Institutions / Mitchell McLeod Pugh & Williams Inc
Mitchell McLeod Pugh & Williams Inc
CIK 1632105 · Institution · as of Dec 31, 2025
Portfolio value
$700.38M
Positions
287
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 287 →
| Company | Value | % of portfolio |
|---|---|---|
| Vanguard Index Fds | $51.81M | 7.4% |
| Vanguard Index Fds | $45.93M | 6.6% |
| Vanguard Index Fds | $38.38M | 5.5% |
| Apple Inc. | $33.90M | 4.8% |
| Vanguard Index Fds | $32.85M | 4.7% |
| NVIDIA Corp | $17.94M | 2.6% |
| Microsoft Corp | $16.98M | 2.4% |
| Vanguard Index Fds | $14.62M | 2.1% |
| Alphabet Inc. | $13.13M | 1.9% |
| Vanguard Bd Index Fds | $12.16M | 1.7% |
| Warren E. Buffett | $11.78M | 1.7% |
| JPMorgan Chase & Co | $10.07M | 1.4% |
| Pacer Fds Tr | $9.67M | 1.4% |
| Broadcom Inc. | $9.21M | 1.3% |
| Vanguard Tax-Managed Fds | $9.14M | 1.3% |
| Amazon.com Inc | $8.71M | 1.2% |
| Fidelity Covington Trust | $8.22M | 1.2% |
| Caterpillar Inc | $7.69M | 1.1% |
| Walmart Inc. | $6.86M | 1.0% |
| Johnson & Johnson | $6.73M | 1.0% |
| ServisFirst Bancshares, Inc. | $6.69M | 1.0% |
| ELI LILLY & Co | $6.59M | 0.9% |
| Southern Co | $6.07M | 0.9% |
| Exxon Mobil Corp | $5.95M | 0.8% |
| Vanguard Star Fds | $5.79M | 0.8% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.