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Portfolio (Quarterly) Guide ↗

MITCHELL SINKLER & STARR/PA

· CIK 0001048921
13F Portfolio $240M AUM 155 positions Filed Jul 21, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 17 New 41 Added 48 Reduced 5 Exited
Page 2 of 3  ·  41 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 APD AIR PRODUCTS AND CHEMICALS I Basic Materials 3,399.0 $997K 0.41% +35.0 +1.0% $293.18 +2.8%
22 SNX TD SYNNEX CORPORATION Technology 3,533.0 $945K 0.39% +775.0 +28.1% $267.34 -1.8%
23 MMM 3M CO Industrials 5,779.0 $936K 0.39% +60.0 +1.1% $161.91 +4.1%
24 BIL SPDR SERIES TRUST 9,408.0 $862K 0.36% +241.0 +2.6% $91.64 -0.2%
25 VCSH VANGUARD SCOTTSDALE FDS 10,475.0 $828K 0.34% +570.0 +5.8% $79.03 -1.1%
26 HPE HEWLETT PACKARD ENTERPRISE C Technology 17,110.0 $772K 0.32% +6K +52.5% $45.11 +15.3%
27 PFE PFIZER INC Healthcare 27,742.0 $668K 0.28% +925.0 +3.5% $24.08 +18.1%
28 ENB ENBRIDGE INC Energy 11,829.0 $641K 0.27% +102.0 +0.9% $54.21 -7.6%
29 LIN LINDE PLC Basic Materials 1,227.0 $637K 0.27% +35.0 +2.9% $518.94 -8.0%
30 KNSL KINSALE CAP GROUP INC Financial Services 1,838.0 $606K 0.25% +303.0 +19.7% $329.81 +13.1%
31 AN AUTONATION INC Consumer Cyclical 2,891.0 $537K 0.22% +470.0 +19.4% $185.79 +14.3%
32 MDT MEDTRONIC PLC Healthcare 6,551.0 $512K 0.21% +92.0 +1.4% $78.23 +20.4%
33 BKNG BOOKING HOLDINGS INC Consumer Cyclical 2,675.0 $477K 0.20% +3K +2423.6% $178.24 +8.4%
34 WTRG ESSENTIAL UTILS INC Utilities 12,177.0 $467K 0.19% +265.0 +2.2% $38.31 +8.8%
35 IJH ISHARES TR 5,510.0 $425K 0.18% +700.0 +14.6% $77.11 -1.6%
36 JBL JABIL INC Technology 1,065.0 $411K 0.17% +35.0 +3.4% $385.48 -19.4%
37 VONG VANGUARD SCOTTSDALE FDS 3,105.0 $397K 0.17% +450.0 +16.9% $127.81 -0.6%
38 ZTS ZOETIS INC Healthcare 5,150.0 $370K 0.15% +655.0 +14.6% $71.86 +5.5%
39 IWF ISHARES TR 2,960.0 $368K 0.15% +2K +300.0% $124.17 -0.6%
40 MLI MUELLER INDS INC Industrials 2,874.0 $353K 0.15% +785.0 +37.6% $122.93 -48.1%
Page 2 of 3  ·  41 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 29.8%
Healthcare 14.7%
Financial Services 11.4%
Industrials 10.7%
Consumer Defensive 9.5%
Communication Services 7.5%
Consumer Cyclical 6.7%
Energy 3.4%
Utilities 3.1%
Basic Materials 2.4%