M&
Mitchell & Pahl Private Wealth, LLC
13F filer · CIK 0001836506Reported 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 freeScroll for earlier quarters
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026Reported Jul 13, 2026149 positions | |||||
| $8.11M | 2.98% | 0.00% | -0.5% | Q4 2020 | |
| $7.51M | 2.76% | 0.00% | -1.6% | Q4 2020 | |
| $6.46M | 2.37% | 0.00% | -3.3% | Q4 2020 | |
| $5.51M | 2.02% | 0.00% | +0.9% | Q4 2020 | |
| $4.92M | 1.81% | 0.00% | +0.7% | Q4 2020 | |
| $4.75M | 1.75% | 0.00% | +1.7% | Q4 2020 | |
| $4.57M | 1.68% | 0.01% | -0.5% | Q4 2020 | |
| $4.52M | 1.66% | 0.00% | +0.9% | Q4 2020 | |
| $4.5M | 1.65% | 0.00% | +0.8% | Q1 2023 | |
| $4.37M | 1.60% | 0.00% | +0.8% | Q4 2020 | |
| $4.17M | 1.53% | 0.00% | +1.1% | Q4 2020 | |
| $4.01M | 1.47% | 0.00% | +1.9% | Q4 2020 | |
| $4M | 1.47% | 0.01% | +1.2% | Q4 2020 | |
| $3.93M | 1.44% | 0.00% | +2.0% | Q4 2020 | |
| $3.65M | 1.34% | 0.00% | +1.5% | Q4 2020 | |
| $3.64M | 1.34% | 0.00% | +2.7% | Q4 2020 | |
| $3.55M | 1.30% | 0.01% | +1.6% | Q4 2020 | |
| $3.52M | 1.29% | 0.00% | +1.9% | Q4 2020 | |
| $3.5M | 1.28% | 0.00% | +2.1% | Q4 2020 | |
| $3.5M | 1.28% | 0.00% | +1.6% | Q4 2020 | |
| $3.48M | 1.28% | 0.00% | +2.3% | Q4 2020 | |
| $3.4M | 1.25% | 0.00% | -0.7% | Q4 2020 | |
| $3.35M | 1.23% | 0.00% | +2.8% | Q4 2020 | |
| $3.29M | 1.21% | 0.00% | +2.9% | Q4 2020 | |
| $3.24M | 1.19% | 0.01% | +2.4% | Q4 2020 | |
| $3.23M | 1.19% | 0.01% | +1.9% | Q4 2020 | |
| $3.18M | 1.17% | 0.00% | +2.7% | Q4 2020 | |
| $3M | 1.10% | 0.00% | +2.4% | Q4 2020 | |
| $2.99M | 1.10% | 0.00% | +2.2% | Q4 2020 | |
| $2.99M | 1.10% | 0.00% | +2.2% | Q4 2020 | |
| $2.94M | 1.08% | 0.00% | -0.2% | Q4 2020 | |
| $2.88M | 1.06% | 0.00% | +3.1% | Q4 2020 | |
| $2.85M | 1.05% | 0.00% | +2.0% | Q4 2020 | |
| $2.84M | 1.04% | 0.00% | +0.4% | Q4 2020 | |
| $2.73M | 1.00% | 0.00% | +2.5% | Q4 2020 | |
| $2.72M | 1.00% | 0.00% | +2.2% | Q4 2020 | |
| $2.7M | 0.99% | 0.00% | +2.8% | Q4 2020 | |
| $2.63M | 0.97% | 0.00% | +0.4% | Q4 2020 | |
| $2.61M | 0.96% | 0.00% | +3.9% | Q4 2020 | |
| $2.6M | 0.95% | 0.00% | +4.1% | Q4 2020 | |
| $2.57M | 0.94% | 0.00% | +4.6% | Q4 2020 | |
| $2.53M | 0.93% | 0.00% | -0.2% | Q4 2020 | |
| $2.52M | 0.93% | 0.00% | +2.4% | Q4 2020 | |
| $2.51M | 0.92% | 0.00% | +3.8% | Q4 2020 | |
| $2.48M | 0.91% | 0.01% | -0.2% | Q4 2021 | |
| $2.47M | 0.91% | 0.00% | +4.6% | Q4 2020 | |
| $2.46M | 0.90% | 0.00% | +3.2% | Q4 2020 | |
| $2.39M | 0.88% | 0.00% | +3.0% | Q4 2020 | |
| $2.35M | 0.86% | 0.00% | +3.2% | Q4 2020 | |
| $2.33M | 0.86% | 0.00% | +3.2% | Q4 2020 | |
| Q1 2026Reported Apr 24, 2026145 positions | |||||
| $7.15M | 2.90% | 0.00% | -5.1% | Q4 2020 | |
| $5.48M | 2.22% | 0.00% | -24.3% | Q4 2020 | |
| $5.42M | 2.20% | 0.00% | -2.9% | Q4 2020 | |
| $5.38M | 2.18% | 0.00% | -1.0% | Q4 2020 | |
| $4.49M | 1.82% | 0.00% | -0.9% | Q4 2020 | |
| $3.94M | 1.60% | 0.00% | 0.0% | Q4 2020 | |
| $3.77M | 1.53% | 0.01% | 0.0% | Q4 2020 | |
| $3.75M | 1.52% | 0.01% | +2.5% | Q4 2020 | |
| $3.74M | 1.52% | 0.00% | -1.4% | Q1 2023 | |
| $3.64M | 1.48% | 0.00% | 0.0% | Q4 2020 | |
| $3.53M | 1.43% | 0.00% | Not reported | Q4 2020 | |
| $3.5M | 1.42% | 0.00% | +2.6% | Q4 2020 | |
| $3.38M | 1.37% | 0.00% | -0.2% | Q4 2020 | |
| $3.34M | 1.36% | 0.00% | -0.2% | Q4 2020 | |
| $3.33M | 1.35% | 0.00% | -4.8% | Q4 2020 | |
| $3.23M | 1.31% | 0.00% | -0.6% | Q4 2020 | |
| $3.15M | 1.28% | 0.00% | +1.4% | Q4 2020 | |
| $3.13M | 1.27% | 0.01% | +1.2% | Q4 2020 | |
| $3.1M | 1.26% | 0.00% | -14.6% | Q4 2020 | |
| $3.07M | 1.25% | 0.00% | +4.6% | Q4 2020 | |
| $3.07M | 1.25% | 0.00% | +4.6% | Q4 2020 | |
| $3.05M | 1.24% | 0.00% | -2.0% | Q4 2020 | |
| $3.04M | 1.23% | 0.00% | +2.2% | Q4 2020 | |
| $2.98M | 1.21% | 0.00% | +4.5% | Q4 2020 | |
| $2.97M | 1.21% | 0.01% | +3.0% | Q4 2020 | |
| $2.92M | 1.19% | 0.00% | -1.5% | Q4 2020 | |
| $2.92M | 1.19% | 0.00% | +1.0% | Q4 2020 | |
| $2.9M | 1.18% | 0.00% | +5.1% | Q4 2020 | |
| $2.89M | 1.17% | 0.00% | -7.3% | Q4 2020 | |
| $2.88M | 1.17% | 0.00% | -0.1% | Q4 2020 | |
| $2.81M | 1.14% | 0.01% | -5.0% | Q4 2020 | |
| $2.77M | 1.12% | 0.00% | +4.8% | Q4 2020 | |
| $2.68M | 1.09% | 0.00% | +2.2% | Q4 2020 | |
| $2.66M | 1.08% | 0.00% | +3.0% | Q4 2020 | |
| $2.66M | 1.08% | 0.00% | +1.3% | Q4 2020 | |
| $2.65M | 1.08% | 0.00% | +5.8% | Q4 2020 | |
| $2.64M | 1.07% | 0.00% | -1.2% | Q4 2020 | |
| $2.6M | 1.06% | 0.00% | +4.3% | Q4 2020 | |
| $2.56M | 1.04% | 0.00% | -3.4% | Q4 2020 | |
| $2.53M | 1.03% | 0.00% | -5.0% | Q4 2020 | |
| $2.52M | 1.02% | 0.00% | +3.3% | Q4 2020 | |
| $2.43M | 0.99% | 0.00% | -4.9% | Q4 2020 | |
| $2.43M | 0.99% | 0.00% | +3.1% | Q4 2020 | |
| $2.33M | 0.95% | 0.00% | +2.1% | Q4 2020 | |
| $2.28M | 0.93% | 0.00% | +1.9% | Q4 2020 | |
| $2.23M | 0.91% | 0.00% | +8.6% | Q4 2020 | |
| $2.2M | 0.90% | 0.00% | +6.9% | Q4 2020 | |
| $2.18M | 0.88% | 0.00% | +8.8% | Q4 2020 | |
| $2.16M | 0.88% | 0.00% | +12.7% | Q4 2020 | |
| $2.05M | 0.83% | 0.01% | +6.0% | Q4 2020 | |
| Q4 2025Reported Jan 14, 2026143 positions | |||||
| $8.09M | 3.36% | 0.00% | -3.4% | Q4 2020 | |
| $8.07M | 3.35% | 0.00% | -1.1% | Q4 2020 | |
| $7.29M | 3.02% | 0.00% | -2.8% | Q4 2020 | |
| $3.94M | 1.63% | 0.00% | -1.7% | Q1 2023 | |
| $3.85M | 1.60% | 0.00% | +1.2% | Q4 2020 | |
| $3.84M | 1.59% | 0.00% | -1.4% | Q4 2020 | |
| $3.67M | 1.52% | 0.00% | -1.4% | Q4 2020 | |
| $3.44M | 1.43% | 0.00% | 0.0% | Q4 2020 | |
| $3.39M | 1.41% | 0.00% | +1.3% | Q4 2020 | |
| $3.38M | 1.40% | 0.00% | +1.2% | Q4 2020 | |
| $3.34M | 1.39% | 0.00% | -0.1% | Q4 2020 | |
| $3.28M | 1.36% | 0.00% | -0.4% | Q4 2020 | |
| $3.24M | 1.34% | 0.00% | -1.9% | Q4 2020 | |
| $3.22M | 1.34% | 0.00% | -0.9% | Q4 2020 | |
| $3.15M | 1.31% | 0.00% | -0.3% | Q4 2020 | |
| $3.11M | 1.29% | 0.00% | +0.3% | Q4 2020 | |
| $3.08M | 1.28% | 0.00% | -0.3% | Q4 2020 | |
| $3.08M | 1.28% | 0.00% | +2.5% | Q4 2020 | |
| $3.07M | 1.27% | 0.00% | +0.4% | Q4 2020 | |
| $3M | 1.24% | 0.00% | +107.1% | Q4 2020 | |
| $2.92M | 1.21% | 0.00% | -1.4% | Q4 2020 | |
| $2.9M | 1.20% | 0.01% | -0.2% | Q4 2020 | |
| $2.82M | 1.17% | 0.01% | -0.1% | Q4 2020 | |
| $2.75M | 1.14% | 0.00% | +1.5% | Q4 2020 | |
| $2.74M | 1.14% | 0.00% | -1.2% | Q4 2020 | |
| $2.67M | 1.11% | 0.01% | +2.1% | Q4 2020 | |
| $2.67M | 1.11% | 0.00% | -0.8% | Q4 2020 | |
| $2.65M | 1.10% | 0.00% | 0.0% | Q4 2020 | |
| $2.65M | 1.10% | 0.00% | +1.0% | Q4 2020 | |
| $2.64M | 1.10% | 0.00% | +0.9% | Q4 2020 | |
| $2.58M | 1.07% | 0.00% | +1.9% | Q4 2020 | |
| $2.55M | 1.06% | 0.00% | -4.1% | Q4 2020 | |
| $2.52M | 1.05% | 0.00% | +1.6% | Q4 2020 | |
| $2.47M | 1.02% | 0.00% | +1.0% | Q4 2020 | |
| $2.41M | 1.00% | 0.00% | -0.5% | Q4 2020 | |
| $2.41M | 1.00% | 0.00% | +3.4% | Q4 2020 | |
| $2.4M | 0.99% | 0.00% | -3.6% | Q4 2020 | |
| $2.35M | 0.97% | 0.00% | -1.7% | Q4 2020 | |
| $2.34M | 0.97% | 0.00% | +1.2% | Q4 2020 | |
| $2.33M | 0.97% | 0.00% | +1.2% | Q4 2020 | |
| $2.3M | 0.95% | 0.00% | -4.7% | Q4 2020 | |
| $2.29M | 0.95% | 0.00% | +1.4% | Q4 2020 | |
| $2.28M | 0.95% | 0.00% | +3.8% | Q4 2020 | |
| $2.19M | 0.91% | 0.00% | +0.5% | Q4 2020 | |
| $2.16M | 0.90% | 0.00% | +0.6% | Q4 2020 | |
| $2.16M | 0.90% | 0.00% | +3.5% | Q4 2020 | |
| $2.14M | 0.89% | 0.01% | +4.1% | Q4 2020 | |
| $2.02M | 0.84% | 0.00% | +1.5% | Q4 2020 | |
| $1.93M | 0.80% | 0.01% | -2.9% | Q4 2020 | |
| $1.92M | 0.80% | 0.00% | +0.4% | Q4 2020 | |
| Q3 2025Reported Oct 9, 2025144 positions | |||||
| $8.03M | 3.37% | 0.00% | -1.4% | Q4 2020 | |
| $7.99M | 3.35% | 0.00% | -1.4% | Q4 2020 | |
| $7.64M | 3.20% | 0.00% | -0.9% | Q4 2020 | |
| $3.77M | 1.58% | 0.00% | -0.5% | Q4 2020 | |
| $3.73M | 1.56% | 0.00% | -0.4% | Q4 2020 | |
| $3.65M | 1.53% | 0.00% | -0.1% | Q4 2020 | |
| $3.63M | 1.52% | 0.00% | -1.0% | Q1 2023 | |
| $3.57M | 1.50% | 0.00% | -0.3% | Q4 2020 | |
| $3.49M | 1.46% | 0.00% | -0.4% | Q4 2020 | |
| $3.49M | 1.46% | 0.00% | -0.1% | Q4 2020 | |
| $3.45M | 1.45% | 0.00% | +8.1% | Q4 2020 | |
| $3.36M | 1.41% | 0.00% | -0.3% | Q4 2020 | |
| $3.34M | 1.40% | 0.00% | -0.7% | Q4 2020 | |
| $3.33M | 1.40% | 0.00% | -0.6% | Q4 2020 | |
| $3.23M | 1.35% | 0.00% | -0.8% | Q4 2020 | |
| $3.22M | 1.35% | 0.00% | +0.4% | Q4 2020 | |
| $3.07M | 1.29% | 0.01% | -0.1% | Q4 2020 | |
| $3.04M | 1.27% | 0.00% | +0.3% | Q4 2020 | |
| $2.97M | 1.24% | 0.00% | +0.1% | Q4 2020 | |
| $2.94M | 1.23% | 0.01% | -0.5% | Q4 2020 | |
| $2.89M | 1.21% | 0.00% | -0.6% | Q4 2020 | |
| $2.88M | 1.21% | 0.00% | -0.6% | Q4 2020 | |
| $2.85M | 1.19% | 0.00% | +0.8% | Q4 2020 | |
| $2.75M | 1.16% | 0.01% | -0.6% | Q4 2020 | |
| $2.74M | 1.15% | 0.00% | +0.3% | Q4 2020 | |
| $2.69M | 1.13% | 0.00% | +1.1% | Q4 2020 | |
| $2.68M | 1.13% | 0.00% | +0.2% | Q4 2020 | |
| $2.65M | 1.11% | 0.00% | 0.0% | Q4 2020 | |
| $2.64M | 1.11% | 0.00% | -0.1% | Q4 2020 | |
| $2.64M | 1.11% | 0.00% | -0.1% | Q4 2020 | |
| $2.62M | 1.10% | 0.00% | -1.2% | Q4 2020 | |
| $2.62M | 1.10% | 0.00% | -0.2% | Q4 2020 | |
| $2.57M | 1.08% | 0.00% | -0.5% | Q4 2020 | |
| $2.54M | 1.06% | 0.00% | -1.2% | Q4 2020 | |
| $2.53M | 1.06% | 0.00% | -0.7% | Q4 2020 | |
| $2.51M | 1.05% | 0.00% | +0.6% | Q4 2020 | |
| $2.51M | 1.05% | 0.00% | +0.1% | Q4 2020 | |
| $2.42M | 1.01% | 0.01% | +0.1% | Q4 2020 | |
| $2.38M | 1.00% | 0.00% | -0.1% | Q4 2020 | |
| $2.28M | 0.96% | 0.00% | Not reported | Q4 2020 | |
| $2.21M | 0.93% | 0.00% | -1.6% | Q4 2020 | |
| $2.21M | 0.93% | 0.00% | +0.4% | Q4 2020 | |
| $2.2M | 0.92% | 0.00% | -1.9% | Q4 2020 | |
| $2.19M | 0.92% | 0.00% | 0.0% | Q4 2020 | |
| $2.13M | 0.89% | 0.01% | -0.8% | Q4 2021 | |
| $2.09M | 0.87% | 0.00% | +0.8% | Q4 2020 | |
| $2.08M | 0.87% | 0.00% | +0.5% | Q4 2020 | |
| $2M | 0.84% | 0.01% | +0.6% | Q4 2020 | |
| $1.98M | 0.83% | 0.00% | -8.8% | Q4 2020 | |
| $1.88M | 0.79% | 0.00% | +0.6% | Q4 2020 | |
Premium opens every quarter this fund has filed