Institutions / Mitchell & Pahl Private Wealth, LLC
Mitchell & Pahl Private Wealth, LLC
CIK 1836506 · Institution · as of Dec 31, 2025
Portfolio value
$240.93M
Positions
143
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 143 →
| Company | Value | % of portfolio |
|---|---|---|
| Broadcom Inc. | $8.09M | 3.4% |
| Apple Inc. | $8.07M | 3.3% |
| Microsoft Corp | $7.29M | 3.0% |
| The Goldman Sachs Group, Inc. | $3.94M | 1.6% |
| Exxon Mobil Corp | $3.85M | 1.6% |
| Johnson & Johnson | $3.84M | 1.6% |
| AbbVie Inc. | $3.67M | 1.5% |
| 3M Co | $3.44M | 1.4% |
| Linde PLC | $3.39M | 1.4% |
| Waste Management Inc | $3.38M | 1.4% |
| Ecolab Inc. | $3.34M | 1.4% |
| General Dynamics Corp | $3.28M | 1.4% |
| Unitedhealth Group Inc | $3.24M | 1.3% |
| Cisco Systems, Inc. | $3.22M | 1.3% |
| Nextera Energy Inc | $3.15M | 1.3% |
| Home Depot, Inc. | $3.11M | 1.3% |
| Novartis AG | $3.08M | 1.3% |
| PROCTER & GAMBLE Co | $3.08M | 1.3% |
| Mcdonald'S Corp | $3.07M | 1.3% |
| Bank of America Corp /De | $3.00M | 1.2% |
| BlackRock, Inc. | $2.92M | 1.2% |
| Aflac Inc | $2.90M | 1.2% |
| Wec Energy Group, Inc. | $2.82M | 1.2% |
| Comcast Corp. | $2.75M | 1.1% |
| RTX Corp | $2.74M | 1.1% |
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.