$81 Million is the total value of MITCHELL SINKLER & STARR/PA's 87 reported holdings in Q4 2018. The portfolio turnover from Q3 2018 to Q4 2018 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| BSV | VANGUARD BD INDEX FD INCshort trm bond | $1,886,000 | +0.7% | 24,000 | 0.0% | 2.33% | +18.8% | |
| NKE | NIKE INCcl b | $1,308,000 | -12.5% | 17,648 | 0.0% | 1.61% | +3.2% | |
| HD | HOME DEPOT INC | $1,153,000 | -17.1% | 6,710 | 0.0% | 1.42% | -2.1% | |
| VO | VANGUARD INDEX FDSmid cap etf | $818,000 | -15.8% | 5,920 | 0.0% | 1.01% | -0.7% | |
| USB | US BANCORP DEL | $788,000 | -13.5% | 17,250 | 0.0% | 0.97% | +2.1% | |
| JPM | JPMORGAN CHASE & CO | $753,000 | -13.4% | 7,712 | 0.0% | 0.93% | +2.1% | |
| SO | SOUTHERN CO | $650,000 | +0.8% | 14,805 | 0.0% | 0.80% | +18.8% | |
| AJG | GALLAGHER ARTHUR J & CO | $549,000 | -1.1% | 7,450 | 0.0% | 0.68% | +16.7% | |
| BMY | BRISTOL MYERS SQUIBB CO | $548,000 | -16.3% | 10,550 | 0.0% | 0.68% | -1.3% | |
| NEE | NEXTERA ENERGY INC | $488,000 | +3.8% | 2,805 | 0.0% | 0.60% | +22.4% | |
| IYC | ISHARES TRu.s. cnsm sv etf | $482,000 | -14.5% | 2,665 | 0.0% | 0.60% | +0.8% | |
| IYF | ISHARES TRu.s. finls etf | $481,000 | -12.5% | 4,525 | 0.0% | 0.59% | +3.3% | |
| COP | CONOCOPHILLIPS | $474,000 | -19.4% | 7,596 | 0.0% | 0.58% | -4.9% | |
| IVV | ISHARES TRcore s&p500 etf | $453,000 | -14.0% | 1,800 | 0.0% | 0.56% | +1.5% | |
| D | DOMINION ENERGY INC | $430,000 | +1.7% | 6,024 | 0.0% | 0.53% | +20.1% | |
| CB | CHUBB LIMITED | $403,000 | -3.4% | 3,120 | 0.0% | 0.50% | +14.0% | |
| NVS | NOVARTIS A Gsponsored adr | $365,000 | -0.5% | 4,255 | 0.0% | 0.45% | +17.2% | |
| ENB | ENBRIDGE INC | $356,000 | -3.8% | 11,467 | 0.0% | 0.44% | +13.4% | |
| FB | FACEBOOK INCcl a | $325,000 | -20.3% | 2,482 | 0.0% | 0.40% | -6.1% | |
| CLX | CLOROX CO DEL | $312,000 | +2.3% | 2,025 | 0.0% | 0.38% | +20.7% | |
| IBM | INTERNATIONAL BUSINESS MACHS | $303,000 | -24.8% | 2,663 | 0.0% | 0.37% | -11.4% | |
| UNP | UNION PAC CORP | $297,000 | -15.1% | 2,150 | 0.0% | 0.37% | +0.3% | |
| GLW | CORNING INC | $272,000 | -14.5% | 9,000 | 0.0% | 0.34% | +0.9% | |
| SJM | SMUCKER J M CO | $264,000 | -8.7% | 2,820 | 0.0% | 0.33% | +7.9% | |
| ORCL | ORACLE CORP | $233,000 | -12.4% | 5,160 | 0.0% | 0.29% | +3.6% | |
| KMI | KINDER MORGAN INC DEL | $186,000 | -13.5% | 12,100 | 0.0% | 0.23% | +2.2% | |
| CCJ | CAMECO CORP | $114,000 | 0.0% | 10,000 | 0.0% | 0.14% | +18.5% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2019-01-24
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| JOHNSON & JOHNSON | 42 | Q3 2023 | 5.9% |
| EXXON MOBIL CORP | 42 | Q3 2023 | 5.8% |
| PROCTER & GAMBLE COMPANY | 42 | Q3 2023 | 5.2% |
| PEPSICO INC | 42 | Q3 2023 | 3.4% |
| ABBOTT LABS | 42 | Q3 2023 | 4.9% |
| MERCK & CO. INC | 42 | Q3 2023 | 5.1% |
| CHEVRON CORPORATION | 42 | Q3 2023 | 3.9% |
| INTEL CORP | 42 | Q3 2023 | 3.1% |
| VERIZON COMMUNICATIONS INC | 42 | Q3 2023 | 3.1% |
| ABBVIE INC | 42 | Q3 2023 | 3.2% |
View MITCHELL SINKLER & STARR/PA's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-30 |
| 13F-HR | 2024-02-12 |
| 13F-HR | 2023-11-01 |
| 13F-HR | 2023-07-18 |
| 13F-HR | 2023-05-15 |
| 13F-HR | 2023-02-14 |
| 13F-HR | 2022-10-25 |
| 13F-HR | 2022-07-21 |
| 13F-HR | 2022-04-19 |
| 13F-HR | 2022-02-01 |
View MITCHELL SINKLER & STARR/PA's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.