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
$97.3B
$1.75 Million 0.76% of portfolio
20,614
Q4 2025 Added 3.39%
$26.6B
$1.7 Million 0.74% of portfolio
9,992
Q4 2025 Reduced 2.86%
$20.5B
$1.66 Million 0.73% of portfolio
21,598
Q4 2025 Reduced 0.65%
$284B
$1.63 Million 0.71% of portfolio
22,893
Q4 2025 Reduced 1.9%
$44B
$1.62 Million 0.71% of portfolio
933
Q4 2025 Reduced 0.53%
$23.9B
$1.62 Million 0.71% of portfolio
12,328
Q4 2025 Reduced 1.6%
$98.1B
$1.6 Million 0.7% of portfolio
11,582
Q4 2025 Reduced 0.22%
$1.74T
$1.58 Million 0.69% of portfolio
5,516
Q4 2025 Reduced 2.51%
$22.8B
$1.48 Million 0.65% of portfolio
11,465
Q4 2025 Reduced 1.62%
$123B
$1.46 Million 0.64% of portfolio
26,765
Q4 2025 Reduced 1.03%
$79.2B
$1.43 Million 0.63% of portfolio
22,796
Q4 2025 Reduced 1.31%
$13.6B
$1.45 Million 0.63% of portfolio
21,410
Q4 2025 Reduced 0.06%
$41.4B
$1.42 Million 0.62% of portfolio
15,783
Q4 2025 Added 4.61%
$405B
$1.38 Million 0.61% of portfolio
1,355
Q4 2025 Reduced 3.08%
$96.9B
$1.34 Million 0.59% of portfolio
3,200
Q4 2025 Reduced 2.74%
$269B
$1.3 Million 0.57% of portfolio
6,028
Q4 2025 Added 9.52%
$16.7B
$1.29 Million 0.56% of portfolio
2,729
Q4 2025 Added 1.79%
$78.4B
$1.25 Million 0.55% of portfolio
9,553
Q4 2025 Added 0.84%
$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%
$36B
$1.17 Million 0.51% of portfolio
40,335
Q4 2025 Added 1.09%
$533B
$1.15 Million 0.5% of portfolio
3,539
Q4 2025 Reduced 2.16%
$13.2B
$1.09 Million 0.48% of portfolio
4,729
Q4 2025 Reduced 0.86%
$3.65B
$1.09 Million 0.48% of portfolio
9,801
Q4 2025 New
$25.4B
$1.09 Million 0.48% of portfolio
38,054
Q4 2025 Reduced 0.98%
$10B
$1.08 Million 0.47% of portfolio
51,429
Q4 2025 Reduced 3.75%
$60.5B
$1.07 Million 0.47% of portfolio
24,088
Q4 2025 Reduced 0.99%
$306B
$1.08 Million 0.47% of portfolio
15,222
Q4 2025 Reduced 1.35%
$4.04B
$1.03 Million 0.45% of portfolio
15,655
Q4 2025 Reduced 0.5%
$74.3B
$1.03 Million 0.45% of portfolio
16,842
Q3 2025 Reduced 1.53%
$114B
$1 Million 0.44% of portfolio
14,217
Q4 2025 Reduced 1.28%
$4.9B
$950,000 0.42% of portfolio
22,936
Q4 2025 Added 28.93%
$235B
$942,000 0.41% of portfolio
10,151
Q4 2025 Reduced 1.66%
$56.6B
$929,000 0.41% of portfolio
12,016
Q4 2025 Reduced 1.19%
$23.5B
$922,000 0.4% of portfolio
1,840
Q4 2025 Reduced 0.92%
$67.3B
$912,000 0.4% of portfolio
3,176
Q4 2025 Reduced 1.49%
$25B
$915,000 0.4% of portfolio
17,513
Q4 2025 Reduced 1.22%
$12B
$925,000 0.4% of portfolio
5,645
Q4 2025 Reduced 0.28%
$9.78B
$909,000 0.4% of portfolio
22,133
Q4 2025 Added 5.16%
$81.8B
$916,000 0.4% of portfolio
7,721
Q4 2025 Reduced 2.92%
$112B
$908,000 0.4% of portfolio
24,879
Q4 2025 Reduced 0.26%
$55.4B
$896,000 0.39% of portfolio
3,098
Q4 2025 Reduced 3.52%
$111B
$889,000 0.39% of portfolio
2,049
Q4 2025 Reduced 4.43%
$3.73B
$889,000 0.39% of portfolio
13,804
Q4 2025 Reduced 1.03%
$512B
$869,000 0.38% of portfolio
1,619
Q4 2025 Reduced 2.18%
$8.54B
$856,000 0.37% of portfolio
5,102
Q4 2025 Reduced 0.51%
$79.2B
$820,000 0.36% of portfolio
19,853
Q4 2025 Reduced 1.29%
$9.59B
$768,000 0.34% of portfolio
3,171
Q4 2025 Reduced 1.77%
$32B
$776,000 0.34% of portfolio
13,077
Q4 2025 Reduced 0.52%

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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