MITCHELL SINKLER & STARR/PA

Q2 2026 13F-HR Holdings

Location
Philadelphia, PA
Holdings as of
6/30/2026
Date filed
7/21/2026
Form type
13F-HR
Num holdings
155
Total value ($000)
$240,117
Net value change ($000)
+23,494 (10.8%)
New positions
17
Sold out positions
5
Turnover %
3.4%
Sector allocation + QoQ delta (equities-only)
Prev filing: 4/13/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
VOO 3,067 31.1%
GOOGL 1,630 22.7%
VTI 1,378 24.8%
SCHB 1,228 15.1%
VGT 1,147 37.9%
AAPL 1,113 9.5%
INTC 1,086 216.8%
NVDA 978 9.9%
MRVL 818 208.7%
ASML 756 48.0%
Top Reduces (Value $000, Stocks/ETFs)
MRSH -1,528 -100.0%
HON -1,298 -100.0%
XOM -712 -19.8%
CVX -509 -18.9%
ACN -498 -49.3%
PEP -328 -12.5%
ABT -271 -12.1%
NKE -269 -30.3%
XLF -250 -30.0%
HCA -220 -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