§ 13F · FUND PROFILE
MITCHELL & PAHL PRIVATE WEALTH, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $226.4T (13F)Positions · 144Turnover · — · Q4Filed · Jan 14, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$2.4T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 14, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | AVGO | BROADCOM INC | 23K | $8.1T | 3.4% | −3% |
| 2 | AAPL | APPLE INC | 30K | $8.1T | 3.3% | −1% |
| 3 | MSFT | MICROSOFT CORP | 15K | $7.3T | 3.0% | −3% |
| 4 | GS | GOLDMAN SACHS GROUP INC | 4K | $3.9T | 1.6% | −2% |
| 5 | XOM | EXXON MOBIL CORP | 32K | $3.9T | 1.6% | +1% |
| 6 | JNJ | JOHNSON & JOHNSON | 19K | $3.8T | 1.6% | −1% |
| 7 | ABBV | ABBVIE INC | 16K | $3.7T | 1.5% | −1% |
| 8 | MMM | 3M CO | 21K | $3.4T | 1.4% | ±0% |
| 9 | LIN | LINDE PLC | 8K | $3.4T | 1.4% | +1% |
| 10 | WM | WASTE MGMT INC DEL | 15K | $3.4T | 1.4% | +1% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE MITCHELL SIGNAL
AC read
MITCHELL & PAHL PRIVATE WEALTH, LLC is a Other fund managing $226389.4 trillion in assets. The fund runs a portfolio of 144 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed