Data as of Q4 2025 (Dec 31, 2025)

MITCHELL SINKLER & STARR/PA

โ€ขCIK: 1048921โ€ขFiling: Q4 2025

**MITCHELL SINKLER & STARR/PA** manages $221M across a diversified portfolio of 139 positions. The fund exhibits a strong technology tilt, with top holdings including MSFT ($12.5M), AAPL ($12.3M), and NVDA ($10.7M). Significant allocations are also maintained in broad market ETFs such as VOO ($10.1M) and VTI ($5.8M). This structure suggests a core focus on established mega-cap growth leaders alongside broad market exposure.

Total AUM
$221.3M
QoQ Performance
-0.5%
Positions
115
Top 10 Concentration
38.1%
Latest Filing
Q4 2025

Top Holdings Allocation

MSFT
AAPL
MSFT5.7%
AAPL5.5%
NVDA4.8%
VOO4.6%
SCHB3.9%
GOOGL3.5%
PG3.4%
VTI2.6%

๐Ÿ“ˆ Biggest Buys

VOO
VANGUARD INDEX FDS
+9.0%
4.6% of portfolio
UL
UNILEVER PLC
NEW
0.1% of portfolio
SUX
TD SYNNEX CORPORATION
NEW
0.1% of portfolio
ZTS
ZOETIS INC
+103.1%
0.2% of portfolio
XLK
SELECT SECTOR SPDR TR
+100.0%
0.2% of portfolio

๐Ÿ“‰ Biggest Sells

VTI
VANGUARD INDEX FDS
-17.8%
2.6% of portfolio
NVDA
NVIDIA CORPORATION
-4.4%
4.8% of portfolio
DHI
D R HORTON INC
-53.6%
0.2% of portfolio
LLY
ELI LILLY & CO
-12.6%
1.0% of portfolio
MRK
MERCK & CO INC
-5.5%
2.0% of portfolio

Sector Breakdown

Other38.2%
Technology25.1%
Healthcare9.0%
ETF6.5%
Consumer6.0%
Financial5.9%
Industrial3.5%
Utilities1.7%

๐Ÿšช Exited Positionssold since Q3 2025

UNH
UNITEDHEALTH GROUP INC
SOLD
$472.0K
ADBE
ADOBE INC
SOLD
$365.4K
PRU
PRUDENTIAL FINL INC
SOLD
$346.0K
UL
UNILEVER PLC
SOLD
$306.2K
FISV
FISERV INC
SOLD
$296.2K
+2 more exited positions

Changes from Q3 2025

NEW4 new positions
โ†‘28 increased
โ†“61 decreased

Historical Filings

Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023