sep, 2026. <br><br> The top stock holdings of MITCHELL SINKLER & STARR/PA are AAPL, VB, MSFT. The fund has invested 6% of it's portfolio in APPLE INC and 5.5% of portfolio in VANGUARD INDEX FDS. <br><br> The fund managers got completely rid off EXXON MOBIL CORP (XOM), KLA CORP (KLAC) and MCDONALDS CORP (MCD) stocks. They significantly reduced their stock positions in CIRRUS LOGIC INC (CRUS), ACCENTURE PLC IRELAND (ACN) and SPDR SERIES TRUST (BIL). MITCHELL SINKLER & STARR/PA opened new stock positions in EXXONMOBIL HOLDINGS CORP, HONEYWELL INTL INC (HON) and BROADRIDGE FINL SOLUTIONS IN (BR). The fund showed a lot of confidence in some stocks as they added substantially to MUELLER INDS INC (MLI), ZOETIS INC (ZTS) and INVESCO EXCHANGE TRADED FD T (CSD).
MITCHELL SINKLER & STARR/PA Equity Portfolio Value
Last Reported on: 13 Oct, 2026
$246Million
  as of Oct 13, 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 2.43% in the last quarter. In trailing 12 months, it's portfolio return was 3.74%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
exxonmobil holdings corp3,395,130
honeywell intl inc604,132
honeywell aerospace inc439,960
broadridge finl solutions in303,674
phillips 66264,246
eaton corp plc229,035
New stocks bought by MITCHELL SINKLER & STARR/PA

Additions

Ticker% Inc.
mueller inds inc100
zoetis inc26.89
invesco exchange traded fd t21.22
ishares tr19.24
invesco exchange traded fd t16.48
schwab strategic tr12.3
ishares tr9.78
schwab strategic tr8.46
Additions to existing portfolio by MITCHELL SINKLER & STARR/PA

Reductions

Ticker% Reduced
cirrus logic inc-22.27
accenture plc ireland-21.1
spdr series trust-14.74
select sector spdr tr-14.52
corning inc-10.03
schwab strategic tr-8.68
enbridge inc-8.5
nike inc-6.3
MITCHELL SINKLER & STARR/PA reduced stake in above stock

Sold off

Ticker$ Sold
exxon mobil corp-2,876,040
select sector spdr tr-211,104
albemarle corp-202,275
kla corp-271,539
jazz pharmaceuticals plc-204,102
mcdonalds corp-223,006
MITCHELL SINKLER & STARR/PA got rid off the above stocks

Sector Distribution

MITCHELL SINKLER & STARR/PA has about 31.4% of it's holdings in Others sector.

  • Others
  • Technology
  • Healthcare
  • Industrials
  • Financial Services
  • Consumer Defensive
  • Communication Services
  • Consumer Cyclical
  • Utilities
  • Energy
  • Basic Materials
Sector%
Others31.4
Technology22
Healthcare10.7
Industrials7.4
Financial Services6.6
Consumer Defensive6.5
Communication Services5.8
Consumer Cyclical4.2
Utilities1.7
Energy1.5
Basic Materials1.5

Market Cap. Distribution

MITCHELL SINKLER & STARR/PA has about 67.8% of it's portfolio invested in the large-cap and mega-cap stocks.

  • MEGA-CAP
  • UNALLOCATED
  • LARGE-CAP
Category%
MEGA-CAP46.2
UNALLOCATED31.4
LARGE-CAP21.6

Stocks belong to which Index?

About 63.9% 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 50063.9
Others36
Top 5 Winners (%)%
ACN
accenture plc ireland
42.4 %
HPE
hewlett packard enterprise c
40.2 %
MSFT
microsoft corp
37.4 %
THC
tenet healthcare corp
36.5 %
TMO
thermo fisher scientific inc
33.4 %
Top 5 Winners ($)$
MSFT
microsoft corp
3.6 M
AAPL
apple inc
1.9 M
NVDA
nvidia corporation
1.5 M
META
meta platforms inc
0.8 M
MRK
merck & co inc
0.7 M
Top 5 Losers (%)%
MLI
mueller inds inc
-43.5 %
GLW
corning inc
-37.8 %
GNRC
generac hldgs inc
-29.3 %
JBL
jabil inc
-25.6 %
CASY
caseys gen stores inc
-23.2 %
Top 5 Losers ($)$
HD
home depot inc
-0.6 M
GOOG
alphabet inc
-0.3 M
CINF
cincinnati finl corp
-0.3 M
GNRC
generac hldgs inc
-0.3 M
GLW
corning inc
-0.3 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 39.3% of the portfolio is in top 10 stocks. HD proved to be the most loss making stock for the portfolio. MSFT was the most profitable stock for MITCHELL SINKLER & STARR/PA last quarter.

$246.79MTotal Value
161Positions
13 Oct, 2026Last Reported
Current holdings of Current Stock Holdings of MITCHELL SINKLER & STARR/PA, last reported on 13 Oct, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAXJ
Ishares Tr

Ishares Tr

AAXJ
MITCHELL SINKLER & STARR/PA's holding in Ishares Tr over time
0.48%11,425
$1.18M
0.48%
unchanged 0 percentunchanged
AAXJ
Ishares Tr

Ishares Tr

AAXJ
MITCHELL SINKLER & STARR/PA's holding in Ishares Tr over time
0.3%14,871
$748.8K
0.3%
unchanged 0 percentunchanged
ASML
Asml Hldg Nv

Asml Hldg Nv

ASML
MITCHELL SINKLER & STARR/PA's holding in Asml Hldg Nv over time
0.84%1,151
$2.09M
0.84%
decreased 1.71 percentreduced
BIL
Spdr Series Trust

Spdr Series Trust

BIL
MITCHELL SINKLER & STARR/PA's holding in Spdr Series Trust over time
1.1%22,040
$2.71M
1.1%
unchanged 0 percentunchanged
BIL
Spdr Series Trust

Spdr Series Trust

BIL
MITCHELL SINKLER & STARR/PA's holding in Spdr Series Trust over time
0.3%8,021
$735.1K
0.3%
decreased 14.74 percentreduced
BIL
Spdr Series Trust

Spdr Series Trust

BIL
MITCHELL SINKLER & STARR/PA's holding in Spdr Series Trust over time
0.17%2,625
$413.4K
0.17%
unchanged 0 percentunchanged