Filed: 1/14/2026ACC: 0001836506-26-000001
📋 What this filing means
MITCHELL & PAHL PRIVATE WEALTH, LLC filed this quarterly 13F‑HR report disclosing 143 equity positions with a total reported market value of $240.93M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
143
Positions
$240.93M
Total AUM (reported)
2.34M
Total Shares
Allocation by class
COM$181.60M75.4%
SPONSORED ADR$10.37M4.3%
SHS$7.96M3.3%
CL A$7.20M3.0%
SPONSORED ADS$4.34M1.8%
COM CL A$4.16M1.7%
CL B$4.14M1.7%
Portfolio Concentration
Top 3$23.45M9.7%
4–10$25.51M10.6%
11–25$45.70M19.0%
Rest$146.28M60.7%
Top 3 weight
9.7%
Top 10 weight
20.3%
Voting Authority Distribution
Total shares with voting rights: 2.34M
Sole
Full voting authority
2.34M
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)
Sole143
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings143
Rows:
BROADCOM INC
SOLEShares23.39K
TypeSH
Market value$8.09M
3.36%
Sole
23.39K
Shared
0.00
None
0.00
APPLE INC
SOLEShares29.67K
TypeSH
Market value$8.07M
3.35%
Sole
29.67K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares15.07K
TypeSH
Market value$7.29M
3.02%
Sole
15.07K
Shared
0.00
None
0.00
GOLDMAN SACHS GROUP INC
SOLEShares4.48K
TypeSH
Market value$3.94M
1.63%
Sole
4.48K
Shared
0.00
None
0.00
EXXON MOBIL CORP
SOLEShares32.02K
TypeSH
Market value$3.85M
1.60%
Sole
32.02K
Shared
0.00
None
0.00
JOHNSON & JOHNSON
SOLEShares18.55K
TypeSH
Market value$3.84M
1.59%
Sole
18.55K
Shared
0.00
None
0.00
ABBVIE INC
SOLEShares16.07K
TypeSH
Market value$3.67M
1.52%
Sole
16.07K
Shared
0.00
None
0.00
3M CO
SOLEShares21.45K
TypeSH
Market value$3.44M
1.43%
Sole
21.45K
Shared
0.00
None
0.00
LINDE PLC
SOLEShares7.96K
TypeSH
Market value$3.39M
1.41%
Sole
7.96K
Shared
0.00
None
0.00
WASTE MGMT INC DEL
SOLEShares15.37K
TypeSH
Market value$3.38M
1.40%
Sole
15.37K
Shared
0.00
None
0.00
ECOLAB INC
SOLEShares12.74K
TypeSH
Market value$3.34M
1.39%
Sole
12.74K
Shared
0.00
None
0.00
GENERAL DYNAMICS CORP
SOLEShares9.75K
TypeSH
Market value$3.28M
1.36%
Sole
9.75K
Shared
0.00
None
0.00
UNITEDHEALTH GROUP INC
SOLEShares9.81K
TypeSH
Market value$3.24M
1.34%
Sole
9.81K
Shared
0.00
None
0.00
CISCO SYS INC
SOLEShares41.84K
TypeSH
Market value$3.22M
1.34%
Sole
41.84K
Shared
0.00
None
0.00
NEXTERA ENERGY INC
SOLEShares39.22K
TypeSH
Market value$3.15M
1.31%
Sole
39.22K
Shared
0.00
None
0.00
HOME DEPOT INC
SOLEShares9.04K
TypeSH
Market value$3.11M
1.29%
Sole
9.04K
Shared
0.00
None
0.00
NOVARTIS AG
SOLEShares22.35K
TypeSH
Market value$3.08M
1.28%
Sole
22.35K
Shared
0.00
None
0.00
PROCTER AND GAMBLE CO
SOLEShares21.47K
TypeSH
Market value$3.08M
1.28%
Sole
21.47K
Shared
0.00
None
0.00
MCDONALDS CORP
SOLEShares10.03K
TypeSH
Market value$3.07M
1.27%
Sole
10.03K
Shared
0.00
None
0.00
BANK AMERICA CORP
SOLEShares54.53K
TypeSH
Market value$3.00M
1.24%
Sole
54.53K
Shared
0.00
None
0.00
BLACKROCK INC
SOLEShares2.73K
TypeSH
Market value$2.92M
1.21%
Sole
2.73K
Shared
0.00
None
0.00
AFLAC INC
SOLEShares26.28K
TypeSH
Market value$2.90M
1.20%
Sole
26.28K
Shared
0.00
None
0.00
WEC ENERGY GROUP INC
SOLEShares26.75K
TypeSH
Market value$2.82M
1.17%
Sole
26.75K
Shared
0.00
None
0.00
COMCAST CORP NEW
SOLEShares91.88K
TypeSH
Market value$2.75M
1.14%
Sole
91.88K
Shared
0.00
None
0.00
RTX CORPORATION
SOLEShares14.94K
TypeSH
Market value$2.74M
1.14%
Sole
14.94K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
BROADCOM INCSOLE | COM | 23.39K | SH | $8.09M 3.36% | 23.39K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 29.67K | SH | $8.07M 3.35% | 29.67K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 15.07K | SH | $7.29M 3.02% | 15.07K | 0.00 | 0.00 |
GOLDMAN SACHS GROUP INCSOLE | COM | 4.48K | SH | $3.94M 1.63% | 4.48K | 0.00 | 0.00 |
EXXON MOBIL CORPSOLE | COM | 32.02K | SH | $3.85M 1.60% | 32.02K | 0.00 | 0.00 |
JOHNSON & JOHNSONSOLE | COM | 18.55K | SH | $3.84M 1.59% | 18.55K | 0.00 | 0.00 |
ABBVIE INCSOLE | COM | 16.07K | SH | $3.67M 1.52% | 16.07K | 0.00 | 0.00 |
3M COSOLE | COM | 21.45K | SH | $3.44M 1.43% | 21.45K | 0.00 | 0.00 |
LINDE PLCSOLE | SHS | 7.96K | SH | $3.39M 1.41% | 7.96K | 0.00 | 0.00 |
WASTE MGMT INC DELSOLE | COM | 15.37K | SH | $3.38M 1.40% | 15.37K | 0.00 | 0.00 |
ECOLAB INCSOLE | COM | 12.74K | SH | $3.34M 1.39% | 12.74K | 0.00 | 0.00 |
GENERAL DYNAMICS CORPSOLE | COM | 9.75K | SH | $3.28M 1.36% | 9.75K | 0.00 | 0.00 |
UNITEDHEALTH GROUP INCSOLE | COM | 9.81K | SH | $3.24M 1.34% | 9.81K | 0.00 | 0.00 |
CISCO SYS INCSOLE | COM | 41.84K | SH | $3.22M 1.34% | 41.84K | 0.00 | 0.00 |
NEXTERA ENERGY INCSOLE | COM | 39.22K | SH | $3.15M 1.31% | 39.22K | 0.00 | 0.00 |
HOME DEPOT INCSOLE | COM | 9.04K | SH | $3.11M 1.29% | 9.04K | 0.00 | 0.00 |
NOVARTIS AGSOLE | SPONSORED ADR | 22.35K | SH | $3.08M 1.28% | 22.35K | 0.00 | 0.00 |
PROCTER AND GAMBLE COSOLE | COM | 21.47K | SH | $3.08M 1.28% | 21.47K | 0.00 | 0.00 |
MCDONALDS CORPSOLE | COM | 10.03K | SH | $3.07M 1.27% | 10.03K | 0.00 | 0.00 |
BANK AMERICA CORPSOLE | COM | 54.53K | SH | $3.00M 1.24% | 54.53K | 0.00 | 0.00 |
BLACKROCK INCSOLE | COM | 2.73K | SH | $2.92M 1.21% | 2.73K | 0.00 | 0.00 |
AFLAC INCSOLE | COM | 26.28K | SH | $2.90M 1.20% | 26.28K | 0.00 | 0.00 |
WEC ENERGY GROUP INCSOLE | COM | 26.75K | SH | $2.82M 1.17% | 26.75K | 0.00 | 0.00 |
COMCAST CORP NEWSOLE | CL A | 91.88K | SH | $2.75M 1.14% | 91.88K | 0.00 | 0.00 |
RTX CORPORATIONSOLE | COM | 14.94K | SH | $2.74M 1.14% | 14.94K | 0.00 | 0.00 |
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