What is MITCHELL MCLEOD PUGH & WILLIAMS INC's portfolio value?

As of Q4 2025, MITCHELL MCLEOD PUGH & WILLIAMS INC manages $700K across 287 reported positions in their SEC 13F filing.

What are MITCHELL MCLEOD PUGH & WILLIAMS INC's top holdings?

MITCHELL MCLEOD PUGH & WILLIAMS INC's largest 13F positions include VOO, VUG, VTV, representing approximately 19.4% of the reported portfolio.

How many stocks does MITCHELL MCLEOD PUGH & WILLIAMS INC hold?

MITCHELL MCLEOD PUGH & WILLIAMS INC holds 287 reported positions as of their Q4 2025 13F filing.

When did MITCHELL MCLEOD PUGH & WILLIAMS INC last file a 13F?

The most recent 13F filing from MITCHELL MCLEOD PUGH & WILLIAMS INC reports positions as of Q4 2025. 13F filings are required within 45 days of each calendar quarter end.

MITCHELL MCLEOD PUGH & WILLIAMS INC

CIK: 0001632105SEC EDGAR →

Portfolio Value

$700K

Holdings

287

As of

Q4 2025

New Positions

287

Closed Positions

Top 10 Holdings

Rank	Stock	Shares	Value	% of Portfolio
1	VOO VANGUARD INDEX FDS	81,172	$52K	7.40%
2	VUG VANGUARD INDEX FDS	98,009	$46K	6.56%
3	VTV VANGUARD INDEX FDS	185,957	$38K	5.48%
4	AAPL APPLE INC	121,876	$34K	4.84%
5	VO VANGUARD INDEX FDS	109,070	$33K	4.69%
6	NVDA NVIDIA CORPORATION	96,743	$18K	2.56%
7	MSFT MICROSOFT CORP	42,334	$17K	2.43%
8	VB VANGUARD INDEX FDS	52,700	$15K	2.09%
9	GOOGL ALPHABET INC	40,678	$13K	1.88%
10	BIV VANGUARD BD INDEX FDS	156,124	$12K	1.74%

Quarterly Changes

Top Buys

VOONEW

$52K

VUGNEW

$46K

VTVNEW

$38K

AAPLNEW

$34K

VONEW

$33K

Top Sells

No sells this quarter

New Positions (287)

$52K · 81K shares

$46K · 98K shares

$38K · 186K shares

$34K · 122K shares

$33K · 109K shares

NVDA

$18K · 97K shares

MSFT

$17K · 42K shares

$15K · 53K shares

$13K · 41K shares

$12K · 156K shares

$12K · 23K shares

$10K · 31K shares

$10K · 151K shares

$9K · 28K shares

$9K · 136K shares

$9K · 41K shares

$8K · 153K shares

$8K · 11K shares

$7K · 52K shares

$7K · 28K shares

$7K · 78K shares

$7K · 6K shares

$6K · 67K shares

XOM

$6K · 40K shares

VXUS

$6K · 70K shares

VTI

$6K · 17K shares

$6K · 15K shares

$5K · 13K shares

$5K · 7K shares

$5K · 14K shares

$4K · 14K shares

$4K · 24K shares

$4K · 9K shares

$4K · 17K shares

$4K · 66K shares

$4K · 24K shares

$4K · 13K shares

$4K · 10K shares

$4K · 5K shares

$4K · 6K shares

$4K · 4K shares

$4K · 82K shares

$3K · 17K shares

$3K · 57K shares

$3K · 62K shares

$3K · 26K shares

$3K · 4 shares

$3K · 86K shares

$3K · 9K shares

WFC

$3K · 30K shares

MRK

$3K · 23K shares

DGRO

$3K · 37K shares

$3K · 5K shares

$3K · 16K shares

$2K · 10K shares

$2K · 16K shares

$2K · 28K shares

$2K · 2K shares

$2K · 8K shares

$2K · 7K shares

$2K · 27K shares

$2K · 10K shares

$2K · 16K shares

$2K · 29K shares

$2K · 17K shares

$2K · 6K shares

$2K · 11K shares

$2K · 25K shares

DUK

$2K · 16K shares

VONE

$2K · 6K shares

VOT

$2K · 7K shares

$2K · 61K shares

$2K · 11K shares

$2K · 20K shares

$2K · 39K shares

$2K · 7K shares

$2K · 10K shares

$2K · 10K shares

$2K · 4K shares

$2K · 6K shares

$2K · 13K shares

$2K · 8K shares

$2K · 22K shares

$2K · 7K shares

$2K · 25K shares

$2K · 92K shares

$2K · 14K shares

$2K · 15K shares

$2K · 19K shares

$2K · 5K shares

$2K · 8K shares

$2K · 15K shares

$2K · 17K shares

$2K · 11K shares

$1K · 5K shares

$1K · 2K shares

$1K · 4K shares

$1K · 52K shares

$1K · 4K shares

$1K · 18K shares

$1K · 9K shares

$1K · 14K shares

$1K · 8K shares

$1K · 8K shares

$1K · 32K shares

$1K · 6K shares

$1K · 4K shares

NOC

$1K · 2K shares

$1K · 4K shares

XLE

$1K · 23K shares

$1K · 5K shares

$1K · 1K shares

$1K · 51K shares

$1K · 6K shares

$1K · 1K shares

$1K · 5K shares

$1K · 5K shares

$1K · 25K shares

$1K · 3K shares

$1K · 23K shares

$1K · 10K shares

$1K · 38K shares

$1K · 1K shares

$1K · 23K shares

$1K · 1K shares

$1K · 3K shares

$999 · 3K shares

$997 · 17K shares

$997 · 12K shares

ITA*

$991 · 4K shares

$986 · 10K shares

$976 · 10K shares

$976 · 2K shares

$966 · 3K shares

$948 · 3K shares

$933 · 15K shares

$925 · 30K shares

$922 · 11K shares

$906 · 6K shares

$897 · 14K shares

$881 · 18K shares

$832 · 2K shares

$832 · 3K shares

$804 · 11K shares

$802 · 3K shares

$801 · 5K shares

$787 · 2K shares

$786 · 10K shares

$784 · 2K shares

$780 · 12K shares

$766 · 6K shares

$766 · 15K shares

$762 · 10K shares

$761 · 14K shares

$752 · 2K shares

$751 · 7K shares

$742 · 4K shares

$742 · 2K shares

$739 · 4K shares

$739 · 12K shares

UBER

$734 · 10K shares

VRTX

$734 · 2K shares

$729 · 3K shares

$727 · 8K shares

$717 · 15K shares

$706 · 2K shares

$703 · 7K shares

$694 · 1K shares

$687 · 2K shares

$684 · 12K shares

$659 · 27K shares

$647 · 4K shares

$646 · 6K shares

$637 · 4K shares

$632 · 4K shares

$621 · 6K shares

$610 · 11K shares

$607 · 6K shares

$594 · 6K shares

$590 · 3K shares

$586 · 3K shares

$584 · 2K shares

$581 · 888 shares

$573 · 5K shares

$572 · 9K shares

$564 · 11K shares

$563 · 2K shares

$553 · 2K shares

$550 · 2K shares

$549 · 8K shares

$530 · 10K shares

$528 · 1K shares

$519 · 26K shares

$508 · 5K shares

$504 · 4K shares

$495 · 3K shares

$495 · 3K shares

$491 · 1K shares

$475 · 2K shares

$472 · 525 shares

$470 · 2K shares

$470 · 3K shares

$466 · 4K shares

$465 · 5K shares

$465 · 3K shares

$459 · 3K shares

$455 · 2K shares

$455 · 6K shares

$445 · 602 shares

$444 · 15K shares

$441 · 4K shares

$440 · 3K shares

$438 · 7K shares

$433 · 4K shares

$430 · 3K shares

$422 · 11K shares

$417 · 2K shares

$417 · 7K shares

$411 · 5K shares

$411 · 9K shares

$392 · 6K shares

VCSH

$390 · 5K shares

$387 · 397 shares

$383 · 2K shares

$378 · 4K shares

$369 · 2K shares

$369 · 7K shares

$362 · 1K shares

$351 · 3K shares

$349 · 10K shares

$344 · 8K shares

$344 · 753 shares

$344 · 5K shares

$341 · 4K shares

$339 · 791 shares

$330 · 2K shares

$328 · 1K shares

$328 · 1K shares

$325 · 771 shares

$325 · 7K shares

$323 · 3K shares

$321 · 2K shares

$321 · 6K shares

$318 · 955 shares

$315 · 8K shares

$315 · 2K shares

$306 · 2K shares

$304 · 7K shares

$303 · 1K shares

$299 · 2K shares

$296 · 4K shares

$294 · 14K shares

$275 · 7K shares

$274 · 4K shares

$271 · 2K shares

$268 · 3K shares

$267 · 2K shares

$266 · 6K shares

$258 · 58 shares

$254 · 2K shares

$251 · 3K shares

$250 · 4K shares

$248 · 715 shares

$247 · 7K shares

$246 · 1K shares

$245 · 2K shares

$245 · 5K shares

$245 · 10K shares

$243 · 2K shares

$240 · 11K shares

$232 · 2K shares

$231 · 3K shares

$220 · 60 shares

$220 · 11K shares

$219 · 450 shares

$218 · 2K shares

FICO

$214 · 154 shares

KTOS

$213 · 2K shares

BWXT

$212 · 1K shares

$211 · 1K shares

SHEL

$207 · 3K shares

$206 · 2K shares

$206 · 1K shares

$200 · 3K shares

$200 · 3K shares

$140 · 11K shares

$6 · 10K shares

Sector Breakdown

Sector	# Holdings	Value	%
Financial Services	88	$337K	48.1%
Technology	34	$116K	16.6%
Industrials	33	$41K	5.9%
Unknown	19	$36K	5.2%
Healthcare	24	$36K	5.1%
Consumer Cyclical	20	$31K	4.5%
Communication Services	8	$29K	4.1%
Consumer Defensive	15	$25K	3.6%
Energy	19	$24K	3.5%
Utilities	12	$13K	1.9%
Basic Materials	10	$7K	1.0%
Real Estate	5	$3K	0.4%