Mitchell & Pahl Private Wealth, LLC Portfolio Holdings

Mitchell & Pahl Private Wealth, LLC

  • $228 Million
  • Q4 2025

Mitchell & Pahl Private Wealth, LLC has filed its 13F form on January 14, 2026 for Q4 2025 where it was disclosed a total value porftolio of $228 Million distributed in 143 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Broadcom Inc. with a value of $8.01M, Apple Inc. with a value of $7.94M, Microsoft Corp with a value of $7.65M, Abb Vie Inc. with a value of $3.76M, and Exxon Mobil Corp with a value of $3.77M.

Examining the 13F form we can see an decrease of $1.22M in the current position value, from $230M to 228M.

Below you can find more details about Mitchell & Pahl Private Wealth, LLC portfolio as well as his latest detailed transactions.

Portfolio value $228 Million
Technology: $45.9 Million
Industrials: $33.4 Million
Financial Services: $31.6 Million
Healthcare: $24 Million
Consumer Cyclical: $17 Million
Consumer Defensive: $16.6 Million
Energy: $16.4 Million
Communication Services: $15 Million
Other: $28.5 Million

Stock Holdings Table Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$4.3T
$7.94 Million 3.47% of portfolio
29,672
Q4 2025 Reduced 1.06%
$3.78T
$7.65 Million 3.35% of portfolio
15,070
Q4 2025 Reduced 2.76%
$414B
$3.76 Million 1.65% of portfolio
16,065
Q4 2025 Reduced 1.38%
$490B
$3.77 Million 1.65% of portfolio
32,025
Q4 2025 Added 1.16%
$522B
$3.7 Million 1.62% of portfolio
18,548
Q4 2025 Reduced 1.37%
$265B
$3.47 Million 1.52% of portfolio
4,480
Q4 2025 Reduced 1.67%
$319B
$3.25 Million 1.42% of portfolio
41,843
Q4 2025 Reduced 0.92%
$367B
$3.24 Million 1.42% of portfolio
9,040
Q4 2025 Added 0.26%
$300B
$3.15 Million 1.38% of portfolio
9,813
Q4 2025 Reduced 1.88%
$346B
$3.13 Million 1.37% of portfolio
21,473
Q4 2025 Added 2.45%
$224B
$3.06 Million 1.34% of portfolio
10,032
Q4 2025 Added 0.41%
$283B
$2.94 Million 1.29% of portfolio
22,349
Q4 2025 Reduced 0.32%
$413B
$2.81 Million 1.23% of portfolio
54,530
Q4 2025 Added 107.14%
$258B
$2.62 Million 1.15% of portfolio
14,940
Q4 2025 Reduced 1.15%
$404B
$2.61 Million 1.14% of portfolio
2,861
Q4 2025 Added 0.99%
$303B
$2.19 Million 0.96% of portfolio
14,172
Q4 2025 Added 0.55%
$204B
$1.96 Million 0.86% of portfolio
13,257
Q4 2025 Added 5.52%
$284B
$1.63 Million 0.71% of portfolio
22,893
Q4 2025 Reduced 1.9%
$1.74T
$1.58 Million 0.69% of portfolio
5,516
Q4 2025 Reduced 2.51%
$405B
$1.38 Million 0.61% of portfolio
1,355
Q4 2025 Reduced 3.08%
$269B
$1.3 Million 0.57% of portfolio
6,028
Q4 2025 Added 9.52%
$277B
$1.28 Million 0.56% of portfolio
14,288
Q4 2025 Reduced 0.58%
$272B
$1.16 Million 0.51% of portfolio
5,806
Q4 2025 Reduced 1.22%
$279B
$1.16 Million 0.51% of portfolio
4,845
Q4 2025 Reduced 1.52%
$533B
$1.15 Million 0.5% of portfolio
3,539
Q4 2025 Reduced 2.16%
$306B
$1.08 Million 0.47% of portfolio
15,222
Q4 2025 Reduced 1.35%
$235B
$942,000 0.41% of portfolio
10,151
Q4 2025 Reduced 1.66%
$512B
$869,000 0.38% of portfolio
1,619
Q4 2025 Reduced 2.18%
$662B
$623,000 0.27% of portfolio
1,226
Q3 2024 New
$2.39T
$575,000 0.25% of portfolio
2,453
Q4 2025 Reduced 3.5%
$881B
$453,000 0.2% of portfolio
1,511
Q4 2025 Reduced 0.2%
$266B
$391,000 0.17% of portfolio
1,318
Q2 2025 Added 1.15%
$1.65T
$252,000 0.11% of portfolio
915
Q4 2025 Reduced 8.13%

Summary

  • Portfolio
  • No. of Stocks 143
  • Current Value $228 Million
  • Prior Value $230 Million
  • Filing
  • Period Q4 2025
  • Filing Date January 14, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 3 stocks
  • Additional Purchases 47 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 83 stocks
Track This Portfolio

Track Mitchell & Pahl Private Wealth, LLC Portfolio

Follow Mitchell & Pahl Private Wealth, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Mitchell & Pahl Private Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Mitchell & Pahl Private Wealth, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email