Filed: 2/12/2025ACC: 0001398344-25-002513
📋 What this filing means
MITCHELL SINKLER & STARR/PA filed this quarterly 13F‑HR report disclosing 190 equity positions with a total reported market value of $374.83M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
190
Positions
$374.83M
Total AUM (reported)
3.10M
Total Shares
Allocation by class
COM$276.84M73.9%
CAP STK CL A$12.63M3.4%
CL A$10.44M2.8%
US BRD MKT ETF$7.86M2.1%
S&P 500 ETF SHS$6.53M1.7%
TOTAL STK MKT$5.93M1.6%
ORD$5.84M1.6%
Portfolio Concentration
Top 3$63.12M16.8%
4–10$72.90M19.4%
11–25$108.65M29.0%
Rest$130.16M34.7%
Top 3 weight
16.8%
Top 10 weight
36.3%
Voting Authority Distribution
Total shares with voting rights: 3.10M
Sole
Full voting authority
3.10M
shares
% of voting shares99.9%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
1.99K
shares
% of voting shares0.1%
Investment Discretion (by position count)
Sole190
Shared0
Other0
Dominant voting typeSole · 99.9% of voting shares
Institutional Holdings190
Rows:
MICROSOFT CORP
SOLEShares61.21K
TypeSH
Market value$25.80M
6.88%
Sole
61.21K
Shared
0.00
None
0.00
APPLE INC
SOLEShares98.58K
TypeSH
Market value$24.69M
6.59%
Sole
98.58K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares66.73K
TypeSH
Market value$12.63M
3.37%
Sole
66.73K
Shared
0.00
None
0.00
JPMORGAN CHASE & CO.
SOLEShares49.77K
TypeSH
Market value$11.93M
3.18%
Sole
49.77K
Shared
0.00
None
0.00
ABBOTT LABS
SOLEShares98.78K
TypeSH
Market value$11.17M
2.98%
Sole
98.78K
Shared
0.00
None
0.00
HOME DEPOT INC
SOLEShares27.13K
TypeSH
Market value$10.55M
2.82%
Sole
27.13K
Shared
0.00
None
0.00
EMERSON ELEC CO
SOLEShares83.87K
TypeSH
Market value$10.39M
2.77%
Sole
83.87K
Shared
0.00
None
0.00
JOHNSON & JOHNSON
SOLEShares68.64K
TypeSH
Market value$9.93M
2.65%
Sole
68.64K
Shared
0.00
None
0.00
PROCTER AND GAMBLE CO
SOLEShares56.70K
TypeSH
Market value$9.51M
2.54%
Sole
56.70K
Shared
0.00
None
0.00
AIR PRODS & CHEMS INC
SOLEShares32.48K
TypeSH
Market value$9.42M
2.51%
Sole
32.48K
Shared
0.00
None
0.00
ORACLE CORP
SOLEShares56.45K
TypeSH
Market value$9.41M
2.51%
Sole
56.45K
Shared
0.00
None
0.00
MERCK & CO INC
SOLEShares87.54K
TypeSH
Market value$8.71M
2.32%
Sole
87.54K
Shared
0.00
None
0.00
MOODYS CORP
SOLEShares17.70K
TypeSH
Market value$8.38M
2.24%
Sole
17.70K
Shared
0.00
None
0.00
UNION PAC CORP
SOLEShares36.01K
TypeSH
Market value$8.21M
2.19%
Sole
36.01K
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares60.50K
TypeSH
Market value$8.13M
2.17%
Sole
60.50K
Shared
0.00
None
0.00
SCHWAB STRATEGIC TR
SOLEShares346.18K
TypeSH
Market value$7.86M
2.10%
Sole
346.18K
Shared
0.00
None
0.00
DISNEY WALT CO
SOLEShares67.23K
TypeSH
Market value$7.49M
2.00%
Sole
67.23K
Shared
0.00
None
0.00
PEPSICO INC
SOLEShares47.87K
TypeSH
Market value$7.28M
1.94%
Sole
47.87K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares32.81K
TypeSH
Market value$7.20M
1.92%
Sole
32.81K
Shared
0.00
None
0.00
EXXON MOBIL CORP
SOLEShares64.10K
TypeSH
Market value$6.90M
1.84%
Sole
64.10K
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares12.12K
TypeSH
Market value$6.53M
1.74%
Sole
12.12K
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares20.45K
TypeSH
Market value$5.93M
1.58%
Sole
20.45K
Shared
0.00
None
0.00
CHECK POINT SOFTWARE TECH LT
SOLEShares31.25K
TypeSH
Market value$5.84M
1.56%
Sole
31.25K
Shared
0.00
None
0.00
CABOT CORP
SOLEShares60.18K
TypeSH
Market value$5.50M
1.47%
Sole
60.18K
Shared
0.00
None
0.00
WALMART INC
SOLEShares58.82K
TypeSH
Market value$5.31M
1.42%
Sole
58.82K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
MICROSOFT CORPSOLE | COM | 61.21K | SH | $25.80M 6.88% | 61.21K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 98.58K | SH | $24.69M 6.59% | 98.58K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 66.73K | SH | $12.63M 3.37% | 66.73K | 0.00 | 0.00 |
JPMORGAN CHASE & CO.SOLE | COM | 49.77K | SH | $11.93M 3.18% | 49.77K | 0.00 | 0.00 |
ABBOTT LABSSOLE | COM | 98.78K | SH | $11.17M 2.98% | 98.78K | 0.00 | 0.00 |
HOME DEPOT INCSOLE | COM | 27.13K | SH | $10.55M 2.82% | 27.13K | 0.00 | 0.00 |
EMERSON ELEC COSOLE | COM | 83.87K | SH | $10.39M 2.77% | 83.87K | 0.00 | 0.00 |
JOHNSON & JOHNSONSOLE | COM | 68.64K | SH | $9.93M 2.65% | 68.64K | 0.00 | 0.00 |
PROCTER AND GAMBLE COSOLE | COM | 56.70K | SH | $9.51M 2.54% | 56.70K | 0.00 | 0.00 |
AIR PRODS & CHEMS INCSOLE | COM | 32.48K | SH | $9.42M 2.51% | 32.48K | 0.00 | 0.00 |
ORACLE CORPSOLE | COM | 56.45K | SH | $9.41M 2.51% | 56.45K | 0.00 | 0.00 |
MERCK & CO INCSOLE | COM | 87.54K | SH | $8.71M 2.32% | 87.54K | 0.00 | 0.00 |
MOODYS CORPSOLE | COM | 17.70K | SH | $8.38M 2.24% | 17.70K | 0.00 | 0.00 |
UNION PAC CORPSOLE | COM | 36.01K | SH | $8.21M 2.19% | 36.01K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 60.50K | SH | $8.13M 2.17% | 60.50K | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | US BRD MKT ETF | 346.18K | SH | $7.86M 2.10% | 346.18K | 0.00 | 0.00 |
DISNEY WALT COSOLE | COM | 67.23K | SH | $7.49M 2.00% | 67.23K | 0.00 | 0.00 |
PEPSICO INCSOLE | COM | 47.87K | SH | $7.28M 1.94% | 47.87K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 32.81K | SH | $7.20M 1.92% | 32.81K | 0.00 | 0.00 |
EXXON MOBIL CORPSOLE | COM | 64.10K | SH | $6.90M 1.84% | 64.10K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 12.12K | SH | $6.53M 1.74% | 12.12K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 20.45K | SH | $5.93M 1.58% | 20.45K | 0.00 | 0.00 |
CHECK POINT SOFTWARE TECH LTSOLE | ORD | 31.25K | SH | $5.84M 1.56% | 31.25K | 0.00 | 0.00 |
CABOT CORPSOLE | COM | 60.18K | SH | $5.50M 1.47% | 60.18K | 0.00 | 0.00 |
WALMART INCSOLE | COM | 58.82K | SH | $5.31M 1.42% | 58.82K | 0.00 | 0.00 |
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