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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 8  ·  155 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 VB VANGUARD INDEX FDS 9,395.0 $2.8M 1.19% +271.0 +3.0% $303.12 -1.0%
22 MA MASTERCARD INCORPORATED Financial Services 5,388.0 $2.8M 1.15% +102.0 +1.9% $513.60 +12.8%
23 AVGO BROADCOM INC Technology 7,290.0 $2.8M 1.15% +40.0 +0.6% $377.75 -5.3%
24 ADP AUTOMATIC DATA PROCESSING IN Industrials 12,104.0 $2.7M 1.13% +635.0 +5.5% $223.95 +24.0%
25 META META PLATFORMS INC Communication Services 4,745.0 $2.7M 1.11% +35.0 +0.7% $563.29 +9.5%
26 SPYG SPDR SERIES TRUST 22,040.0 $2.6M 1.09% -225.0 -1.0% $118.99 +2.3%
27 EMR EMERSON ELEC CO Industrials 17,365.0 $2.5M 1.03% $143.15 +6.8%
28 LLY ELI LILLY & CO Healthcare 1,998.0 $2.4M 1.00% -85.0 -4.1% $1199.43 -4.3%
29 ASML ASML HLDG NV Technology 1,171.0 $2.3M 0.97% -21.0 -1.8% $1989.44 -13.8%
30 CINF CINCINNATI FINL CORP Financial Services 12,488.0 $2.3M 0.96% -300.0 -2.4% $185.14 -7.6%
31 PEP PEPSICO INC Consumer Defensive 17,017.0 $2.3M 0.96% $135.40 +1.6%
32 BERKSHIRE HATHAWAY INC DEL 4,459.0 $2.2M 0.93% -34.0 -0.8% $500.39
33 RPM RPM INTL INC Basic Materials 19,902.0 $2.2M 0.92% -550.0 -2.7% $111.15 -5.1%
34 CVX CHEVRON CORPORATION Energy 13,169.0 $2.2M 0.91% +156.0 +1.2% $165.76 +25.8%
35 NEE NEXTERA ENERGY INC Utilities 23,648.0 $2.1M 0.86% $87.77 -4.9%
36 VO VANGUARD INDEX FDS 25,096.0 $2.0M 0.84% +19K +327.8% $80.57 +2.1%
37 SYK STRYKER CORPORATION Healthcare 6,305.0 $2.0M 0.83% -75.0 -1.2% $314.84 -3.7%
38 WM WASTE MGMT INC DEL Industrials 8,900.0 $2.0M 0.83% -55.0 -0.6% $222.88 -1.7%
39 ABT ABBOTT LABORATORIES Healthcare 21,721.0 $2.0M 0.82% -113.0 -0.5% $90.74 +19.4%
40 TXN TEXAS INSTRS INC Technology 6,580.0 $2.0M 0.82% -105.0 -1.6% $298.07 -13.3%
Page 2 of 8  ·  155 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%