Mitchell Sinkler & Starr reported 120 positions worth $179.56M for the quarter ended Sep 30, 2026, up 2.9% on the prior quarter. It opened 5 new positions, added to 24, trimmed 47 and exited 4. Its largest holding is Apple Inc. at 8.2% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| HON Honeywell International Inc | +2,864 | – | $604.13K | 0.336% |
| HONA Honeywell Aerospace Inc. | +2,839 | – | $439.96K | 0.245% |
| BR Broadridge Financial Solutions, Inc. | +1,885 | – | $303.67K | 0.169% |
| PSX Phillips 66 | +1,035 | – | $264.25K | 0.147% |
| ETN Eaton Corp plc | +533 | – | $229.04K | 0.128% |
| ZTS Zoetis Inc. | +1,385 | +26.9% | $96.71K | 0.254% |
| HPE Hewlett Packard Enterprise Co | +860 | +5.0% | $54.95K | 0.639% |
| MRVL Marvell Technology, Inc. | +130 | +3.2% | $34.35K | 0.617% |
| BRK-B Berkshire Hathaway Inc | +67 | +1.5% | $33.36K | 1.26% |
| V Visa Inc. | +80 | +1.8% | $28.75K | 0.882% |
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| NVDA Nvidia Corp | -2,859 | -5.3% | $652.94K | 6.55% |
| GOOGL Alphabet Inc. | -1,008 | -4.1% | $346.83K | 4.53% |
| KLAC Kla Corp | -900 | -100.0% | $271.54K | Exited |
| MCD Mcdonalds Corp | -825 | -100.0% | $223.01K | Exited |
| JAZZ Jazz Pharmaceuticals plc | -847 | -100.0% | $204.10K | Exited |
| ALB Albemarle Corp | -1,498 | -100.0% | $202.28K | Exited |
| ACN Accenture plc | -870 | -21.1% | $159.53K | 0.332% |
| MSFT Microsoft Corp | -180 | -0.7% | $92.32K | 7.35% |
| CRUS Cirrus Logic, Inc. | -664 | -22.3% | $79.66K | 0.155% |
| RTX RTX Corp | -379 | -2.3% | $70.36K | 1.64% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | AAPL Apple Inc. | Technology | 44.1K | $14.68M | 8.17% | -180 | -0.4% | Reduced | 0% |
| 2 | MSFT Microsoft Corp | Technology | 25.7K | $13.19M | 7.35% | -180 | -0.7% | Reduced | 0% |
| 3 | NVDA Nvidia Corp | Technology | 51.5K | $11.76M | 6.55% | -2,859 | -5.3% | Reduced | 0% |
| 4 | GOOGL Alphabet Inc. | Technology | 23.6K | $8.14M | 4.53% | -1,008 | -4.1% | Reduced | 0% |
| 5 | PG PROCTER & GAMBLE Co | Consumer Staples | 51.6K | $7.50M | 4.18% | -136 | -0.3% | Reduced | 0% |
| 6 | MRK Merck & Co., Inc. | Healthcare | 42.6K | $6.19M | 3.45% | +180 | +0.4% | Added | 0% |
| 7 | JNJ Johnson & Johnson | Healthcare | 21.4K | $5.66M | 3.15% | -59 | -0.3% | Reduced | 0% |
| 8 | AMZN Amazon Com Inc | Consumer Discretionary | 16.9K | $4.21M | 2.35% | +53 | +0.3% | Added | 0% |
| 9 | JPM Jpmorgan Chase & Co | Financial Services | 11.5K | $3.79M | 2.11% | +79 | +0.7% | Added | 0% |
| 10 | ABBV AbbVie Inc. | Healthcare | 13.2K | $3.46M | 1.93% | -200 | -1.5% | Reduced | 0% |
| 11 | META Meta Platforms, Inc. | Technology | 4,726 | $3.43M | 1.91% | -19 | -0.4% | Reduced | 0% |
| 12 | XOM ExxonMobil Holdings Corp | Energy | 20.9K | $3.40M | 1.89% | -175 | -0.8% | Reduced | 0% |
| 13 | ADP Automatic Data Processing Inc | Technology | 12.0K | $3.10M | 1.73% | -85 | -0.7% | Reduced | 0% |
| 14 | MA Mastercard Inc | Financial Services | 5,378 | $2.97M | 1.65% | -10 | -0.2% | Reduced | 0% |
| 15 | RTX RTX Corp | Industrials | 15.9K | $2.94M | 1.64% | -379 | -2.3% | Reduced | 0% |
Tip. Select a row to see that position’s full history at Mitchell Sinkler & Starr.
As of its Q3 2026 13F filing, Mitchell Sinkler & Starr’s five largest positions were Apple Inc. (AAPL) at 8.2%, Microsoft Corp (MSFT) at 7.3%, Nvidia Corp (NVDA) at 6.5%, Alphabet Inc. (GOOGL) at 4.5%, PROCTER & GAMBLE Co (PG) at 4.2% of the reported portfolio.
Mitchell Sinkler & Starr reported a 13F portfolio worth $179.56M across 120 positions for Q3 2026. That is up 2.9% from the previous quarter.
Its largest purchases by value were Honeywell International Inc ($604.13K), Honeywell Aerospace Inc. ($439.96K), Broadridge Financial Solutions, Inc. ($303.67K). It opened 5 new positions.
Its largest sales by value were Nvidia Corp ($652.94K), Alphabet Inc. ($346.83K), Kla Corp ($271.54K). It exited 4 positions entirely.
From the Form 13F-HR reports Mitchell Sinkler & Starr files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.