Filed: 7/13/2026ACC: 0001836506-26-000003
📋 What this filing means
MITCHELL & PAHL PRIVATE WEALTH, LLC filed this quarterly 13F‑HR report disclosing 149 equity positions with a total reported market value of $272.21M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
149
Positions
$272.21M
Total AUM (reported)
2.28M
Total Shares
Allocation by class
COM$200.86M73.8%
SHS$9.38M3.4%
SPONSORED ADR$9.28M3.4%
ORD SHS$8.48M3.1%
CL A$7.06M2.6%
SPONSORED ADS$6.60M2.4%
COM NEW$4.78M1.8%
Portfolio Concentration
Top 3$22.08M8.1%
4–10$33.14M12.2%
11–25$54.22M19.9%
Rest$162.76M59.8%
Top 3 weight
8.1%
Top 10 weight
20.3%
Voting Authority Distribution
Total shares with voting rights: 2.28M
Sole
Full voting authority
2.28M
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)
Sole149
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings149
Rows:
APPLE INC
SOLEShares28.02K
TypeSH
Market value$8.11M
2.98%
Sole
28.02K
Shared
0.00
None
0.00
SEAGATE TECHNOLOGY HLDNGS PL
SOLEShares7.78K
TypeSH
Market value$7.51M
2.76%
Sole
7.78K
Shared
0.00
None
0.00
BROADCOM INC
SOLEShares17.11K
TypeSH
Market value$6.46M
2.37%
Sole
17.11K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares14.77K
TypeSH
Market value$5.51M
2.02%
Sole
14.77K
Shared
0.00
None
0.00
CISCO SYS INC
SOLEShares41.89K
TypeSH
Market value$4.92M
1.81%
Sole
41.89K
Shared
0.00
None
0.00
JOHNSON & JOHNSON
SOLEShares18.70K
TypeSH
Market value$4.75M
1.75%
Sole
18.70K
Shared
0.00
None
0.00
TERADYNE INC
SOLEShares9.44K
TypeSH
Market value$4.57M
1.68%
Sole
9.44K
Shared
0.00
None
0.00
TEXAS INSTRS INC
SOLEShares15.18K
TypeSH
Market value$4.52M
1.66%
Sole
15.18K
Shared
0.00
None
0.00
GOLDMAN SACHS GROUP INC
SOLEShares4.45K
TypeSH
Market value$4.50M
1.65%
Sole
4.45K
Shared
0.00
None
0.00
EXXON MOBIL CORP
SOLEShares31.96K
TypeSH
Market value$4.37M
1.60%
Sole
31.96K
Shared
0.00
None
0.00
LINDE PLC
SOLEShares8.04K
TypeSH
Market value$4.17M
1.53%
Sole
8.04K
Shared
0.00
None
0.00
UNITEDHEALTH GROUP INC
SOLEShares9.65K
TypeSH
Market value$4.01M
1.47%
Sole
9.65K
Shared
0.00
None
0.00
VALERO ENERGY CORP
SOLEShares15.37K
TypeSH
Market value$4.00M
1.47%
Sole
15.37K
Shared
0.00
None
0.00
ABBVIE INC
SOLEShares15.60K
TypeSH
Market value$3.93M
1.44%
Sole
15.60K
Shared
0.00
None
0.00
NOVARTIS AG
SOLEShares23.28K
TypeSH
Market value$3.65M
1.34%
Sole
23.28K
Shared
0.00
None
0.00
ECOLAB INC
SOLEShares13.05K
TypeSH
Market value$3.64M
1.34%
Sole
13.05K
Shared
0.00
None
0.00
PHILLIPS 66
SOLEShares21.01K
TypeSH
Market value$3.55M
1.30%
Sole
21.01K
Shared
0.00
None
0.00
GENERAL DYNAMICS CORP
SOLEShares9.93K
TypeSH
Market value$3.52M
1.29%
Sole
9.93K
Shared
0.00
None
0.00
WASTE MGMT INC DEL
SOLEShares15.69K
TypeSH
Market value$3.50M
1.28%
Sole
15.69K
Shared
0.00
None
0.00
NEXTERA ENERGY INC
SOLEShares39.83K
TypeSH
Market value$3.50M
1.28%
Sole
39.83K
Shared
0.00
None
0.00
3M CO
SOLEShares21.50K
TypeSH
Market value$3.48M
1.28%
Sole
21.50K
Shared
0.00
None
0.00
TAIWAN SEMICONDUCTOR MANUFAC
SOLEShares7.13K
TypeSH
Market value$3.40M
1.25%
Sole
7.13K
Shared
0.00
None
0.00
HOME DEPOT INC
SOLEShares9.50K
TypeSH
Market value$3.35M
1.23%
Sole
9.50K
Shared
0.00
None
0.00
PROCTER & GAMBLE CO
SOLEShares22.41K
TypeSH
Market value$3.29M
1.21%
Sole
22.41K
Shared
0.00
None
0.00
WEC ENERGY GROUP INC
SOLEShares27.72K
TypeSH
Market value$3.24M
1.19%
Sole
27.72K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
APPLE INCSOLE | COM | 28.02K | SH | $8.11M 2.98% | 28.02K | 0.00 | 0.00 |
SEAGATE TECHNOLOGY HLDNGS PLSOLE | ORD SHS | 7.78K | SH | $7.51M 2.76% | 7.78K | 0.00 | 0.00 |
BROADCOM INCSOLE | COM | 17.11K | SH | $6.46M 2.37% | 17.11K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 14.77K | SH | $5.51M 2.02% | 14.77K | 0.00 | 0.00 |
CISCO SYS INCSOLE | COM | 41.89K | SH | $4.92M 1.81% | 41.89K | 0.00 | 0.00 |
JOHNSON & JOHNSONSOLE | COM | 18.70K | SH | $4.75M 1.75% | 18.70K | 0.00 | 0.00 |
TERADYNE INCSOLE | COM | 9.44K | SH | $4.57M 1.68% | 9.44K | 0.00 | 0.00 |
TEXAS INSTRS INCSOLE | COM | 15.18K | SH | $4.52M 1.66% | 15.18K | 0.00 | 0.00 |
GOLDMAN SACHS GROUP INCSOLE | COM | 4.45K | SH | $4.50M 1.65% | 4.45K | 0.00 | 0.00 |
EXXON MOBIL CORPSOLE | COM | 31.96K | SH | $4.37M 1.60% | 31.96K | 0.00 | 0.00 |
LINDE PLCSOLE | SHS | 8.04K | SH | $4.17M 1.53% | 8.04K | 0.00 | 0.00 |
UNITEDHEALTH GROUP INCSOLE | COM | 9.65K | SH | $4.01M 1.47% | 9.65K | 0.00 | 0.00 |
VALERO ENERGY CORPSOLE | COM | 15.37K | SH | $4.00M 1.47% | 15.37K | 0.00 | 0.00 |
ABBVIE INCSOLE | COM | 15.60K | SH | $3.93M 1.44% | 15.60K | 0.00 | 0.00 |
NOVARTIS AGSOLE | SPONSORED ADR | 23.28K | SH | $3.65M 1.34% | 23.28K | 0.00 | 0.00 |
ECOLAB INCSOLE | COM | 13.05K | SH | $3.64M 1.34% | 13.05K | 0.00 | 0.00 |
PHILLIPS 66SOLE | COM | 21.01K | SH | $3.55M 1.30% | 21.01K | 0.00 | 0.00 |
GENERAL DYNAMICS CORPSOLE | COM | 9.93K | SH | $3.52M 1.29% | 9.93K | 0.00 | 0.00 |
WASTE MGMT INC DELSOLE | COM | 15.69K | SH | $3.50M 1.28% | 15.69K | 0.00 | 0.00 |
NEXTERA ENERGY INCSOLE | COM | 39.83K | SH | $3.50M 1.28% | 39.83K | 0.00 | 0.00 |
3M COSOLE | COM | 21.50K | SH | $3.48M 1.28% | 21.50K | 0.00 | 0.00 |
TAIWAN SEMICONDUCTOR MANUFACSOLE | SPONSORED ADS | 7.13K | SH | $3.40M 1.25% | 7.13K | 0.00 | 0.00 |
HOME DEPOT INCSOLE | COM | 9.50K | SH | $3.35M 1.23% | 9.50K | 0.00 | 0.00 |
PROCTER & GAMBLE COSOLE | COM | 22.41K | SH | $3.29M 1.21% | 22.41K | 0.00 | 0.00 |
WEC ENERGY GROUP INCSOLE | COM | 27.72K | SH | $3.24M 1.19% | 27.72K | 0.00 | 0.00 |
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