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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 6 of 8  ·  155 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 SYY SYSCO CORP Consumer Defensive 6,055.0 $506K 0.21% $83.58 -4.2%
102 AMT AMERICAN TOWER CORP Real Estate 3,073.0 $503K 0.21% -200.0 -6.1% $163.57 +7.5%
103 NVS NOVARTIS AG Healthcare 3,193.0 $500K 0.21% -150.0 -4.5% $156.72 +2.1%
104 RSP INVESCO EXCHANGE TRADED FD T 2,306.0 $491K 0.20% $212.77 +2.9%
105 BKNG BOOKING HOLDINGS INC Consumer Cyclical 2,675.0 $477K 0.20% +3K +2423.6% $178.24 +8.4%
106 SJM SMUCKER J M CO Consumer Defensive 4,234.0 $476K 0.20% $112.50 +12.1%
107 WTRG ESSENTIAL UTILS INC Utilities 12,177.0 $467K 0.19% +265.0 +2.2% $38.31 +8.8%
108 TRV TRAVELERS COMPANIES INC Financial Services 1,400.0 $462K 0.19% $330.12 +11.9%
109 LAMR LAMAR ADVERTISING CO Real Estate 2,851.0 $445K 0.18% $155.98 -3.3%
110 CRUS CIRRUS LOGIC INC Technology 2,982.0 $443K 0.18% NEW $148.53 -23.8%
111 IJH ISHARES TR 5,510.0 $425K 0.18% +700.0 +14.6% $77.11 -1.6%
112 VXF VANGUARD INDEX FDS 1,700.0 $419K 0.17% $246.21 -1.4%
113 JBL JABIL INC Technology 1,065.0 $411K 0.17% +35.0 +3.4% $385.48 -19.4%
114 SHE SPDR SERIES TRUST 2,625.0 $405K 0.17% $154.44 +3.0%
115 AJG GALLAGHER ARTHUR J & CO Financial Services 1,760.0 $404K 0.17% $229.57 +14.4%
116 VONG VANGUARD SCOTTSDALE FDS 3,105.0 $397K 0.17% +450.0 +16.9% $127.81 -0.6%
117 DHI D R HORTON INC Consumer Cyclical 2,399.0 $391K 0.16% $162.88 -12.4%
118 ITOT ISHARES TR 2,345.0 $385K 0.16% $164.27 +2.7%
119 ZTS ZOETIS INC Healthcare 5,150.0 $370K 0.15% +655.0 +14.6% $71.86 +5.5%
120 ORI OLD REP INTL CORP Financial Services 9,008.0 $369K 0.15% $40.92 +1.2%
Page 6 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%