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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 7 of 8  ·  155 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 IWF ISHARES TR 2,960.0 $368K 0.15% +2K +300.0% $124.17 -0.6%
122 R RYDER SYS INC Industrials 1,377.0 $363K 0.15% NEW $263.77 -5.8%
123 BK BANK OF NY MELLON CORP Financial Services 2,460.0 $356K 0.15% NEW $144.61 -1.9%
124 MLI MUELLER INDS INC Industrials 2,874.0 $353K 0.15% +785.0 +37.6% $122.93 -48.1%
125 SPGI S&P GLOBAL INC Financial Services 845.0 $344K 0.14% -35.0 -4.0% $407.26 +8.9%
126 PFGC PERFORMANCE FOOD GROUP CO Consumer Defensive 3,065.0 $343K 0.14% NEW $111.79 -11.8%
127 BMY BRISTOL-MYERS SQUIBB CO Healthcare 5,917.0 $341K 0.14% -53.0 -0.9% $57.62 +16.0%
128 DCI DONALDSON INC Industrials 3,481.0 $312K 0.13% $89.77 +1.4%
129 TMO THERMO FISHER SCIENTIFIC INC Healthcare 602.0 $302K 0.13% -105.0 -14.8% $501.36 +22.4%
130 C CITIGROUP INC Financial Services 2,075.0 $290K 0.12% NEW $139.96 -1.6%
131 HSY HERSHEY CO Consumer Defensive 1,651.0 $290K 0.12% -50.0 -2.9% $175.45 -1.3%
132 MELI MERCADOLIBRE INC Consumer Cyclical 169.0 $287K 0.12% NEW $1697.39 +16.6%
133 XLC SELECT SECTOR SPDR TR 2,670.0 $286K 0.12% $107.13 +4.6%
134 TW TRADEWEB MKTS INC Financial Services 2,813.0 $280K 0.12% +30.0 +1.1% $99.66 +6.6%
135 UNILEVER PLC 4,624.0 $278K 0.12% $60.12
136 KLAC KLA CORP Technology 900.0 $272K 0.11% NEW $301.71 -38.5%
137 GGG GRACO INC Industrials 3,552.0 $269K 0.11% $75.61 +3.0%
138 EW EDWARDS LIFESCIENCES CORP Healthcare 2,900.0 $262K 0.11% $90.46 -0.6%
139 PLD PROLOGIS INC. Real Estate 1,918.0 $260K 0.11% $135.47 +1.4%
140 TNL TRAVEL PLUS LEISURE CO Consumer Cyclical 3,332.0 $255K 0.11% NEW $76.43 -13.2%
Page 7 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%