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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
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 CRUS CIRRUS LOGIC INC Technology 2,982.0 $443K 0.18% NEW $148.53 -23.8%
2 R RYDER SYS INC Industrials 1,377.0 $363K 0.15% NEW $263.77 -5.8%
3 BK BANK OF NY MELLON CORP Financial Services 2,460.0 $356K 0.15% NEW $144.61 -1.9%
4 PFGC PERFORMANCE FOOD GROUP CO Consumer Defensive 3,065.0 $343K 0.14% NEW $111.79 -11.8%
5 C CITIGROUP INC Financial Services 2,075.0 $290K 0.12% NEW $139.96 -1.6%
6 MELI MERCADOLIBRE INC Consumer Cyclical 169.0 $287K 0.12% NEW $1697.39 +16.6%
7 KLAC KLA CORP Technology 900.0 $272K 0.11% NEW $301.71 -38.5%
8 TNL TRAVEL PLUS LEISURE CO Consumer Cyclical 3,332.0 $255K 0.11% NEW $76.43 -13.2%
9 LNG CHENIERE ENERGY INC Energy 1,065.0 $255K 0.11% NEW $239.01 +22.2%
10 UTHR UNITED THERAPEUTICS CORP DEL Healthcare 445.0 $241K 0.10% NEW $541.83 -10.0%
11 DE DEERE & CO Industrials 363.0 $230K 0.10% NEW $634.63 +9.3%
12 SYF SYNCHRONY FINANCIAL Financial Services 2,930.0 $223K 0.09% NEW $76.05 +5.1%
13 XBI SPDR SERIES TRUST 1,400.0 $222K 0.09% NEW $158.25 +3.5%
14 NUE NUCOR CORP Basic Materials 959.0 $214K 0.09% NEW $222.75 +17.2%
15 XLY SELECT SECTOR SPDR TR 1,800.0 $211K 0.09% NEW $117.28 -2.0%
16 JAZZ JAZZ PHARMACEUTICALS PLC Healthcare 847.0 $204K 0.09% NEW $240.97 +2.4%
17 THC TENET HEALTHCARE CORP Healthcare 1,087.0 $203K 0.09% NEW $187.08 +41.7%

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%