Latest MITCHELL SINKLER & STARR/PA Stock Portfolio

MITCHELL SINKLER & STARR/PA Performance:

2026 Q1: -2.79%YTD: -2.79%2025: 12.32%

Performance for 2026 Q1 is -2.79%, and YTD is -2.79%, and 2025 is 12.32%.

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

On 2026-04-13, the fund reported it's updated stock portfolio. In the 13F Holdings report, MITCHELL SINKLER & STARR/PA reported an equity portfolio of $216.6 Millions as of 31 Mar, 2026.

The top stock holdings of MITCHELL SINKLER & STARR/PA are AAPL, NVDA, VB. The fund has invested 5.4% of it's portfolio in APPLE INC and 4.6% of portfolio in NVIDIA CORPORATION.

The fund managers got completely rid off SELECT SECTOR SPDR TR (XLB) and SALESFORCE INC (CRM) stocks. They significantly reduced their stock positions in ORACLE CORP (ORCL), ISHARES TR (IJR) and BRISTOL-MYERS SQUIBB CO (BMY). MITCHELL SINKLER & STARR/PA opened new stock positions in MARSH & MCLENNAN COS INC (MMC), TRADEWEB MKTS INC (TW) and HEWLETT PACKARD ENTERPRISE C (HPE). The fund showed a lot of confidence in some stocks as they added substantially to TD SYNNEX CORPORATION (SNX), VANGUARD SCOTTSDALE FDS (BNDW) and AUTONATION INC (AN).

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

Our best estimate is that MITCHELL SINKLER & STARR/PA made a return of -2.79% in the last quarter. In trailing 12 months, it's portfolio return was 11.81%.

Performance
S&P 500

New Buys

Ticker	$ Bought
marsh & mclennan cos inc	1,528,270
tradeweb mkts inc	327,448
hewlett packard enterprise c	267,148
mueller inds inc	231,461
conocophillips	207,900
comcast corp new	202,980

New stocks bought by MITCHELL SINKLER & STARR/PA

Additions

Ticker	% Inc.
td synnex corporation	49.24
vanguard scottsdale fds	14.44
autonation inc	10.9
vanguard intl equity index f	9.94
schwab strategic tr	7.87
schwab strategic tr	5.32
prologis inc.	4.81
zoetis inc	4.17

Additions to existing portfolio by MITCHELL SINKLER & STARR/PA

Reductions

Ticker	% Reduced
oracle corp	-21.02
ishares tr	-19.07
bristol-myers squibb co	-16.27
corning inc	-13.15
spdr series trust	-8.42
donaldson inc	-6.73
select sector spdr tr	-6.32
state str spdr s&p 500 etf t	-5.86

MITCHELL SINKLER & STARR/PA reduced stake in above stock

Sold off

Ticker	$ Sold
select sector spdr tr	-214,938
salesforce inc	-202,656

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	19
Healthcare	11.1
Industrials	7.9
Consumer Defensive	7.6
Financial Services	7.3
Communication Services	5.8
Consumer Cyclical	4.9
Energy	3.3
Utilities	2.2
Basic Materials	1.8

Market Cap. Distribution

MITCHELL SINKLER & STARR/PA has about 71.4% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
MEGA-CAP	48.3
UNALLOCATED	28.2
LARGE-CAP	23.1

Stocks belong to which Index?

About 67.9% of the stocks held by MITCHELL SINKLER & STARR/PA either belong to S&P 500 or RUSSELL 2000 index.

Index	%
S&P 500	67.9
Others	32

Top 5 Winners (%)		%
GLW	corning inc	51.6 %
GNRC	generac hldgs inc	42.9 %
XOM	exxon mobil corp	40.8 %
CVX	chevron corporation	35.5 %
	ge vernova inc	33.6 %

Top 5 Winners ($)		$
XOM	exxon mobil corp	1.0 M
JNJ	johnson & johnson	0.8 M
CVX	chevron corporation	0.7 M
MRK	merck & co inc	0.6 M
FNDA	schwab strategic tr	0.3 M

Top 5 Losers (%)		%
ACN	accenture plc ireland	-26.0 %
MSFT	microsoft corp	-23.4 %
ORCL	oracle corp	-21.9 %
BKNG	booking holdings inc	-21.0 %
ADP	automatic data processing in	-20.7 %

Top 5 Losers ($)		$
MSFT	microsoft corp	-2.9 M
AAPL	apple inc	-0.8 M
NVDA	nvidia corporation	-0.7 M
GOOG	alphabet inc	-0.6 M
ADP	automatic data processing in	-0.6 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 143 stocks in it's portfolio. About 36.8% of the portfolio is in top 10 stocks. MSFT proved to be the most loss making stock for the portfolio. XOM was the most profitable stock for MITCHELL SINKLER & STARR/PA last quarter.

Last Reported on: 13 Apr, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAPL	apple inc	5.40	46,072	11,692,700	added	2.15

AAXJ	ishares tr	0.56	11,425	1,218,820	unchanged	0.00

AAXJ	ishares tr	0.40	16,071	855,299	unchanged	0.00

ABBV	abbvie inc	1.37	13,667	2,972,440	reduced	-0.44

ABT	abbott laboratories	1.03	21,834	2,241,700	reduced	-1.72

ACN	accenture plc ireland	0.47	5,099	1,011,080	added	0.89

ADP	automatic data processing in	1.08	11,469	2,330,270	reduced	-3.02

AJG	gallagher arthur j & co	0.18	1,760	381,181	unchanged	0.00

ALB	albemarle corp	0.12	1,498	268,936	unchanged	0.00

AMGN	amgen inc	0.37	2,295	807,496	unchanged	0.00

AMT	american tower corp	0.26	3,273	564,854	unchanged	0.00

AMZN	amazon com inc	1.61	16,772	3,493,100	reduced	-0.99

AN	autonation inc	0.22	2,421	472,724	added	10.9

ANET	arista networks inc	0.50	8,800	1,080,460	unchanged	0.00

APD	air products and chemicals i	0.45	3,364	977,208	added	0.6

ASML	asml hldg nv	0.73	1,192	1,574,430	reduced	-0.25

AVGO	broadcom inc	1.04	7,250	2,243,950	added	2.84

BIL	spdr series trust	1.01	22,265	2,179,970	reduced	-2.84

BIL	spdr series trust	0.39	9,167	840,064	reduced	-8.42

BIL	spdr series trust	0.16	2,625	335,499	unchanged	0.00