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CIK: 0001048921
Total reported value
$240.1M
$240.1M
144 檔
20.3%
As reported in its official Q2 2025 Form 13F filing, Mitchell Sinkler & Starr/pa's tracked investment portfolio stood at $240.1M with 144 total positions.
In Q2 2025, Mitchell Sinkler & Starr/pa adopted a defensive or profit-taking posture, trimming 28 positions and completely liquidating 11 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 6.14% | -0.36% | -55.71% | |
| 2 | NVDA | Nvidia CORP | Stock-Tech | 4.65% | -0.04% | +2.22% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 4.47% | -0.07% | -53.93% | |
| 4 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 4.09% | -0.33% | +0.26% | |
| 5 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 3.99% | +0.83% | +30.84% | |
| 6 | SCHB | Schwab US Broad Market ETF | ETF-Other | 3.74% | +0.14% | -5.58% | |
| 7 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 3.09% | +0.33% | +2.41% | |
| 8 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.12% | +0.36% | -62.27% | |
| 9 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.80% | +0.06% | -47.67% | |
| 10 | ADP | Automatic Data Processing | Stock-Tech | 1.76% | +0.05% | +3.20% | |
| 11 | MRK | Merck & Co. Inc. | Stock-Healthcare | 1.70% | -0.08% | -55.39% | |
| 12 | HD | Home Depot Inc | Stock-Consumer Disc | 1.67% | -0.08% | -63.39% | |
| 13 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.62% | -0.13% | — | |
| 14 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.62% | — | -75.51% | |
| 15 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.61% | -0.13% | -66.05% | |
| 16 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.54% | -0.13% | +4.74% | |
| 17 | MA | Mastercard Inc - A | Stock-Financials | 1.48% | -0.07% | +3.41% | |
| 18 | IWB | Ishares Russell 1000 ETF | ETF-Other | 1.47% | +0.10% | +0.55% | |
| 19 | ABT | Abbott Laboratories | Stock-Healthcare | 1.45% | -0.21% | -75.84% | |
| 20 | VGT | Vanguard Info Tech ETF | ETF-Tech | 1.32% | +0.34% | +6.56% | |
| 21 | RTX | Rtx CORP | Stock-Industrials | 1.27% | -0.16% | +0.75% | |
| 22 | SYK | Stryker CORP | Stock-Healthcare | 1.22% | -0.14% | +1.97% | |
| 23 | ABBV | Abbvie Inc | Stock-Healthcare | 1.20% | +0.04% | -0.41% | |
| 24 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 1.17% | -0.13% | +13.05% | |
| 25 | PEP | Pepsico Inc | Stock-Consumer Staples | 1.14% | -0.26% | -63.19% | |
| 26 | EMR | Emerson Electric Co | Stock-Industrials | 1.12% | -0.01% | -77.71% | |
| 27 | RPM | Rpm International Inc | Stock-Materials | 1.10% | -0.02% | +1.41% | |
| 28 | VB | Vanguard Small-cap ETF | ETF-Other | 1.03% | +0.09% | +6.26% | |
| 29 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.03% | -0.06% | +2.90% | |
| 30 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.03% | +0.08% | +6.11% | |
| 31 | XOM | Exxon Mobil CORP | Stock-Energy | 1.02% | -0.46% | -70.80% | |
| 32 | CVX | Chevron CORP | Stock-Energy | 1.00% | -0.33% | +4.17% | |
| 33 | WM | Waste Management Inc | Stock-Industrials | 1.00% | -0.12% | +1.44% | |
| 34 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.99% | -0.15% | +1.96% | |
| 35 | CINF | Cincinnati Financial CORP | Stock-Financials | 0.92% | +0.03% | -0.23% | |
| 36 | AVGO | Broadcom Inc | Stock-Tech | 0.91% | +0.11% | +0.95% | |
| 37 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.91% | +0.12% | +1.25% | |
| 38 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.83% | +0.06% | +23.37% | |
| 39 | V | Visa Inc-class A Shares | Stock-Financials | 0.79% | +0.02% | +3.90% | |
| 40 | NEE | Nextera Energy Inc | Stock-Utilities | 0.79% | -0.15% | +2.15% | |
| 41 | ACN | Accenture plc | Stock-Tech | 0.67% | -0.26% | +0.11% | |
| 42 | TXN | Texas Instruments Inc | Stock-Tech | 0.66% | +0.22% | +2.07% | |
| 43 | HON | Honeywell International Inc | Stock-Industrials | 0.65% | -0.60% | EXIT | |
| 44 | NKE | Nike Inc -cl B | Stock-Consumer Disc | 0.60% | -0.15% | -49.19% | |
| 45 | SO | Southern Co/the | Stock-Utilities | 0.59% | -0.06% | -5.60% | |
| 46 | GVI | Ishares Intermediate Governm | ETF-Other | 0.58% | -0.06% | +23.31% | |
| 47 | ORCL | Oracle CORP | Stock-Tech | 0.50% | -0.03% | -91.29% | |
| 48 | WMT | Walmart Inc | Stock-Consumer Staples | 0.49% | -0.09% | -81.02% | |
| 49 | IBM | Intl Business Machines CORP | Stock-Tech | 0.49% | +0.02% | — | |
| 50 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 0.47% | -0.02% | +30.37% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +2.8% | +2.22% | Add |
| 2 | VOO | Vanguard S&p 500 ETF | +2.4% | +30.84% | Add |
| 3 | SCHB | Schwab US Broad Market ETF | +1.7% | -5.58% | Trim |
| 4 | PG | Procter & Gamble Co/the | +1.5% | +0.26% | Add |
| 5 | VTI | Vanguard Total Stock Mkt ETF | +1.5% | +2.41% | Add |
| 6 | META | Meta Platforms Inc-class A | +0.9% | +4.74% | Add |
| 7 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.8% | — | Unchanged |
| 8 | VGT | Vanguard Info Tech ETF | +0.7% | +6.56% | Add |
| 9 | AVGO | Broadcom Inc | +0.6% | +0.95% | Add |
| 10 | SPYG | Ss Spdr P S&p 500 Growth ETF | +0.6% | +6.11% | Add |
| 11 | VO | Vanguard Mid-cap ETF | +0.5% | +23.37% | Add |
| 12 | ABBV | Abbvie Inc | +0.4% | -0.41% | Trim |
| 13 | TSM | Taiwan Semiconductor-sp Adr | +0.2% | NEW | New buy |
| 14 | AMZN | Amazon.com Inc | +0.1% | -47.67% | Trim |
| 15 | MSFT | Microsoft CORP | 0% | -55.71% | Trim |
| 16 | NKE | Nike Inc -cl B | 0% | -49.19% | Trim |
| 17 | UNH | Unitedhealth Group Inc | 0% | -9.09% | Trim |
| 18 | GEV | GE Vernova Inc | -0.1% | -76.72% | Trim |
| 19 | MDLZ | Mondelez International Inc-a | -0.1% | -73.53% | Trim |
| 20 | SOLV | Solventum CORP | -0.1% | EXIT | Sold out |
| 21 | 0VVB | Paramount Global-class B | -0.1% | EXIT | Sold out |
| 22 | CSCO | Cisco Systems Inc | -0.2% | -68.88% | Trim |
| 23 | KVUE | Kenvue Inc | -0.2% | EXIT | Sold out |
| 24 | MO | Altria Group Inc | -0.2% | EXIT | Sold out |
| 25 | GE | General Electric | -0.3% | -77.59% | Trim |
| 26 | BAC | Bank Of America CORP | -0.5% | EXIT | Sold out |
| 27 | PM | Philip Morris International | -0.6% | EXIT | Sold out |
| 28 | MMM | 3m Co | -0.6% | -76.23% | Trim |
| 29 | SLB | Slb LTD | -0.7% | EXIT | Sold out |
| 30 | GOOGL | Alphabet Inc-cl A | -0.8% | -62.27% | Trim |
| 31 | MRK | Merck & Co. Inc. | -0.8% | -55.39% | Trim |
| 32 | WMT | Walmart Inc | -0.9% | -81.02% | Trim |
| 33 | PEP | Pepsico Inc | -0.9% | -63.19% | Trim |
| 34 | INTC | Intel CORP | -1% | -93.23% | Trim |
| 35 | CMCSA | Comcast Corp-class A | -1% | -94.47% | Trim |
| 36 | HD | Home Depot Inc | -1% | -63.39% | Trim |
| 37 | WFC | Wells Fargo & Co | -1.1% | EXIT | Sold out |
| 38 | XOM | Exxon Mobil CORP | -1.2% | -70.80% | Trim |
| 39 | EMR | Emerson Electric Co | -1.3% | -77.71% | Trim |
| 40 | JNJ | Johnson & Johnson | -1.4% | -66.05% | Trim |
| 41 | CBT | Cabot CORP | -1.4% | EXIT | Sold out |
| 42 | DIS | Walt Disney Co/the | -1.4% | -88.99% | Trim |
| 43 | ORCL | Oracle CORP | -1.6% | -91.29% | Trim |
| 44 | JPM | Jpmorgan Chase & Co | -1.7% | -75.51% | Trim |
| 45 | AAPL | Apple Inc | -1.7% | -53.93% | Trim |
| 46 | CHKP | Check Point Software Technologies Ltd. | -1.7% | EXIT | Sold out |
| 47 | ABT | Abbott Laboratories | -2% | -75.84% | Trim |
| 48 | UNP | Union Pacific CORP | -2.1% | -93.56% | Trim |
| 49 | APD | Air Products & Chemicals Inc | -2.1% | -89.08% | Trim |
| 50 | MCO | Moody's CORP | -2.2% | EXIT | Sold out |
According to official SEC Form 13F filings, Mitchell Sinkler & Starr/pa reported a total U.S. public equity portfolio value of $240.1M across 144 disclosed positions in Q2 2025.
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, NVDA, AAPL) accounted for 20.3% of total reported equity market value during Q2 2025.
Top New Position Initiated
TSM
市值: $329.3K
Top Position Liquidated / Trimmed
MCO
前期市值: $7.9M
During Q2 2025, Mitchell Sinkler & Starr/pa's top holdings by market value included MSFT (6.1%)、NVDA (4.7%)、AAPL (4.5%). The largest single position, MSFT, represented 6.1% of total portfolio value.
In Q2 2025, Mitchell Sinkler & Starr/pa made 49 total portfolio adjustments, initiating 1 new buys, adding to 9 positions, trimming 28 holdings, and fully liquidating 11 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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