§ 13F · FUND PROFILE
MITCHELL & PAHL PRIVATE WEALTH, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $238M (13F)Positions · 144Turnover · — · Q1Filed · Apr 24, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$2M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 24, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | 28K | $7M | 2.9% | −5% |
| 2 | AVGO | BROADCOM INC | 18K | $5M | 2.2% | −24% |
| 3 | MSFT | MICROSOFT CORP | 15K | $5M | 2.2% | −3% |
| 4 | XOM | EXXON MOBIL CORP | 32K | $5M | 2.2% | −1% |
| 5 | JNJ | JOHNSON & JOHNSON | 18K | $4M | 1.8% | −1% |
| 6 | LIN | LINDE PLC | 8K | $4M | 1.6% | ±0% |
| 7 | PSX | PHILLIPS 66 | 21K | $4M | 1.5% | ±0% |
| 8 | VLO | VALERO ENERGY CORP | 15K | $4M | 1.5% | +3% |
| 9 | GS | GOLDMAN SACHS GROUP INC | 4K | $4M | 1.5% | −1% |
| 10 | NEE | NEXTERA ENERGY INC | 39K | $4M | 1.5% | ±0% |
§ 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 $238 million in assets. The fund runs a portfolio of 144 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
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