$86.6 Million is the total value of MITCHELL SINKLER & STARR/PA's 87 reported holdings in Q1 2019. The portfolio turnover from Q4 2018 to Q1 2019 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| VB | VANGUARD INDEX FDSsmall cp etf | $2,703,000 | +15.8% | 17,690 | 0.0% | 3.12% | +8.3% | |
| NKE | NIKE INCcl b | $1,486,000 | +13.6% | 17,648 | 0.0% | 1.72% | +6.3% | |
| VO | VANGUARD INDEX FDSmid cap etf | $952,000 | +16.4% | 5,920 | 0.0% | 1.10% | +8.8% | |
| CL | COLGATE PALMOLIVE CO | $674,000 | +15.2% | 9,831 | 0.0% | 0.78% | +7.8% | |
| SCHB | SCHWAB STRATEGIC TRus brd mkt etf | $645,000 | +13.6% | 9,476 | 0.0% | 0.74% | +6.3% | |
| PM | PHILIP MORRIS INTL INC | $592,000 | +32.4% | 6,703 | 0.0% | 0.68% | +23.9% | |
| XBI | SPDR SERIES TRUSTs&p biotech | $560,000 | +26.1% | 6,190 | 0.0% | 0.65% | +18.1% | |
| IYC | ISHARES TRu.s. cnsm sv etf | $544,000 | +12.9% | 2,665 | 0.0% | 0.63% | +5.5% | |
| IYF | ISHARES TRu.s. finls etf | $535,000 | +11.2% | 4,525 | 0.0% | 0.62% | +4.0% | |
| PSX | PHILLIPS 66 | $425,000 | +10.4% | 4,468 | 0.0% | 0.49% | +3.4% | |
| NVS | NOVARTIS A Gsponsored adr | $409,000 | +12.1% | 4,255 | 0.0% | 0.47% | +4.9% | |
| CLX | CLOROX CO DEL | $325,000 | +4.2% | 2,025 | 0.0% | 0.38% | -2.6% | |
| ORCL | ORACLE CORP | $277,000 | +18.9% | 5,160 | 0.0% | 0.32% | +11.1% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2019-04-08
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.