Mitchell-Sinkler--Starrpa

AI_NATIVE detailed information: This accession holds the following tickers:[
  "RBC",
  "ACN",
  "MMM",
  "ABT",
  "ABBV",
  "ADBE",
  "APD",
  "GOOGL",
  "ASML",
  "AVGO",
  "DUK",
  "WTRG",
  null,
  "EXPD",
  "GIS",
  "HON",
  "HD",
  "MCD",
  "RPM",
  "UNP",
  "GGN",
  "LAMR",
  "ISRG",
  "ITW",
  "EMR",
  "BKNG",
  "META",
  "IJH",
  "KNSL",
  "LIN",
  "MA",
  "MDT",
  "MSFT",
  "MDLZ",
  "ERIE",
  "GE",
  "NVS",
  null,
  "HSY",
  "ANET",
  "ORCL",
  "PAYX",
  "IWF",
  "PEP",
  "IVV",
  null,
  "UNH",
  "AAPL",
  "SPY",
  "NVDA",
  "ENB",
  "INTC",
  "GEHC",
  "PRU",
  "PFE",
  "LMT",
  "PG",
  "MRK",
  "VZ",
  null,
  "AMGN",
  "KVUE",
  "PARA",
  "SPGI",
  "SCHX",
  null,
  "SLB",
  "RTX",
  null,
  "SPYG",
  null,
  "AMT",
  "IBM",
  "SYK",
  "TXN",
  "TMO",
  "TRV",
  "UL",
  "UPS",
  "VO",
  "VXF",
  "SCHW",
  "IWV",
  null,
  "GGG",
  "VYM",
  "EW",
  "FI",
  "GNRC",
  "DEO",
  "AJG",
  "WM",
  "DHI",
  "AMZN",
  "SCHB",
  "VEU",
  "VGT",
  "USB",
  null,
  "VB",
  "VOO",
  "V",
  "WMT",
  "WFC",
  "SOLV",
  "SCHD",
  "CHKP",
  "SCHG",
  "SO",
  "SJM",
  "CRM",
  "SYY",
  "ORI",
  "GEV",
  null,
  "KMB",
  "AN",
  "ADP",
  "BAC",
  "BRK-B",
  "BMY",
  "CBT",
  "CASY",
  "CVX",
  "CINF",
  "CB",
  "CSCO",
  "KO",
  "CMCSA",
  "CL",
  "COST",
  "GLW",
  "DCI",
  "RSP",
  "MCO",
  "IWB",
  "NEE",
  "NKE",
  "DIS",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "PLD",
  "PM",
  "MO",
  "XLK",
  "ITOT",
  "VTI",
  "JPM",
  "ZTS"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-07
Total Holdings: 152
Total Value: 357241762
Accession Number: 0001398344-25-008871
Form Type: 13F-HR
CIK: mitchell-sinkler--starrpa
Manager Name: Mitchell-Sinkler--Starrpa

Data Enrichment

93% identified

142 identified10 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

152 positions • $357.2M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

Page 1 of 8

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Apple Inc.

AAPL|037833100

Shares:98.8K

Value:$21.9M

% of Portfolio:6.1% ($21.9M/$357.2M)

MICROSOFT CORP

MSFT|594918104

Shares:58.2K

Value:$21.8M

% of Portfolio:6.1% ($21.8M/$357.2M)

ABBOTT LABORATORIES

ABT|002824100

Shares:92.5K

Value:$12.3M

% of Portfolio:3.4% ($12.3M/$357.2M)

JPMORGAN CHASE & CO

JPM|46625H100

Shares:47.6K

Value:$11.7M

% of Portfolio:3.3% ($11.7M/$357.2M)

JOHNSON & JOHNSON

JNJ|478160104

Shares:64.8K

Value:$10.7M

% of Portfolio:3.0% ($10.7M/$357.2M)

Alphabet Inc.

GOOGL|02079K305

Shares:66.6K

Value:$10.3M

% of Portfolio:2.9% ($10.3M/$357.2M)

HOME DEPOT, INC.

HD|437076102

Shares:25.9K

Value:$9.5M

% of Portfolio:2.7% ($9.5M/$357.2M)

PROCTER & GAMBLE Co

PG|742718109

Shares:53.5K

Value:$9.1M

% of Portfolio:2.6% ($9.1M/$357.2M)

Air Products & Chemicals, Inc.

APD|009158106

Shares:30.8K

Value:$9.1M

% of Portfolio:2.5% ($9.1M/$357.2M)

Merck & Co., Inc.

MRK|58933Y105

Shares:100.4K

Value:$9.0M

% of Portfolio:2.5% ($9.0M/$357.2M)

EMERSON ELECTRIC CO

EMR|291011104

Shares:79.0K

Value:$8.7M

% of Portfolio:2.4% ($8.7M/$357.2M)

UNION PACIFIC CORP

UNP|907818108

Shares:35.0K

Value:$8.3M

% of Portfolio:2.3% ($8.3M/$357.2M)

EXXON MOBIL CORP

XOM|30231G102

Shares:67.4K

Value:$8.0M

% of Portfolio:2.2% ($8.0M/$357.2M)

MOODYS CORP /DE/

MCO|615369105

Shares:17.0K

Value:$7.9M

% of Portfolio:2.2% ($7.9M/$357.2M)

ORACLE CORP

ORCL|68389X105

Shares:54.4K

Value:$7.6M

% of Portfolio:2.1% ($7.6M/$357.2M)

808524102

SCHB|808524102

Shares:346.9K

Value:$7.5M

% of Portfolio:2.1% ($7.5M/$357.2M)

PEPSICO INC

PEP|713448108

Shares:49.0K

Value:$7.3M

% of Portfolio:2.1% ($7.3M/$357.2M)

Walt Disney Co

DIS|254687106

Shares:67.5K

Value:$6.7M

% of Portfolio:1.9% ($6.7M/$357.2M)

NVIDIA CORP

NVDA|67066G104

Shares:60.1K

Value:$6.5M

% of Portfolio:1.8% ($6.5M/$357.2M)

AMAZON COM INC

AMZN|023135106

Shares:32.8K

Value:$6.2M

% of Portfolio:1.7% ($6.2M/$357.2M)

Instrument	Shares		Other Manager	Value	% of Portfolio
Apple Inc.(AAPLcusip037833100)	98.8K	QoQ +0.19% (-192) YoY -7.08% (-7.5K)	All Managers (Combined)	$21.9M	6.1% ($21.9M/$357.2M)	QoQ -11.12% (-$2.7M) YoY +20.35% (-$3.7M)
MICROSOFT CORP(MSFTcusip594918104)	58.2K	QoQ -4.90% (-3.0K) YoY -12.69% (-8.5K)	All Managers (Combined)	$21.8M	6.1% ($21.8M/$357.2M)	QoQ -15.31% (-$4.0M) YoY -22.10% (-$6.2M)
ABBOTT LABORATORIES(ABTcusip002824100)	92.5K	QoQ -6.37% (-6.3K) YoY -14.90% (-16.2K)	All Managers (Combined)	$12.3M	3.4% ($12.3M/$357.2M)	QoQ +9.79% (-$1.1M) YoY -0.68% (-$84.6K)
JPMORGAN CHASE & CO(JPMcusip46625H100)	47.6K	QoQ -4.34% (-2.2K) YoY -25.22% (-16.1K)	All Managers (Combined)	$11.7M	3.3% ($11.7M/$357.2M)	QoQ -2.11% (-$252.6K) YoY -8.42% (-$1.1M)
JOHNSON & JOHNSON(JNJcusip478160104)	64.8K	QoQ -5.56% (-3.8K) YoY -17.83% (-14.1K)	All Managers (Combined)	$10.7M	3.0% ($10.7M/$357.2M)	QoQ +8.28% (-$822.9K) YoY -13.85% (-$1.7M)
Alphabet Inc.(GOOGLcusip02079K305)	66.6K	QoQ -0.20% (-134) YoY +0.39% (+261)	All Managers (Combined)	$10.3M	2.9% ($10.3M/$357.2M)	QoQ -18.47% (-$2.3M) YoY +2.86% (+$286.5K)
HOME DEPOT, INC.(HDcusip437076102)	25.9K	QoQ -4.36% (-1.2K) YoY -30.19% (-11.2K)	All Managers (Combined)	$9.5M	2.7% ($9.5M/$357.2M)	QoQ -9.89% (-$1.0M) YoY -33.30% (-$4.7M)
PROCTER & GAMBLE Co(PGcusip742718109)	53.5K	QoQ -5.58% (-3.2K) YoY -11.40% (-6.9K)	All Managers (Combined)	$9.1M	2.6% ($9.1M/$357.2M)	QoQ -4.02% (-$382.8K) YoY -6.94% (-$680.7K)
Air Products & Chemicals, Inc.(APDcusip009158106)	30.8K	QoQ -5.03% (-1.6K) YoY -18.15% (-6.8K)	All Managers (Combined)	$9.1M	2.5% ($9.1M/$357.2M)	QoQ -3.43% (-$323.4K) YoY -0.36% (-$33.2K)
Merck & Co., Inc.(MRKcusip58933Y105)	100.4K	QoQ +14.72% (+12.9K) YoY -6.57% (-7.1K)	All Managers (Combined)	$9.0M	2.5% ($9.0M/$357.2M)	QoQ +3.51% (+$306.2K) YoY -36.44% (-$5.2M)
EMERSON ELECTRIC CO(EMRcusip291011104)	79.0K	QoQ -5.78% (-4.9K) YoY -5.66% (-4.7K)	All Managers (Combined)	$8.7M	2.4% ($8.7M/$357.2M)	QoQ -16.65% (-$1.7M) YoY -8.81% (-$837.3K)
UNION PACIFIC CORP(UNPcusip907818108)	35.0K	QoQ -2.89% (-1.0K) YoY -9.27% (-3.6K)	All Managers (Combined)	$8.3M	2.3% ($8.3M/$357.2M)	QoQ +0.59% (-$48.9K) YoY -12.85% (-$1.2M)
EXXON MOBIL CORP(XOMcusip30231G102)	67.4K	QoQ +5.12% (+3.3K) YoY -12.35% (-9.5K)	All Managers (Combined)	$8.0M	2.2% ($8.0M/$357.2M)	QoQ +16.22% (+$1.1M) YoY -10.32% (-$922.5K)
MOODYS CORP /DE/(MCOcusip615369105)	17.0K	QoQ -3.67% (-650) YoY -24.48% (-5.5K)	All Managers (Combined)	$7.9M	2.2% ($7.9M/$357.2M)	QoQ -5.23% (-$438.6K) YoY -10.52% (-$933.6K)
ORACLE CORP(ORCLcusip68389X105)	54.4K	QoQ -3.64% (-2.1K) YoY +1.62% (+870)	All Managers (Combined)	$7.6M	2.1% ($7.6M/$357.2M)	QoQ -19.15% (-$1.8M) YoY +13.11% (+$881.7K)
(SCHBcusip808524102)	346.9K	QoQ +0.22% (-775) YoY +251.63% (+248.3K)	All Managers (Combined)	$7.5M	2.1% ($7.5M/$357.2M)	QoQ -4.94% (-$388.3K) YoY +24.00% (+$1.4M)
PEPSICO INC(PEPcusip713448108)	49.0K	QoQ +2.31% (+1.1K) YoY +1.42% (-687)	All Managers (Combined)	$7.3M	2.1% ($7.3M/$357.2M)	QoQ +0.88% (+$64.5K) YoY -13.10% (-$1.1M)
Walt Disney Co(DIScusip254687106)	67.5K	QoQ +0.46% (-311) YoY -1.52% (-1.0K)	All Managers (Combined)	$6.7M	1.9% ($6.7M/$357.2M)	QoQ -10.95% (-$819.8K) YoY -20.56% (-$1.7M)
NVIDIA CORP(NVDAcusip67066G104)	60.1K	QoQ -0.61% (-375) YoY +806.92% (+53.5K)	All Managers (Combined)	$6.5M	1.8% ($6.5M/$357.2M)	QoQ -19.79% (-$1.6M) YoY +8.78% (+$526.2K)
AMAZON COM INC(AMZNcusip023135106)	32.8K	QoQ +0.09% (-31) YoY -2.85% (-964)	All Managers (Combined)	$6.2M	1.7% ($6.2M/$357.2M)	QoQ -13.19% (-$949.7K) YoY +2.46% (-$150.5K)