MITCHELL SINKLER & STARR/PA
SEC Form 13F institutional filer · CIK 0001048921
13F-HR · 104 reported holdings · 2026-03-31
Reported long-US-equity value
$0.20B
Top-10 concentration
44.0%
MITCHELL SINKLER & STARR/PA — $196M AUM allocation strategy
MITCHELL SINKLER & STARR/PA files SEC Form 13F and reports $196M of long US equity value across 104 reported holdings for 2026-03-31.
Its largest sector bet is Information Technology 15.9%, followed by Financials 8.7% and Health Care 6.8%.
The top 10 holdings account for 44% of reported value — a broadly spread portfolio. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
MITCHELL SINKLER & STARR/PA — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$196M
total across 104 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
44% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$SCHW +5.33K sh · −$71.3K+$VOO +1.6K sh · −$170K+$AAPL +970 sh · −$569K
Biggest trims (shares)
−$BMY −1.16K sh · −$22.5K−$ORCL −965 sh · −$361K−$PG −783 sh · −$52.9K
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Investment Banking & Brokerage7.0%—
- Technology Hardware, Storage & Peripherals5.9%—
- Pharmaceuticals5.3%—
- Semiconductors5.0%—
- Interactive Media & Services5.0%—
- Systems Software4.9%—
- Personal Care Products3.9%—
- Integrated Oil & Gas3.2%—
- Other holdings59.8%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
8 of 8 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $SCHW | Charles Schwab Corporation | 499K | $13.7M | +5.33K | 7.0% |
| $AAPL | Apple Inc | 46.1K | $11.7M | +970 | 6.0% |
| $NVDA | NVIDIA Corporation | 56.7K | $9.9M | -359 | 5.1% |
| $MSFT | Microsoft Corporation | 25.7K | $9.5M | -212 | 4.9% |
| $PG | Procter & Gamble Company | 52.4K | $7.57M | -783 | 3.9% |
| $GOOG | Alphabet Inc. Class C Capital Stock | 25K | $7.18M | +158 | 3.7% |
| $JNJ | Johnson & Johnson | 21.3K | $5.2M | -354 | 2.7% |
| $MRK | Merck & Company Inc | 42.3K | $5.09M | +0 | 2.6% |
…and 96 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
← All 13F filers·← QuantOrb.pro
How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
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