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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$139B
$8.01 Million 3.51% of portfolio
23,389
Q4 2025 Reduced 3.37%
$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%
$91.4B
$3.55 Million 1.55% of portfolio
21,455
Q4 2025 Added 0.04%
$265B
$3.47 Million 1.52% of portfolio
4,480
Q4 2025 Reduced 1.67%
$168B
$3.36 Million 1.47% of portfolio
39,215
Q4 2025 Reduced 0.27%
$94.5B
$3.36 Million 1.47% of portfolio
9,751
Q4 2025 Reduced 0.44%
$73.7B
$3.29 Million 1.44% of portfolio
12,737
Q4 2025 Reduced 0.09%
$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%
$85.9B
$3.21 Million 1.41% of portfolio
15,368
Q4 2025 Added 1.15%
$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%
$72.3B
$3 Million 1.32% of portfolio
26,277
Q4 2025 Reduced 0.22%
$35B
$2.97 Million 1.3% of portfolio
26,751
Q4 2025 Reduced 0.12%
$283B
$2.94 Million 1.29% of portfolio
22,349
Q4 2025 Reduced 0.32%
$68.5B
$2.94 Million 1.29% of portfolio
20,681
Q4 2025 Added 2.12%
$177B
$2.9 Million 1.27% of portfolio
14,896
Q4 2025 Added 1.88%
$413B
$2.81 Million 1.23% of portfolio
54,530
Q4 2025 Added 107.14%
$28.9B
$2.78 Million 1.22% of portfolio
30,200
Q4 2025 Reduced 0.75%
$70.1B
$2.69 Million 1.18% of portfolio
14,826
Q4 2025 Reduced 0.5%
$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%
$86.1B
$2.58 Million 1.13% of portfolio
7,779
Q4 2025 Added 1.59%
$75.4B
$2.55 Million 1.12% of portfolio
19,998
Q4 2025 Reduced 0.04%
$120B
$2.5 Million 1.09% of portfolio
91,878
Q4 2025 Added 1.45%
$57.5B
$2.46 Million 1.08% of portfolio
9,504
Q4 2025 Reduced 1.74%
$193B
$2.45 Million 1.07% of portfolio
23,221
Q4 2025 Added 0.89%
$172B
$2.42 Million 1.06% of portfolio
59,070
Q4 2025 Added 3.4%
$76.2B
$2.42 Million 1.06% of portfolio
43,472
Q4 2025 Added 1.21%
$53.3B
$2.39 Million 1.05% of portfolio
9,255
Q4 2025 Reduced 4.14%
$181B
$2.35 Million 1.03% of portfolio
92,321
Q4 2025 Added 1.38%
$183B
$2.29 Million 1.0% of portfolio
6,691
Q4 2025 Added 0.54%
$67.6B
$2.26 Million 0.99% of portfolio
49,711
Q4 2025 Added 0.99%
$123B
$2.21 Million 0.97% of portfolio
7,470
Q4 2025 Added 1.21%
$104B
$2.22 Million 0.97% of portfolio
8,867
Q4 2025 Added 3.77%
$303B
$2.19 Million 0.96% of portfolio
14,172
Q4 2025 Added 0.55%
$74.9B
$2.14 Million 0.94% of portfolio
8,765
Q4 2025 Added 3.46%
$1.46T
$2.13 Million 0.93% of portfolio
7,553
Q4 2025 Reduced 4.67%
$44.1B
$2.09 Million 0.92% of portfolio
25,958
Q4 2025 Added 0.4%
$13.3B
$2.03 Million 0.89% of portfolio
54,229
Q4 2025 Added 4.11%
$124B
$2.01 Million 0.88% of portfolio
51,749
Q4 2025 Reduced 3.56%
$6B
$1.97 Million 0.86% of portfolio
29,792
Q4 2025 Reduced 3.93%
$204B
$1.96 Million 0.86% of portfolio
13,257
Q4 2025 Added 5.52%
$68.7B
$1.92 Million 0.84% of portfolio
20,341
Q4 2025 Added 1.5%
$37.9B
$1.86 Million 0.81% of portfolio
24,855
Q4 2025 Added 2.29%

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
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