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CIK: 0001048921
Total reported value
$240.1M
$240.1M
184 檔
37.0%
At the close of Q2 2024, Mitchell Sinkler & Starr/pa disclosed equity holdings valued at approximately $240.1M, spread across 184 reported holdings.
During Q2 2024, Mitchell Sinkler & Starr/pa's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 7.16% | -0.36% | -5.06% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 5.92% | -0.07% | -2.89% | |
| 3 | HD | Home Depot Inc | Stock-Consumer Disc | 3.34% | -0.08% | -2.85% | |
| 4 | MRK | Merck & Co. Inc. | Stock-Healthcare | 3.26% | -0.08% | -4.85% | |
| 5 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 3.15% | +0.36% | +3.95% | |
| 6 | JNJ | Johnson & Johnson | Stock-Healthcare | 3.08% | -0.13% | -1.40% | |
| 7 | JPM | Jpmorgan Chase & Co | Stock-Financials | 3.01% | — | -12.09% | |
| 8 | ABT | Abbott Laboratories | Stock-Healthcare | 2.85% | -0.21% | +1.74% | |
| 9 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 2.53% | -0.33% | -3.14% | |
| 10 | EMR | Emerson Electric Co | Stock-Industrials | 2.48% | -0.01% | -1.01% | |
| 11 | UNP | Union Pacific CORP | Stock-Industrials | 2.34% | — | -2.63% | |
| 12 | APD | Air Products & Chemicals Inc | Stock-Materials | 2.31% | -0.03% | -10.14% | |
| 13 | NVDA | Nvidia CORP | Stock-Tech | 2.24% | -0.04% | +980.92% | |
| 14 | PEP | Pepsico Inc | Stock-Consumer Staples | 2.22% | -0.26% | +5.38% | |
| 15 | MCO | Moody's CORP | Stock-Financials | 2.21% | — | -15.05% | |
| 16 | SCHB | Schwab US Broad Market ETF | ETF-Other | 1.95% | +0.14% | +20.23% | |
| 17 | XOM | Exxon Mobil CORP | Stock-Energy | 1.92% | -0.46% | -17.86% | |
| 18 | ORCL | Oracle CORP | Stock-Tech | 1.90% | -0.03% | — | |
| 19 | INTC | Intel CORP | Stock-Tech | 1.69% | +0.43% | -3.21% | |
| 20 | DIS | Walt Disney Co/the | Stock-Comm Services | 1.67% | -0.05% | -2.25% | |
| 21 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.66% | +0.06% | +3.06% | |
| 22 | CBT | Cabot CORP | Stock-Materials | 1.51% | — | — | |
| 23 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.42% | +0.33% | +2.26% | |
| 24 | CHKP | Check Point Software Technologies Ltd. | Stock-Tech | 1.40% | — | — | |
| 25 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.37% | +0.83% | +12.03% | |
| 26 | ADP | Automatic Data Processing | Stock-Tech | 1.11% | +0.05% | -1.91% | |
| 27 | WMT | Walmart Inc | Stock-Consumer Staples | 1.10% | -0.09% | +0.52% | |
| 28 | SYK | Stryker CORP | Stock-Healthcare | 1.09% | -0.14% | +1.40% | |
| 29 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 1.06% | -0.09% | EXIT | |
| 30 | ABBV | Abbvie Inc | Stock-Healthcare | 0.98% | +0.04% | +3.33% | |
| 31 | RPM | Rpm International Inc | Stock-Materials | 0.97% | -0.02% | +12.46% | |
| 32 | WFC | Wells Fargo & Co | Stock-Financials | 0.84% | — | — | |
| 33 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.82% | -0.13% | — | |
| 34 | CVX | Chevron CORP | Stock-Energy | 0.77% | -0.33% | -18.88% | |
| 35 | SLB | Slb LTD | Stock-Energy | 0.72% | — | -8.13% | |
| 36 | NKE | Nike Inc -cl B | Stock-Consumer Disc | 0.71% | -0.15% | +8.36% | |
| 37 | MA | Mastercard Inc - A | Stock-Financials | 0.64% | -0.07% | +16.03% | |
| 38 | IWB | Ishares Russell 1000 ETF | ETF-Other | 0.64% | +0.10% | +33.09% | |
| 39 | VB | Vanguard Small-cap ETF | ETF-Other | 0.61% | +0.09% | +7.61% | |
| 40 | MMM | 3m Co | Stock-Industrials | 0.59% | +0.01% | -32.02% | |
| 41 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.59% | +0.12% | -29.85% | |
| 42 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.57% | +0.08% | +24.83% | |
| 43 | WM | Waste Management Inc | Stock-Industrials | 0.57% | -0.12% | +13.66% | |
| 44 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.56% | -0.15% | +10.40% | |
| 45 | RTX | Rtx CORP | Stock-Industrials | 0.55% | -0.16% | +10.75% | |
| 46 | CL | Colgate-palmolive Co | Stock-Consumer Staples | 0.52% | -0.01% | -3.73% | |
| 47 | HON | Honeywell International Inc | Stock-Industrials | 0.50% | -0.60% | EXIT | |
| 48 | PM | Philip Morris International | Stock-Consumer Staples | 0.50% | — | — | |
| 49 | NEE | Nextera Energy Inc | Stock-Utilities | 0.50% | -0.15% | -28.26% | |
| 50 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.50% | -0.06% | -37.05% |
According to official SEC Form 13F filings, Mitchell Sinkler & Starr/pa reported a total U.S. public equity portfolio value of $240.1M across 184 disclosed positions in Q2 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
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In terms of portfolio concentration, the top 5 core holdings (including MSFT, AAPL, HD) accounted for 37.0% of total reported equity market value during Q2 2024.
During Q2 2024, Mitchell Sinkler & Starr/pa's top holdings by market value included MSFT (7.2%)、AAPL (5.9%)、HD (3.3%). The largest single position, MSFT, represented 7.2% of total portfolio value.
In Q2 2024, Mitchell Sinkler & Starr/pa made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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