Mitchell Sinkler & Starr
Latest statistics and disclosures from Mitchell Sinkler & Starr's latest quarterly 13F-HR filing:
- Top 5 stock holdings are MSFT, AAPL, HD, MRK, GOOGL, and represent 22.83% of Mitchell Sinkler & Starr's stock portfolio.
- Added to shares of these 10 stocks: NVDA (+$7.9M), SCHB, AVGO, IWB, VOO, GOOGL, SPYG, PEP, RPM, GEV.
- Started 22 new stock positions in IWN, HCA, EW, ERIE, SJM, IWD, RBC, EFA, GGG, DCI. MCD, NVS, VIS, GEV, FI, JBL, XLK, VDE, PAYX, VCR, VFH, SOLV.
- Reduced shares in these 10 stocks: , CAT, NUE, XOM, JPM, MCO, MSFT, TT, BRK.B, CSCO.
- Sold out of its positions in ALB, AXP, BRK.A, CSX, CAT, COP, CTVA, DOW, DD, FCNCA. GPC, IR, NUE, PNC, PPG, PTC, PSX, SHEL, CRM, UFCS, XEL, TT.
- Mitchell Sinkler & Starr was a net seller of stock by $-13M.
- Mitchell Sinkler & Starr has $390M in assets under management (AUM), dropping by -2.56%.
- Central Index Key (CIK): 0001048921
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Portfolio Holdings for Mitchell Sinkler & Starr
Mitchell Sinkler & Starr holds 184 positions in its portfolio as reported in the June 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 7.2 | $28M | -5% | 63k | 440.96 |
|
| Apple (AAPL) | 5.9 | $23M | -2% | 103k | 223.22 |
|
| Home Depot (HD) | 3.3 | $13M | -2% | 36k | 360.17 |
|
| Merck & Co (MRK) | 3.3 | $13M | -4% | 102k | 124.17 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 3.2 | $12M | +3% | 69k | 178.09 |
|
| Johnson & Johnson (JNJ) | 3.1 | $12M | 78k | 154.16 |
|
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| JPMorgan Chase & Co. (JPM) | 3.0 | $12M | -12% | 56k | 209.70 |
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| Abbott Laboratories (ABT) | 2.9 | $11M | 111k | 100.51 |
|
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| Procter & Gamble Company (PG) | 2.5 | $9.8M | -3% | 59k | 168.14 |
|
| Emerson Electric (EMR) | 2.5 | $9.6M | 83k | 116.33 |
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| Union Pacific Corporation (UNP) | 2.3 | $9.1M | -2% | 38k | 243.01 |
|
| Air Products & Chemicals (APD) | 2.3 | $9.0M | -10% | 34k | 265.96 |
|
| NVIDIA Corporation (NVDA) | 2.2 | $8.7M | +980% | 72k | 121.69 |
|
| Pepsi (PEP) | 2.2 | $8.6M | +5% | 51k | 169.97 |
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| Moody's Corporation (MCO) | 2.2 | $8.6M | -15% | 19k | 448.83 |
|
| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 1.9 | $7.6M | +20% | 119k | 64.03 |
|
| Exxon Mobil Corporation (XOM) | 1.9 | $7.5M | -17% | 63k | 118.61 |
|
| Oracle Corporation (ORCL) | 1.9 | $7.4M | 54k | 138.03 |
|
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| Intel Corporation (INTC) | 1.7 | $6.6M | -3% | 190k | 34.73 |
|
| Walt Disney Company (DIS) | 1.7 | $6.5M | -2% | 67k | 96.79 |
|
| Amazon (AMZN) | 1.7 | $6.4M | +3% | 35k | 185.09 |
|
| Cabot Corporation (CBT) | 1.5 | $5.9M | 60k | 97.80 |
|
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 1.4 | $5.5M | +2% | 20k | 271.19 |
|
| Check Point Software Tech Lt Ord (CHKP) | 1.4 | $5.5M | 32k | 172.10 |
|
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 1.4 | $5.4M | +12% | 11k | 506.06 |
|
| Automatic Data Processing (ADP) | 1.1 | $4.3M | 18k | 244.01 |
|
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| Wal-Mart Stores (WMT) | 1.1 | $4.3M | 61k | 70.82 |
|
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| Stryker Corporation (SYK) | 1.1 | $4.3M | 13k | 336.08 |
|
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| Comcast Corp Cl A (CMCSA) | 1.1 | $4.1M | 103k | 40.14 |
|
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| Abbvie (ABBV) | 1.0 | $3.8M | +3% | 22k | 171.33 |
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| RPM International (RPM) | 1.0 | $3.8M | +12% | 34k | 111.48 |
|
| Wells Fargo & Company (WFC) | 0.8 | $3.3M | 55k | 59.24 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.8 | $3.2M | 5.8k | 549.38 |
|
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| Chevron Corporation (CVX) | 0.8 | $3.0M | -18% | 19k | 160.02 |
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| Schlumberger Com Stk (SLB) | 0.7 | $2.8M | -8% | 58k | 48.72 |
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| Nike CL B (NKE) | 0.7 | $2.8M | +8% | 38k | 72.68 |
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| Mastercard Incorporated Cl A (MA) | 0.6 | $2.5M | +16% | 5.6k | 446.58 |
|
| Ishares Tr Rus 1000 Etf (IWB) | 0.6 | $2.5M | +33% | 8.2k | 302.61 |
|
| Vanguard Index Fds Small Cp Etf (VB) | 0.6 | $2.4M | +7% | 11k | 224.24 |
|
| 3M Company (MMM) | 0.6 | $2.3M | -32% | 22k | 104.02 |
|
| Eli Lilly & Co. (LLY) | 0.6 | $2.3M | -29% | 2.7k | 858.32 |
|
| Spdr Ser Tr Prtflo S&p500 Gw (SPYG) | 0.6 | $2.2M | +24% | 28k | 80.23 |
|
| Waste Management (WM) | 0.6 | $2.2M | +13% | 9.9k | 222.02 |
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| Costco Wholesale Corporation (COST) | 0.6 | $2.2M | +10% | 2.6k | 842.30 |
|
| Raytheon Technologies Corp (RTX) | 0.5 | $2.1M | +10% | 21k | 103.10 |
|
| Colgate-Palmolive Company (CL) | 0.5 | $2.0M | -3% | 21k | 97.51 |
|
| Honeywell International (HON) | 0.5 | $2.0M | +13% | 9.1k | 216.01 |
|
| Philip Morris International (PM) | 0.5 | $2.0M | 19k | 105.49 |
|
|
| Nextera Energy (NEE) | 0.5 | $1.9M | -28% | 27k | 71.50 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.5 | $1.9M | -37% | 4.4k | 441.82 |
|
| Cincinnati Financial Corporation (CINF) | 0.5 | $1.9M | +4% | 15k | 124.80 |
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.5 | $1.8M | -4% | 23k | 79.67 |
|
| Meta Platforms Cl A (META) | 0.4 | $1.7M | 3.7k | 475.85 |
|
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| Cisco Systems (CSCO) | 0.4 | $1.7M | -39% | 36k | 47.95 |
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| Bank of America Corporation (BAC) | 0.4 | $1.7M | 40k | 43.01 |
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| Ge Aerospace Com New (GE) | 0.4 | $1.6M | +6% | 10k | 158.79 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.4 | $1.6M | +6% | 4.9k | 321.79 |
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| Vanguard World Inf Tech Etf (VGT) | 0.4 | $1.6M | 2.7k | 579.70 |
|
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| Southern Company (SO) | 0.4 | $1.4M | +21% | 18k | 80.47 |
|
| Texas Instruments Incorporated (TXN) | 0.4 | $1.4M | -12% | 7.0k | 202.86 |
|
| United Parcel Service CL B (UPS) | 0.4 | $1.4M | -6% | 9.7k | 144.76 |
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| Visa Com Cl A (V) | 0.4 | $1.4M | -14% | 5.1k | 267.34 |
|
| Amgen (AMGN) | 0.3 | $1.3M | +4% | 4.0k | 330.97 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 0.3 | $1.2M | 4.8k | 247.19 |
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| Coca-Cola Company (KO) | 0.3 | $1.2M | +8% | 18k | 64.42 |
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| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.3 | $1.1M | -20% | 15k | 77.77 |
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| Duke Energy Corp Com New (DUK) | 0.3 | $1.1M | -24% | 11k | 104.33 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.2 | $961k | +42% | 5.3k | 181.05 |
|
| Ishares Tr Intrm Gov Cr Etf (GVI) | 0.2 | $961k | 9.3k | 103.73 |
|
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| Arthur J. Gallagher & Co. (AJG) | 0.2 | $926k | 3.5k | 264.44 |
|
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| International Business Machines (IBM) | 0.2 | $917k | -43% | 5.0k | 185.22 |
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| Altria (MO) | 0.2 | $905k | 19k | 48.13 |
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|
| Broadcom (AVGO) | 0.2 | $873k | +1082% | 5.4k | 160.52 |
|
| Chubb (CB) | 0.2 | $870k | +7% | 3.3k | 264.21 |
|
| Kimberly-Clark Corporation (KMB) | 0.2 | $859k | +23% | 6.1k | 140.65 |
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| Pfizer (PFE) | 0.2 | $820k | -30% | 28k | 29.71 |
|
| D.R. Horton (DHI) | 0.2 | $815k | 4.7k | 173.42 |
|
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| Mondelez Intl Cl A (MDLZ) | 0.2 | $795k | -29% | 12k | 66.92 |
|
| UnitedHealth (UNH) | 0.2 | $784k | +23% | 1.4k | 564.41 |
|
| Asml Holding N V N Y Registry Shs (ASML) | 0.2 | $765k | -3% | 828.00 | 924.15 |
|
| Verizon Communications (VZ) | 0.2 | $752k | -30% | 18k | 42.07 |
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| Arista Networks (ANET) | 0.2 | $743k | +49% | 2.2k | 332.63 |
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| Ishares Tr Ishs 5-10yr Invt (IGIB) | 0.2 | $728k | 14k | 51.91 |
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| Medtronic SHS (MDT) | 0.2 | $722k | +3% | 8.9k | 81.21 |
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| SYSCO Corporation (SYY) | 0.2 | $689k | +4% | 9.3k | 74.36 |
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| Select Sector Spdr Tr Financial (XLF) | 0.2 | $687k | -30% | 16k | 43.29 |
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| Tesla Motors (TSLA) | 0.2 | $674k | -8% | 2.7k | 249.23 |
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| Diageo Spon Adr New (DEO) | 0.2 | $672k | +101% | 5.2k | 129.06 |
|
| American Tower Reit (AMT) | 0.2 | $638k | -3% | 3.0k | 210.65 |
|
| Essential Utils (WTRG) | 0.2 | $623k | -18% | 15k | 40.91 |
|
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.2 | $617k | +42% | 5.0k | 123.32 |
|
| Illinois Tool Works (ITW) | 0.2 | $590k | +53% | 2.4k | 249.29 |
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| Ishares Tr S&p 100 Etf (OEF) | 0.1 | $563k | 2.1k | 268.16 |
|
|
| Linde SHS (LIN) | 0.1 | $558k | +22% | 1.3k | 446.04 |
|
| Zoetis Cl A (ZTS) | 0.1 | $554k | +25% | 3.1k | 179.23 |
|
| Kenvue (KVUE) | 0.1 | $534k | -8% | 29k | 18.32 |
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| Casey's General Stores (CASY) | 0.1 | $526k | +27% | 1.4k | 378.36 |
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| Adobe Systems Incorporated (ADBE) | 0.1 | $521k | -2% | 936.00 | 556.85 |
|
| Us Bancorp Del Com New (USB) | 0.1 | $510k | -17% | 12k | 44.41 |
|
| Kinsale Cap Group (KNSL) | 0.1 | $507k | +57% | 1.3k | 388.72 |
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| Charles Schwab Corporation (SCHW) | 0.1 | $503k | 8.1k | 62.27 |
|
|
| Intuitive Surgical Com New (ISRG) | 0.1 | $489k | -3% | 1.2k | 416.14 |
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| Paramount Global Class B Com (PARA) | 0.1 | $484k | 42k | 11.63 |
|
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| Deere & Company (DE) | 0.1 | $474k | -38% | 1.2k | 380.69 |
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| Ishares Tr Russell 3000 Etf (IWV) | 0.1 | $472k | 1.5k | 314.62 |
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|
| Booking Holdings (BKNG) | 0.1 | $468k | +41% | 119.00 | 3930.56 |
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| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.1 | $459k | 2.7k | 169.54 |
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| Enbridge (ENB) | 0.1 | $441k | +71% | 12k | 36.27 |
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| Generac Holdings (GNRC) | 0.1 | $433k | -39% | 2.8k | 156.97 |
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| Ge Vernova (GEV) | 0.1 | $417k | NEW | 2.6k | 161.49 |
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| Lockheed Martin Corporation (LMT) | 0.1 | $407k | +36% | 855.00 | 476.00 |
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| S&p Global (SPGI) | 0.1 | $386k | +5% | 797.00 | 484.69 |
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| Bristol Myers Squibb (BMY) | 0.1 | $382k | -48% | 9.0k | 42.39 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.1 | $381k | 686.00 | 555.60 |
|
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| AutoNation (AN) | 0.1 | $359k | +60% | 2.0k | 176.16 |
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| RBC Bearings Incorporated (RBC) | 0.1 | $354k | NEW | 1.2k | 292.21 |
|
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.1 | $348k | +9% | 3.4k | 101.06 |
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| Unilever Spon Adr New (UL) | 0.1 | $340k | +42% | 5.8k | 58.04 |
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| Donaldson Company (DCI) | 0.1 | $332k | NEW | 4.5k | 73.32 |
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| Dex (DXCM) | 0.1 | $314k | +73% | 2.8k | 110.70 |
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| Prudential Financial (PRU) | 0.1 | $313k | +16% | 2.5k | 125.30 |
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| Ge Healthcare Technologies I Common Stock (GEHC) | 0.1 | $313k | +23% | 3.9k | 80.98 |
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| Vanguard Index Fds Extend Mkt Etf (VXF) | 0.1 | $299k | 1.7k | 175.81 |
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| Solventum Corp Com Shs (SOLV) | 0.1 | $298k | NEW | 5.4k | 54.98 |
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| Novartis Sponsored Adr (NVS) | 0.1 | $297k | NEW | 2.8k | 107.22 |
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| Expeditors International of Washington (EXPD) | 0.1 | $293k | -44% | 2.4k | 120.29 |
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| Corning Incorporated (GLW) | 0.1 | $292k | -58% | 6.5k | 44.99 |
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| Smucker J M Com New (SJM) | 0.1 | $292k | NEW | 2.4k | 120.46 |
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| Thermo Fisher Scientific (TMO) | 0.1 | $290k | -4% | 537.00 | 540.62 |
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| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.1 | $284k | 2.3k | 121.08 |
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| Fiserv (FI) | 0.1 | $279k | NEW | 1.8k | 157.69 |
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| Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT) | 0.1 | $278k | 7.5k | 37.05 |
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| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.1 | $273k | +3% | 4.6k | 58.94 |
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| Lamar Advertising Cl A (LAMR) | 0.1 | $271k | -31% | 2.2k | 120.52 |
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| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.1 | $255k | +333% | 3.9k | 65.36 |
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| Jabil Circuit (JBL) | 0.1 | $255k | NEW | 2.3k | 112.22 |
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| Novo-nordisk A S Adr (NVO) | 0.1 | $254k | -17% | 2.0k | 129.99 |
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| McDonald's Corporation (MCD) | 0.1 | $247k | NEW | 953.00 | 259.52 |
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| CVS Caremark Corporation (CVS) | 0.1 | $244k | 4.1k | 59.91 |
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| Edwards Lifesciences (EW) | 0.1 | $240k | NEW | 2.8k | 85.81 |
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| General Mills (GIS) | 0.1 | $237k | +5% | 3.6k | 65.52 |
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| Prologis (PLD) | 0.1 | $228k | +5% | 1.9k | 122.62 |
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| Paychex (PAYX) | 0.1 | $217k | NEW | 1.8k | 124.24 |
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| Spdr Ser Tr Spdr Msci Usa Ge (SHE) | 0.1 | $217k | 2.0k | 108.79 |
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| Gra (GGG) | 0.1 | $215k | NEW | 2.6k | 82.67 |
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| Hca Holdings (HCA) | 0.1 | $212k | NEW | 660.00 | 321.73 |
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| Schwab Strategic Tr 5 10yr Corp Bd (SCHI) | 0.1 | $212k | +23% | 4.7k | 44.65 |
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| Spdr Ser Tr S&p Biotech (XBI) | 0.1 | $212k | +33% | 2.2k | 97.54 |
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| Erie Indty Cl A (ERIE) | 0.1 | $210k | NEW | 550.00 | 381.24 |
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| Select Sector Spdr Tr Technology (XLK) | 0.1 | $204k | NEW | 900.00 | 226.23 |
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| Global Payments (GPN) | 0.1 | $201k | 2.0k | 101.16 |
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| Select Sector Spdr Tr Communication (XLC) | 0.0 | $167k | 2.0k | 85.49 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.0 | $152k | 2.5k | 60.67 |
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| Wisdomtree Tr Us Smallcap Divd (DES) | 0.0 | $151k | 4.5k | 33.78 |
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| Vanguard World Energy Etf (VDE) | 0.0 | $148k | NEW | 1.1k | 131.06 |
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| Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.0 | $142k | 750.00 | 189.50 |
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| Vanguard World Financials Etf (VFH) | 0.0 | $137k | NEW | 1.3k | 105.41 |
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| Vanguard World Consum Dis Etf (VCR) | 0.0 | $134k | NEW | 415.00 | 321.71 |
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| Vanguard World Industrial Etf (VIS) | 0.0 | $132k | NEW | 544.00 | 243.34 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.0 | $127k | +84% | 350.00 | 363.90 |
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| Spdr Ser Tr Bloomberg 1-3 Mo (BIL) | 0.0 | $124k | -41% | 1.4k | 91.64 |
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| Ishares Tr Core S&p Us Gwt (IUSG) | 0.0 | $118k | 920.00 | 127.79 |
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| Vanguard World Health Car Etf (VHT) | 0.0 | $105k | 390.00 | 269.53 |
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| Vanguard Index Fds Large Cap Etf (VV) | 0.0 | $94k | 370.00 | 253.43 |
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| Ishares Tr Ishares Biotech (IBB) | 0.0 | $93k | 643.00 | 144.12 |
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.0 | $88k | +168% | 2.0k | 44.36 |
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| Wisdomtree Tr Us Midcap Divid (DON) | 0.0 | $88k | 1.8k | 48.99 |
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| Invesco Exchange Traded Fd T Ai And Next Gen (IGPT) | 0.0 | $83k | 1.8k | 46.43 |
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| Ishares Tr Rus 1000 Val Etf (IWD) | 0.0 | $78k | NEW | 430.00 | 181.04 |
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| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.0 | $75k | +400% | 1.5k | 50.12 |
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| Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) | 0.0 | $64k | 1.0k | 64.37 |
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| Vanguard World Consum Stp Etf (VDC) | 0.0 | $64k | 306.00 | 207.36 |
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| Gamco Global Gold Nat Res & Com Sh Ben Int (GGN) | 0.0 | $57k | 14k | 4.14 |
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| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 0.0 | $43k | +12% | 560.00 | 76.66 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.0 | $39k | 104.00 | 373.38 |
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| Vanguard Index Fds Value Etf (VTV) | 0.0 | $37k | 223.00 | 166.27 |
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| Ishares Tr Gl Clean Ene Etf (ICLN) | 0.0 | $25k | 1.8k | 13.75 |
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| Vanguard Scottsdale Fds Vng Rus1000idx (VONE) | 0.0 | $25k | 100.00 | 250.23 |
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| Ishares Tr Rus 2000 Val Etf (IWN) | 0.0 | $25k | NEW | 150.00 | 165.73 |
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| Ishares Tr Msci Eafe Etf (EFA) | 0.0 | $22k | NEW | 280.00 | 80.02 |
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| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.0 | $13k | 65.00 | 192.74 |
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| Ishares Tr Msci Usa Esg Slc (SUSA) | 0.0 | $9.2k | 80.00 | 114.67 |
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| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.0 | $4.5k | 55.00 | 80.95 |
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| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.0 | $2.8k | 11.00 | 257.82 |
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Past Filings by Mitchell Sinkler & Starr
SEC 13F filings are viewable for Mitchell Sinkler & Starr going back to 2011
- Mitchell Sinkler & Starr 2024 Q2 filed Aug. 7, 2024
- Mitchell Sinkler & Starr 2024 Q1 filed April 30, 2024
- Mitchell Sinkler & Starr 2023 Q4 filed Feb. 12, 2024
- Mitchell Sinkler & Starr 2023 Q3 filed Nov. 1, 2023
- Mitchell Sinkler & Starr 2023 Q2 filed July 18, 2023
- Mitchell Sinkler & Starr 2023 Q1 filed May 15, 2023
- Mitchell Sinkler & Starr 2022 Q4 filed Feb. 14, 2023
- Mitchell Sinkler & Starr 2022 Q3 filed Oct. 25, 2022
- Mitchell Sinkler & Starr 2022 Q2 filed July 21, 2022
- Mitchell Sinkler & Starr 2022 Q1 filed April 19, 2022
- Mitchell Sinkler & Starr 2021 Q4 filed Feb. 1, 2022
- Mitchell Sinkler & Starr 2021 Q3 filed Oct. 12, 2021
- Mitchell Sinkler & Starr 2021 Q2 filed July 15, 2021
- Mitchell Sinkler & Starr 2021 Q1 filed April 12, 2021
- Mitchell Sinkler & Starr 2020 Q4 filed Feb. 9, 2021
- Mitchell Sinkler & Starr 2020 Q3 filed Oct. 7, 2020