Filed: 7/25/2025ACC: 0001398344-25-013772
๐ What this filing means
MITCHELL SINKLER & STARR/PA filed this quarterly 13FโHR report disclosing 144 equity positions with a total reported market value of $208.94M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
144
Positions
$208.94M
Total AUM (reported)
1.66M
Total Shares
Allocation by class
COM$128.43M61.5%
S&P 500 ETF SHS$8.33M4.0%
US BRD MKT ETF$7.81M3.7%
CL A$7.67M3.7%
TOTAL STK MKT$6.45M3.1%
CAP STK CL A$4.43M2.1%
TR UNIT$3.40M1.6%
Portfolio Concentration
Top 3$31.87M15.3%
4โ10$43.01M20.6%
11โ25$44.87M21.5%
Rest$89.19M42.7%
Top 3 weight
15.3%
Top 10 weight
35.8%
Voting Authority Distribution
Total shares with voting rights: 1.66M
Sole
Full voting authority
1.66M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole144
Shared0
Other0
Dominant voting typeSole ยท 100.0% of voting shares
Institutional Holdings144
Rows:
MICROSOFT CORP
SOLEShares25.78K
TypeSH
Market value$12.82M
6.14%
Sole
25.78K
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares61.46K
TypeSH
Market value$9.71M
4.65%
Sole
61.46K
Shared
0.00
None
0.00
APPLE INC
SOLEShares45.51K
TypeSH
Market value$9.34M
4.47%
Sole
45.51K
Shared
0.00
None
0.00
PROCTER AND GAMBLE CO
SOLEShares53.67K
TypeSH
Market value$8.55M
4.09%
Sole
53.67K
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares14.67K
TypeSH
Market value$8.33M
3.99%
Sole
14.67K
Shared
0.00
None
0.00
SCHWAB STRATEGIC TR
SOLEShares327.60K
TypeSH
Market value$7.81M
3.74%
Sole
327.60K
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares21.21K
TypeSH
Market value$6.45M
3.09%
Sole
21.21K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares25.13K
TypeSH
Market value$4.43M
2.12%
Sole
25.13K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares17.18K
TypeSH
Market value$3.77M
1.80%
Sole
17.18K
Shared
0.00
None
0.00
AUTOMATIC DATA PROCESSING IN
SOLEShares11.92K
TypeSH
Market value$3.68M
1.76%
Sole
11.92K
Shared
0.00
None
0.00
MERCK & CO INC
SOLEShares44.81K
TypeSH
Market value$3.55M
1.70%
Sole
44.81K
Shared
0.00
None
0.00
HOME DEPOT INC
SOLEShares9.50K
TypeSH
Market value$3.48M
1.67%
Sole
9.50K
Shared
0.00
None
0.00
SPDR S&P 500 ETF TR
SOLEShares5.50K
TypeSH
Market value$3.40M
1.62%
Sole
5.50K
Shared
0.00
None
0.00
JPMORGAN CHASE & CO.
SOLEShares11.66K
TypeSH
Market value$3.38M
1.62%
Sole
11.66K
Shared
0.00
None
0.00
JOHNSON & JOHNSON
SOLEShares22.01K
TypeSH
Market value$3.36M
1.61%
Sole
22.01K
Shared
0.00
None
0.00
META PLATFORMS INC
SOLEShares4.35K
TypeSH
Market value$3.21M
1.54%
Sole
4.35K
Shared
0.00
None
0.00
MASTERCARD INCORPORATED
SOLEShares5.49K
TypeSH
Market value$3.09M
1.48%
Sole
5.49K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares9.06K
TypeSH
Market value$3.08M
1.47%
Sole
9.06K
Shared
0.00
None
0.00
ABBOTT LABS
SOLEShares22.35K
TypeSH
Market value$3.04M
1.45%
Sole
22.35K
Shared
0.00
None
0.00
VANGUARD WORLD FD
SOLEShares4.14K
TypeSH
Market value$2.75M
1.32%
Sole
4.14K
Shared
0.00
None
0.00
RTX CORPORATION
SOLEShares18.18K
TypeSH
Market value$2.65M
1.27%
Sole
18.18K
Shared
0.00
None
0.00
STRYKER CORPORATION
SOLEShares6.42K
TypeSH
Market value$2.54M
1.22%
Sole
6.42K
Shared
0.00
None
0.00
ABBVIE INC
SOLEShares13.50K
TypeSH
Market value$2.51M
1.20%
Sole
13.50K
Shared
0.00
None
0.00
SCHWAB STRATEGIC TR
SOLEShares92.63K
TypeSH
Market value$2.45M
1.17%
Sole
92.63K
Shared
0.00
None
0.00
PEPSICO INC
SOLEShares18.03K
TypeSH
Market value$2.38M
1.14%
Sole
18.03K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting โ Sole | Shared | None |
|---|---|---|---|---|---|---|---|
MICROSOFT CORPSOLE | COM | 25.78K | SH | $12.82M 6.14% | 25.78K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 61.46K | SH | $9.71M 4.65% | 61.46K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 45.51K | SH | $9.34M 4.47% | 45.51K | 0.00 | 0.00 |
PROCTER AND GAMBLE COSOLE | COM | 53.67K | SH | $8.55M 4.09% | 53.67K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 14.67K | SH | $8.33M 3.99% | 14.67K | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | US BRD MKT ETF | 327.60K | SH | $7.81M 3.74% | 327.60K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 21.21K | SH | $6.45M 3.09% | 21.21K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 25.13K | SH | $4.43M 2.12% | 25.13K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 17.18K | SH | $3.77M 1.80% | 17.18K | 0.00 | 0.00 |
AUTOMATIC DATA PROCESSING INSOLE | COM | 11.92K | SH | $3.68M 1.76% | 11.92K | 0.00 | 0.00 |
MERCK & CO INCSOLE | COM | 44.81K | SH | $3.55M 1.70% | 44.81K | 0.00 | 0.00 |
HOME DEPOT INCSOLE | COM | 9.50K | SH | $3.48M 1.67% | 9.50K | 0.00 | 0.00 |
SPDR S&P 500 ETF TRSOLE | TR UNIT | 5.50K | SH | $3.40M 1.62% | 5.50K | 0.00 | 0.00 |
JPMORGAN CHASE & CO.SOLE | COM | 11.66K | SH | $3.38M 1.62% | 11.66K | 0.00 | 0.00 |
JOHNSON & JOHNSONSOLE | COM | 22.01K | SH | $3.36M 1.61% | 22.01K | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 4.35K | SH | $3.21M 1.54% | 4.35K | 0.00 | 0.00 |
MASTERCARD INCORPORATEDSOLE | CL A | 5.49K | SH | $3.09M 1.48% | 5.49K | 0.00 | 0.00 |
ISHARES TRSOLE | RUS 1000 ETF | 9.06K | SH | $3.08M 1.47% | 9.06K | 0.00 | 0.00 |
ABBOTT LABSSOLE | COM | 22.35K | SH | $3.04M 1.45% | 22.35K | 0.00 | 0.00 |
VANGUARD WORLD FDSOLE | INF TECH ETF | 4.14K | SH | $2.75M 1.32% | 4.14K | 0.00 | 0.00 |
RTX CORPORATIONSOLE | COM | 18.18K | SH | $2.65M 1.27% | 18.18K | 0.00 | 0.00 |
STRYKER CORPORATIONSOLE | COM | 6.42K | SH | $2.54M 1.22% | 6.42K | 0.00 | 0.00 |
ABBVIE INCSOLE | COM | 13.50K | SH | $2.51M 1.20% | 13.50K | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | US DIVIDEND EQ | 92.63K | SH | $2.45M 1.17% | 92.63K | 0.00 | 0.00 |
PEPSICO INCSOLE | COM | 18.03K | SH | $2.38M 1.14% | 18.03K | 0.00 | 0.00 |
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