MITCHELL SINKLER & STARR/PA

Registered adviser

CIK

1048921

Location

PHILADELPHIA, PA

Portfolio Value

Small $233,834,378

Diversification

Diversified

Filing Date

Global Rank

#5,788 / 8,811 ▼ 275 · as of Jun 2026

Top Industry

Drug Manufacturers - General 11.2%

Period ended 21 days ago

Filed Oct 13, 2026 · 8d

27 quarters · since Mar 2020

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Registered adviser

Form ADV roster, Oct 1, 2026

Form ADV adviser

CRD 106460

Roster of Oct 1, 2026

Regulatory AUM

$1,789,213,488

Main clients

Individuals and high net worth (98% of AUM)

Form ADV history

Monthly rosters from Dec 2019; each row is a run with the same figures, newest first.

Rosters	Regulatory AUM	Main clients
Apr 2026 to Oct 2026	$1,789,213,488	Individuals and high net worth (98%)
Apr 2025 to Mar 2026	$1,771,245,020	Individuals and high net worth (88%)
Apr 2024 to Mar 2025	$1,589,448,489	Individuals and high net worth (88%)
May 2023 to Mar 2024	$1,466,883,513	Individuals and high net worth (87%)
Apr 2023	$1,466,883,513	Individuals and high net worth (87%)
Feb 2022 to Mar 2023	$1,647,182,829	Individuals and high net worth (85%)

3 earlier changes not shown.

Portfolio style

Measured from the filed 13F common-share book for Jun 30, 2026, the newest measured quarter, never from the firm's own description.

Style

Diversified active

Top 10 weight 45.4%, 33.4 effective positions, active share 54.9% against the S&P 500 as of 2026-06-30; it meets none of the index-like, systematic-like or concentrated tests

Turnover

Low turnover

6.3% over the last four quarters (under 30%)

Horizon

Long horizon

Value-weighted holding period 19.4 quarters (12+), a floor since 48.1% of the book was already held when coverage starts

Closest benchmark: the S&P 500 as of 2026-06-30, active share 54.9%; sector active share 22.3% against the combined 13F book's sector weights.

Over time 26 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

View clone backtest

Portfolio Concentration

155 tracked positions · as of Sep 30, 2026 · Δ vs Jun 30, 2026

Top Position

10.8%

+0.5 pts

Top 5

34.1%

+3.8 pts

Top 10

48.3%

+2.9 pts

HHI

338

Diversified+39

Portfolio Trend

27 quarters · across all stocks

Sector Breakdown

As of Sep 30, 2026

Sector	% Portfolio	Value	Positions
Technology	25.7%	$60,186,156	21
Unclassified	23.2%	$54,203,263	33
Healthcare	11.5%	$26,809,635	17
Financial Services	8.0%	$18,659,214	20
Industrials	7.2%	$16,939,852	21
Consumer Defensive	7.0%	$16,271,931	12
Communication Services	6.1%	$14,366,314	5
Consumer Cyclical	4.4%	$10,334,451	10
Energy	3.0%	$7,115,827	5
Utilities	1.7%	$4,076,468	4
Basic Materials	1.6%	$3,708,358	4
Real Estate	0.5%	$1,162,909	3

Last Quarter's Activity

Export CSV

Sep 30, 2026 vs Jun 30, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
SCHD	Schwab U.S. Dividend Equity ETF	+7,945	101,874	$3,313,961
MLI	Mueller Industries Inc	+2,874	5,748	$348,386
SCHG	Schwab U.S. Large-Cap Growth ETF	+2,815	25,697	$923,293
RSPT	Victory Portfolios II	+2,320	13,255	$0
ZTS	Zoetis Inc.	+1,385	6,535	$456,339
HPE	Hewlett Packard Enterprise Co	+860	17,970	$1,148,103
IJH	iShares Core S&P Mid-Cap ETF	+539	6,049	$0
VOO	VANGUARD 500 INDEX FUND	+487	19,288	$13,518,187
RSP	Victory Portfolios II	+380	2,686	$0
IWB	iShares Russell 1000 ETF	+350	10,475	$0
VCSH	VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND	+320	10,795	$833,913
MRK	Merck & Co., Inc.	+180	42,571	$6,185,992
SYY	Sysco Corp	+166	6,221	$484,989
IVV	iShares Core S&P 500 ETF	+132	818	$0
MRVL	Marvell Technology, Inc.	+130	4,193	$1,107,832
BMY	Bristol Myers Squibb Co	+107	6,024	$375,897
SNX	Td Synnex Corp	+100	3,633	$933,136
TXN	Texas Instruments Inc	+89	6,669	$1,867,920
VGT	VANGUARD INFORMATION TECHNOLOGY INDEX FUND	+84	35,008	$4,399,455
V	Visa Inc.	+80	4,408	$1,583,926
JPM	Jpmorgan Chase & Co	+79	11,452	$3,788,665
C	Citigroup Inc	+75	2,150	$278,382
BRK-B	Berkshire Hathaway Inc	+67	4,526	$2,253,721
AMZN	Amazon Com Inc	+53	16,915	$4,214,372
TMO	Thermo Fisher Scientific Inc.	+33	635	$428,656
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
NVDA	Nvidia Corp	−2,859	51,493	$11,759,971
—		−1,387	8,021	$0
GOOGL	Alphabet Inc.	−1,008	23,643	$8,135,083
ENB	Enbridge Inc	−1,006	10,823	$503,161
NKE	NIKE, Inc.	−950	14,129	$500,166
SCHI	Schwab 5-10 Year Corporate Bond ETF	−900	9,465	$202,929
ACN	Accenture plc	−870	3,254	$596,685
CRUS	Cirrus Logic, Inc.	−664	2,318	$278,090
XLK	State Street(R) Technology Select Sector SPDR(R) ETF	−450	2,650	$518,737
RTX	RTX Corp	−379	15,851	$2,942,738
GLW	Corning Inc /Ny	−300	2,690	$413,614
WM	Waste Management Inc	−290	8,610	$1,755,751
PEP	Pepsico Inc	−276	16,741	$2,121,419
ABBV	AbbVie Inc.	−200	13,217	$3,457,435
MSFT	Microsoft Corp	−180	25,723	$13,193,326
AAPL	Apple Inc.	−180	44,077	$14,678,522
XOM	ExxonMobil Holdings Corp	−175	20,861	$3,395,127
ABT	Abbott Laboratories	−175	21,546	$2,129,391
AVGO	Broadcom Inc.	−155	7,135	$2,505,740
TW	Tradeweb Markets Inc.	−150	2,663	$268,536
PG	PROCTER & GAMBLE Co	−136	51,626	$7,500,225
GOOG	Alphabet Inc.	−125	3,414	$1,163,286
CINF	Cincinnati Financial Corp	−120	12,368	$1,971,088
HD	Home Depot, Inc.	−118	8,958	$2,548,461
EMR	Emerson Electric Co	−113	17,252	$2,675,785
No positions match the current search.

New Positions

Positions the filer opened this quarter

5 positions

Ticker	Company	Shares	Value
HON	Honeywell International Inc	2,864	$604,132
HONA	Honeywell Aerospace Inc.	2,839	$439,959
BR	Broadridge Financial Solutions, Inc.	1,885	$303,673
PSX	Phillips 66	1,035	$264,245
ETN	Eaton Corp plc	533	$229,035
No positions match the current search.

Sold Out

Positions the filer fully exited

5 positions

Ticker	Company	Shares	Value
KLAC	Kla Corp	900	$271,539
MCD	Mcdonalds Corp	825	$223,005
XLY	State Street(R) Consumer Discretionary Select Sector SPDR(R) ETF	1,800	$211,104
JAZZ	Jazz Pharmaceuticals plc	847	$204,101
ALB	Albemarle Corp	1,498	$202,274
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

155 tracked positions · $233,834,378 total · filing declares 155 positions · $246,792,070 · as of Sep 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 155 positions by value · page 1 of 4

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAPL	Apple Inc. Technology	Reduced	44,077	-180	$14,678,522	+14.6%	6.28%
VOO	VANGUARD 500 INDEX FUND	Added	19,288	+487	$13,518,187	+4.7%	5.78%
MSFT	Microsoft Corp Technology	Reduced	25,723	-180	$13,193,326	+36.5%	5.64%
NVDA	Nvidia Corp Technology	Reduced	51,493	-2,859	$11,759,971	+8.1%	5.03%
SCHB	Schwab U.S. Broad Market ETF	Held	322,788	0	$9,460,916	+1.2%	4.05%
GOOGL	Alphabet Inc. Communication Services	Reduced	23,643	-1,008	$8,135,083	−7.7%	3.48%
PG	PROCTER & GAMBLE Co Consumer Defensive	Reduced	51,626	-136	$7,500,225	−1.2%	3.21%
VTI	VANGUARD TOTAL STOCK MARKET INDEX FUND	Reduced	18,693	-42	$6,995,668	+0.9%	2.99%
MRK	Merck & Co., Inc. Healthcare	Added	42,571	+180	$6,185,992	+13.6%	2.65%
JNJ	Johnson & Johnson Healthcare	Reduced	21,373	-59	$5,658,288	+4.0%	2.42%
VGT	VANGUARD INFORMATION TECHNOLOGY INDEX FUND	Added	35,008	+84	$4,399,455	+5.4%	1.88%
AMZN	Amazon Com Inc Consumer Cyclical	Added	16,915	+53	$4,214,372	+4.9%	1.80%
JPM	Jpmorgan Chase & Co Financial Services	Added	11,452	+79	$3,788,665	+1.8%	1.62%
SPY	Spdr S&P 500 ETF Trust	Added	4,560	+15	$3,477,592	+2.5%	1.49%
ABBV	AbbVie Inc. Healthcare	Reduced	13,217	-200	$3,457,435	+2.4%	1.48%
META	Meta Platforms, Inc. Communication Services	Reduced	4,726	-19	$3,427,200	+28.2%	1.47%
XOM	ExxonMobil Holdings Corp Energy	Reduced	20,861	-175	$3,395,127	+18.0%	1.45%
SCHD	Schwab U.S. Dividend Equity ETF	Added	101,874	+7,945	$3,313,961	+11.3%	1.42%
ADP	Automatic Data Processing Inc Technology	Reduced	12,019	-85	$3,101,623	+14.4%	1.33%
MA	Mastercard Inc Financial Services	Reduced	5,378	-10	$2,965,805	+7.2%	1.27%
RTX	RTX Corp Industrials	Reduced	15,851	-379	$2,942,738	−4.4%	1.26%
SPYG	State Street(R) SPDR(R) Portfolio S&P 500(R) Growth ETF	Held	22,040	0	$2,712,683	+3.4%	1.16%
EMR	Emerson Electric Co Industrials	Reduced	17,252	-113	$2,675,785	+7.6%	1.14%
VB	Vanguard Index Funds	Held	9,395	0	$2,672,783	−6.1%	1.14%
CVX	Chevron Corp Energy	Reduced	13,059	-110	$2,666,778	+22.2%	1.14%
HD	Home Depot, Inc. Consumer Cyclical	Reduced	8,958	-118	$2,548,461	−20.4%	1.09%
AVGO	Broadcom Inc. Technology	Reduced	7,135	-155	$2,505,740	−9.0%	1.07%
LLY	ELI LILLY & Co Healthcare	Reduced	1,954	-44	$2,260,934	−5.7%	0.97%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	4,526	+67	$2,253,721	+1.0%	0.96%
ABT	Abbott Laboratories Healthcare	Reduced	21,546	-175	$2,129,391	+8.0%	0.91%
PEP	Pepsico Inc Consumer Defensive	Reduced	16,741	-276	$2,121,419	−7.9%	0.91%
ASML	Asml Holding NV Technology	Reduced	1,151	-20	$2,085,232	−10.5%	0.89%
CINF	Cincinnati Financial Corp Financial Services	Reduced	12,368	-120	$1,971,088	−14.7%	0.84%
VO	VANGUARD MID-CAP INDEX FUND	Held	25,096	0	$1,968,028	−2.7%	0.84%
RPM	Rpm International Inc/De/ Basic Materials	Reduced	19,881	-21	$1,961,658	−11.3%	0.84%
TXN	Texas Instruments Inc Technology	Added	6,669	+89	$1,867,920	−4.8%	0.80%
NEE	Nextera Energy Inc Utilities	Held	23,648	0	$1,791,099	−13.7%	0.77%
COST	Costco Wholesale Corp /New Consumer Defensive	Reduced	1,951	-3	$1,776,073	−2.8%	0.76%
WM	Waste Management Inc Industrials	Reduced	8,610	-290	$1,755,751	−11.5%	0.75%
SYK	Stryker Corp Healthcare	Reduced	6,238	-67	$1,717,882	−13.5%	0.73%
ANET	Arista Networks, Inc. Technology	Held	8,325	0	$1,694,886	+19.8%	0.72%
V	Visa Inc. Financial Services	Added	4,408	+80	$1,583,926	+6.7%	0.68%
INTC	Intel Corp Technology	Held	11,363	0	$1,366,173	−13.9%	0.58%
GOOG	Alphabet Inc. Communication Services	Reduced	3,414	-125	$1,163,286	−7.0%	0.50%
HPE	Hewlett Packard Enterprise Co Technology	Added	17,970	+860	$1,148,103	+48.8%	0.49%
SCHX	Schwab U.S. Large-Cap ETF	Held	37,943	0	$1,138,290	+1.9%	0.49%
SO	Southern Co Utilities	Held	13,498	0	$1,118,849	−13.4%	0.48%
MRVL	Marvell Technology, Inc. Technology	Added	4,193	+130	$1,107,832	−8.5%	0.47%
KO	Coca Cola Co Consumer Defensive	Added	12,676	+33	$1,091,150	+6.2%	0.47%
WMT	Walmart Inc. Consumer Defensive	Reduced	10,107	-40	$1,050,319	−8.6%	0.45%

Showing the top 50 of 155 positions. Create a free account to see every position, past quarters, search, filters and CSV export.

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.