Mitchell Sinkler & Starr Portfolio Holdings

Mitchell Sinkler & Starr

  • $370 Million
  • Q4 2024

Mitchell Sinkler & Starr has filed its 13F form on February 12, 2025 for Q4 2024 where it was disclosed a total value porftolio of $370 Million distributed in 190 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $25.8M, Apple Inc. with a value of $24.7M, Alphabet Inc. with a value of $12.6M, Jpmorgan Chase & CO with a value of $11.9M, and Abbott Laboratories with a value of $11.2M.

Examining the 13F form we can see an decrease of $51.6M in the current position value, from $422M to 370M.

Below you can find more details about Mitchell Sinkler & Starr portfolio as well as his latest detailed transactions.

Portfolio value $370 Million
Technology: $86.4 Million
ETFs: $47.6 Million
Healthcare: $42.8 Million
Financial Services: $38.7 Million
Industrials: $37.4 Million
Consumer Defensive: $31.2 Million
Communication Services: $28.4 Million
Consumer Cyclical: $23.8 Million
Other: $34.1 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$143B
$1.28 Million 0.34% of portfolio
5,652
Q3 2024 Reduced 37.84%
$86.2B
$1.15 Million 0.31% of portfolio
9,137
Q4 2024 Reduced 8.77%
$956B
$1.12 Million 0.3% of portfolio
2,769
Q4 2024 Reduced 2.12%
$169B
$1.06 Million 0.29% of portfolio
4,085
Q3 2024 Added 2.64%
$231B
$1.09 Million 0.29% of portfolio
4,950
Q2 2024 Reduced 43.81%
$97.8B
$1.09 Million 0.29% of portfolio
13,237
Q4 2024 Reduced 25.34%
$81.3B
$962,000 0.26% of portfolio
3,797
Q4 2024 Added 0.66%
$309B
$890,000 0.24% of portfolio
14,305
Q4 2024 Reduced 51.69%
$9.7B
$803,000 0.22% of portfolio
1,728
Q4 2024 Added 0.17%
$1.08T
$820,000 0.22% of portfolio
4,310
Q4 2024 Reduced 67.96%
$440B
$792,000 0.21% of portfolio
1,567
Q4 2024 Added 1.95%
$115B
$767,000 0.21% of portfolio
2,779
Q4 2024 Reduced 34.29%
$150B
$761,000 0.21% of portfolio
28,703
Q4 2024 Reduced 3.43%
$184B
$791,000 0.21% of portfolio
19,780
Q4 2024 Added 1.51%
$120B
$756,000 0.2% of portfolio
9,465
Q4 2024 Reduced 0.95%
$90.3B
$730,000 0.2% of portfolio
6,782
Q4 2024 Reduced 42.78%
$45.9B
$692,000 0.19% of portfolio
4,954
Q4 2024 Added 5.14%
$90.3B
$709,000 0.19% of portfolio
11,882
Q2 2024 Reduced 29.9%
$100B
$670,000 0.18% of portfolio
12,826
Q3 2024 Reduced 31.78%
$290B
$670,000 0.18% of portfolio
968
Q4 2024 Added 5.45%
$203B
$678,000 0.18% of portfolio
1,300
Q4 2024 Added 7.44%
$94.9B
$583,000 0.16% of portfolio
3,179
Q3 2024 Added 4.95%
$144B
$587,000 0.16% of portfolio
7,942
Q4 2024 Reduced 4.8%
$200B
$596,000 0.16% of portfolio
120
Q3 2024 Added 0.84%
$68.2B
$542,000 0.15% of portfolio
11,350
Q4 2024 Reduced 1.13%
$118B
$539,000 0.15% of portfolio
1,110
Q4 2024 Added 6.73%
$77B
$546,000 0.15% of portfolio
6,006
Q4 2024 Reduced 82.11%
$84.3B
$532,000 0.14% of portfolio
12,555
Q4 2024 Reduced 0.97%
$147B
$527,000 0.14% of portfolio
1,246
Q2 2024 Reduced 38.8%
$124B
$502,000 0.14% of portfolio
8,890
Q4 2024 Reduced 6.32%
$9.97B
$522,000 0.14% of portfolio
14,378
Q4 2024 Reduced 7.35%
$69.8B
$482,000 0.13% of portfolio
1,700
Q3 2024 Reduced 51.43%
$8.86B
$488,000 0.13% of portfolio
3,148
Q3 2024 Added 14.14%
$62.6B
$485,000 0.13% of portfolio
3,820
Q4 2024 Reduced 22.12%
$206B
$439,000 0.12% of portfolio
988
Q4 2024 Reduced 0.8%
$78.9B
$455,000 0.12% of portfolio
2,796
Q4 2024 Reduced 6.21%
$7B
$434,000 0.12% of portfolio
41,580
Q1 2024 Reduced 0.29%
$14.6B
$434,000 0.12% of portfolio
5,150
Q3 2024 Added 98.08%
$174B
$446,000 0.12% of portfolio
897
Q3 2024 Added 12.55%
$18.3B
$406,000 0.11% of portfolio
985
Q3 2024 Added 79.09%
$9.1B
$388,000 0.1% of portfolio
2,288
Q3 2024 Added 12.27%
$41.3B
$377,000 0.1% of portfolio
3,186
Q4 2024 Added 2.74%
$10.9B
$331,000 0.09% of portfolio
2,720
Q3 2024 Added 21.16%
$142B
$336,000 0.09% of portfolio
5,940
Q3 2024 Added 1.56%
$15.7B
$342,000 0.09% of portfolio
865
Q3 2024 Reduced 37.77%
$11.5B
$324,000 0.09% of portfolio
8,970
Q3 2024 New
$19.4B
$350,000 0.09% of portfolio
3,163
Q4 2024 Added 1.28%
$8.51B
$320,000 0.09% of portfolio
4,765
Q4 2024 Reduced 0.31%
$21.2B
$326,000 0.09% of portfolio
2,270
Q2 2024 New

Summary

  • Portfolio
  • No. of Stocks 190
  • Current Value $370 Million
  • Prior Value $422 Million
  • Filing
  • Period Q4 2024
  • Filing Date February 12, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 8 stocks
  • Additional Purchases 35 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 64 stocks
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