MITCHELL SINKLER & STARR/PA
CIK
1048921
Location
PHILADELPHIA, PA
Portfolio Value
Small
$163,646,224
Diversification
Diversified
Filing Date
Global Rank
#4,655
/ 8,605
▲ 93
· as of Mar 2026
Top Industry
Drug Manufacturers - General
11.0%
3Y Alpha vs SPY
-5.7%
Period ended 3 months ago
Filed Apr 13, 2026 · 3mo
25 quarters · since Mar 2020
Clone Performance
Jul 2023–Jul 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+53.4%
SPY
+76.5%
Annualised alpha
-5.5%
Max drawdown
−16.8%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
110 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
7.1%
−0.4 pts
Top 5
28.0%
−2.5 pts
Top 10
40.7%
−2.0 pts
HHI
255
Diversified−28
Portfolio Trend
25 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 27.8% | $45,516,009 |
| Healthcare | 15.0% | $24,548,558 |
| Financial Services | 11.1% | $18,135,299 |
| Consumer Defensive | 10.3% | $16,814,664 |
| Industrials | 9.8% | $16,066,705 |
| Communication Services | 7.2% | $11,765,535 |
| Consumer Cyclical | 6.4% | $10,519,217 |
| Energy | 4.4% | $7,123,666 |
| Utilities | 2.9% | $4,761,327 |
| Basic Materials | 2.4% | $3,870,016 |
| Unclassified | 2.0% | $3,345,999 |
| Real Estate | 0.7% | $1,179,229 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
21 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| AAPL | Apple Inc. | +970 | 46,072 | $11,692,612 | |
| SNX | Td Synnex Corp | +910 | 2,758 | $465,302 | |
| AN | Autonation, Inc. | +238 | 2,421 | $472,724 | |
| AVGO | Broadcom Inc. | +200 | 7,250 | $2,243,947 | |
| USB | US Bancorp De | +190 | 12,889 | $670,356 | |
| ZTS | Zoetis Inc. | +180 | 4,495 | $531,353 | |
| GOOGL | Alphabet Inc. | +158 | 24,968 | $7,179,798 | |
| META | Meta Platforms, Inc. | +94 | 4,710 | $2,694,732 | |
| PLD | Prologis, Inc. | +88 | 1,918 | $253,521 | |
| MRVL | Marvell Technology, Inc. | +85 | 3,960 | $392,238 | |
| ACN | Accenture plc | +45 | 5,099 | $1,011,080 | |
| IBM | International Business Machines Corp | +30 | 3,515 | $852,000 | |
| ORI | Old Republic International Corp | +29 | 9,008 | $359,419 | |
| KNSL | Kinsale Capital Group, Inc. | +26 | 1,535 | $524,448 | |
| BRK-B | Berkshire Hathaway Inc | +25 | 4,493 | $2,153,045 | |
| APD | Air Products & Chemicals, Inc. | +20 | 3,364 | $977,208 | |
| ERIE | Erie Indemnity Co | +20 | 997 | $250,556 | |
| TXN | Texas Instruments Inc | +15 | 6,685 | $1,297,825 | |
| HSY | Hershey Co | +15 | 1,701 | $353,620 | |
| GGG | Graco Inc | +6 | 3,558 | $301,184 | |
| RBC | RBC Bearings INC | +1 | 1,173 | $637,079 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| BMY | Bristol Myers Squibb Co | −1,160 | 5,970 | $362,080 | |
| ORCL | Oracle Corp | −965 | 3,625 | $533,273 | |
| PG | PROCTER & GAMBLE Co | −783 | 52,405 | $7,569,378 | |
| NKE | NIKE, Inc. | −692 | 16,814 | $888,115 | |
| VZ | Verizon Communications Inc | −650 | 19,146 | $961,129 | |
| RPM | Rpm International Inc/De/ | −497 | 20,452 | $2,032,928 | |
| GLW | Corning Inc /Ny | −490 | 3,235 | $439,862 | |
| CL | Colgate Palmolive Co | −450 | 8,452 | $720,363 | |
| WMT | Walmart Inc. | −440 | 10,017 | $1,244,912 | |
| PEP | Pepsico Inc | −410 | 16,952 | $2,632,476 | |
| RTX | RTX Corp | −408 | 16,175 | $3,120,157 | |
| ABT | Abbott Laboratories | −381 | 21,834 | $2,241,696 | |
| NVDA | Nvidia Corp | −359 | 56,748 | $9,896,851 | |
| ADP | Automatic Data Processing Inc | −357 | 11,469 | $2,330,271 | |
| JNJ | Johnson & Johnson | −354 | 21,293 | $5,204,860 | |
| SPY | Spdr S&P 500 ETF Trust | −320 | 5,145 | $3,345,999 | |
| INTC | Intel Corp | −300 | 11,363 | $501,449 | |
| DCI | DONALDSON Co INC | −250 | 3,465 | $294,074 | |
| V | Visa Inc. | −225 | 4,298 | $1,299,027 | |
| XOM | Exxon Mobil Corp | −215 | 21,151 | $3,588,478 | |
| MSFT | Microsoft Corp | −212 | 25,655 | $9,496,711 | |
| CVX | Chevron Corp | −190 | 13,013 | $2,692,389 | |
| KO | Coca Cola Co | −173 | 13,098 | $996,102 | |
| AMZN | Amazon Com Inc | −167 | 16,772 | $3,493,104 | |
| WM | Waste Management Inc | −125 | 8,955 | $2,057,769 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
6 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| MRSH | Marsh & Mclennan Companies, Inc. | 8,811 | $1,528,267 | |
| TW | Tradeweb Markets Inc. | 2,783 | $327,447 | |
| HPE | Hewlett Packard Enterprise Co | 11,220 | $267,148 | |
| MLI | Mueller Industries Inc | 2,089 | $231,461 | |
| COP | Conocophillips | 1,575 | $207,900 | |
| CMCSA | Comcast Corp | 7,070 | $202,979 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited
1 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| CRM | Salesforce, Inc. | 765 | $202,656 | |
| No positions match the current search. | ||||
110 positions ·
$163,646,224 total
· as of Mar 31, 2026
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Real Estate
Technology
Utilities
Showing 1–50
of 110 positions by value
· page 1 of 3
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
Added | 46,072 | $11,692,612 | 7.15% | |
| NVDA |
Nvidia Corp
Technology
|
Reduced | 56,748 | $9,896,851 | 6.05% | |
| MSFT |
Microsoft Corp
Technology
|
Reduced | 25,655 | $9,496,711 | 5.80% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
Reduced | 52,405 | $7,569,378 | 4.63% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Added | 24,968 | $7,179,798 | 4.39% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Reduced | 21,293 | $5,204,860 | 3.18% | |
| MRK |
Merck & Co., Inc.
Healthcare
|
Held | 42,297 | $5,087,906 | 3.11% | |
| XOM |
Exxon Mobil Corp
Energy
|
Reduced | 21,151 | $3,588,478 | 2.19% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Reduced | 16,772 | $3,493,104 | 2.13% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Reduced | 11,388 | $3,349,894 | 2.05% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Reduced | 5,145 | $3,345,999 | 2.04% | |
| RTX |
RTX Corp
Industrials
|
Reduced | 16,175 | $3,120,157 | 1.91% | |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
Reduced | 9,295 | $3,057,032 | 1.87% | |
| ABBV |
AbbVie Inc.
Healthcare
|
Reduced | 13,667 | $2,972,435 | 1.82% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Added | 4,710 | $2,694,732 | 1.65% | |
| CVX |
Chevron Corp
Energy
|
Reduced | 13,013 | $2,692,389 | 1.65% | |
| MA |
Mastercard Inc
Financial Services
|
Reduced | 5,286 | $2,641,202 | 1.61% | |
| PEP |
Pepsico Inc
Consumer Defensive
|
Reduced | 16,952 | $2,632,476 | 1.61% | |
| ADP |
Automatic Data Processing Inc
Technology
|
Reduced | 11,469 | $2,330,271 | 1.42% | |
| EMR |
Emerson Electric Co
Industrials
|
Reduced | 17,317 | $2,268,873 | 1.39% | |
| AVGO |
Broadcom Inc.
Technology
|
Added | 7,250 | $2,243,947 | 1.37% | |
| ABT |
Abbott Laboratories
Healthcare
|
Reduced | 21,834 | $2,241,696 | 1.37% | |
| NEE |
Nextera Energy Inc
Utilities
|
Held | 23,541 | $2,186,488 | 1.34% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Added | 4,493 | $2,153,045 | 1.32% | |
| SYK |
Stryker Corp
Healthcare
|
Held | 6,380 | $2,096,404 | 1.28% | |
| WM |
Waste Management Inc
Industrials
|
Reduced | 8,955 | $2,057,769 | 1.26% | |
| RPM |
Rpm International Inc/De/
Basic Materials
|
Reduced | 20,452 | $2,032,928 | 1.24% | |
| CINF |
Cincinnati Financial Corp
Financial Services
|
Reduced | 12,788 | $2,012,191 | 1.23% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
Reduced | 1,977 | $1,969,942 | 1.20% | |
| LLY |
ELI LILLY & Co
Healthcare
|
Reduced | 2,083 | $1,915,880 | 1.17% | |
| ASML |
Asml Holding NV
Technology
|
Reduced | 1,192 | $1,574,429 | 0.96% | |
| MRSH |
Marsh & Mclennan Companies, Inc.
Financial Services
|
NEW | 8,811 | $1,528,267 | 0.93% | |
| SO |
Southern Co
Utilities
|
Held | 13,498 | $1,302,826 | 0.80% | |
| V |
Visa Inc.
Financial Services
|
Reduced | 4,298 | $1,299,027 | 0.79% | |
| HON |
Honeywell International Inc
Industrials
|
Held | 5,742 | $1,297,864 | 0.79% | |
| TXN |
Texas Instruments Inc
Technology
|
Added | 6,685 | $1,297,825 | 0.79% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
Reduced | 10,017 | $1,244,912 | 0.76% | |
| ANET |
Arista Networks, Inc.
Technology
|
Held | 8,800 | $1,080,464 | 0.66% | |
| CB |
Chubb Ltd
Financial Services
|
Reduced | 3,150 | $1,026,679 | 0.63% | |
| ACN |
Accenture plc
Technology
|
Added | 5,099 | $1,011,080 | 0.62% | |
| KO |
Coca Cola Co
Consumer Defensive
|
Reduced | 13,098 | $996,102 | 0.61% | |
| APD |
Air Products & Chemicals, Inc.
Basic Materials
|
Added | 3,364 | $977,208 | 0.60% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
Held | 2,589 | $962,460 | 0.59% | |
| VZ |
Verizon Communications Inc
Communication Services
|
Reduced | 19,146 | $961,129 | 0.59% | |
| NKE |
NIKE, Inc.
Consumer Cyclical
|
Reduced | 16,814 | $888,115 | 0.54% | |
| IBM |
International Business Machines Corp
Technology
|
Added | 3,515 | $852,000 | 0.52% | |
| MMM |
3M Co
Industrials
|
Held | 5,719 | $830,570 | 0.51% | |
| AMGN |
Amgen Inc
Healthcare
|
Held | 2,295 | $807,495 | 0.49% | |
| DUK |
Duke Energy CORP
Utilities
|
Held | 6,051 | $792,317 | 0.48% | |
| GE |
General Electric Co
Industrials
|
Held | 2,720 | $771,854 | 0.47% |