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

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STRYKER CORP

SYK|863667101

Shares:6.3K

Value:$2.3M

% of Portfolio:0.7% ($2.3M/$357.2M)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:4.3K

Value:$2.3M

% of Portfolio:0.6% ($2.3M/$357.2M)

808524797

SCHD|808524797

Shares:81.9K

Value:$2.3M

% of Portfolio:0.6% ($2.3M/$357.2M)

NIKE, Inc.

NKE|654106103

Shares:34.9K

Value:$2.2M

% of Portfolio:0.6% ($2.2M/$357.2M)

92204A702

VGT|92204A702

Shares:3.9K

Value:$2.1M

% of Portfolio:0.6% ($2.1M/$357.2M)

WASTE MANAGEMENT INC

WM|94106L109

Shares:9.0K

Value:$2.1M

% of Portfolio:0.6% ($2.1M/$357.2M)

Philip Morris International Inc.

PM|718172109

Shares:12.6K

Value:$2.0M

% of Portfolio:0.6% ($2.0M/$357.2M)

ELI LILLY & Co

LLY|532457108

Shares:2.4K

Value:$2.0M

% of Portfolio:0.6% ($2.0M/$357.2M)

COSTCO WHOLESALE CORP /NEW

COST|22160K105

Shares:2.0K

Value:$1.9M

% of Portfolio:0.5% ($1.9M/$357.2M)

CINCINNATI FINANCIAL CORP

CINF|172062101

Shares:12.9K

Value:$1.9M

% of Portfolio:0.5% ($1.9M/$357.2M)

922908751

VB|922908751

Shares:8.6K

Value:$1.9M

% of Portfolio:0.5% ($1.9M/$357.2M)

CISCO SYSTEMS, INC.

CSCO|17275R102

Shares:29.6K

Value:$1.8M

% of Portfolio:0.5% ($1.8M/$357.2M)

78464A409

SPYG|78464A409

Shares:21.3K

Value:$1.7M

% of Portfolio:0.5% ($1.7M/$357.2M)

BANK OF AMERICA CORP /DE/

BAC|060505104

Shares:40.9K

Value:$1.7M

% of Portfolio:0.5% ($1.7M/$357.2M)

NEXTERA ENERGY INC

NEE|65339F101

Shares:23.2K

Value:$1.6M

% of Portfolio:0.5% ($1.6M/$357.2M)

VISA INC.

V|92826C839

Shares:4.5K

Value:$1.6M

% of Portfolio:0.4% ($1.6M/$357.2M)

Accenture plc

ACN|G1151C101

Shares:4.7K

Value:$1.5M

% of Portfolio:0.4% ($1.5M/$357.2M)

SOUTHERN CO

SO|842587107

Shares:14.3K

Value:$1.3M

% of Portfolio:0.4% ($1.3M/$357.2M)

922908629

VO|922908629

Shares:5.0K

Value:$1.3M

% of Portfolio:0.4% ($1.3M/$357.2M)

HONEYWELL INTERNATIONAL INC

HON|438516106

Shares:5.6K

Value:$1.2M

% of Portfolio:0.3% ($1.2M/$357.2M)

Instrument	Shares		Other Manager	Value	% of Portfolio
STRYKER CORP(SYKcusip863667101)	6.3K	QoQ -6.55% (-442) YoY -49.62% (-6.2K)	All Managers (Combined)	$2.3M	0.7% ($2.3M/$357.2M)	QoQ -3.38% (-$82.3K) YoY -47.60% (-$2.1M)
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	4.3K	QoQ -1.75% (-77) YoY -38.14% (-2.7K)	All Managers (Combined)	$2.3M	0.6% ($2.3M/$357.2M)	QoQ +15.43% (-$307.4K) YoY -21.66% (-$635.8K)
(SCHDcusip808524797)	81.9K	QoQ +9.65% (+7.2K) YoY +241.21% (+57.9K)	All Managers (Combined)	$2.3M	0.6% ($2.3M/$357.2M)	QoQ +12.22% (+$249.6K) YoY +18.32% (+$354.8K)
NIKE, Inc.(NKEcusip654106103)	34.9K	QoQ +0.48% (-169) YoY -0.08% (-30)	All Managers (Combined)	$2.2M	0.6% ($2.2M/$357.2M)	QoQ -15.70% (-$412.5K) YoY -32.51% (-$1.1M)
(VGTcusip92204A702)	3.9K	QoQ +9.73% (-345) YoY +42.36% (+1.2K)	All Managers (Combined)	$2.1M	0.6% ($2.1M/$357.2M)	QoQ -4.27% (-$94.3K) YoY +47.26% (+$676.8K)
WASTE MANAGEMENT INC(WMcusip94106L109)	9.0K	QoQ +0.14% (+13) YoY +2.89% (+253)	All Managers (Combined)	$2.1M	0.6% ($2.1M/$357.2M)	QoQ +14.89% (+$270.1K) YoY +11.75% (+$219.2K)
Philip Morris International Inc.(PMcusip718172109)	12.6K	QoQ 0.00% (+0) YoY -32.20% (-6.0K)	All Managers (Combined)	$2.0M	0.6% ($2.0M/$357.2M)	QoQ +31.89% (+$482.8K) YoY +17.45% (-$296.7K)
ELI LILLY & Co(LLYcusip532457108)	2.4K	QoQ +0.33% (+8) YoY -36.84% (-1.4K)	All Managers (Combined)	$2.0M	0.6% ($2.0M/$357.2M)	QoQ +7.34% (+$135.6K) YoY -32.95% (-$974.8K)
COSTCO WHOLESALE CORP /NEW(COSTcusip22160K105)	2.0K	QoQ +2.66% (+53) YoY -12.29% (-286)	All Managers (Combined)	$1.9M	0.5% ($1.9M/$357.2M)	QoQ +5.97% (+$108.8K) YoY +13.22% (-$225.3K)
CINCINNATI FINANCIAL CORP(CINFcusip172062101)	12.9K	QoQ -6.73% (-935) YoY -11.91% (-1.8K)	All Managers (Combined)	$1.9M	0.5% ($1.9M/$357.2M)	QoQ -4.12% (-$82.3K) YoY +4.79% (-$87.5K)
(VBcusip922908751)	8.6K	QoQ +12.69% (+966) YoY -13.58% (-1.3K)	All Managers (Combined)	$1.9M	0.5% ($1.9M/$357.2M)	QoQ +4.00% (+$73.2K) YoY -16.16% (-$366.8K)
CISCO SYSTEMS, INC.(CSCOcusip17275R102)	29.6K	QoQ -0.65% (-195) YoY -50.06% (-29.7K)	All Managers (Combined)	$1.8M	0.5% ($1.8M/$357.2M)	QoQ +3.55% (-$62.8K) YoY -38.26% (-$1.1M)
(SPYGcusip78464A409)	21.3K	QoQ +9.95% (+1.9K) YoY -4.08% (-905)	All Managers (Combined)	$1.7M	0.5% ($1.7M/$357.2M)	QoQ +0.53% (+$9.1K) YoY +5.38% (-$87.3K)
BANK OF AMERICA CORP /DE/(BACcusip060505104)	40.9K	QoQ +1.82% (-735) YoY +2.23% (+895)	All Managers (Combined)	$1.7M	0.5% ($1.7M/$357.2M)	QoQ -3.31% (-$58.6K) YoY +12.50% (+$189.9K)
NEXTERA ENERGY INC(NEEcusip65339F101)	23.2K	QoQ +3.19% (+720) YoY -38.75% (-14.7K)	All Managers (Combined)	$1.6M	0.5% ($1.6M/$357.2M)	QoQ +2.04% (+$33.0K) YoY -32.06% (-$777.8K)
VISA INC.(Vcusip92826C839)	4.5K	QoQ -3.96% (-185) YoY -25.70% (-1.6K)	All Managers (Combined)	$1.6M	0.4% ($1.6M/$357.2M)	QoQ +6.49% (-$95.8K) YoY -6.70% (-$112.9K)
Accenture plc(ACNcusipG1151C101)	4.7K	QoQ +12.19% (-506) YoY +0.10% (-5)	All Managers (Combined)	$1.5M	0.4% ($1.5M/$357.2M)	QoQ -0.48% (-$7.1K) YoY -9.87% (-$159.2K)
SOUTHERN CO(SOcusip842587107)	14.3K	QoQ +8.01% (+1.1K) YoY -3.34% (-495)	All Managers (Combined)	$1.3M	0.4% ($1.3M/$357.2M)	QoQ +20.65% (+$225.0K) YoY +23.88% (-$253.5K)
(VOcusip922908629)	5.0K	QoQ +4.73% (+227) YoY +5.50% (+262)	All Managers (Combined)	$1.3M	0.4% ($1.3M/$357.2M)	QoQ +2.54% (+$32.3K) YoY +9.20% (+$109.5K)
HONEYWELL INTERNATIONAL INC(HONcusip438516106)	5.6K	QoQ -0.53% (-30) YoY -29.96% (-2.4K)	All Managers (Combined)	$1.2M	0.3% ($1.2M/$357.2M)	QoQ -6.75% (-$86.3K) YoY -27.74% (-$457.1K)