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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 8 of 8  ·  155 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 LNG CHENIERE ENERGY INC Energy 1,065.0 $255K 0.11% NEW $239.01 +22.2%
142 KMB KIMBERLY-CLARK CORP Consumer Defensive 2,223.0 $244K 0.10% -100.0 -4.3% $109.77 -4.4%
143 UTHR UNITED THERAPEUTICS CORP DEL Healthcare 445.0 $241K 0.10% NEW $541.83 -10.0%
144 ERIE ERIE INDTY CO Financial Services 997.0 $239K 0.10% $239.75 +5.4%
145 SCHI SCHWAB STRATEGIC TR 10,365.0 $235K 0.10% -900.0 -8.0% $22.64 -2.6%
146 DE DEERE & CO Industrials 363.0 $230K 0.10% NEW $634.63 +9.3%
147 MCD MCDONALDS CORP Consumer Cyclical 825.0 $223K 0.09% -90.0 -9.8% $270.31 -5.4%
148 SYF SYNCHRONY FINANCIAL Financial Services 2,930.0 $223K 0.09% NEW $76.05 +5.1%
149 XBI SPDR SERIES TRUST 1,400.0 $222K 0.09% NEW $158.25 +3.5%
150 NUE NUCOR CORP Basic Materials 959.0 $214K 0.09% NEW $222.75 +17.2%
151 XLY SELECT SECTOR SPDR TR 1,800.0 $211K 0.09% NEW $117.28 -2.0%
152 JAZZ JAZZ PHARMACEUTICALS PLC Healthcare 847.0 $204K 0.09% NEW $240.97 +2.4%
153 THC TENET HEALTHCARE CORP Healthcare 1,087.0 $203K 0.09% NEW $187.08 +41.7%
154 ALB ALBEMARLE CORP Basic Materials 1,498.0 $202K 0.08% $135.03 -6.5%
155 GGN GAMCO GLOBAL GOLD NAT RES & Financial Services 13,750.0 $67K 0.03% $4.84 +16.3%
Page 8 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%