MITCHELL SINKLER & STARR/PA

Q4 2025 13F-HR Holdings

Location
Philadelphia, PA
Holdings as of
12/31/2025
Date filed
2/11/2026
Form type
13F-HR
Num holdings
139
Total value ($000)
$221,345
Net value change ($000)
-1,083 (-0.5%)
New positions
4
Sold out positions
7
Turnover %
1.5%
Sector allocation + QoQ delta (equities-only)
Prev filing: 11/4/2025 Next filing: 4/13/2026 SEC filing

Snapshot: Change Analysis

Compared to Q3 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
GOOGL 1,667 27.3%
VOO 1,056 11.7%
AAPL 756 6.6%
MRK 694 18.5%
LLY 429 23.2%
JNJ 426 10.5%
XOM 355 16.0%
UL 305 NEW
SNX 278 NEW
ZTS 232 74.6%
Top Reduces (Value $000, Stocks/ETFs)
VTI -1,109 -16.0%
MSFT -833 -6.2%
HD -623 -16.3%
PG -621 -7.5%
DHI -536 -60.6%
ADP -507 -14.3%
NVDA -491 -4.4%
UNH -472 -100.0%
ORCL -437 -32.8%
ADBE -365 -100.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type