Mitchell Sinkler & Starr/pa
Mitchell Sinkler & Starr is an independent registered investment adviser headquartered in Philadelphia, Pennsylvania. Founded in 1969, the firm provides individualized investment management and financial planning services to individuals, families, trusts, estates, foundations, and nonprofits. The firm is known for its client-centric, consultative approach, emphasizing portfolio customization and personalized account management. Mitchell Sinkler & Starr manages over $1.7 billion in assets with a small team of under 25 employees, serving primarily U.S.-based clients with both advisory and discretionary services.
Investment Strategy
Mitchell Sinkler & Starr takes a consultative, client-centric approach, serving most clients in an advisory capacity where portfolio decisions are made together with the client. Each client's portfolio is built from the ground up, tailored to their unique needs and circumstances. The firm constructs portfolios primarily from individual equities, fixed-income instruments, and low-cost index-based funds—recommending individual stocks over mutual funds for greater customization and cost efficiency. The approach emphasizes customization for greater tax efficiency, individualized risk tolerance, and genuine socially responsible investing (SRI/ESG), always maintaining a fiduciary standard with no known conflicts of interest and fees paid solely by clients.
Latest 13F Filing Activity
Mitchell Sinkler & Starr/pa filed their most recent 13F report on Jun 30, 2025 disclosing 144 equity positions with a total 13F market value of $209M. The fund increased holdings in Nvidia Corporation, Vanguard Index FDS, Meta Platforms Inc. among other positions. Mitchell Sinkler & Starr/pa reduced exposure to Apple Inc., Abbott Labs, Microsoft Corp. among others.
Top Holdings
Equity Positions (144)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
M MSFT | MICROSOFT CORP | 6.14% | $12.8M | 25,777 | $299.74 | $497.41 | -$9.0M |
N NVDA | NVIDIA CORPORATION | 4.65% | $9.7M | 61,461 | $46.73 | $157.99 | +$3.2M |
A AAPL | APPLE INC | 4.47% | $9.3M | 45,507 | $140.93 | $205.17 | -$12.6M |
P PG | PROCTER AND GAMBLE CO | 4.09% | $8.6M | 53,668 | $127.82 | $159.32 | -$571.9K |
V VOO | VANGUARD INDEX FDS | 3.99% | $8.3M | 14,667 | $481.81 | $568.03 | +$2.6M |
Industry Allocation
Investment Team (4)
| Name | Role | Location | |
|---|---|---|---|
 | Vice President, Principal, Portfolio Manager | Newtown Square, PA , United States | |
J James McConnel | Portfolio Manager | Wilmington, DE , United States | |
P Peter Toscani | Vice President, Principal, Portfolio Manager | United States | |
 | Portfolio Manager | Philadelphia, PA , United States |