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CIK: 0001048921
Total reported value
$240.1M
$240.1M
190 檔
35.9%
The Q4 2024 SEC filing reveals that Mitchell Sinkler & Starr/pa held a total portfolio value of $240.1M, covering 190 public equity positions.
In Q4 2024, Mitchell Sinkler & Starr/pa adopted a defensive or profit-taking posture, trimming 36 positions and completely liquidating 3 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 6.88% | -0.36% | -6.01% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 6.59% | -0.07% | -6.27% | |
| 3 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 3.37% | +0.36% | +3.64% | |
| 4 | JPM | Jpmorgan Chase & Co | Stock-Financials | 3.18% | — | -1.88% | |
| 5 | ABT | Abbott Laboratories | Stock-Healthcare | 2.98% | -0.21% | -12.02% | |
| 6 | HD | Home Depot Inc | Stock-Consumer Disc | 2.82% | -0.08% | -39.77% | |
| 7 | EMR | Emerson Electric Co | Stock-Industrials | 2.77% | -0.01% | -2.37% | |
| 8 | JNJ | Johnson & Johnson | Stock-Healthcare | 2.65% | -0.13% | -19.60% | |
| 9 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 2.54% | -0.33% | -7.86% | |
| 10 | APD | Air Products & Chemicals Inc | Stock-Materials | 2.51% | -0.03% | -11.42% | |
| 11 | ORCL | Oracle CORP | Stock-Tech | 2.51% | -0.03% | +1.16% | |
| 12 | MRK | Merck & Co. Inc. | Stock-Healthcare | 2.32% | -0.08% | -21.00% | |
| 13 | MCO | Moody's CORP | Stock-Financials | 2.24% | — | — | |
| 14 | UNP | Union Pacific CORP | Stock-Industrials | 2.19% | — | — | |
| 15 | NVDA | Nvidia CORP | Stock-Tech | 2.17% | -0.04% | -21.29% | |
| 16 | SCHB | Schwab US Broad Market ETF | ETF-Other | 2.10% | +0.14% | +202.14% | |
| 17 | DIS | Walt Disney Co/the | Stock-Comm Services | 2.00% | -0.05% | -0.30% | |
| 18 | PEP | Pepsico Inc | Stock-Consumer Staples | 1.94% | -0.26% | -8.47% | |
| 19 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.92% | +0.06% | -9.76% | |
| 20 | XOM | Exxon Mobil CORP | Stock-Energy | 1.84% | -0.46% | +0.12% | |
| 21 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.74% | +0.83% | +2.02% | |
| 22 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.58% | +0.33% | -0.25% | |
| 23 | CHKP | Check Point Software Technologies Ltd. | Stock-Tech | 1.56% | — | -1.64% | |
| 24 | CBT | Cabot CORP | Stock-Materials | 1.47% | — | — | |
| 25 | WMT | Walmart Inc | Stock-Consumer Staples | 1.42% | -0.09% | -5.29% | |
| 26 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 1.04% | -0.09% | EXIT | |
| 27 | WFC | Wells Fargo & Co | Stock-Financials | 1.03% | — | — | |
| 28 | INTC | Intel CORP | Stock-Tech | 0.92% | +0.43% | -5.37% | |
| 29 | ADP | Automatic Data Processing | Stock-Tech | 0.90% | +0.05% | -49.19% | |
| 30 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.86% | -0.13% | -18.44% | |
| 31 | MMM | 3m Co | Stock-Industrials | 0.83% | +0.01% | +0.73% | |
| 32 | RPM | Rpm International Inc | Stock-Materials | 0.73% | -0.02% | -40.91% | |
| 33 | IWB | Ishares Russell 1000 ETF | ETF-Other | 0.71% | +0.10% | +0.67% | |
| 34 | ABBV | Abbvie Inc | Stock-Healthcare | 0.71% | +0.04% | -46.77% | |
| 35 | NKE | Nike Inc -cl B | Stock-Consumer Disc | 0.70% | -0.15% | -0.47% | |
| 36 | SYK | Stryker CORP | Stock-Healthcare | 0.65% | -0.14% | -63.23% | |
| 37 | MA | Mastercard Inc - A | Stock-Financials | 0.63% | -0.07% | -28.54% | |
| 38 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.61% | -0.13% | +2.77% | |
| 39 | SLB | Slb LTD | Stock-Energy | 0.59% | — | -0.17% | |
| 40 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.59% | +0.34% | +20.80% | |
| 41 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.54% | -0.13% | +204.07% | |
| 42 | CINF | Cincinnati Financial CORP | Stock-Financials | 0.53% | +0.03% | — | |
| 43 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.53% | -0.06% | — | |
| 44 | RTX | Rtx CORP | Stock-Industrials | 0.53% | -0.16% | -20.85% | |
| 45 | CVX | Chevron CORP | Stock-Energy | 0.52% | -0.33% | -40.58% | |
| 46 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.49% | +0.12% | -21.95% | |
| 47 | VB | Vanguard Small-cap ETF | ETF-Other | 0.49% | +0.09% | -42.58% | |
| 48 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.49% | -0.15% | -25.08% | |
| 49 | WM | Waste Management Inc | Stock-Industrials | 0.48% | -0.12% | -12.72% | |
| 50 | BAC | Bank Of America CORP | Stock-Financials | 0.47% | — | -0.92% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | GOOGL | Alphabet Inc-cl A | +0.7% | +3.64% | Add |
| 2 | AAPL | Apple Inc | +0.7% | -6.27% | Trim |
| 3 | JPM | Jpmorgan Chase & Co | +0.5% | -1.88% | Trim |
| 4 | EMR | Emerson Electric Co | +0.5% | -2.37% | Trim |
| 5 | DIS | Walt Disney Co/the | +0.4% | -0.30% | Trim |
| 6 | AMZN | Amazon.com Inc | +0.3% | -9.76% | Trim |
| 7 | ANET | Arista Networks Inc | +0.3% | NEW | New buy |
| 8 | WFC | Wells Fargo & Co | +0.3% | — | Unchanged |
| 9 | VGT | Vanguard Info Tech ETF | +0.2% | +20.80% | Add |
| 10 | WMT | Walmart Inc | +0.2% | -5.29% | Trim |
| 11 | VOO | Vanguard S&p 500 ETF | +0.2% | +2.02% | Add |
| 12 | MSFT | Microsoft CORP | +0.1% | -6.01% | Trim |
| 13 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | -18.44% | Trim |
| 14 | TSLA | Tesla Inc | +0.1% | -2.12% | Trim |
| 15 | AVGO | Broadcom Inc | +0.1% | — | Unchanged |
| 16 | BIL | Ss Spdr Bb 1-3m T-bill ETF | +0.1% | +184.75% | Add |
| 17 | CHKP | Check Point Software Technologies Ltd. | 0% | -1.64% | Trim |
| 18 | ABT | Abbott Laboratories | — | -12.02% | Trim |
| 19 | PG | Procter & Gamble Co/the | 0% | -7.86% | Trim |
| 20 | MA | Mastercard Inc - A | 0% | -28.54% | Trim |
| 21 | UNP | Union Pacific CORP | 0% | — | Unchanged |
| 22 | CMCSA | Comcast Corp-class A | 0% | +0.19% | Add |
| 23 | XOM | Exxon Mobil CORP | -0.1% | +0.12% | Add |
| 24 | NEE | Nextera Energy Inc | -0.1% | -0.29% | Trim |
| 25 | VCSH | Vanguard S/t CORP Bond ETF | -0.1% | -20.94% | Trim |
| 26 | RTX | Rtx CORP | -0.1% | -20.85% | Trim |
| 27 | SO | Southern Co/the | -0.1% | -25.34% | Trim |
| 28 | HCA | Hca Healthcare Inc | -0.1% | EXIT | Sold out |
| 29 | CVS | Cvs Health CORP | -0.1% | EXIT | Sold out |
| 30 | APD | Air Products & Chemicals Inc | -0.1% | -11.42% | Trim |
| 31 | NKE | Nike Inc -cl B | -0.1% | -0.47% | Trim |
| 32 | DUK | Duke Energy CORP | -0.1% | -42.78% | Trim |
| 33 | LLY | Eli Lilly & Co | -0.1% | -21.95% | Trim |
| 34 | VB | Vanguard Small-cap ETF | -0.1% | -42.58% | Trim |
| 35 | KMB | Kimberly-clark CORP | -0.1% | -73.97% | Trim |
| 36 | RPM | Rpm International Inc | -0.1% | -40.91% | Trim |
| 37 | CVX | Chevron CORP | -0.1% | -40.58% | Trim |
| 38 | GOOG | Alphabet Inc-cl C | -0.2% | -67.96% | Trim |
| 39 | INTC | Intel CORP | -0.2% | -5.37% | Trim |
| 40 | KO | Coca-cola Co/the | -0.2% | -51.69% | Trim |
| 41 | PEP | Pepsico Inc | -0.2% | -8.47% | Trim |
| 42 | CBT | Cabot CORP | -0.2% | — | Unchanged |
| 43 | ANETEUR | Arista Networks Inc | -0.2% | EXIT | Sold out |
| 44 | ADP | Automatic Data Processing | -0.3% | -49.19% | Trim |
| 45 | ABBV | Abbvie Inc | -0.3% | -46.77% | Trim |
| 46 | CL | Colgate-palmolive Co | -0.4% | -82.11% | Trim |
| 47 | SYK | Stryker CORP | -0.5% | -63.23% | Trim |
| 48 | JNJ | Johnson & Johnson | -0.5% | -19.60% | Trim |
| 49 | MRK | Merck & Co. Inc. | -0.5% | -21.00% | Trim |
| 50 | HD | Home Depot Inc | -0.9% | -39.77% | Trim |
According to official SEC Form 13F filings, Mitchell Sinkler & Starr/pa reported a total U.S. public equity portfolio value of $240.1M across 190 disclosed positions in Q4 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including MSFT, AAPL, GOOGL) accounted for 35.9% of total reported equity market value during Q4 2024.
Top New Position Initiated
ANET
市值: $1.0M
Top Position Liquidated / Trimmed
ANETEUR
前期市值: $878.9K
During Q4 2024, Mitchell Sinkler & Starr/pa's top holdings by market value included MSFT (6.9%)、AAPL (6.6%)、GOOGL (3.4%). The largest single position, MSFT, represented 6.9% of total portfolio value.
In Q4 2024, Mitchell Sinkler & Starr/pa made 46 total portfolio adjustments, initiating 1 new buys, adding to 6 positions, trimming 36 holdings, and fully liquidating 3 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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