§ 13F · FUND PROFILE
MITCHELL & PAHL PRIVATE WEALTH, LLC.
AUM · $272M (13F)Positions · 149Turnover · n/a · Q2Filed · Jul 13, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$2M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 13, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | 28K | $8M | 3.0% | ±0% |
| 2 | STX | SEAGATE TECHNOLOGY HLDNGS PL | 8K | $8M | 2.8% | −2% |
| 3 | AVGO | BROADCOM INC | 17K | $6M | 2.4% | −3% |
| 4 | MSFT | MICROSOFT CORP | 15K | $6M | 2.0% | +1% |
| 5 | CSCO | CISCO SYS INC | 42K | $5M | 1.8% | +1% |
| 6 | JNJ | JOHNSON & JOHNSON | 19K | $5M | 1.7% | +2% |
| 7 | TER | TERADYNE INC | 9K | $5M | 1.7% | −1% |
| 8 | TXN | TEXAS INSTRS INC | 15K | $5M | 1.7% | +1% |
| 9 | GS | GOLDMAN SACHS GROUP INC | 4K | $5M | 1.7% | +1% |
| 10 | XOM | EXXON MOBIL CORP | 32K | $4M | 1.6% | +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 $272 million in assets. The fund runs a portfolio of 149 positions.
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