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 $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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