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MITCHELL SINKLER & STARR/PA

hedge fundUpdated 23 days ago

Managed by Mitchell Sinkler & Starr/Pa • Latest filing Q3 2026

Portfolio value
$246.8M
Q3 2026
Filings
5
Quarterly 13F history
Top-10 concentration
100.0%
Weight of largest holdings
Annualized return
10.9%
Implied from 13F holdings

Portfolio value history

13F-disclosed portfolio value over 5 quarters

Show data table
PeriodPortfolio value
Q3 2025$222.4M
Q4 2025$221.3M
Q1 2026$216.6M
Q2 2026$240.1M
Q3 2026$246.8M

Top holdings

155 positions as of Q3 2026

View filing
A

APPLE INC

-0.4%
Value
$14.7M
Shares
44.1K
% Port
5.95%
V

VANGUARD INDEX FDS

+2.6%
Value
$13.5M
Shares
19.3K
% Port
5.48%
M

MICROSOFT CORP

-0.7%
Value
$13.2M
Shares
25.7K
% Port
5.35%
N

NVIDIA CORPORATION

-5.3%
Value
$11.8M
Shares
51.5K
% Port
4.77%
S

SCHWAB STRATEGIC TR

Unchanged
Value
$9.5M
Shares
322.8K
% Port
3.83%
G

ALPHABET INC

-4.1%
Value
$8.1M
Shares
23.6K
% Port
3.30%
P

PROCTER & GAMBLE CO

-0.3%
Value
$7.5M
Shares
51.6K
% Port
3.04%
V

VANGUARD INDEX FDS

-0.2%
Value
$7M
Shares
18.7K
% Port
2.83%
M

MERCK & CO INC

+0.4%
Value
$6.2M
Shares
42.6K
% Port
2.51%
J

JOHNSON & JOHNSON

-0.3%
Value
$5.7M
Shares
21.4K
% Port
2.29%
V

VANGUARD WORLD FD

+0.2%
Value
$4.4M
Shares
35.0K
% Port
1.78%
E

ISHARES TR

+3.5%
Value
$4.4M
Shares
10.5K
% Port
1.77%
A

AMAZON COM INC

+0.3%
Value
$4.2M
Shares
16.9K
% Port
1.71%
J

JPMORGAN CHASE & CO

+0.7%
Value
$3.8M
Shares
11.5K
% Port
1.54%
S

STATE STR SPDR S&P 500 ETF T

+0.3%
Value
$3.5M
Shares
4.6K
% Port
1.41%
A

ABBVIE INC

-1.5%
Value
$3.5M
Shares
13.2K
% Port
1.40%
M

META PLATFORMS INC

-0.4%
Value
$3.4M
Shares
4.7K
% Port
1.39%
X

EXXONMOBIL HOLDINGS CORP

Value
$3.4M
Shares
20.9K
% Port
1.38%
S

SCHWAB STRATEGIC TR

+8.5%
Value
$3.3M
Shares
101.9K
% Port
1.34%
A

AUTOMATIC DATA PROCESSING IN

-0.7%
Value
$3.1M
Shares
12.0K
% Port
1.26%

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