# MITCHELL SINKLER & STARR/PA

> Institutional holdings reported to the SEC as of Q2 2026 on Form 13F. CIK 1048921. Source: https://holderbook.com/funds/1048921-mitchell-sinkler-starr-pa/

- Reported value: $240.1M
- Positions: 155
- Weight of the ten largest: 37.4%
- Filed: 2026-07-21

A 13F reports long US equity positions only. Short positions, bonds, foreign listings, private holdings and cash are not visible, so this is not the manager's whole book.

## Holdings

| Security | Ticker | Value | Shares | Weight | Quarters held |
|---|---|---|---|---|---|
| VANGUARD INDEX FDS | [VOO](https://holderbook.com/stocks/VOO/) | $12.9M | 18,801 | 5.4% | 11 |
| APPLE INC | [AAPL](https://holderbook.com/stocks/AAPL/) | $12.8M | 44,257 | 5.3% | 31 |
| NVIDIA CORPORATION | [NVDA](https://holderbook.com/stocks/NVDA/) | $10.9M | 54,352 | 4.5% | 24 |
| MICROSOFT CORP | [MSFT](https://holderbook.com/stocks/MSFT/) | $9.7M | 25,903 | 4.0% | 31 |
| SCHWAB STRATEGIC TR | [SCHB](https://holderbook.com/stocks/SCHB/) | $9.3M | 322,788 | 3.9% | 11 |
| ALPHABET INC | [GOOGL](https://holderbook.com/stocks/GOOGL/) | $8.8M | 24,651 | 3.7% | 31 |
| PROCTER & GAMBLE CO | [PG](https://holderbook.com/stocks/PG/) | $7.6M | 51,762 | 3.2% | 31 |
| VANGUARD INDEX FDS | [VTI](https://holderbook.com/stocks/VTI/) | $6.9M | 18,735 | 2.9% | 11 |
| MERCK & CO INC | [MRK](https://holderbook.com/stocks/MRK/) | $5.4M | 42,391 | 2.3% | 31 |
| JOHNSON & JOHNSON | [JNJ](https://holderbook.com/stocks/JNJ/) | $5.4M | 21,432 | 2.3% | 31 |
| VANGUARD WORLD FD | [VGT](https://holderbook.com/stocks/VGT/) | $4.2M | 34,924 | 1.7% | 11 |
| ISHARES TR | [IWB](https://holderbook.com/stocks/IWB/) | $4.1M | 10,125 | 1.7% | 11 |
| AMAZON COM INC | [AMZN](https://holderbook.com/stocks/AMZN/) | $4.0M | 16,862 | 1.7% | 31 |
| JPMORGAN CHASE & CO | [JPM](https://holderbook.com/stocks/JPM/) | $3.7M | 11,373 | 1.6% | 31 |
| STATE STR SPDR S&P 500 ETF T | [SPY](https://holderbook.com/stocks/SPY/) | $3.4M | 4,545 | 1.4% | 11 |
| ABBVIE INC | [ABBV](https://holderbook.com/stocks/ABBV/) | $3.4M | 13,417 | 1.4% | 31 |
| HOME DEPOT INC | [HD](https://holderbook.com/stocks/HD/) | $3.2M | 9,076 | 1.3% | 31 |
| RTX CORPORATION | [RTX](https://holderbook.com/stocks/RTX/) | $3.1M | 16,230 | 1.3% | 25 |
| SCHWAB STRATEGIC TR | [SCHD](https://holderbook.com/stocks/SCHD/) | $3.0M | 93,929 | 1.2% | 11 |
| EXXON MOBIL CORP | [XOMXXXX](https://holderbook.com/stocks/XOMXXXX/) | $2.9M | 21,036 | 1.2% | 31 |
| VANGUARD INDEX FDS | [VB](https://holderbook.com/stocks/VB/) | $2.8M | 9,395 | 1.2% | 11 |
| MASTERCARD INCORPORATED | [MA](https://holderbook.com/stocks/MA/) | $2.8M | 5,388 | 1.2% | 31 |
| BROADCOM INC | [AVGO](https://holderbook.com/stocks/AVGO/) | $2.8M | 7,290 | 1.1% | 15 |
| AUTOMATIC DATA PROCESSING IN | [ADP](https://holderbook.com/stocks/ADP/) | $2.7M | 12,104 | 1.1% | 31 |
| META PLATFORMS INC | [META](https://holderbook.com/stocks/META/) | $2.7M | 4,745 | 1.1% | 31 |
| SPDR SERIES TRUST | [SPYG](https://holderbook.com/stocks/SPYG/) | $2.6M | 22,040 | 1.1% | 11 |
| EMERSON ELEC CO | [EMR](https://holderbook.com/stocks/EMR/) | $2.5M | 17,365 | 1.0% | 31 |
| ELI LILLY & CO | [LLY](https://holderbook.com/stocks/LLY/) | $2.4M | 1,998 | 1.0% | 31 |
| ASML HLDG NV | [ASML](https://holderbook.com/stocks/ASML/) | $2.3M | 1,171 | 1.0% | 24 |
| CINCINNATI FINL CORP | [CINF](https://holderbook.com/stocks/CINF/) | $2.3M | 12,488 | 1.0% | 31 |
| PEPSICO INC | [PEP](https://holderbook.com/stocks/PEP/) | $2.3M | 17,017 | 1.0% | 31 |
| BERKSHIRE HATHAWAY INC DEL | [BRKB](https://holderbook.com/stocks/BRKB/) | $2.2M | 4,459 | 0.9% | 15 |
| RPM INTL INC | [RPM](https://holderbook.com/stocks/RPM/) | $2.2M | 19,902 | 0.9% | 31 |
| CHEVRON CORPORATION | [CVX](https://holderbook.com/stocks/CVX/) | $2.2M | 13,169 | 0.9% | 31 |
| NEXTERA ENERGY INC | [NEE](https://holderbook.com/stocks/NEE/) | $2.1M | 23,648 | 0.9% | 31 |
| VANGUARD INDEX FDS | [VO](https://holderbook.com/stocks/VO/) | $2.0M | 25,096 | 0.8% | 11 |
| STRYKER CORPORATION | [SYK](https://holderbook.com/stocks/SYK/) | $2.0M | 6,305 | 0.8% | 31 |
| WASTE MGMT INC DEL | [WM](https://holderbook.com/stocks/WM/) | $2.0M | 8,900 | 0.8% | 31 |
| ABBOTT LABORATORIES | [ABT](https://holderbook.com/stocks/ABT/) | $2.0M | 21,721 | 0.8% | 31 |
| TEXAS INSTRS INC | [TXN](https://holderbook.com/stocks/TXN/) | $2.0M | 6,580 | 0.8% | 29 |
| COSTCO WHOLESALE CORPORATION | [COST](https://holderbook.com/stocks/COST/) | $1.8M | 1,954 | 0.8% | 25 |
| INTEL CORP | [INTC](https://holderbook.com/stocks/INTC/) | $1.6M | 11,363 | 0.7% | 31 |
| VISA INC | [V](https://holderbook.com/stocks/V/) | $1.5M | 4,328 | 0.6% | 31 |
| ARISTA NETWORKS INC | [ANET](https://holderbook.com/stocks/ANET/) | $1.4M | 8,325 | 0.6% | 7 |
| SOUTHERN CO | [SO](https://holderbook.com/stocks/SO/) | $1.3M | 13,498 | 0.5% | 31 |
| ALPHABET INC | [GOOG](https://holderbook.com/stocks/GOOG/) | $1.3M | 3,539 | 0.5% | 23 |
| ISHARES TR | [GVI](https://holderbook.com/stocks/GVI/) | $1.2M | 11,425 | 0.5% | 11 |
| MARVELL TECHNOLOGY INC | [MRVL](https://holderbook.com/stocks/MRVL/) | $1.2M | 4,063 | 0.5% | 4 |
| WALMART INC | [WMT](https://holderbook.com/stocks/WMT/) | $1.1M | 10,147 | 0.5% | 21 |
| SCHWAB STRATEGIC TR | [SCHX](https://holderbook.com/stocks/SCHX/) | $1.1M | 37,943 | 0.5% | 11 |
| CHUBB LIMITED | [CB](https://holderbook.com/stocks/CB/) | $1.1M | 3,141 | 0.4% | 19 |
| GENERAC HLDGS INC | [GNRC](https://holderbook.com/stocks/GNRC/) | $1.0M | 3,569 | 0.4% | 14 |
| TESLA INC | [TSLA](https://holderbook.com/stocks/TSLA/) | $1.0M | 2,465 | 0.4% | 27 |
| GE AEROSPACE | [GE](https://holderbook.com/stocks/GE/) | $1.0M | 2,755 | 0.4% | 19 |
| CISCO SYS INC | [CSCO](https://holderbook.com/stocks/CSCO/) | $1.0M | 8,753 | 0.4% | 31 |
| COCA COLA CO | [KO](https://holderbook.com/stocks/KO/) | $1.0M | 12,643 | 0.4% | 25 |
| AIR PRODUCTS AND CHEMICALS I | [APD](https://holderbook.com/stocks/APD/) | $996.5K | 3,399 | 0.4% | 22 |
| INTERNATIONAL BUSINESS MACHS | [IBM](https://holderbook.com/stocks/IBM/) | $992.7K | 3,530 | 0.4% | 18 |
| TD SYNNEX CORPORATION | [SNX](https://holderbook.com/stocks/SNX/) | $944.5K | 3,533 | 0.4% | 3 |
| 3M CO | [MMM](https://holderbook.com/stocks/MMM/) | $935.7K | 5,779 | 0.4% | 31 |
| SPDR SERIES TRUST | [BIL](https://holderbook.com/stocks/BIL/) | $862.2K | 9,408 | 0.4% | 10 |
| AMGEN INC | [AMGN](https://holderbook.com/stocks/AMGN/) | $831.1K | 2,295 | 0.3% | 14 |
| GE VERNOVA INC | [GEV](https://holderbook.com/stocks/GEV/) | $829.5K | 706 | 0.3% | 9 |
| VANGUARD SCOTTSDALE FDS | [VCSH](https://holderbook.com/stocks/VCSH/) | $827.8K | 10,475 | 0.3% | 11 |
| VERIZON COMMUNICATIONS INC | [VZ](https://holderbook.com/stocks/VZ/) | $810.6K | 19,146 | 0.3% | 31 |
| ISHARES TR | [IGIB](https://holderbook.com/stocks/IGIB/) | $790.7K | 14,871 | 0.3% | 11 |
| SCHWAB STRATEGIC TR | [SCHG](https://holderbook.com/stocks/SCHG/) | $774.3K | 22,882 | 0.3% | 11 |
| HEWLETT PACKARD ENTERPRISE C | [HPE](https://holderbook.com/stocks/HPE/) | $771.8K | 17,110 | 0.3% | 2 |
| COLGATE PALMOLIVE CO | [CL](https://holderbook.com/stocks/CL/) | $769.8K | 8,397 | 0.3% | 31 |
| US BANCORP | [USB](https://holderbook.com/stocks/USB/) | $769.4K | 12,739 | 0.3% | 31 |
| DUKE ENERGY CORP NEW | [DUK](https://holderbook.com/stocks/DUK/) | $765.3K | 6,046 | 0.3% | 31 |
| CORNING INC | [GLW](https://holderbook.com/stocks/GLW/) | $763.7K | 2,990 | 0.3% | 15 |
| RBC BEARINGS INC | [RBC](https://holderbook.com/stocks/RBC/) | $749.7K | 1,164 | 0.3% | 9 |
| UNITED PARCEL SVCS INC | [UPS](https://holderbook.com/stocks/UPS/) | $747.7K | 6,955 | 0.3% | 31 |
| SCHWAB CHARLES CORP | [SCHW](https://holderbook.com/stocks/SCHW/) | $742.0K | 8,042 | 0.3% | 15 |
| INVESCO EXCHANGE TRADED FD T | [RSPT](https://holderbook.com/stocks/RSPT/) | $705.3K | 10,935 | 0.3% | 11 |
| DISNEY WALT CO | [DIS](https://holderbook.com/stocks/DIS/) | $699.6K | 7,269 | 0.3% | 31 |
| TAIWAN SEMICONDUCTOR MANUFAC | [TSM](https://holderbook.com/stocks/TSM/) | $678.6K | 1,421 | 0.3% | 5 |
| PFIZER INC | [PFE](https://holderbook.com/stocks/PFE/) | $668.0K | 27,742 | 0.3% | 31 |
| VANGUARD WHITEHALL FDS | [VYM](https://holderbook.com/stocks/VYM/) | $647.1K | 4,095 | 0.3% | 11 |
| ENBRIDGE INC | [ENB](https://holderbook.com/stocks/ENB/) | $641.2K | 11,829 | 0.3% | 31 |
| ISHARES TR | [IWV](https://holderbook.com/stocks/IWV/) | $639.6K | 1,500 | 0.3% | 11 |
| LINDE PLC | [LIN](https://holderbook.com/stocks/LIN/) | $636.7K | 1,227 | 0.3% | 14 |
| EXPEDITORS INTL WASH INC | [EXPD](https://holderbook.com/stocks/EXPD/) | $624.0K | 3,829 | 0.3% | 15 |
| ISHARES TR | [OEF](https://holderbook.com/stocks/OEF/) | $621.2K | 1,698 | 0.3% | 11 |
| NIKE INC | [NKE](https://holderbook.com/stocks/NKE/) | $619.0K | 15,079 | 0.3% | 31 |
| CASEYS GEN STORES INC | [CASY](https://holderbook.com/stocks/CASY/) | $615.2K | 774 | 0.3% | 14 |
| KINSALE CAP GROUP INC | [KNSL](https://holderbook.com/stocks/KNSL/) | $606.2K | 1,838 | 0.3% | 16 |
| UNION PAC CORP | [UNP](https://holderbook.com/stocks/UNP/) | $601.9K | 2,213 | 0.3% | 31 |
| SELECT SECTOR SPDR TR | [XLK](https://holderbook.com/stocks/XLK/) | $590.6K | 3,100 | 0.2% | 9 |
| SELECT SECTOR SPDR TR | [XLF](https://holderbook.com/stocks/XLF/) | $582.2K | 10,860 | 0.2% | 11 |
| LOCKHEED MARTIN CORP | [LMT](https://holderbook.com/stocks/LMT/) | $580.8K | 1,140 | 0.2% | 18 |
| INTUITIVE SURGICAL INC | [ISRG](https://holderbook.com/stocks/ISRG/) | $572.7K | 1,440 | 0.2% | 22 |
| AUTONATION INC | [AN](https://holderbook.com/stocks/AN/) | $537.1K | 2,891 | 0.2% | 10 |
| ORACLE CORP | [ORCL](https://holderbook.com/stocks/ORCL/) | $523.9K | 3,575 | 0.2% | 19 |
| ILLINOIS TOOL WKS INC | [ITW](https://holderbook.com/stocks/ITW/) | $522.0K | 1,930 | 0.2% | 15 |
| VANGUARD INTL EQUITY INDEX F | [VEU](https://holderbook.com/stocks/VEU/) | $518.7K | 6,194 | 0.2% | 11 |
| ISHARES TR | [IVV](https://holderbook.com/stocks/IVV/) | $513.7K | 686 | 0.2% | 11 |
| ACCENTURE PLC IRELAND | [ACN](https://holderbook.com/stocks/ACN/) | $513.2K | 4,124 | 0.2% | 28 |
| MEDTRONIC PLC | [MDT](https://holderbook.com/stocks/MDT/) | $512.5K | 6,551 | 0.2% | 11 |

## What the disclosed book did

Not the fund's return. This is the change in value of the positions disclosed on Form 13F, had they been left untouched, against SPY over the same quarter ends.

| Quarter | Book | Market | Difference | Priced |
|---|---|---|---|---|
| Q2 2026 | +10.0% | +14.8% | -4.9% | 100% |
| Q1 2026 | -2.9% | -4.6% | +1.7% | 100% |
| Q4 2025 | +1.4% | +2.4% | -1.0% | 100% |
| Q3 2025 | +6.9% | +7.8% | -0.9% | 100% |
| Q2 2025 | +6.9% | +10.5% | -3.5% | 100% |
| Q1 2025 | -2.4% | -4.6% | +2.2% | 100% |
| Q4 2024 | -0.4% | +2.1% | -2.6% | 107% |
| Q3 2024 | +6.0% | +5.4% | +0.6% | 98% |

## Quarter by quarter

| Quarter | Value | Positions |
|---|---|---|
| Q2 2026 | $240.1M | 155 |
| Q1 2026 | $216.6M | 143 |
| Q4 2025 | $221.3M | 139 |
| Q3 2025 | $222.4M | 142 |
| Q2 2025 | $208.9M | 144 |
| Q1 2025 | $357.2M | 152 |
| Q4 2024 | $374.8M | 190 |
| Q3 2024 | $397.8M | 189 |
| Q2 2024 | $389.6M | 184 |
| Q1 2024 | $399.8M | 184 |
| Q4 2023 | $549.7M | 202 |
| Q3 2023 | $325.1M | 105 |