MITCHELL & PAHL PRIVATE WEALTH, LLC
Sector Allocation
- Technology24.2%$67.1M
- Financials13.9%$38.4M
- Healthcare12.1%$33.4M
- Energy9.9%$27.4M
- Industrials8.0%$22.2M
- Materials7.6%$21.2M
- Consumer Staples6.8%$18.8M
- Utilities6.3%$17.4M
- Consumer Discretionary6.1%$16.9M
- Communication Services4.8%$13.4M
AUM History
13fpro.ai/research/fund/mitchell-and-pahl-private-wealth-llc-1836506
Conviction and streaks
Concentrating · top 10 = 21.5%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q3 2026
AAPL
$8.8MMSFT
$7.7MSTX
$7.1MAVGO
$6.0MVLO
$5.9MPSX
$5.3MXOM.R34088
$5.2MJNJ
$5.0MCSCO
$4.5MTXN
$4.3MABBV
$4.2MGS
$4.0MLIN
$3.9MTER
$3.8MUNH
$3.7MMMM
$3.7MECL
$3.7MGD
$3.4MNVS
$3.4MPG
$3.4M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/mitchell-and-pahl-private-wealth-llc-1836506
MITCHELL & PAHL PRIVATE WEALTH, LLC 13F holdings — Q3 2026
$277.2M portfolio (+1.8% QoQ) · 147 holdings · Q3 2026 13F · top 10 are 22% of the stock portfolio
$8.8M
3.2% of stocks
-6%This quarter+0.3%Since filed11+ qtrsHeld$7.7M
2.8% of stocks
+1%This quarter-0.2%Since filed11+ qtrsHeld$7.1M
2.6% of stocks
-0.8%This quarter-9.7%Since filed11+ qtrsHeld$6.0M
2.1% of stocks
-0.7%This quarter-4.9%Since filed11+ qtrsHeld$5.9M
2.1% of stocks
-1%This quarter-7.2%Since filed11+ qtrsHeld$5.3M
1.9% of stocks
-1%This quarter-2.8%Since filed11+ qtrsHeld$5.2M
1.9% of stocks
-0.4%This quarter—Since filed11+ qtrsHeld$5.0M
1.8% of stocks
-0.0%This quarter+4.9%Since filed11+ qtrsHeld$4.5M
1.6% of stocks
-0.6%This quarter-3.0%Since filed11+ qtrsHeld$4.3M
1.6% of stocks
+0.9%This quarter+6.2%Since filed11+ qtrsHeld
All holdings — MITCHELL & PAHL PRIVATE WEALTH, LLC (Q3 2026)
147 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | AbbVie Inc. | Healthcare | $4.2M | 1.5% | 16K | +2% | 11+ qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 12 | GOLDMAN SACHS GROUP INC | Financials | $4.0M | 1.5% | 4,484 | +0.7% | 11+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 13 | LINDE PLC | Materials | $3.9M | 1.4% | 8,227 | +2% | 11+ qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 14 | TERADYNE, INC | Technology | $3.8M | 1.4% | 9,372 | -0.7% | 11+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 15 | UNITEDHEALTH GROUP INC | Healthcare | $3.7M | 1.3% | 10K | +4% | 11+ qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 16 | 3M CO | Healthcare | $3.7M | 1.3% | 22K | +4% | 11+ qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 17 | ECOLAB INC. | Materials | $3.7M | 1.3% | 13K | +2% | 11+ qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 18 | GENERAL DYNAMICS CORP | Industrials | $3.4M | 1.2% | 10K | +4% | 11+ qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 19 | NOVARTIS AGadr | Healthcare | $3.4M | 1.2% | 24K | +2% | 11+ qtrsAdded 3 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 20 | PROCTER & GAMBLE Co | Consumer Staples | $3.4M | 1.2% | 23K | +3% | 11+ qtrsAdded 4 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 21 | WASTE MANAGEMENT INC | Utilities | $3.3M | 1.2% | 16K | +4% | 11+ qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 22 | CHEVRON CORP | Energy | $3.3M | 1.2% | 16K | +4% | 11+ qtrsAdded 3 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 23 | EMERSON ELECTRIC CO | Industrials | $3.3M | 1.2% | 21K | +1% | 11+ qtrsAdded 3 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 24 | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTDadr | Technology | $3.2M | 1.2% | 7,116 | -0.2% | 11+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 25 | AFLAC INC | Financials | $3.1M | 1.1% | 28K | +2% | 11+ qtrsAdded 3 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 26 | $USB | US BANCORP DE | Financials | $3.1M | 1.1% | 54K | +2% | |||
| 27 | $AMGN | AMGEN INC | Healthcare | $3.1M | 1.1% | 7,355 | +3% | |||
| 28 | $NEE | NEXTERA ENERGY INC | Utilities | $3.1M | 1.1% | 41K | +2% | |||
| 29 | $BLK | BlackRock, Inc. | Financials | $3.1M | 1.1% | 2,913 | +3% | |||
| 30 | $APD | Air Products & Chemicals, Inc. | Materials | $3.0M | 1.1% | 11K | +5% | |||
| 31 | $TGT | TARGET CORP | Consumer Staples | $2.9M | 1.1% | 19K | +2% | |||
| 32 | $COST | COSTCO WHOLESALE CORP /NEW | Consumer Staples | $2.9M | 1.1% | 3,189 | +5% | |||
| 33 | $VZ | VERIZON COMMUNICATIONS INC | Communication Services | $2.9M | 1.1% | 63K | +6% | |||
| 34 | $WEC | WEC ENERGY GROUP, INC. | Utilities | $2.9M | 1.0% | 29K | +3% | |||
| 35 | $HD | HOME DEPOT, INC. | Consumer Discretionary | $2.8M | 1.0% | 9,985 | +5% | |||
| 36 | $SHW | SHERWIN WILLIAMS CO | Materials | $2.8M | 1.0% | 8,736 | +5% | |||
| 37 | $MDLZ | Mondelez International, Inc. | Consumer Staples | $2.8M | 1.0% | 49K | +3% | |||
| 38 | $RTX | RTX Corp | Industrials | $2.8M | 1.0% | 15K | -0.8% | |||
| 39 | $DIS | Walt Disney Co | Communication Services | $2.7M | 1.0% | 26K | +6% | |||
| 40 | $BAC | BANK OF AMERICA CORP /DE/ | Financials | $2.7M | 1.0% | 50K | -4% | |||
| 41 | $ADP | AUTOMATIC DATA PROCESSING INC | Technology | $2.7M | 1.0% | 10K | +3% | |||
| 42 | $CB | Chubb Ltd | Financials | $2.7M | 1.0% | 8,176 | +3% | |||
| 43 | $SRE | SEMPRA | Utilities | $2.6M | 0.9% | 34K | +5% | |||
| 44 | $ITW | ILLINOIS TOOL WORKS INC | Industrials | $2.5M | 0.9% | 9,910 | +7% | |||
| 45 | $T | AT&T INC. | Communication Services | $2.5M | 0.9% | 102K | +8% | |||
| 46 | $UBS | UBS Group AG | Financials | $2.5M | 0.9% | 51K | +0.1% | |||
| 47 | $IBKR | Interactive Brokers Group, Inc. | Financials | $2.4M | 0.9% | 28K | -0.1% | |||
| 48 | $ASML | ASML HOLDING NV | Technology | $2.4M | 0.9% | 1,339 | +1% | |||
| 49 | $MCD | MCDONALDS CORP | Consumer Discretionary | $2.4M | 0.9% | 10K | +8% | |||
| 50 | $CCZ | COMCAST CORP | Communication Services | $2.4M | 0.8% | 109K | +8% | |||
| 51 | $HSBC | HSBC HOLDINGS PLC | Financials | $2.3M | 0.8% | 23K | +1% | |||
| 52 | $UPS | UNITED PARCEL SERVICE INC | Industrials | $2.2M | 0.8% | 24K | +5% | |||
| 53 | $SBUX | STARBUCKS CORP | Consumer Discretionary | $2.2M | 0.8% | 24K | +4% | |||
| 54 | $SYY | SYSCO CORP | Consumer Discretionary | $2.2M | 0.8% | 28K | +4% | |||
| 55 | $XEL | XCEL ENERGY INC | Utilities | $2.1M | 0.8% | 30K | +5% | |||
| 56 | $IP | INTERNATIONAL PAPER CO /NEW/ | Materials | $2.1M | 0.8% | 64K | +5% | |||
| 57 | $GOOG | Alphabet Inc. | Technology | $2.1M | 0.7% | 6,046 | +4% | |||
| 58 | $PEP | PEPSICO INC | Consumer Staples | $2.0M | 0.7% | 16K | +8% | |||
| 59 | $AWK | American Water Works Company, Inc. | Utilities | $2.0M | 0.7% | 15K | +5% | |||
| 60 | $IHG | INTERCONTINENTAL HOTELS GROUP PLC /NEW/ | Consumer Discretionary | $1.9M | 0.7% | 12K | +2% | |||
| 61 | $SU | SUNCOR ENERGY INC | Energy | $1.7M | 0.6% | 25K | +2% | |||
| 62 | $CRL | CHARLES RIVER LABORATORIES INTERNATIONAL, INC. | Healthcare | $1.7M | 0.6% | 5,635 | +2% | |||
| 63 | $NDSN | NORDSON CORP | Industrials | $1.7M | 0.6% | 5,034 | +4% | |||
| 64 | $WRB | BERKLEY W R CORP | Financials | $1.6M | 0.6% | 24K | +6% | |||
| 65 | $DOCU | DOCUSIGN, INC. | Technology | $1.5M | 0.6% | 23K | +4% | |||
| 66 | $BTI | British American Tobacco p.l.c. | Consumer Staples | $1.5M | 0.6% | 28K | +4% | |||
| 67 | $TT | Trane Technologies plc | Technology | $1.5M | 0.5% | 3,333 | +3% | |||
| 68 | $TMUS | T-Mobile US, Inc. | Communication Services | $1.5M | 0.5% | 8,986 | +14% | |||
| 69 | $MRK | Merck & Co., Inc. | Healthcare | $1.4M | 0.5% | 9,859 | -0.3% | |||
| 70 | $RIO | RIO TINTO PLC | Materials | $1.4M | 0.5% | 15K | +4% | |||
| 71 | $KO | COCA COLA CO | Consumer Staples | $1.3M | 0.5% | 15K | -0.5% | |||
| 72 | $MTDR | Matador Resources Co | Energy | $1.3M | 0.5% | 25K | +4% | |||
| 73 | $NKE | NIKE, Inc. | Consumer Discretionary | $1.3M | 0.5% | 36K | +17% | |||
| 74 | $AZN | ASTRAZENECA PLC | Healthcare | $1.3M | 0.5% | 7,821 | +6% | |||
| 75 | $BP | BP PLC | Energy | $1.3M | 0.5% | 28K | +5% | |||
| 76 | $BX | Blackstone Inc. | Financials | $1.2M | 0.5% | 11K | -0.6% | |||
| 77 | $ELAN | Elanco Animal Health Inc | Healthcare | $1.2M | 0.4% | 54K | +5% | |||
| 78 | $TDY | TELEDYNE TECHNOLOGIES INC | Technology | $1.2M | 0.4% | 1,979 | +6% | |||
| 79 | $TM | TOYOTA MOTOR CORP/ | Consumer Discretionary | $1.2M | 0.4% | 6,544 | +8% | |||
| 80 | $SAP | SAP SE | Technology | $1.2M | 0.4% | 5,581 | +6% | |||
| 81 | $UL | UNILEVER PLC | Consumer Staples | $1.2M | 0.4% | 19K | +5% | |||
| 82 | $V | VISA INC. | Financials | $1.2M | 0.4% | 3,219 | -0.6% | |||
| 83 | $JCI | Johnson Controls International plc | Industrials | $1.1M | 0.4% | 7,466 | -0.2% | |||
| 84 | $LII | LENNOX INTERNATIONAL INC | Industrials | $1.1M | 0.4% | 3,098 | +10% | |||
| 85 | $WMB | WILLIAMS COMPANIES, INC. | Energy | $1.1M | 0.4% | 16K | -0.9% | |||
| 86 | $DLB | Dolby Laboratories, Inc. | Financials | $1.1M | 0.4% | 18K | +8% | |||
| 87 | $SONY | Sony Group Corp | Technology | $1.1M | 0.4% | 46K | +6% | |||
| 88 | $APO | Apollo Global Management, Inc. | Financials | $1.1M | 0.4% | 9,214 | — | |||
| 89 | $FTS | Fortis Inc. | Utilities | $1.1M | 0.4% | 20K | +6% | |||
| 90 | $VRTX | VERTEX PHARMACEUTICALS INC / MA | Healthcare | $1.1M | 0.4% | 2,009 | — | |||
| 91 | $NGG | NATIONAL GRID PLC | Energy | $1.0M | 0.4% | 14K | +7% | |||
| 92 | $NTR | Nutrien Ltd. | Materials | $1.0M | 0.4% | 15K | +5% | |||
| 93 | $PHG | KONINKLIJKE PHILIPS NV | Healthcare | $1.0M | 0.4% | 42K | +7% | |||
| 94 | $TRV | TRAVELERS COMPANIES, INC. | Financials | $1.0M | 0.4% | 2,883 | -0.7% | |||
| 95 | $TEL | TE Connectivity plc | Technology | $1.0M | 0.4% | 4,813 | -0.1% | |||
| 96 | $JKHY | JACK HENRY & ASSOCIATES INC | Technology | $978K | 0.3% | 6,830 | +7% | |||
| 97 | $LMT | LOCKHEED MARTIN CORP | Industrials | $887K | 0.3% | 1,741 | — | |||
| 98 | $CHE | CHEMED CORP | Healthcare | $884K | 0.3% | 1,750 | +5% | |||
| 99 | $FCX | FREEPORT-MCMORAN INC | Materials | $878K | 0.3% | 13K | -0.3% | |||
| 100 | $MET | METLIFE INC | Financials | $868K | 0.3% | 9,214 | -0.5% | |||
| 101 | $FDS | FACTSET RESEARCH SYSTEMS INC | Technology | $858K | 0.3% | 3,180 | +8% | |||
| 102 | $NUE | NUCOR CORP | Materials | $858K | 0.3% | 3,672 | -0.1% | |||
| 103 | $PII | Polaris Inc. | Industrials | $839K | 0.3% | 16K | +9% | |||
| 104 | $RELX | RELX PLC | Industrials | $824K | 0.3% | 25K | +8% | |||
| 105 | $UNP | UNION PACIFIC CORP | Industrials | $822K | 0.3% | 3,020 | -0.5% | |||
| 106 | $ASX | ASE Technology Holding Co., Ltd. | Technology | $804K | 0.3% | 18K | -32% | |||
| 107 | $DEO | DIAGEO PLC | Consumer Staples | $793K | 0.3% | 9,259 | +9% | |||
| 108 | $MA | Mastercard Inc | Financials | $789K | 0.3% | 1,431 | -0.4% | |||
| 109 | $CPRT | COPART INC | Consumer Discretionary | $774K | 0.3% | 28K | +13% | |||
| 110 | $COO | COOPER COMPANIES, INC. | Healthcare | $766K | 0.3% | 14K | +15% | |||
| 111 | $PPG | PPG INDUSTRIES INC | Materials | $763K | 0.3% | 7,316 | -0.3% | |||
| 112 | $LHX | L3HARRIS TECHNOLOGIES, INC. /DE/ | Technology | $752K | 0.3% | 3,175 | — | |||
| 113 | $BCE | BCE INC | Communication Services | $747K | 0.3% | 37K | +11% | |||
| 114 | $NVO | NOVO NORDISK A S | Healthcare | $736K | 0.3% | 19K | +9% | |||
| 115 | $EXPO | EXPONENT INC | Technology | $734K | 0.3% | 11K | +10% | |||
| 116 | $POOL | POOL CORP | Consumer Discretionary | $726K | 0.3% | 4,486 | +15% | |||
| 117 | $SMG | SCOTTS MIRACLE-GRO CO | Materials | $720K | 0.3% | 14K | +9% | |||
| 118 | $MTN | VAIL RESORTS INC | Communication Services | $713K | 0.3% | 5,196 | +12% | |||
| 119 | $SITE | SiteOne Landscape Supply, Inc. | Consumer Discretionary | $713K | 0.3% | 7,892 | +18% | |||
| 120 | $FICO | FAIR ISAAC CORP | Technology | $665K | 0.2% | 1,123 | +10% | |||
| 121 | $EFX | EQUIFAX INC | Financials | $652K | 0.2% | 4,752 | +13% | |||
| 122 | $AMZN | AMAZON COM INC | Consumer Discretionary | $641K | 0.2% | 2,571 | +5% | |||
| 123 | $BRK.B | BERKSHIRE HATHAWAY INC | Financials | $610K | 0.2% | 1,226 | — | |||
| 124 | $BANF | BANCFIRST CORP /OK/ | Financials | $600K | 0.2% | 5,701 | — | |||
| 125 | $PNC | PNC FINANCIAL SERVICES GROUP, INC. | Financials | $539K | 0.2% | 2,425 | -0.6% | |||
| 126 | $AIG | AMERICAN INTERNATIONAL GROUP, INC. | Financials | $510K | 0.2% | 6,848 | -0.3% | |||
| 127 | — | VANGUARD WHITEHALL FDS - HIGH DIV YLD | — | $505K | 0.2% | 3,256 | — | |||
| 128 | $JPM | JPMORGAN CHASE & CO | Financials | $496K | 0.2% | 1,498 | — | |||
| 129 | $BA | BOEING CO | Industrials | $429K | 0.1% | 2,307 | — | |||
| 130 | $SNDK | Sandisk Corp | Technology | $418K | 0.1% | 240 | -5% | |||
| 131 | $ENB | ENBRIDGE INC | Energy | $414K | 0.1% | 8,895 | -0.5% | |||
| 132 | $AMT | AMERICAN TOWER CORP /MA/ | Real Estate | $408K | 0.1% | 2,491 | -0.3% | |||
| 133 | $KMI | KINDER MORGAN, INC. | Energy | $399K | 0.1% | 13K | -0.7% | |||
| 134 | $TTE | TotalEnergies SE | Energy | $373K | 0.1% | 4,367 | -0.3% | |||
| 135 | $GOOGL | Alphabet Inc. | Technology | $346K | 0.1% | 1,007 | +10% | |||
| 136 | $WDC | WESTERN DIGITAL CORP | Technology | $334K | 0.1% | 734 | -4% | |||
| 137 | $MFC | MANULIFE FINANCIAL CORP | Financials | $302K | 0.1% | 7,100 | — | |||
| 138 | $NOC | NORTHROP GRUMMAN CORP /DE/ | Technology | $298K | 0.1% | 617 | — | |||
| 139 | $IBM | INTERNATIONAL BUSINESS MACHINES CORP | Technology | $290K | 0.1% | 1,318 | — | |||
| 140 | $ADSK | Autodesk, Inc. | Technology | $274K | 0.1% | 1,309 | — | |||
| 141 | $CARR | CARRIER GLOBAL Corp | Industrials | $258K | 0.1% | 4,702 | -0.3% | |||
| 142 | $EPD | ENTERPRISE PRODUCTS PARTNERS L.P. | Energy | $257K | 0.1% | 7,222 | — | |||
| 143 | $KLAC | KLA CORP | Technology | $242K | 0.1% | 1,239 | -0.9% | |||
| 144 | $PEG | PUBLIC SERVICE ENTERPRISE GROUP INC | Utilities | $231K | 0.1% | 3,427 | — | |||
| 145 | $ZTS | Zoetis Inc. | Healthcare | $226K | 0.1% | 3,243 | -0.9% | |||
| 146 | $LLY | ELI LILLY & Co | Healthcare | $202K | 0.1% | 175 | -3% | |||
| 147 | $AMPX | Amprius Technologies, Inc. | Technology | $97K | 0.0% | 10K | — |
What changed in Q3 2026
Against the previous quarter's 13F: 0 new, 91 added to, 40 trimmed, 2 sold out. Share-count changes; largest moves by dollar size first.
New positions (0)
No new positions this quarter.
Added to (91)
$TAT&T INC.+8%
now $2.5M · held 11+ qtrs, 2 adds in a row
$NKENIKE, Inc.+17%
now $1.3M · held 11+ qtrs, 3 adds in a row
$MCDMCDONALDS CORP+8%
now $2.4M · held 11+ qtrs, 2 adds in a row
$CCZCOMCAST CORP+8%
now $2.4M · held 11+ qtrs, 4 adds in a row
$TMUST-Mobile US, Inc.+14%
now $1.5M · held 7 qtrs, 7 adds in a row
$VZVERIZON COMMUNICATIONS INC+6%
now $2.9M · held 11+ qtrs, 2 adds in a row
+85 more in the Excel export
Trimmed (40)
now $8.8M · held 11+ qtrs
$ASXASE Technology Holding Co., Ltd.-32%
now $804K · held 11+ qtrs
$BACBANK OF AMERICA CORP /DE/-4%
now $2.7M · held 11+ qtrs
now $5.9M · held 11+ qtrs
now $7.1M · held 11+ qtrs
now $5.3M · held 11+ qtrs
+34 more in the Excel export
Holdings by quarter
Every 13F MITCHELL & PAHL PRIVATE WEALTH, LLC has filed, 23 earlier quarters. Pick one to see what it held then.
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Q3 2026 13F filed with the SEC on Oct 14, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of MITCHELL & PAHL PRIVATE WEALTH's top 20 holdings: 70/100 (our AI quality score, weighted by position size; 17 of the 20 are scored)
Top 10 since filing
-2.2%
Value-weighted move of the 10 largest stock positions
Turnover
1%
Last quarter; 5% over the last 4
Top 10 weight
22%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
99%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q1 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
MITCHELL & PAHL PRIVATE WEALTH, LLC disclosed 147 positions worth $277.2M in its Form 13F-HR for Q3 2026, led by $AAPL (Apple Inc.) at 3.2% of the equity portfolio, followed by $MSFT and $STX. During the quarter the fund opened 0 new positions and exited 2 and a full exit from $IONS. The portfolio is most concentrated in Technology (24.2% of disclosed assets). All figures are sourced directly from MITCHELL & PAHL PRIVATE WEALTH, LLC’s Form 13F-HR filing with the SEC under CIK 1836506.
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AI-Powered Hedge Fund Analysis: MITCHELL & PAHL PRIVATE WEALTH, LLC
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Every holding in MITCHELL & PAHL PRIVATE WEALTH, LLC's portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.