MITCHELL SINKLER & STARR/PA

Q1 2026 13F-HR Holdings

Location
Philadelphia, PA
Holdings as of
3/31/2026
Date filed
4/13/2026
Form type
13F-HR
Num holdings
143
Total value ($000)
$216,623
Net value change ($000)
-4,722 (-2.1%)
New positions
6
Sold out positions
2
Turnover %
1.5%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/11/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
MRSH 1,528 NEW
XOM 1,017 39.6%
JNJ 725 16.2%
CVX 680 33.8%
MRK 636 14.3%
SCHD 509 20.7%
TW 327 NEW
NEE 296 15.7%
ASML 296 23.2%
HPE 267 NEW
Top Reduces (Value $000, Stocks/ETFs)
MSFT -3,013 -24.1%
NVDA -753 -7.1%
ADP -712 -23.4%
GOOGL -586 -7.5%
AAPL -568 -4.6%
ABT -541 -19.4%
SCHB -473 -5.5%
AMZN -417 -10.7%
MA -411 -13.5%
SPY -381 -10.2%
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