Filed: 10/9/2025ACC: 0001085146-25-005878
📋 What this filing means
MITCHELL & PAHL PRIVATE WEALTH, LLC filed this quarterly 13F‑HR report disclosing 144 equity positions with a total reported market value of $238.45M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
144
Positions
$238.45M
Total AUM (reported)
2.31M
Total Shares
Allocation by class
COM$180.18M75.6%
SPONSORED ADR$10.13M4.2%
SHS$8.19M3.4%
CL A$7.69M3.2%
COM CL A$4.51M1.9%
SPONSORED ADS$4.19M1.8%
CL B$3.83M1.6%
Portfolio Concentration
Top 3$23.65M9.9%
4–10$25.33M10.6%
11–25$46.04M19.3%
Rest$143.43M60.2%
Top 3 weight
9.9%
Top 10 weight
20.5%
Voting Authority Distribution
Total shares with voting rights: 2.31M
Sole
Full voting authority
2.31M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole144
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings144
Rows:
MICROSOFT CORP
SOLEShares15.50K
TypeSH
Market value$8.03M
3.37%
Sole
15.50K
Shared
0.00
None
0.00
BROADCOM INC
SOLEShares24.20K
TypeSH
Market value$7.99M
3.35%
Sole
24.20K
Shared
0.00
None
0.00
APPLE INC
SOLEShares29.99K
TypeSH
Market value$7.64M
3.20%
Sole
29.99K
Shared
0.00
None
0.00
ABBVIE INC
SOLEShares16.29K
TypeSH
Market value$3.77M
1.58%
Sole
16.29K
Shared
0.00
None
0.00
LINDE PLC
SOLEShares7.85K
TypeSH
Market value$3.73M
1.56%
Sole
7.85K
Shared
0.00
None
0.00
HOME DEPOT INC
SOLEShares9.02K
TypeSH
Market value$3.65M
1.53%
Sole
9.02K
Shared
0.00
None
0.00
GOLDMAN SACHS GROUP INC
SOLEShares4.56K
TypeSH
Market value$3.63M
1.52%
Sole
4.56K
Shared
0.00
None
0.00
EXXON MOBIL CORP
SOLEShares31.66K
TypeSH
Market value$3.57M
1.50%
Sole
31.66K
Shared
0.00
None
0.00
ECOLAB INC
SOLEShares12.75K
TypeSH
Market value$3.49M
1.46%
Sole
12.75K
Shared
0.00
None
0.00
JOHNSON & JOHNSON
SOLEShares18.80K
TypeSH
Market value$3.49M
1.46%
Sole
18.80K
Shared
0.00
None
0.00
UNITEDHEALTH GROUP INC
SOLEShares10K
TypeSH
Market value$3.45M
1.45%
Sole
10K
Shared
0.00
None
0.00
WASTE MGMT INC DEL
SOLEShares15.19K
TypeSH
Market value$3.36M
1.41%
Sole
15.19K
Shared
0.00
None
0.00
GENERAL DYNAMICS CORP
SOLEShares9.79K
TypeSH
Market value$3.34M
1.40%
Sole
9.79K
Shared
0.00
None
0.00
3M CO
SOLEShares21.45K
TypeSH
Market value$3.33M
1.40%
Sole
21.45K
Shared
0.00
None
0.00
BLACKROCK INC
SOLEShares2.77K
TypeSH
Market value$3.23M
1.35%
Sole
2.77K
Shared
0.00
None
0.00
PROCTER AND GAMBLE CO
SOLEShares20.96K
TypeSH
Market value$3.22M
1.35%
Sole
20.96K
Shared
0.00
None
0.00
WEC ENERGY GROUP INC
SOLEShares26.78K
TypeSH
Market value$3.07M
1.29%
Sole
26.78K
Shared
0.00
None
0.00
MCDONALDS CORP
SOLEShares9.99K
TypeSH
Market value$3.04M
1.27%
Sole
9.99K
Shared
0.00
None
0.00
NEXTERA ENERGY INC
SOLEShares39.32K
TypeSH
Market value$2.97M
1.24%
Sole
39.32K
Shared
0.00
None
0.00
AFLAC INC
SOLEShares26.33K
TypeSH
Market value$2.94M
1.23%
Sole
26.33K
Shared
0.00
None
0.00
CISCO SYS INC
SOLEShares42.23K
TypeSH
Market value$2.89M
1.21%
Sole
42.23K
Shared
0.00
None
0.00
NOVARTIS AG
SOLEShares22.42K
TypeSH
Market value$2.88M
1.21%
Sole
22.42K
Shared
0.00
None
0.00
COMCAST CORP NEW
SOLEShares90.57K
TypeSH
Market value$2.85M
1.19%
Sole
90.57K
Shared
0.00
None
0.00
PHILLIPS 66
SOLEShares20.25K
TypeSH
Market value$2.75M
1.16%
Sole
20.25K
Shared
0.00
None
0.00
SEMPRA
SOLEShares30.43K
TypeSH
Market value$2.74M
1.15%
Sole
30.43K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
MICROSOFT CORPSOLE | COM | 15.50K | SH | $8.03M 3.37% | 15.50K | 0.00 | 0.00 |
BROADCOM INCSOLE | COM | 24.20K | SH | $7.99M 3.35% | 24.20K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 29.99K | SH | $7.64M 3.20% | 29.99K | 0.00 | 0.00 |
ABBVIE INCSOLE | COM | 16.29K | SH | $3.77M 1.58% | 16.29K | 0.00 | 0.00 |
LINDE PLCSOLE | SHS | 7.85K | SH | $3.73M 1.56% | 7.85K | 0.00 | 0.00 |
HOME DEPOT INCSOLE | COM | 9.02K | SH | $3.65M 1.53% | 9.02K | 0.00 | 0.00 |
GOLDMAN SACHS GROUP INCSOLE | COM | 4.56K | SH | $3.63M 1.52% | 4.56K | 0.00 | 0.00 |
EXXON MOBIL CORPSOLE | COM | 31.66K | SH | $3.57M 1.50% | 31.66K | 0.00 | 0.00 |
ECOLAB INCSOLE | COM | 12.75K | SH | $3.49M 1.46% | 12.75K | 0.00 | 0.00 |
JOHNSON & JOHNSONSOLE | COM | 18.80K | SH | $3.49M 1.46% | 18.80K | 0.00 | 0.00 |
UNITEDHEALTH GROUP INCSOLE | COM | 10K | SH | $3.45M 1.45% | 10K | 0.00 | 0.00 |
WASTE MGMT INC DELSOLE | COM | 15.19K | SH | $3.36M 1.41% | 15.19K | 0.00 | 0.00 |
GENERAL DYNAMICS CORPSOLE | COM | 9.79K | SH | $3.34M 1.40% | 9.79K | 0.00 | 0.00 |
3M COSOLE | COM | 21.45K | SH | $3.33M 1.40% | 21.45K | 0.00 | 0.00 |
BLACKROCK INCSOLE | COM | 2.77K | SH | $3.23M 1.35% | 2.77K | 0.00 | 0.00 |
PROCTER AND GAMBLE COSOLE | COM | 20.96K | SH | $3.22M 1.35% | 20.96K | 0.00 | 0.00 |
WEC ENERGY GROUP INCSOLE | COM | 26.78K | SH | $3.07M 1.29% | 26.78K | 0.00 | 0.00 |
MCDONALDS CORPSOLE | COM | 9.99K | SH | $3.04M 1.27% | 9.99K | 0.00 | 0.00 |
NEXTERA ENERGY INCSOLE | COM | 39.32K | SH | $2.97M 1.24% | 39.32K | 0.00 | 0.00 |
AFLAC INCSOLE | COM | 26.33K | SH | $2.94M 1.23% | 26.33K | 0.00 | 0.00 |
CISCO SYS INCSOLE | COM | 42.23K | SH | $2.89M 1.21% | 42.23K | 0.00 | 0.00 |
NOVARTIS AGSOLE | SPONSORED ADR | 22.42K | SH | $2.88M 1.21% | 22.42K | 0.00 | 0.00 |
COMCAST CORP NEWSOLE | CL A | 90.57K | SH | $2.85M 1.19% | 90.57K | 0.00 | 0.00 |
PHILLIPS 66SOLE | COM | 20.25K | SH | $2.75M 1.16% | 20.25K | 0.00 | 0.00 |
SEMPRASOLE | COM | 30.43K | SH | $2.74M 1.15% | 30.43K | 0.00 | 0.00 |
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