MITCHELL & PAHL PRIVATE WEALTH, LLC
CIK: 0001836506SEC EDGAR →
Portfolio Value
$240.9M
Holdings
143
As of
Q4 2025
New Positions
2
Closed Positions
2
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | BROADCOM INC | 23,389 | $8.1M | 3.36% |
| 2 | APPLE INC | 29,672 | $8.1M | 3.35% |
| 3 | MICROSOFT CORP | 15,070 | $7.3M | 3.02% |
| 4 | GOLDMAN SACHS GROUP INC | 4,480 | $3.9M | 1.63% |
| 5 | EXXON MOBIL CORP | 32,025 | $3.9M | 1.60% |
| 6 | JOHNSON & JOHNSON | 18,548 | $3.8M | 1.59% |
| 7 | ABBVIE INC | 16,065 | $3.7M | 1.52% |
| 8 | 3M CO | 21,455 | $3.4M | 1.43% |
| 9 | LINDE PLC | 7,956 | $3.4M | 1.41% |
| 10 | WASTE MGMT INC DEL | 15,368 | $3.4M | 1.40% |
Quarterly Changes
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Technology | 20 | $47.9M | 19.9% |
| Financial Services | 23 | $37.0M | 15.4% |
| Industrials | 23 | $33.7M | 14.0% |
| Healthcare | 14 | $22.1M | 9.2% |
| Basic Materials | 10 | $16.3M | 6.8% |
| Consumer Cyclical | 10 | $16.3M | 6.8% |
| Energy | 11 | $16.1M | 6.7% |
| Consumer Defensive | 8 | $14.4M | 6.0% |
| Utilities | 7 | $12.7M | 5.3% |
| Communication Services | 8 | $12.4M | 5.2% |
| Unknown | 8 | $11.4M | 4.7% |
| Real Estate | 1 | $446K | 0.2% |