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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 5 of 8  ·  155 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 ENB ENBRIDGE INC Energy 11,829.0 $641K 0.27% +102.0 +0.9% $54.21 -7.6%
82 IWV ISHARES TR 1,500.0 $640K 0.27% $426.40 +2.7%
83 LIN LINDE PLC Basic Materials 1,227.0 $637K 0.27% +35.0 +2.9% $518.94 -8.0%
84 EXPD EXPEDITORS INTL WASH INC Industrials 3,829.0 $624K 0.26% $162.98 +15.8%
85 OEF ISHARES TR 1,698.0 $621K 0.26% $365.87 +4.5%
86 NKE NIKE INC Consumer Cyclical 15,079.0 $619K 0.26% -2K -10.3% $41.05 -6.5%
87 CASY CASEYS GEN STORES INC Consumer Cyclical 774.0 $615K 0.26% -31.0 -3.9% $794.79 -4.9%
88 KNSL KINSALE CAP GROUP INC Financial Services 1,838.0 $606K 0.25% +303.0 +19.7% $329.81 +13.1%
89 UNP UNION PAC CORP Industrials 2,213.0 $602K 0.25% $272.00 +6.5%
90 XLK SELECT SECTOR SPDR TR 3,100.0 $591K 0.25% $190.52 -1.7%
91 XLF SELECT SECTOR SPDR TR 10,860.0 $582K 0.24% -6K -35.6% $53.61 +8.4%
92 LMT LOCKHEED MARTIN CORP Industrials 1,140.0 $581K 0.24% $509.46 +3.1%
93 ISRG INTUITIVE SURGICAL INC Healthcare 1,440.0 $573K 0.24% -90.0 -5.9% $397.68 -7.8%
94 AN AUTONATION INC Consumer Cyclical 2,891.0 $537K 0.22% +470.0 +19.4% $185.79 +14.3%
95 ORCL ORACLE CORP Technology 3,575.0 $524K 0.22% -50.0 -1.4% $146.55 +8.4%
96 ITW ILLINOIS TOOL WKS INC Industrials 1,930.0 $522K 0.22% -25.0 -1.3% $270.47 -0.1%
97 VEU VANGUARD INTL EQUITY INDEX F 6,194.0 $519K 0.22% $83.75 +3.2%
98 IVV ISHARES TR 686.0 $514K 0.21% $748.89 +3.3%
99 ACN ACCENTURE PLC IRELAND Technology 4,124.0 $513K 0.21% -975.0 -19.1% $124.44 +50.0%
100 MDT MEDTRONIC PLC Healthcare 6,551.0 $512K 0.21% +92.0 +1.4% $78.23 +20.4%
Page 5 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%