MITCHELL SINKLER & STARR/PA — 13F Holdings & Portfolio
CIK 1048921 · latest 13F-HR filed 2026-04-13
MITCHELL SINKLER & STARR/PA manages $216.6M in 13F-reported U.S. long-equity assets across 143 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are AAPL (5.40%), NVDA (4.57%), VOO (4.55%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 6 new positions, exited 2, added to 39, and trimmed 53.
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
$216.6M
Long-equity book
143
Distinct positions
2026-03-31
Filed 2026-04-13
+6 / −2 / ↑39 / ↓53
vs 2025-12-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- EXXON MOBIL CORP$1.0M +39.6%
- JOHNSON & JOHNSON$725.0K +16.2%
- CHEVRON CORPORATION$680.1K +33.8%
- MERCK & CO INC$635.7K +14.3%
- SCHWAB STRATEGIC TR$508.8K +20.7%
Top Trims
- MICROSOFT CORP-$3.0M -24.1%
- NVIDIA CORPORATION-$753.6K -7.1%
- AUTOMATIC DATA PROCESSING IN-$711.7K -23.4%
- ALPHABET INC-$585.7K -7.5%
- ABBOTT LABORATORIES-$541.6K -19.5%
New Positions
- MARSH & MCLENNAN COS INC$1.5M
- TRADEWEB MKTS INC$327.4K
- HEWLETT PACKARD ENTERPRISE C$267.1K
- MUELLER INDS INC$231.5K
- CONOCOPHILLIPS$207.9K
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | APPLE INC | AAPL | 037833100 | $11.7M | 5.40% | 46,072 | SH |
| 2 | NVIDIA CORPORATION | NVDA | 67066G104 | $9.9M | 4.57% | 56,748 | SH |
| 3 | VANGUARD INDEX FDS | VOO | 922908363 | $9.8M | 4.55% | 16,478 | SH |
| 4 | MICROSOFT CORP | MSFT | 594918104 | $9.5M | 4.38% | 25,655 | SH |
| 5 | SCHWAB STRATEGIC TR | SCHB | 808524102 | $8.1M | 3.75% | 323,503 | SH |
| 6 | PROCTER & GAMBLE CO | PG | 742718109 | $7.6M | 3.49% | 52,405 | SH |
| 7 | ALPHABET INC | GOOGL | 02079K305 | $7.2M | 3.31% | 24,968 | SH |
| 8 | VANGUARD INDEX FDS | VTI | 922908769 | $5.6M | 2.56% | 17,315 | SH |
| 9 | JOHNSON & JOHNSON | JNJ | 478160104 | $5.2M | 2.40% | 21,293 | SH |
| 10 | MERCK & CO INC | MRK | 58933Y105 | $5.1M | 2.35% | 42,297 | SH |
| 11 | EXXON MOBIL CORP | XOM | 30231G102 | $3.6M | 1.66% | 21,151 | SH |
| 12 | ISHARES TR | IWB | 464287622 | $3.5M | 1.63% | 9,875 | SH |
| 13 | AMAZON COM INC | AMZN | 023135106 | $3.5M | 1.61% | 16,772 | SH |
| 14 | JPMORGAN CHASE & CO | JPM | 46625H100 | $3.4M | 1.55% | 11,388 | SH |
| 15 | STATE STR SPDR S&P 500 ETF T | SPY | 78462F103 | $3.3M | 1.54% | 5,145 | SH |
| 16 | RTX CORPORATION | RTX | 75513E101 | $3.1M | 1.44% | 16,175 | SH |
| 17 | HOME DEPOT INC | HD | 437076102 | $3.1M | 1.41% | 9,295 | SH |
| 18 | VANGUARD WORLD FD | VGT | 92204A702 | $3.0M | 1.40% | 4,338 | SH |
| 19 | ABBVIE INC | ABBV | 00287Y109 | $3.0M | 1.37% | 13,667 | SH |
| 20 | SCHWAB STRATEGIC TR | SCHD | 808524797 | $3.0M | 1.37% | 96,879 | SH |
| 21 | META PLATFORMS INC | META | 30303M102 | $2.7M | 1.24% | 4,710 | SH |
| 22 | CHEVRON CORPORATION | CVX | 166764100 | $2.7M | 1.24% | 13,013 | SH |
| 23 | MASTERCARD INCORPORATED | MA | 57636Q104 | $2.6M | 1.22% | 5,286 | SH |
| 24 | PEPSICO INC | PEP | 713448108 | $2.6M | 1.22% | 16,952 | SH |
| 25 | VANGUARD INDEX FDS | VB | 922908751 | $2.4M | 1.10% | 9,124 | SH |
| 26 | AUTOMATIC DATA PROCESSING IN | ADP | 053015103 | $2.3M | 1.08% | 11,469 | SH |
| 27 | EMERSON ELEC CO | EMR | 291011104 | $2.3M | 1.05% | 17,317 | SH |
| 28 | BROADCOM INC | AVGO | 11135F101 | $2.2M | 1.04% | 7,250 | SH |
| 29 | ABBOTT LABORATORIES | ABT | 002824100 | $2.2M | 1.03% | 21,834 | SH |
| 30 | NEXTERA ENERGY INC | NEE | 65339F101 | $2.2M | 1.01% | 23,541 | SH |
| 31 | SPDR SERIES TRUST | SPYG | 78464A409 | $2.2M | 1.01% | 22,265 | SH |
| 32 | BERKSHIRE HATHAWAY INC DEL | BRK.B | 084670702 | $2.2M | 0.99% | 4,493 | SH |
| 33 | STRYKER CORPORATION | SYK | 863667101 | $2.1M | 0.97% | 6,380 | SH |
| 34 | WASTE MGMT INC DEL | WM | 94106L109 | $2.1M | 0.95% | 8,955 | SH |
| 35 | RPM INTL INC | RPM | 749685103 | $2.0M | 0.94% | 20,452 | SH |
| 36 | CINCINNATI FINL CORP | CINF | 172062101 | $2.0M | 0.93% | 12,788 | SH |
| 37 | COSTCO WHOLESALE CORPORATION | COST | 22160K105 | $2.0M | 0.91% | 1,977 | SH |
| 38 | ELI LILLY & CO | LLY | 532457108 | $1.9M | 0.88% | 2,083 | SH |
| 39 | VANGUARD INDEX FDS | VO | 922908629 | $1.7M | 0.78% | 5,867 | SH |
| 40 | ASML HLDG NV | ASML | N07059210 | $1.6M | 0.73% | 1,192 | SH |
| 41 | MARSH & MCLENNAN COS INC | MRSH | 571748102 | $1.5M | 0.71% | 8,811 | SH |
| 42 | SOUTHERN CO | SO | 842587107 | $1.3M | 0.60% | 13,498 | SH |
| 43 | VISA INC | V | 92826C839 | $1.3M | 0.60% | 4,298 | SH |
| 44 | HONEYWELL INTL INC | HON | 438516106 | $1.3M | 0.60% | 5,742 | SH |
| 45 | TEXAS INSTRS INC | TXN | 882508104 | $1.3M | 0.60% | 6,685 | SH |
| 46 | WALMART INC | WMT | 931142103 | $1.2M | 0.57% | 10,017 | SH |
| 47 | ISHARES TR | GVI | 464288612 | $1.2M | 0.56% | 11,425 | SH |
| 48 | ARISTA NETWORKS INC | ANET | 040413205 | $1.1M | 0.50% | 8,800 | SH |
| 49 | ALPHABET INC | GOOG | 02079K107 | $1.1M | 0.49% | 3,679 | SH |
| 50 | CHUBB LTD SWITZ | CB | H1467J104 | $1.0M | 0.47% | 3,150 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-04-13 | $216.6M | 143 | 0001398344-26-006443 |
| 2025-12-31 | 2026-02-11 | $221.3M | 139 | 0001398344-26-002717 |