§ 13F · FUND PROFILE
MITCHELL MCLEOD PUGH & WILLIAMS INC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $622M (13F)Positions · 360Turnover · — · 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 | VUG | VANGUARD INDEX FDS | 103K | $45M | 6.7% | +6% |
| 2 | VTV | VANGUARD INDEX FDS | 195K | $38M | 5.6% | +5% |
| 3 | VOO | VANGUARD INDEX FDS | 56K | $34M | 5.0% | +1% |
| 4 | VO | VANGUARD INDEX FDS | 115K | $33M | 4.9% | +7% |
| 5 | AAPL | APPLE INC | 90K | $23M | 3.4% | ±0% |
| 6 | MSFT | MICROSOFT CORP | 42K | $16M | 2.3% | +2% |
| 7 | NVDA | NVIDIA CORPORATION | 88K | $15M | 2.3% | −4% |
| 8 | VOO | VANGUARD INDEX FDS | 25K | $15M | 2.2% | — |
| 9 | VB | VANGUARD INDEX FDS | 52K | $13M | 2.0% | −2% |
| 10 | BIV | VANGUARD BD INDEX FDS | 163K | $13M | 1.9% | +5% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE MITCHELL SIGNAL
AC read
MITCHELL MCLEOD PUGH & WILLIAMS INC is a Other fund managing $622 million in assets. The fund runs a broad portfolio of 360 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