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Mitchell & Pahl Private Wealth, LLC

13F filer · CIK 0001836506
Reported Jul 13, 2026
Net buyer this quarter
13F portfolio value$272MU.S. long equity reported on 13F
Positions1495 new · 1 closed
Net flow last quarter+$6.2MBuys minus sells
Top 10 positions weight20.3%Concentration

Holdings

13F · last 4 quarters free
Scroll for earlier quarters
CompanyValue% of portfolio% of companyPOSITION CHANGE qoq %First reported
Q2 2026Reported Jul 13, 2026149 positions
AAPLApple Inc.$8.11M2.98%0.00%-0.5%Q4 2020
STXSeagate Technology Holdings plc$7.51M2.76%0.00%-1.6%Q4 2020
AVGOBroadcom Inc.$6.46M2.37%0.00%-3.3%Q4 2020
MSFTMicrosoft Corp$5.51M2.02%0.00%+0.9%Q4 2020
CSCOCisco Systems, Inc.$4.92M1.81%0.00%+0.7%Q4 2020
JNJJohnson & Johnson$4.75M1.75%0.00%+1.7%Q4 2020
TERTeradyne, Inc$4.57M1.68%0.01%-0.5%Q4 2020
TXNTexas Instruments Inc$4.52M1.66%0.00%+0.9%Q4 2020
GSGoldman Sachs Group Inc$4.5M1.65%0.00%+0.8%Q1 2023
XOMExxonMobil Holdings Corp$4.37M1.60%0.00%+0.8%Q4 2020
LINLinde PLC$4.17M1.53%0.00%+1.1%Q4 2020
UNHUnitedhealth Group Inc$4.01M1.47%0.00%+1.9%Q4 2020
VLOValero Energy Corp$4M1.47%0.01%+1.2%Q4 2020
ABBVAbbVie Inc.$3.93M1.44%0.00%+2.0%Q4 2020
NVSNovartis AG$3.65M1.34%0.00%+1.5%Q4 2020
ECLEcolab Inc.$3.64M1.34%0.00%+2.7%Q4 2020
PSXPhillips 66$3.55M1.30%0.01%+1.6%Q4 2020
GDGeneral Dynamics Corp$3.52M1.29%0.00%+1.9%Q4 2020
WMWaste Management Inc$3.5M1.28%0.00%+2.1%Q4 2020
NEENextera Energy Inc$3.5M1.28%0.00%+1.6%Q4 2020
MMM3m Co$3.48M1.28%0.00%+2.3%Q4 2020
TSMTaiwan Semiconductor Manufacturing Co Ltd$3.4M1.25%0.00%-0.7%Q4 2020
HDHome Depot, Inc.$3.35M1.23%0.00%+2.8%Q4 2020
PGPROCTER & GAMBLE Co$3.29M1.21%0.00%+2.9%Q4 2020
WECWec Energy Group, Inc.$3.24M1.19%0.01%+2.4%Q4 2020
AFLAflac Inc$3.23M1.19%0.01%+1.9%Q4 2020
USBUS Bancorp \de\$3.18M1.17%0.00%+2.7%Q4 2020
SRESempra$3M1.10%0.00%+2.4%Q4 2020
APDAir Products & Chemicals, Inc.$2.99M1.10%0.00%+2.2%Q4 2020
EMREmerson Electric Co$2.99M1.10%0.00%+2.2%Q4 2020
BACBank of America Corp$2.94M1.08%0.00%-0.2%Q4 2020
SHWSherwin Williams Co$2.88M1.06%0.00%+3.1%Q4 2020
COSTCostco Wholesale Corp$2.85M1.05%0.00%+2.0%Q4 2020
RTXRTX Corp$2.84M1.04%0.00%+0.4%Q4 2020
BLKBlackRock, Inc.$2.73M1.00%0.00%+2.5%Q4 2020
MDLZMondelez International, Inc.$2.72M1.00%0.00%+2.2%Q4 2020
CBChubb Ltd$2.7M0.99%0.00%+2.8%Q4 2020
ASMLAsml Holding NV$2.63M0.97%0.00%+0.4%Q4 2020
MCDMcdonalds Corp$2.61M0.96%0.00%+3.9%Q4 2020
AMGNAmgen Inc$2.6M0.95%0.00%+4.1%Q4 2020
CVXChevron Corp$2.57M0.94%0.00%+4.6%Q4 2020
UBSUBS Group AG$2.53M0.93%0.00%-0.2%Q4 2020
VZVerizon Communications Inc$2.52M0.93%0.00%+2.4%Q4 2020
ITWIllinois Tool Works Inc$2.51M0.92%0.00%+3.8%Q4 2020
IBKRInteractive Brokers Group, Inc.$2.48M0.91%0.01%-0.2%Q4 2021
CMCSAComcast Corp$2.47M0.91%0.00%+4.6%Q4 2020
UPSUnited Parcel Service Inc$2.46M0.90%0.00%+3.2%Q4 2020
TGTTarget Corp$2.39M0.88%0.00%+3.0%Q4 2020
DISWalt Disney Co$2.35M0.86%0.00%+3.2%Q4 2020
SBUXStarbucks Corp$2.33M0.86%0.00%+3.2%Q4 2020
Q1 2026Reported Apr 24, 2026145 positions
AAPLApple Inc.$7.15M2.90%0.00%-5.1%Q4 2020
AVGOBroadcom Inc.$5.48M2.22%0.00%-24.3%Q4 2020
MSFTMicrosoft Corp$5.42M2.20%0.00%-2.9%Q4 2020
XOMExxonMobil Holdings Corp$5.38M2.18%0.00%-1.0%Q4 2020
JNJJohnson & Johnson$4.49M1.82%0.00%-0.9%Q4 2020
LINLinde PLC$3.94M1.60%0.00%0.0%Q4 2020
PSXPhillips 66$3.77M1.53%0.01%0.0%Q4 2020
VLOValero Energy Corp$3.75M1.52%0.01%+2.5%Q4 2020
GSGoldman Sachs Group Inc$3.74M1.52%0.00%-1.4%Q1 2023
NEENextera Energy Inc$3.64M1.48%0.00%0.0%Q4 2020
WMWaste Management Inc$3.53M1.43%0.00%Not reportedQ4 2020
NVSNovartis AG$3.5M1.42%0.00%+2.6%Q4 2020
ECLEcolab Inc.$3.38M1.37%0.00%-0.2%Q4 2020
GDGeneral Dynamics Corp$3.34M1.36%0.00%-0.2%Q4 2020
ABBVAbbVie Inc.$3.33M1.35%0.00%-4.8%Q4 2020
CSCOCisco Systems, Inc.$3.23M1.31%0.00%-0.6%Q4 2020
PGPROCTER & GAMBLE Co$3.15M1.28%0.00%+1.4%Q4 2020
WECWec Energy Group, Inc.$3.13M1.27%0.01%+1.2%Q4 2020
STXSeagate Technology Holdings plc$3.1M1.26%0.00%-14.6%Q4 2020
SRESempra$3.07M1.25%0.00%+4.6%Q4 2020
CVXChevron Corp$3.07M1.25%0.00%+4.6%Q4 2020
MMM3m Co$3.05M1.24%0.00%-2.0%Q4 2020
HDHome Depot, Inc.$3.04M1.23%0.00%+2.2%Q4 2020
COSTCostco Wholesale Corp$2.98M1.21%0.00%+4.5%Q4 2020
AFLAflac Inc$2.97M1.21%0.01%+3.0%Q4 2020
VZVerizon Communications Inc$2.92M1.19%0.00%-1.5%Q4 2020
TXNTexas Instruments Inc$2.92M1.19%0.00%+1.0%Q4 2020
APDAir Products & Chemicals, Inc.$2.9M1.18%0.00%+5.1%Q4 2020
MCDMcdonalds Corp$2.89M1.17%0.00%-7.3%Q4 2020
RTXRTX Corp$2.88M1.17%0.00%-0.1%Q4 2020
TERTeradyne, Inc$2.81M1.14%0.01%-5.0%Q4 2020
CMCSAComcast Corp$2.77M1.12%0.00%+4.8%Q4 2020
EMREmerson Electric Co$2.68M1.09%0.00%+2.2%Q4 2020
USBUS Bancorp \de\$2.66M1.08%0.00%+3.0%Q4 2020
BLKBlackRock, Inc.$2.66M1.08%0.00%+1.3%Q4 2020
MDLZMondelez International, Inc.$2.65M1.08%0.00%+5.8%Q4 2020
TAt&T Inc.$2.64M1.07%0.00%-1.2%Q4 2020
SHWSherwin Williams Co$2.6M1.06%0.00%+4.3%Q4 2020
UNHUnitedhealth Group Inc$2.56M1.04%0.00%-3.4%Q4 2020
BACBank of America Corp$2.53M1.03%0.00%-5.0%Q4 2020
CBChubb Ltd$2.52M1.02%0.00%+3.3%Q4 2020
TSMTaiwan Semiconductor Manufacturing Co Ltd$2.43M0.99%0.00%-4.9%Q4 2020
AMGNAmgen Inc$2.43M0.99%0.00%+3.1%Q4 2020
ITWIllinois Tool Works Inc$2.33M0.95%0.00%+2.1%Q4 2020
DISWalt Disney Co$2.28M0.93%0.00%+1.9%Q4 2020
PEPPepsico Inc$2.23M0.91%0.00%+8.6%Q4 2020
XELXcel Energy Inc$2.2M0.90%0.00%+6.9%Q4 2020
UPSUnited Parcel Service Inc$2.18M0.88%0.00%+8.8%Q4 2020
TGTTarget Corp$2.16M0.88%0.00%+12.7%Q4 2020
IPInternational Paper Co$2.05M0.83%0.01%+6.0%Q4 2020
Q4 2025Reported Jan 14, 2026143 positions
AVGOBroadcom Inc.$8.09M3.36%0.00%-3.4%Q4 2020
AAPLApple Inc.$8.07M3.35%0.00%-1.1%Q4 2020
MSFTMicrosoft Corp$7.29M3.02%0.00%-2.8%Q4 2020
GSGoldman Sachs Group Inc$3.94M1.63%0.00%-1.7%Q1 2023
XOMExxonMobil Holdings Corp$3.85M1.60%0.00%+1.2%Q4 2020
JNJJohnson & Johnson$3.84M1.59%0.00%-1.4%Q4 2020
ABBVAbbVie Inc.$3.67M1.52%0.00%-1.4%Q4 2020
MMM3m Co$3.44M1.43%0.00%0.0%Q4 2020
LINLinde PLC$3.39M1.41%0.00%+1.3%Q4 2020
WMWaste Management Inc$3.38M1.40%0.00%+1.2%Q4 2020
ECLEcolab Inc.$3.34M1.39%0.00%-0.1%Q4 2020
GDGeneral Dynamics Corp$3.28M1.36%0.00%-0.4%Q4 2020
UNHUnitedhealth Group Inc$3.24M1.34%0.00%-1.9%Q4 2020
CSCOCisco Systems, Inc.$3.22M1.34%0.00%-0.9%Q4 2020
NEENextera Energy Inc$3.15M1.31%0.00%-0.3%Q4 2020
HDHome Depot, Inc.$3.11M1.29%0.00%+0.3%Q4 2020
NVSNovartis AG$3.08M1.28%0.00%-0.3%Q4 2020
PGPROCTER & GAMBLE Co$3.08M1.28%0.00%+2.5%Q4 2020
MCDMcdonalds Corp$3.07M1.27%0.00%+0.4%Q4 2020
BACBank of America Corp$3M1.24%0.00%+107.1%Q4 2020
BLKBlackRock, Inc.$2.92M1.21%0.00%-1.4%Q4 2020
AFLAflac Inc$2.9M1.20%0.01%-0.2%Q4 2020
WECWec Energy Group, Inc.$2.82M1.17%0.01%-0.1%Q4 2020
CMCSAComcast Corp$2.75M1.14%0.00%+1.5%Q4 2020
RTXRTX Corp$2.74M1.14%0.00%-1.2%Q4 2020
PSXPhillips 66$2.67M1.11%0.01%+2.1%Q4 2020
SRESempra$2.67M1.11%0.00%-0.8%Q4 2020
EMREmerson Electric Co$2.65M1.10%0.00%0.0%Q4 2020
USBUS Bancorp \de\$2.65M1.10%0.00%+1.0%Q4 2020
DISWalt Disney Co$2.64M1.10%0.00%+0.9%Q4 2020
TXNTexas Instruments Inc$2.58M1.07%0.00%+1.9%Q4 2020
STXSeagate Technology Holdings plc$2.55M1.06%0.00%-4.1%Q4 2020
SHWSherwin Williams Co$2.52M1.05%0.00%+1.6%Q4 2020
COSTCostco Wholesale Corp$2.47M1.02%0.00%+1.0%Q4 2020
VLOValero Energy Corp$2.41M1.00%0.00%-0.5%Q4 2020
VZVerizon Communications Inc$2.41M1.00%0.00%+3.4%Q4 2020
UBSUBS Group AG$2.4M0.99%0.00%-3.6%Q4 2020
APDAir Products & Chemicals, Inc.$2.35M0.97%0.00%-1.7%Q4 2020
MDLZMondelez International, Inc.$2.34M0.97%0.00%+1.2%Q4 2020
CBChubb Ltd$2.33M0.97%0.00%+1.2%Q4 2020
TSMTaiwan Semiconductor Manufacturing Co Ltd$2.3M0.95%0.00%-4.7%Q4 2020
TAt&T Inc.$2.29M0.95%0.00%+1.4%Q4 2020
ADPAutomatic Data Processing Inc$2.28M0.95%0.00%+3.8%Q4 2020
AMGNAmgen Inc$2.19M0.91%0.00%+0.5%Q4 2020
CVXChevron Corp$2.16M0.90%0.00%+0.6%Q4 2020
ITWIllinois Tool Works Inc$2.16M0.90%0.00%+3.5%Q4 2020
IPInternational Paper Co$2.14M0.89%0.01%+4.1%Q4 2020
UPSUnited Parcel Service Inc$2.02M0.84%0.00%+1.5%Q4 2020
TERTeradyne, Inc$1.93M0.80%0.01%-2.9%Q4 2020
XELXcel Energy Inc$1.92M0.80%0.00%+0.4%Q4 2020
Q3 2025Reported Oct 9, 2025144 positions
MSFTMicrosoft Corp$8.03M3.37%0.00%-1.4%Q4 2020
AVGOBroadcom Inc.$7.99M3.35%0.00%-1.4%Q4 2020
AAPLApple Inc.$7.64M3.20%0.00%-0.9%Q4 2020
ABBVAbbVie Inc.$3.77M1.58%0.00%-0.5%Q4 2020
LINLinde PLC$3.73M1.56%0.00%-0.4%Q4 2020
HDHome Depot, Inc.$3.65M1.53%0.00%-0.1%Q4 2020
GSGoldman Sachs Group Inc$3.63M1.52%0.00%-1.0%Q1 2023
XOMExxonMobil Holdings Corp$3.57M1.50%0.00%-0.3%Q4 2020
ECLEcolab Inc.$3.49M1.46%0.00%-0.4%Q4 2020
JNJJohnson & Johnson$3.49M1.46%0.00%-0.1%Q4 2020
UNHUnitedhealth Group Inc$3.45M1.45%0.00%+8.1%Q4 2020
WMWaste Management Inc$3.36M1.41%0.00%-0.3%Q4 2020
GDGeneral Dynamics Corp$3.34M1.40%0.00%-0.7%Q4 2020
MMM3m Co$3.33M1.40%0.00%-0.6%Q4 2020
BLKBlackRock, Inc.$3.23M1.35%0.00%-0.8%Q4 2020
PGPROCTER & GAMBLE Co$3.22M1.35%0.00%+0.4%Q4 2020
WECWec Energy Group, Inc.$3.07M1.29%0.01%-0.1%Q4 2020
MCDMcdonalds Corp$3.04M1.27%0.00%+0.3%Q4 2020
NEENextera Energy Inc$2.97M1.24%0.00%+0.1%Q4 2020
AFLAflac Inc$2.94M1.23%0.01%-0.5%Q4 2020
CSCOCisco Systems, Inc.$2.89M1.21%0.00%-0.6%Q4 2020
NVSNovartis AG$2.88M1.21%0.00%-0.6%Q4 2020
CMCSAComcast Corp$2.85M1.19%0.00%+0.8%Q4 2020
PSXPhillips 66$2.75M1.16%0.01%-0.6%Q4 2020
SRESempra$2.74M1.15%0.00%+0.3%Q4 2020
TXNTexas Instruments Inc$2.69M1.13%0.00%+1.1%Q4 2020
MDLZMondelez International, Inc.$2.68M1.13%0.00%+0.2%Q4 2020
SHWSherwin Williams Co$2.65M1.11%0.00%0.0%Q4 2020
APDAir Products & Chemicals, Inc.$2.64M1.11%0.00%-0.1%Q4 2020
DISWalt Disney Co$2.64M1.11%0.00%-0.1%Q4 2020
EMREmerson Electric Co$2.62M1.10%0.00%-1.2%Q4 2020
COSTCostco Wholesale Corp$2.62M1.10%0.00%-0.2%Q4 2020
TAt&T Inc.$2.57M1.08%0.00%-0.5%Q4 2020
VLOValero Energy Corp$2.54M1.06%0.00%-1.2%Q4 2020
RTXRTX Corp$2.53M1.06%0.00%-0.7%Q4 2020
VZVerizon Communications Inc$2.51M1.05%0.00%+0.6%Q4 2020
ADPAutomatic Data Processing Inc$2.51M1.05%0.00%+0.1%Q4 2020
IPInternational Paper Co$2.42M1.01%0.01%+0.1%Q4 2020
USBUS Bancorp \de\$2.38M1.00%0.00%-0.1%Q4 2020
STXSeagate Technology Holdings plc$2.28M0.96%0.00%Not reportedQ4 2020
TSMTaiwan Semiconductor Manufacturing Co Ltd$2.21M0.93%0.00%-1.6%Q4 2020
ITWIllinois Tool Works Inc$2.21M0.93%0.00%+0.4%Q4 2020
UBSUBS Group AG$2.2M0.92%0.00%-1.9%Q4 2020
CVXChevron Corp$2.19M0.92%0.00%0.0%Q4 2020
IBKRInteractive Brokers Group, Inc.$2.13M0.89%0.01%-0.8%Q4 2021
XELXcel Energy Inc$2.09M0.87%0.00%+0.8%Q4 2020
CBChubb Ltd$2.08M0.87%0.00%+0.5%Q4 2020
SYYSysco Corp$2M0.84%0.01%+0.6%Q4 2020
BXBlackstone Inc.$1.98M0.83%0.00%-8.8%Q4 2020
AMGNAmgen Inc$1.88M0.79%0.00%+0.6%Q4 2020
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