13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001048921
Total reported value
$240.1M
$240.1M
143 檔
20.4%
The Q1 2026 SEC filing reveals that Mitchell Sinkler & Starr/pa held a total portfolio value of $240.1M, covering 143 public equity positions.
In Q1 2026, Mitchell Sinkler & Starr/pa adopted a defensive or profit-taking posture, trimming 56 positions and completely liquidating 2 holdings to manage risk exposure.
In terms of portfolio concentration, the top 5 core holdings (including AAPL, NVDA, VOO) accounted for 20.4% of total reported equity market value during Q1 2026.
Top New Position Initiated
MRSH
市值: $1.5M
Top Position Liquidated / Trimmed
XLY
前期市值: $214.9K
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 5.40% | -0.07% | +2.15% | |
| 2 | NVDA | Nvidia CORP | Stock-Tech | 4.57% | -0.04% | -0.63% | |
| 3 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 4.55% | +0.83% | +2.20% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 4.38% | -0.36% | -0.82% | |
| 5 | SCHB | Schwab US Broad Market ETF | ETF-Other | 3.75% | +0.14% | -1.25% | |
| 6 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 3.49% | -0.33% | -1.47% | |
| 7 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 3.31% | +0.36% | +0.64% | |
| 8 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 2.56% | +0.33% | -0.46% | |
| 9 | JNJ | Johnson & Johnson | Stock-Healthcare | 2.40% | -0.13% | -1.64% | |
| 10 | MRK | Merck & Co. Inc. | Stock-Healthcare | 2.35% | -0.08% | — | |
| 11 | XOM | Exxon Mobil CORP | Stock-Energy | 1.66% | -0.46% | -1.01% | |
| 12 | IWB | Ishares Russell 1000 ETF | ETF-Other | 1.63% | +0.10% | +1.80% | |
| 13 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.61% | +0.06% | -0.99% | |
| 14 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.55% | — | -0.01% | |
| 15 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.54% | -0.13% | -5.86% | |
| 16 | RTX | Rtx CORP | Stock-Industrials | 1.44% | -0.16% | -2.46% | |
| 17 | HD | Home Depot Inc | Stock-Consumer Disc | 1.41% | -0.08% | -0.11% | |
| 18 | VGT | Vanguard Info Tech ETF | ETF-Tech | 1.40% | +0.34% | +1.17% | |
| 19 | ABBV | Abbvie Inc | Stock-Healthcare | 1.37% | +0.04% | -0.44% | |
| 20 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 1.37% | -0.13% | +7.87% | |
| 21 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.24% | -0.13% | +2.04% | |
| 22 | CVX | Chevron CORP | Stock-Energy | 1.24% | -0.33% | -1.44% | |
| 23 | MA | Mastercard Inc - A | Stock-Financials | 1.22% | -0.07% | -1.14% | |
| 24 | PEP | Pepsico Inc | Stock-Consumer Staples | 1.22% | -0.26% | -2.36% | |
| 25 | VB | Vanguard Small-cap ETF | ETF-Other | 1.10% | +0.09% | +3.69% | |
| 26 | ADP | Automatic Data Processing | Stock-Tech | 1.08% | +0.05% | -3.02% | |
| 27 | EMR | Emerson Electric Co | Stock-Industrials | 1.05% | -0.01% | -0.67% | |
| 28 | AVGO | Broadcom Inc | Stock-Tech | 1.04% | +0.11% | +2.84% | |
| 29 | ABT | Abbott Laboratories | Stock-Healthcare | 1.03% | -0.21% | -1.72% | |
| 30 | NEE | Nextera Energy Inc | Stock-Utilities | 1.01% | -0.15% | — | |
| 31 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.01% | +0.08% | -2.84% | |
| 32 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.99% | -0.06% | +0.56% | |
| 33 | SYK | Stryker CORP | Stock-Healthcare | 0.97% | -0.14% | — | |
| 34 | WM | Waste Management Inc | Stock-Industrials | 0.95% | -0.12% | -1.38% | |
| 35 | RPM | Rpm International Inc | Stock-Materials | 0.94% | -0.02% | -2.37% | |
| 36 | CINF | Cincinnati Financial CORP | Stock-Financials | 0.93% | +0.03% | -0.97% | |
| 37 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.91% | -0.15% | -4.26% | |
| 38 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.88% | +0.12% | -1.88% | |
| 39 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.78% | +0.06% | +2.62% | |
| 40 | ASML | ASML Holding N.V. | Stock-Tech | 0.73% | +0.24% | -0.25% | |
| 41 | MRSH | Marsh & Mclennan Cos | Stock-Financials | 0.71% | -0.71% | EXIT | |
| 42 | SO | Southern Co/the | Stock-Utilities | 0.60% | -0.06% | — | |
| 43 | V | Visa Inc-class A Shares | Stock-Financials | 0.60% | +0.02% | -4.97% | |
| 44 | HON | Honeywell International Inc | Stock-Industrials | 0.60% | -0.60% | EXIT | |
| 45 | TXN | Texas Instruments Inc | Stock-Tech | 0.60% | +0.22% | +0.22% | |
| 46 | WMT | Walmart Inc | Stock-Consumer Staples | 0.57% | -0.09% | -4.21% | |
| 47 | GVI | Ishares Intermediate Governm | ETF-Other | 0.56% | -0.06% | — | |
| 48 | ANET | Arista Networks Inc | Stock-Tech | 0.50% | +0.09% | — | |
| 49 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.49% | +0.03% | -4.04% | |
| 50 | CB | Chubb Limited | Stock-Financials | 0.47% | -0.02% | -0.88% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | XOM | Exxon Mobil CORP | +0.5% | -1.01% | Trim |
| 2 | JNJ | Johnson & Johnson | +0.4% | -1.64% | Trim |
| 3 | MRK | Merck & Co. Inc. | +0.3% | — | Unchanged |
| 4 | CVX | Chevron CORP | +0.3% | -1.44% | Trim |
| 5 | SCHD | Schwab US Dvd Equity ETF | +0.3% | +7.87% | Add |
| 6 | NEE | Nextera Energy Inc | +0.2% | — | Unchanged |
| 7 | ASML | ASML Holding N.V. | +0.2% | -0.25% | Trim |
| 8 | COST | Costco Wholesale CORP | +0.1% | -4.26% | Trim |
| 9 | GNRC | Generac Holdings Inc | +0.1% | -1.43% | Trim |
| 10 | HON | Honeywell International Inc | +0.1% | — | Unchanged |
| 11 | PEP | Pepsico Inc | +0.1% | -2.36% | Trim |
| 12 | SNX | TD Synnex CORP | +0.1% | +49.24% | Add |
| 13 | VZ | Verizon Communications Inc | +0.1% | -3.28% | Trim |
| 14 | APD | Air Products & Chemicals Inc | +0.1% | +0.60% | Add |
| 15 | TXN | Texas Instruments Inc | +0.1% | +0.22% | Add |
| 16 | GEV | GE Vernova Inc | +0.1% | — | Unchanged |
| 17 | CASY | Casey's General Stores Inc | +0.1% | -1.71% | Trim |
| 18 | LMT | Lockheed Martin CORP | +0.1% | -1.13% | Trim |
| 19 | SO | Southern Co/the | +0.1% | — | Unchanged |
| 20 | VB | Vanguard Small-cap ETF | +0.1% | +3.69% | Add |
| 21 | RTX | Rtx CORP | +0.1% | -2.46% | Trim |
| 22 | GLW | Corning Inc | +0.1% | -13.15% | Trim |
| 23 | RBC | RBC Bearings Inc | +0.1% | +0.09% | Add |
| 24 | VCSH | Vanguard S/t CORP Bond ETF | +0.1% | +14.44% | Add |
| 25 | PFE | Pfizer Inc | +0.1% | — | Unchanged |
| 26 | DUK | Duke Energy CORP | +0.1% | — | Unchanged |
| 27 | WM | Waste Management Inc | +0.1% | -1.38% | Trim |
| 28 | PG | Procter & Gamble Co/the | +0.1% | -1.47% | Trim |
| 29 | LIN | Linde plc | 0% | — | Unchanged |
| 30 | WMT | Walmart Inc | 0% | -4.21% | Trim |
| 31 | ENB | Enbridge Inc | 0% | — | Unchanged |
| 32 | INTC | Intel CORP | 0% | -2.57% | Trim |
| 33 | KO | Coca-cola Co/the | 0% | -1.30% | Trim |
| 34 | MRVL | Marvell Technology Inc | 0% | +2.19% | Add |
| 35 | AMGN | Amgen Inc | 0% | — | Unchanged |
| 36 | NVS | Novartis Ag-sponsored Adr | 0% | -1.47% | Trim |
| 37 | TSM | Taiwan Semiconductor-sp Adr | 0% | -2.09% | Trim |
| 38 | VO | Vanguard Mid-cap ETF | 0% | +2.62% | Add |
| 39 | ALB | Albemarle CORP | 0% | — | Unchanged |
| 40 | VEU | Vanguard Ftse All-world Ex-u | 0% | +9.94% | Add |
| 41 | HSY | Hershey Co/the | 0% | +0.89% | Add |
| 42 | JBL | Jabil Inc | 0% | — | Unchanged |
| 43 | CB | Chubb Limited | 0% | -0.88% | Trim |
| 44 | UNP | Union Pacific CORP | 0% | — | Unchanged |
| 45 | AN | Autonation Inc | 0% | +10.90% | Add |
| 46 | PLD | Prologis Inc | 0% | +4.81% | Add |
| 47 | VYM | Vanguard High Dvd Yield ETF | 0% | — | Unchanged |
| 48 | ITW | Illinois Tool Works | 0% | -1.76% | Trim |
| 49 | WTRG | Essential Utilities Inc | 0% | -1.04% | Trim |
| 50 | CL | Colgate-palmolive Co | 0% | -5.05% | 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 143 disclosed positions in Q1 2026.
During Q1 2026, Mitchell Sinkler & Starr/pa's top holdings by market value included AAPL (5.4%)、NVDA (4.6%)、VOO (4.5%). The largest single position, AAPL, represented 5.4% of total portfolio value.
In Q1 2026, Mitchell Sinkler & Starr/pa made 95 total portfolio adjustments, initiating 6 new buys, adding to 31 positions, trimming 56 holdings, and fully liquidating 2 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.
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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.