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Portfolio (Quarterly) Guide ↗

MITCHELL SINKLER & STARR/PA

· CIK 0001048921
13F Portfolio $217M AUM 143 positions Filed Apr 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 6 New 27 Added 51 Reduced 2 Exited
Page 7 of 8  ·  143 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 DHI D R HORTON INC Consumer Cyclical 2,399.0 $329K 0.15% -25.0 -1.0% $137.22 +7.7%
122 TW TRADEWEB MKTS INC Financial Services 2,783.0 $327K 0.15% NEW $117.66 -14.3%
123 IJH ISHARES TR 4,810.0 $325K 0.15% $67.53 +10.1%
124 IWF ISHARES TR 740.0 $316K 0.15% $426.40 -70.5%
125 GGG GRACO INC Industrials 3,558.0 $301K 0.14% $84.65 -10.2%
126 XLC SELECT SECTOR SPDR TR 2,670.0 $296K 0.14% -180.0 -6.3% $110.86 +4.9%
127 DCI DONALDSON INC Industrials 3,465.0 $294K 0.14% -250.0 -6.7% $84.87 -1.4%
128 VONG VANGUARD SCOTTSDALE FDS 2,655.0 $291K 0.13% $109.69 +18.0%
129 MCD MCDONALDS CORP Consumer Cyclical 915.0 $284K 0.13% $310.79 -9.6%
130 JBL JABIL INC Technology 1,030.0 $274K 0.13% $265.63 +39.8%
131 ALB ALBEMARLE CORP Basic Materials 1,498.0 $269K 0.12% $179.53 -1.1%
132 HPE HEWLETT PACKARD ENTERPRISE C Technology 11,220.0 $267K 0.12% NEW $23.81 +56.2%
133 UNILEVER PLC 4,626.0 $264K 0.12% -30.0 -0.6% $56.97
134 SCHI SCHWAB STRATEGIC TR 11,265.0 $255K 0.12% $22.68 -0.2%
135 PLD PROLOGIS INC. Real Estate 1,918.0 $254K 0.12% +88.0 +4.8% $132.18 +10.8%
136 ERIE ERIE INDTY CO Financial Services 997.0 $251K 0.12% +20.0 +2.0% $251.31 -12.2%
137 EW EDWARDS LIFESCIENCES CORP Healthcare 2,900.0 $232K 0.11% $80.08 +8.0%
138 MLI MUELLER INDS INC Industrials 2,089.0 $231K 0.11% NEW $110.80 +22.6%
139 KMB KIMBERLY-CLARK CORP Consumer Defensive 2,323.0 $224K 0.10% -114.0 -4.7% $96.47 +3.8%
140 HCA HCA HEALTHCARE INC Healthcare 465.0 $220K 0.10% -10.0 -2.1% $473.24 -17.1%
Page 7 of 8  ·  143 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 26.6%
Healthcare 15.1%
Financial Services 11.9%
Industrials 11.0%
Consumer Defensive 10.2%
Communication Services 7.9%
Consumer Cyclical 6.5%
Energy 4.4%
Utilities 3.3%
Basic Materials 2.4%