Mitchell Sinkler & Starr holds a diversified book of 155 reported positions worth $240.1M as of Q2 2026 (disclosed Jul 21, 2026, a ~21-day 13F lag). This quarter they opened Cirrus Logic Inc and trimmed Apple Inc. Their largest long position is Vanguard S&P 500 ETF at 5% of the reported non-option book. Cloning the disclosed picks since 2024 would be +24% (+12.6%/yr). That is a simulation of the disclosed long book, not audited returns.
Following at the filing date actually beat the quarter-end book by 1.8 points over this window.
Growth of $10,000 cloning Mitchell Sinkler & Starr's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~21 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
73% mapped to company sectors
+5 sectors below the cut, 5% together
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Mitchell Sinkler & Starr
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Innovator Capital Management, LLC | 8 / 80 | $2.9B |
| BlueSpruce Investments, LP | 12 / 80 | $644.9M |
| Donor Advised Charitable Giving, Inc. | 8 / 80 | $4.4B |
| United American Securities Inc. (d/b/a UAS Asset Management) | 10 / 80 | $453.6M |
| Hoffman, Alan N Investment Management | 8 / 80 | $160.9M |
| Prospect Hill Management, LLC | 8 / 80 | $238.7M |
| BCK Partners, Inc. | 17 / 80 | $190.6M |
| Greenbrier Partners Capital Management, LLC | 8 / 80 | $1.2B |
Ranked by the share of each fund's own book sitting in the names it shares with Mitchell Sinkler & Starr: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index FDS S&P 500 ETF SHS | $12.9M | 18.8K | 5.4% | ▲+14% Added · +2K sh | |
| 2 | Apple Inc COM | $12.8M | 44.3K | 5.3% | ▼−3.9% Reduced · −2K sh | |
| 3 | Nvidia Corporation COM | $10.9M | 54.4K | 4.5% | ▼−4.2% Reduced · −2K sh | |
| 4 | Microsoft Corp COM | $9.7M | 25.9K | 4.0% | ▲+1.0% Added · +248 sh | |
| 5 | Schwab Strategic TR US BRD MKT ETF | $9.3M | 322.8K | 3.9% | ▼−0.2% Reduced · −715 sh | |
| 6 | Alphabet Inc CAP STK CL A | $8.8M | 24.7K | 3.7% | ▼−1.3% Reduced · −317 sh | |
| 7 | Procter & Gamble Co COM | $7.6M | 51.8K | 3.2% | ▼−1.2% Reduced · −643 sh | |
| 8 | Vanguard Index FDS TOTAL STK MKT | $6.9M | 18.7K | 2.9% | ▲+8.2% Added · +1K sh | |
| 9 | Merck & Co Inc COM | $5.4M | 42.4K | 2.3% | ▲+0.2% Added · +94 sh | |
| 10 | Johnson & Johnson COM | $5.4M | 21.4K | 2.3% | ▲+0.7% Added · +139 sh | |
| 11 | Vanguard World FD INF TECH ETF | $4.2M | 34.9K | 1.7% | ▲+705% Added · +31K sh | |
| 12 | Ishares TR RUS 1000 ETF | $4.1M | 10.1K | 1.7% | ▲+2.5% Added · +250 sh | |
| 13 | Amazon Com Inc COM | $4.0M | 16.9K | 1.7% | ▲+0.5% Added · +90 sh | |
| 14 | JPMorgan Chase & Co COM | $3.7M | 11.4K | 1.6% | ▼−0.1% Reduced · −15 sh | |
| 15 | State STR SPDR S&P 500 ETF T TR UNIT | $3.4M | 4.5K | 1.4% | ▼−12% Reduced · −600 sh | |
| 16 | Abbvie Inc COM | $3.4M | 13.4K | 1.4% | ▼−1.8% Reduced · −250 sh | |
| 17 | Home Depot Inc COM | $3.2M | 9.1K | 1.3% | ▼−2.4% Reduced · −219 sh | |
| 18 | RTX Corporation COM | $3.1M | 16.2K | 1.3% | ▲+0.3% Added · +55 sh | |
| 19 | Schwab Strategic TR US DIVIDEND EQ | $3.0M | 93.9K | 1.2% | ▼−3.0% Reduced · −3K sh | |
| 20 | Exxon Mobil Corp COM | $2.9M | 21.0K | 1.2% | ▼−0.5% Reduced · −115 sh | |
| 21 | Vanguard Index FDS SMALL CP ETF | $2.8M | 9.4K | 1.2% | ▲+3.0% Added · +271 sh | |
| 22 | Mastercard Incorporated CL A | $2.8M | 5.4K | 1.2% | ▲+1.9% Added · +102 sh | |
| 23 | Broadcom Inc COM | $2.8M | 7.3K | 1.1% | ▲+0.6% Added · +40 sh | |
| 24 | Automatic Data Processing In COM | $2.7M | 12.1K | 1.1% | ▲+5.5% Added · +635 sh | |
| 25 | Meta Platforms Inc CL A | $2.7M | 4.7K | 1.1% | ▲+0.7% Added · +35 sh | |
| 26 | SPDR Series Trust ST STR P500GRW | $2.6M | 22.0K | 1.1% | ▼−1.0% Reduced · −225 sh | |
| 27 | Emerson Elec Co COM | $2.5M | 17.4K | 1.0% | ▲+0.3% Added · +48 sh | |
| 28 | Eli Lilly & Co COM | $2.4M | 2.0K | 1.0% | ▼−4.1% Reduced · −85 sh | |
| 29 | ASML Hldg NV N Y REGISTRY SHS | $2.3M | 1.2K | 1.0% | ▼−1.8% Reduced · −21 sh | |
| 30 | Cincinnati Finl Corp COM | $2.3M | 12.5K | 1.0% | ▼−2.3% Reduced · −300 sh | |
| 31 | Pepsico Inc COM | $2.3M | 17.0K | 1.0% | ▲+0.4% Added · +65 sh | |
| 32 | Berkshire Hathaway Inc Del CL B NEW | $2.2M | 4.5K | 0.9% | ▼−0.8% Reduced · −34 sh | |
| 33 | RPM Intl Inc COM | $2.2M | 19.9K | 0.9% | ▼−2.7% Reduced · −550 sh | |
| 34 | Chevron Corporation COM | $2.2M | 13.2K | 0.9% | ▲+1.2% Added · +156 sh | |
| 35 | NextEra Energy Inc COM | $2.1M | 23.6K | 0.9% | ▲+0.5% Added · +107 sh | |
| 36 | Vanguard Index FDS MID CAP ETF | $2.0M | 25.1K | 0.8% | ▲+328% Added · +19K sh | |
| 37 | Stryker Corporation COM | $2.0M | 6.3K | 0.8% | ▼−1.2% Reduced · −75 sh | |
| 38 | Waste Mgmt Inc Del COM | $2.0M | 8.9K | 0.8% | ▼−0.6% Reduced · −55 sh | |
| 39 | Abbott Laboratories COM | $2.0M | 21.7K | 0.8% | ▼−0.5% Reduced · −113 sh | |
| 40 | Texas Instrs Inc COM | $2.0M | 6.6K | 0.8% | ▼−1.6% Reduced · −105 sh | |
| 41 | Costco Wholesale Corporation COM | $1.8M | 2.0K | 0.8% | ▼−1.2% Reduced · −23 sh | |
| 42 | Intel Corp COM | $1.6M | 11.4K | 0.7% | —Held | |
| 43 | Visa Inc COM CL A | $1.5M | 4.3K | 0.6% | ▲+0.7% Added · +30 sh | |
| 44 | Arista Networks Inc COM SHS | $1.4M | 8.3K | 0.6% | ▼−5.4% Reduced · −475 sh | |
| 45 | Southern Co COM | $1.3M | 13.5K | 0.5% | —Held | |
| 46 | Alphabet Inc CAP STK CL C | $1.3M | 3.5K | 0.5% | ▼−3.8% Reduced · −140 sh | |
| 47 | Ishares TR INTRM GOV CR ETF | $1.2M | 11.4K | 0.5% | —Held | |
| 48 | Marvell Technology Inc COM | $1.2M | 4.1K | 0.5% | ▲+2.6% Added · +103 sh | |
| 49 | Walmart Inc COM | $1.1M | 10.1K | 0.5% | ▲+1.3% Added · +130 sh | |
| 50 | Schwab Strategic TR US LRG CAP ETF | $1.1M | 37.9K | 0.5% | ▲+3.8% Added · +1K sh |
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
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Use Arkolith to show MITCHELL SINKLER & STARR/PA's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
| Quarter | As of | Filed | Lag | Positions | Value | Form |
|---|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 21, 2026 | 21d | 155 | $240.1M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 13, 2026 | 13d | 143 | $216.6M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 11, 2026 | 42d | 139 | $221.3M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 4, 2025 | 35d | 142 | $222.4M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 25, 2025 | 25d | 144 | $208.9M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 7, 2025 | 37d | 152 | $357.2M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 12, 2025 | 43d | 190 | $374.8M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 13, 2024 | 44d | 189 | $397.8M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.