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MITCHELL SINKLER & STARR/PA

Institutional InvestorSimilar funds →SEC EDGAR: CIK 1048921
Institutional-grade research for retail investors

Sector Allocation

  • Technology29.6%$72.9M
  • Other26.7%$65.8M
  • Healthcare11.2%$27.7M
  • Financials8.1%$20.0M
  • Consumer Staples6.3%$15.6M
  • Industrials5.5%$13.5M
  • Consumer Discretionary4.4%$10.8M
  • Energy2.9%$7.1M
  • Utilities2.4%$5.8M
  • Materials1.9%$4.7M

AUM History

13fpro.ai/research/fund/mitchell-sinkler-and-starr-pa-1048921

Conviction and streaks

Concentrating · top 10 = 39.3%

From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.

Largest positions — Q3 2026

Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.

13fpro.ai/research/fund/mitchell-sinkler-and-starr-pa-1048921

MITCHELL SINKLER & STARR/PA 13F holdings — Q3 2026

$246.8M portfolio (+2.8% QoQ) · 155 holdings · Q3 2026 13F · top 10 are 39% of the stock portfolio

All holdings — MITCHELL SINKLER & STARR/PA (Q3 2026)

155 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.

Company
— VANGUARD WORLD FD - INF TECH ETFetf/fund$4.4M+0.2%
— ISHARES TR - RUS 1000 ETFetf/fund$4.4M+3%
AMZN$AMZNAMAZON COM INC$4.2M+0.3%
JPM$JPMJPMORGAN CHASE & CO$3.8M+0.7%
SPY$SPYSPDR S&P 500 ETF TRUSTetf/fund$3.5M+0.3%
ABBV$ABBVAbbVie Inc.$3.5M-1%
META$METAMeta Platforms, Inc.$3.4M-0.4%
XOM.R34088$XOM.R34088EXXON MOBIL CORP$3.4M-0.8%
— SCHWAB STRATEGIC TR - US DIVIDEND EQ$3.3M+8%
ADP$ADPAUTOMATIC DATA PROCESSING INC$3.1M-0.7%
MA$MAMastercard Inc$3.0M-0.2%
RTX$RTXRTX Corp$2.9M-2%
— SPDR SERIES TRUST - ST STR P500GRWetf/fund$2.7M—
EMR$EMREMERSON ELECTRIC CO$2.7M-0.7%
— VANGUARD INDEX FDS - MRNGSTR SML CAPetf/fund$2.7M—

What changed in Q3 2026

Against the previous quarter's 13F: 5 new, 36 added to, 51 trimmed, 5 sold out. Share-count changes; largest moves by dollar size first.

New positions (5)

  • HON$HONHONEYWELL INTERNATIONAL INC$604K

    first bought this quarter

  • HONA$HONAHoneywell Aerospace Inc.$440K

    first bought this quarter

  • BR$BRBROADRIDGE FINANCIAL SOLUTIONS, INC.$304K

    first bought this quarter

  • PSX$PSXPhillips 66$264K

    first bought this quarter

  • ETN$ETNEaton Corp plc$229K

    first bought this quarter

Added to (36)

  • VANGUARD INDEX FDS - S&P 500 ETF SHS+3%

    now $13.5M

  • SCHWAB STRATEGIC TR - US DIVIDEND EQ+8%

    now $3.3M

  • MLI$MLIMUELLER INDUSTRIES INC+100%

    now $348K · held 3 qtrs

  • IVZ$IVZInvesco Ltd.+21%

    now $873K · held 5+ qtrs

  • ISHARES TR - RUS 1000 ETF+3%

    now $4.4M

  • SCHWAB STRATEGIC TR - US LCAP GR ETF+12%

    now $923K

+30 more in the Excel export

Trimmed (51)

  • NVDA$NVDANVIDIA CORP-5%

    now $11.8M · held 5+ qtrs, 2 trims in a row

  • GOOGL$GOOGLAlphabet Inc.-4%

    now $8.1M · held 5+ qtrs, 2 trims in a row

  • ACN$ACNAccenture plc-21%

    now $597K · held 5+ qtrs, 2 trims in a row

  • SPDR SERIES TRUST - ST STR BLO 1 ETF-15%

    now $735K

  • MSFT$MSFTMICROSOFT CORP-0.7%

    now $13.2M · held 5+ qtrs

  • SELECT SECTOR SPDR TR - ST STR TECHN ETF-15%

    now $519K

+45 more in the Excel export

Sold out (5)

  • KLAC$KLACKLA CORPwas $272K

    held 1 qtr

  • MCD$MCDMCDONALDS CORPwas $223K

    held 9+ qtrs

  • SELECT SECTOR SPDR TR - ST STR DISCR ETFwas $211K
  • JAZZ$JAZZJazz Pharmaceuticals plcwas $204K

    held 1 qtr

  • ALB$ALBALBEMARLE CORPwas $202K

Firm AUM (Form ADV): $1.8B as of 2025-12-31 · SEC IAPD

Holdings by quarter

Every 13F MITCHELL SINKLER & STARR/PA has filed, 42 earlier quarters. Pick one to see what it held then.

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Is it too late to follow MITCHELL SINKLER & STARR?

Q3 2026 13F filed with the SEC on Oct 13, 2026. Prices are closing prices as of Oct 26, 2026.

Average quality of MITCHELL SINKLER & STARR's top 20 holdings: 74/100 (our AI quality score, weighted by position size; 19 of the 20 are scored)

Top 10 since filing

-1.4%

Value-weighted move of the 10 largest stock positions

Turnover

2%

Last quarter; 7% over the last 4

Top 10 weight

39%

Share of the stock portfolio in its 10 largest positions

Held 4+ quarters

96%

Share of portfolio value in positions held a year or more

Highest-quality names it owns(among its 100 largest positions)

The 8 highest-scoring companies in this portfolio are a Pro feature.

How these are measured
  • Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
  • Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
  • Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q3 2025 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
  • Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
  • Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.

Portfolio Overview

MITCHELL SINKLER & STARR/PA disclosed 155 positions worth $246.8M in its Form 13F-HR for Q3 2026, led by $AAPL (Apple Inc.) at 6.0% of the equity portfolio. During the quarter the fund opened 5 new positions and exited 5 — including a new stake in $HON and a full exit from $KLAC. The portfolio is most concentrated in Technology (29.6% of disclosed assets). All figures are sourced directly from MITCHELL SINKLER & STARR/PA’s Form 13F-HR filing with the SEC under CIK 1048921.

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AI-Powered Hedge Fund Analysis: MITCHELL SINKLER & STARR/PA

13F Pro is an AI hedge fund tracker and stock research platform. For MITCHELL SINKLER & STARR/PA (SEC CIK: 1048921), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.

Every holding in MITCHELL SINKLER & STARR/PA's portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.