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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  ·  48 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 ANET ARISTA NETWORKS INC Technology 8,325.0 $1.4M 0.59% -475.0 -5.4% $169.88 +14.1%
22 GOOG ALPHABET INC 3,539.0 $1.3M 0.52% -140.0 -3.8% $353.33
23 TSLA TESLA INC Consumer Cyclical 2,465.0 $1.0M 0.43% -124.0 -4.8% $420.60 -15.8%
24 KO COCA COLA CO Consumer Defensive 12,643.0 $1.0M 0.43% -455.0 -3.5% $81.27 +8.4%
25 IGIB ISHARES TR 14,871.0 $791K 0.33% -1K -7.5% $53.17 -2.5%
26 CL COLGATE PALMOLIVE CO Consumer Defensive 8,397.0 $770K 0.32% -55.0 -0.7% $91.68 -3.2%
27 USB US BANCORP Financial Services 12,739.0 $769K 0.32% -150.0 -1.2% $60.40 +4.9%
28 GLW CORNING INC Technology 2,990.0 $764K 0.32% -245.0 -7.6% $255.43 -39.6%
29 RBC RBC BEARINGS INC Industrials 1,164.0 $750K 0.31% -9.0 -0.8% $644.06 -24.1%
30 RSPT INVESCO EXCHANGE TRADED FD T 10,935.0 $705K 0.29% -465.0 -4.1% $64.50 -0.5%
31 DIS DISNEY WALT CO Communication Services 7,269.0 $700K 0.29% -273.0 -3.6% $96.25 +9.4%
32 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 1,421.0 $679K 0.28% -30.0 -2.1% $477.57 -10.2%
33 NKE NIKE INC Consumer Cyclical 15,079.0 $619K 0.26% -2K -10.3% $41.05 -6.5%
34 CASY CASEYS GEN STORES INC Consumer Cyclical 774.0 $615K 0.26% -31.0 -3.9% $794.79 -4.9%
35 XLF SELECT SECTOR SPDR TR 10,860.0 $582K 0.24% -6K -35.6% $53.61 +8.4%
36 ISRG INTUITIVE SURGICAL INC Healthcare 1,440.0 $573K 0.24% -90.0 -5.9% $397.68 -7.8%
37 ORCL ORACLE CORP Technology 3,575.0 $524K 0.22% -50.0 -1.4% $146.55 +8.4%
38 ITW ILLINOIS TOOL WKS INC Industrials 1,930.0 $522K 0.22% -25.0 -1.3% $270.47 -0.1%
39 ACN ACCENTURE PLC IRELAND Technology 4,124.0 $513K 0.21% -975.0 -19.1% $124.44 +50.0%
40 AMT AMERICAN TOWER CORP Real Estate 3,073.0 $503K 0.21% -200.0 -6.1% $163.57 +7.5%
Page 2 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%