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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 1 of 3  ·  48 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 AAPL APPLE INC Technology 44,257.0 $12.8M 5.33% -2K -3.9% $289.36 +10.6%
2 NVDA NVIDIA CORPORATION Technology 54,352.0 $10.9M 4.53% -2K -4.2% $200.09 +15.1%
3 GOOGL ALPHABET INC Communication Services 24,651.0 $8.8M 3.67% -317.0 -1.3% $357.37 -5.3%
4 PG PROCTER & GAMBLE CO Consumer Defensive 51,762.0 $7.6M 3.16% -643.0 -1.2% $146.64 -0.1%
5 SPY STATE STR SPDR S&P 500 ETF T Financial Services 4,545.0 $3.4M 1.41% -600.0 -11.7% $746.77 +3.1%
6 ABBV ABBVIE INC Healthcare 13,417.0 $3.4M 1.41% -250.0 -1.8% $251.64 +1.9%
7 HD HOME DEPOT INC Consumer Cyclical 9,076.0 $3.2M 1.33% -219.0 -2.4% $352.68 -9.0%
8 SCHD SCHWAB STRATEGIC TR 93,929.0 $3.0M 1.24% -3K -3.0% $31.71 +9.7%
9 XOM EXXON MOBIL CORP Energy 21,036.0 $2.9M 1.20% -115.0 -0.5% $136.72 +16.6%
10 SPYG SPDR SERIES TRUST 22,040.0 $2.6M 1.09% -225.0 -1.0% $118.99 +2.3%
11 LLY ELI LILLY & CO Healthcare 1,998.0 $2.4M 1.00% -85.0 -4.1% $1199.43 -4.3%
12 ASML ASML HLDG NV Technology 1,171.0 $2.3M 0.97% -21.0 -1.8% $1989.44 -13.8%
13 CINF CINCINNATI FINL CORP Financial Services 12,488.0 $2.3M 0.96% -300.0 -2.4% $185.14 -7.6%
14 BERKSHIRE HATHAWAY INC DEL 4,459.0 $2.2M 0.93% -34.0 -0.8% $500.39
15 RPM RPM INTL INC Basic Materials 19,902.0 $2.2M 0.92% -550.0 -2.7% $111.15 -5.1%
16 SYK STRYKER CORPORATION Healthcare 6,305.0 $2.0M 0.83% -75.0 -1.2% $314.84 -3.7%
17 WM WASTE MGMT INC DEL Industrials 8,900.0 $2.0M 0.83% -55.0 -0.6% $222.88 -1.7%
18 ABT ABBOTT LABORATORIES Healthcare 21,721.0 $2.0M 0.82% -113.0 -0.5% $90.74 +19.4%
19 TXN TEXAS INSTRS INC Technology 6,580.0 $2.0M 0.82% -105.0 -1.6% $298.07 -13.3%
20 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 1,954.0 $1.8M 0.76% -23.0 -1.2% $935.47 -2.1%
Page 1 of 3  ·  48 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%