Largest positions
| Issuer | Class | Value | Share |
|---|---|---|---|
| Vanguard Index FdsS&P 500 ETF SHS | S&P 500 ETF SHS | $12.9M | 5.4% |
| Apple Inc.COM | COM | $12.8M | 5.3% |
| Nvidia CorporationCOM | COM | $10.9M | 4.5% |
| Microsoft Corp.COM | COM | $9.66M | 4.0% |
| Schwab Strategic TRUS BRD MKT ETF | US BRD MKT ETF | $9.35M | 3.9% |
| Alphabet Inc.CAP STK CL A | CAP STK CL A | $8.81M | 3.7% |
| Procter & Gamble COCOM | COM | $7.59M | 3.2% |
| Vanguard Index FdsTOTAL STK MKT | TOTAL STK MKT | $6.93M | 2.9% |
| Merck & CO Inc.COM | COM | $5.45M | 2.3% |
| Johnson & JohnsonCOM | COM | $5.44M | 2.3% |
| Vanguard World FDINF TECH ETF | INF TECH ETF | $4.17M | 1.7% |
| iShares TRRUS 1000 ETF | RUS 1000 ETF | $4.15M | 1.7% |
| Amazon Com Inc.COM | COM | $4.02M | 1.7% |
| JPMORGAN Chase & COCOM | COM | $3.72M | 1.6% |
| State Str SPDR S&P 500 ETF TTR UNIT | TR UNIT | $3.39M | 1.4% |
| Abbvie Inc.COM | COM | $3.38M | 1.4% |
| Home Depot Inc.COM | COM | $3.2M | 1.3% |
| Rtx CorporationCOM | COM | $3.08M | 1.3% |
| Schwab Strategic TRUS DIVIDEND EQ | US DIVIDEND EQ | $2.98M | 1.2% |
| Exxon Mobil Corp.COM | COM | $2.88M | 1.2% |
| Vanguard Index FdsSMALL CP ETF | SMALL CP ETF | $2.85M | 1.2% |
| Mastercard IncorporatedCL A | CL A | $2.77M | 1.2% |
| Broadcom Inc.COM | COM | $2.75M | 1.1% |
| Automatic Data Processing INCOM | COM | $2.71M | 1.1% |
| Meta Platforms Inc.CL A | CL A | $2.67M | 1.1% |
| SPDR Series TrustST STR P500GRW | ST STR P500GRW | $2.62M | 1.1% |
| Emerson Elec COCOM | COM | $2.49M | 1.0% |
| Eli Lilly & COCOM | COM | $2.4M | 1.0% |
| ASML Hldg NVN Y REGISTRY SHS | N Y REGISTRY SHS | $2.33M | 1.0% |
| Cincinnati Finl Corp.COM | COM | $2.31M | 1.0% |
| Pepsico Inc.COM | COM | $2.3M | 1.0% |
| Berkshire Hathaway Inc. DelCL B NEW | CL B NEW | $2.23M | 0.9% |
| Rpm Intl Inc.COM | COM | $2.21M | 0.9% |
| Chevron CorporationCOM | COM | $2.18M | 0.9% |
| Nextera Energy Inc.COM | COM | $2.08M | 0.9% |
| Vanguard Index FdsMID CAP ETF | MID CAP ETF | $2.02M | 0.8% |
| Stryker CorporationCOM | COM | $1.99M | 0.8% |
| Waste Mgmt Inc. DelCOM | COM | $1.98M | 0.8% |
| Abbott LaboratoriesCOM | COM | $1.97M | 0.8% |
| Texas Instrs Inc.COM | COM | $1.96M | 0.8% |
| Costco Wholesale CorporationCOM | COM | $1.83M | 0.8% |
| Intel Corp.COM | COM | $1.59M | 0.7% |
| Visa Inc.COM CL A | COM CL A | $1.48M | 0.6% |
| Arista Networks Inc.COM SHS | COM SHS | $1.41M | 0.6% |
| Southern COCOM | COM | $1.29M | 0.5% |
| Alphabet Inc.CAP STK CL C | CAP STK CL C | $1.25M | 0.5% |
| iShares TRINTRM GOV CR ETF | INTRM GOV CR ETF | $1.21M | 0.5% |
| Marvell Technology Inc.COM | COM | $1.21M | 0.5% |
| Walmart Inc.COM | COM | $1.15M | 0.5% |
| Schwab Strategic TRUS LRG CAP ETF | US LRG CAP ETF | $1.12M | 0.5% |
- Class
- S&P 500 ETF SHS
- Share
- 5.4%
- Class
- COM
- Share
- 5.3%
- Class
- COM
- Share
- 4.5%
- Class
- COM
- Share
- 4.0%
- Class
- US BRD MKT ETF
- Share
- 3.9%
- Class
- CAP STK CL A
- Share
- 3.7%
- Class
- COM
- Share
- 3.2%
- Class
- TOTAL STK MKT
- Share
- 2.9%
- Class
- COM
- Share
- 2.3%
- Class
- COM
- Share
- 2.3%
- Class
- INF TECH ETF
- Share
- 1.7%
- Class
- RUS 1000 ETF
- Share
- 1.7%
- Class
- COM
- Share
- 1.7%
- Class
- COM
- Share
- 1.6%
- Class
- TR UNIT
- Share
- 1.4%
- Class
- COM
- Share
- 1.4%
- Class
- COM
- Share
- 1.3%
- Class
- COM
- Share
- 1.3%
- Class
- US DIVIDEND EQ
- Share
- 1.2%
- Class
- COM
- Share
- 1.2%
- Class
- SMALL CP ETF
- Share
- 1.2%
- Class
- CL A
- Share
- 1.2%
- Class
- COM
- Share
- 1.1%
- Class
- COM
- Share
- 1.1%
- Class
- CL A
- Share
- 1.1%
- Class
- ST STR P500GRW
- Share
- 1.1%
- Class
- COM
- Share
- 1.0%
- Class
- COM
- Share
- 1.0%
- Class
- N Y REGISTRY SHS
- Share
- 1.0%
- Class
- COM
- Share
- 1.0%
- Class
- COM
- Share
- 1.0%
- Class
- CL B NEW
- Share
- 0.9%
- Class
- COM
- Share
- 0.9%
- Class
- COM
- Share
- 0.9%
- Class
- COM
- Share
- 0.9%
- Class
- MID CAP ETF
- Share
- 0.8%
- Class
- COM
- Share
- 0.8%
- Class
- COM
- Share
- 0.8%
- Class
- COM
- Share
- 0.8%
- Class
- COM
- Share
- 0.8%
- Class
- COM
- Share
- 0.8%
- Class
- COM
- Share
- 0.7%
- Class
- COM CL A
- Share
- 0.6%
- Class
- COM SHS
- Share
- 0.6%
- Class
- COM
- Share
- 0.5%
- Class
- CAP STK CL C
- Share
- 0.5%
- Class
- INTRM GOV CR ETF
- Share
- 0.5%
- Class
- COM
- Share
- 0.5%
- Class
- COM
- Share
- 0.5%
- Class
- US LRG CAP ETF
- Share
- 0.5%
The share class is shown on a wider screen.
The 50 largest of 155 positions by value, with holdings of the same security combined. The 155 largest are in this firm's machine-readable record. Share counts and quarter-on-quarter changes for each position are on EDGAR. View the full information table on EDGAR
This filing
- Form
- 13F-HR
- CIK
- 1048921
- File number
- 028-03867
- Options
- 0 call, 0 put
- In the 25 largest
- 57.7%
- Prior quarter
- $217M at 31 March 2026
- Positions opened
- 17
- Positions closed
- 5
Common questions
What are Mitchell Sinkler & Starr’s 13F holdings worth?
$240 million across 155 positions for the quarter ended 30 June 2026.
What is Mitchell Sinkler & Starr’s largest 13F holding?
VANGUARD INDEX FDS (S&P 500 ETF SHS) was the largest position at $12.9 million, or 5.4% of reported 13F value, as of 30 June 2026.
How concentrated is Mitchell Sinkler & Starr’s 13F portfolio?
The ten largest positions accounted for 37.4% of reported value and the twenty-five largest for 57.7%, across 155 positions as of 30 June 2026.
Does Form 13F show everything Mitchell Sinkler & Starr manages?
No. Form 13F covers only long positions in exchange-traded securities over which the manager has investment discretion, valued at quarter end. It excludes cash, most bonds, private funds, and any assets the firm does not have discretion over, so it is neither the firm's total assets nor any individual client's portfolio.
How often does Mitchell Sinkler & Starr file its 13F?
Every quarter. Managers file within 45 days of each quarter's end, so the figures are a snapshot that changes between filings. This page shows the quarter ended 30 June 2026.
Answered from this filing and the prior quarter's.