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
$246.8M
$246.8M
155 檔
22.5%
The Q2 2026 SEC filing reveals that Mitchell Sinkler & Starr/pa held a total portfolio value of $246.8M, covering 155 public equity positions.
Mitchell Sinkler & Starr/pa executed strategic sector rebalancing during Q2 2026, establishing 17 new positions while fully exiting 5 holdings and trimming 54 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 5.38% | +0.10% | +14.10% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 5.33% | +0.62% | -3.94% | |
| 3 | NVDA | Nvidia CORP | Stock-Tech | 4.53% | +0.24% | -4.22% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 4.02% | +1.33% | +0.97% | |
| 5 | SCHB | Schwab US Broad Market ETF | ETF-Other | 3.89% | -0.06% | -0.22% | |
| 6 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 3.67% | -0.37% | -1.27% | |
| 7 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 3.16% | -0.12% | -1.23% | |
| 8 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 2.89% | -0.06% | +8.20% | |
| 9 | MRK | Merck & Co. Inc. | Stock-Healthcare | 2.27% | +0.24% | +0.22% | |
| 10 | JNJ | Johnson & Johnson | Stock-Healthcare | 2.27% | +0.02% | +0.65% | |
| 11 | VGT | Vanguard Info Tech ETF | ETF-Tech | 1.74% | +0.04% | +705.07% | |
| 12 | IWB | Ishares Russell 1000 ETF | ETF-Other | 1.73% | +0.04% | +2.53% | |
| 13 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.67% | +0.04% | +0.54% | |
| 14 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.55% | -0.01% | -0.13% | |
| 15 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.41% | — | -11.66% | |
| 16 | ABBV | Abbvie Inc | Stock-Healthcare | 1.41% | -0.01% | -1.83% | |
| 17 | HD | Home Depot Inc | Stock-Consumer Disc | 1.33% | -0.30% | -2.36% | |
| 18 | RTX | Rtx CORP | Stock-Industrials | 1.28% | -0.09% | +0.34% | |
| 19 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 1.24% | +0.10% | -3.04% | |
| 20 | XOM | Exxon Mobil CORP | Stock-Energy | 1.20% | -1.20% | EXIT | |
| 21 | VB | Vanguard Small-cap ETF | ETF-Other | 1.19% | -0.11% | +2.97% | |
| 22 | MA | Mastercard Inc - A | Stock-Financials | 1.15% | +0.05% | +1.93% | |
| 23 | AVGO | Broadcom Inc | Stock-Tech | 1.15% | -0.13% | +0.55% | |
| 24 | ADP | Automatic Data Processing | Stock-Tech | 1.13% | +0.13% | +5.54% | |
| 25 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.11% | +0.28% | +0.74% | |
| 26 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.09% | +0.01% | -1.01% | |
| 27 | EMR | Emerson Electric Co | Stock-Industrials | 1.04% | +0.04% | +0.28% | |
| 28 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.00% | -0.08% | -4.08% | |
| 29 | ASML | ASML Holding N.V. | Stock-Tech | 0.97% | -0.13% | -1.76% | |
| 30 | CINF | Cincinnati Financial CORP | Stock-Financials | 0.96% | -0.16% | -2.35% | |
| 31 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.96% | -0.10% | +0.38% | |
| 32 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.93% | -0.02% | -0.76% | |
| 33 | RPM | Rpm International Inc | Stock-Materials | 0.92% | -0.13% | -2.69% | |
| 34 | CVX | Chevron CORP | Stock-Energy | 0.91% | +0.17% | +1.20% | |
| 35 | NEE | Nextera Energy Inc | Stock-Utilities | 0.86% | -0.13% | +0.45% | |
| 36 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.84% | -0.04% | +327.75% | |
| 37 | SYK | Stryker CORP | Stock-Healthcare | 0.83% | -0.13% | -1.18% | |
| 38 | WM | Waste Management Inc | Stock-Industrials | 0.83% | -0.12% | -0.61% | |
| 39 | ABT | Abbott Laboratories | Stock-Healthcare | 0.82% | +0.04% | -0.52% | |
| 40 | TXN | Texas Instruments Inc | Stock-Tech | 0.82% | -0.06% | -1.57% | |
| 41 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.76% | -0.04% | -1.16% | |
| 42 | INTC | Intel CORP | Stock-Tech | 0.66% | -0.11% | — | |
| 43 | V | Visa Inc-class A Shares | Stock-Financials | 0.62% | +0.02% | +0.70% | |
| 44 | ANET | Arista Networks Inc | Stock-Tech | 0.59% | +0.10% | -5.40% | |
| 45 | SO | Southern Co/the | Stock-Utilities | 0.54% | -0.09% | — | |
| 46 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.52% | -0.05% | -3.81% | |
| 47 | GVI | Ishares Intermediate Governm | ETF-Other | 0.50% | -0.02% | — | |
| 48 | MRVL | Marvell Technology Inc | Stock-Tech | 0.50% | -0.05% | +2.60% | |
| 49 | WMT | Walmart Inc | Stock-Consumer Staples | 0.48% | -0.05% | +1.30% | |
| 50 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.47% | — | +3.76% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | +0.8% | +14.10% | Add |
| 2 | INTC | Intel CORP | +0.4% | — | Unchanged |
| 3 | GOOGL | Alphabet Inc-cl A | +0.4% | -1.27% | Trim |
| 4 | VGT | Vanguard Info Tech ETF | +0.3% | +705.07% | Add |
| 5 | VTI | Vanguard Total Stock Mkt ETF | +0.3% | +8.20% | Add |
| 6 | MRVL | Marvell Technology Inc | +0.3% | +2.60% | Add |
| 7 | ASML | ASML Holding N.V. | +0.2% | -1.76% | Trim |
| 8 | TXN | Texas Instruments Inc | +0.2% | -1.57% | Trim |
| 9 | HPE | Hewlett Packard Enterprise | +0.2% | +52.50% | Add |
| 10 | SNX | TD Synnex CORP | +0.2% | +28.10% | Add |
| 11 | CRUS | Cirrus Logic Inc | +0.2% | NEW | New buy |
| 12 | R | Ryder System Inc | +0.2% | NEW | New buy |
| 13 | BNY | Bank Of New York Mellon CORP | +0.2% | NEW | New buy |
| 14 | SCHB | Schwab US Broad Market ETF | +0.1% | -0.22% | Trim |
| 15 | PFGC | Performance Food Group Co | +0.1% | NEW | New buy |
| 16 | GNRC | Generac Holdings Inc | +0.1% | +3.21% | Add |
| 17 | LLY | Eli Lilly & Co | +0.1% | -4.08% | Trim |
| 18 | CSCO | Cisco Systems Inc | +0.1% | +0.38% | Add |
| 19 | GLW | Corning Inc | +0.1% | -7.57% | Trim |
| 20 | C | Citigroup Inc | +0.1% | NEW | New buy |
| 21 | MELI | Mercadolibre Inc | +0.1% | NEW | New buy |
| 22 | AVGO | Broadcom Inc | +0.1% | +0.55% | Add |
| 23 | KLAC | Kla CORP | +0.1% | NEW | New buy |
| 24 | TNL | Travel + Leisure Co | +0.1% | NEW | New buy |
| 25 | LNG | Cheniere Energy Inc | +0.1% | NEW | New buy |
| 26 | IWB | Ishares Russell 1000 ETF | +0.1% | +2.53% | Add |
| 27 | UTHR | United Therapeutics CORP | +0.1% | NEW | New buy |
| 28 | DE | Deere & Co | +0.1% | NEW | New buy |
| 29 | VB | Vanguard Small-cap ETF | +0.1% | +2.97% | Add |
| 30 | ANET | Arista Networks Inc | +0.1% | -5.40% | Trim |
| 31 | SYF | Synchrony Financial | +0.1% | NEW | New buy |
| 32 | XBI | Ss Spdr S&p Biotech ETF | +0.1% | NEW | New buy |
| 33 | NUE | Nucor CORP | +0.1% | NEW | New buy |
| 34 | XLY | Ss Consumer Disc Select Sect | +0.1% | NEW | New buy |
| 35 | SPYG | Ss Spdr P S&p 500 Growth ETF | +0.1% | -1.01% | Trim |
| 36 | JAZZ | Jazz Pharmaceuticals plc | +0.1% | NEW | New buy |
| 37 | THC | Tenet Healthcare CORP | +0.1% | NEW | New buy |
| 38 | GE | General Electric | +0.1% | +1.29% | Add |
| 39 | GEV | GE Vernova Inc | +0.1% | — | Unchanged |
| 40 | AMZN | Amazon.com Inc | +0.1% | +0.54% | Add |
| 41 | VO | Vanguard Mid-cap ETF | +0.1% | +327.75% | Add |
| 42 | XLK | Ss Technology Select Sector | +0.1% | — | Unchanged |
| 43 | ADP | Automatic Data Processing | +0.1% | +5.54% | Add |
| 44 | RSPT | Invesco S&p 500 Equal Weight | +0.1% | -4.08% | Trim |
| 45 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | -2.07% | Trim |
| 46 | ABBV | Abbvie Inc | 0% | -1.83% | Trim |
| 47 | JBL | Jabil Inc | 0% | +3.40% | Add |
| 48 | MLI | Mueller Industries Inc | 0% | +37.58% | Add |
| 49 | VONG | Vanguard Russell 1000 Growth | 0% | +16.95% | Add |
| 50 | CINF | Cincinnati Financial CORP | 0% | -2.35% | Trim |
According to official SEC Form 13F filings, Mitchell Sinkler & Starr/pa reported a total U.S. public equity portfolio value of $246.8M across 155 disclosed positions in Q2 2026.
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 VOO, AAPL, NVDA) accounted for 22.5% of total reported equity market value during Q2 2026.
Top New Position Initiated
CRUS
市值: $442.9K
Top Position Liquidated / Trimmed
MRSH
前期市值: $1.5M
During Q2 2026, Mitchell Sinkler & Starr/pa's top holdings by market value included VOO (5.4%)、AAPL (5.3%)、NVDA (4.5%). The largest single position, VOO, represented 5.4% of total portfolio value.
In Q2 2026, Mitchell Sinkler & Starr/pa made 127 total portfolio adjustments, initiating 17 new buys, adding to 51 positions, trimming 54 holdings, and fully liquidating 5 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.
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.