MITCHELL & PAHL PRIVATE WEALTH, LLC

PrivateCIK: 1836506
Location

OKLAHOMA CITY, OK

149
Positions
$272.21M
Total AUM (reported)
2.28M
Total Shares

Allocation by class

TOTAL AUM$272.21M149 positions
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 38.1%4–1012.2%11–2519.9%Rest59.8%TOP 1020.3%0%100%
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

SOLE
COM
Shares28.02K
TypeSH
Market value$8.11M
2.98%
Sole
28.02K
Shared
0.00
None
0.00

SEAGATE TECHNOLOGY HLDNGS PL

SOLE
ORD SHS
Shares7.78K
TypeSH
Market value$7.51M
2.76%
Sole
7.78K
Shared
0.00
None
0.00

BROADCOM INC

SOLE
COM
Shares17.11K
TypeSH
Market value$6.46M
2.37%
Sole
17.11K
Shared
0.00
None
0.00

MICROSOFT CORP

SOLE
COM
Shares14.77K
TypeSH
Market value$5.51M
2.02%
Sole
14.77K
Shared
0.00
None
0.00

CISCO SYS INC

SOLE
COM
Shares41.89K
TypeSH
Market value$4.92M
1.81%
Sole
41.89K
Shared
0.00
None
0.00

JOHNSON & JOHNSON

SOLE
COM
Shares18.70K
TypeSH
Market value$4.75M
1.75%
Sole
18.70K
Shared
0.00
None
0.00

TERADYNE INC

SOLE
COM
Shares9.44K
TypeSH
Market value$4.57M
1.68%
Sole
9.44K
Shared
0.00
None
0.00

TEXAS INSTRS INC

SOLE
COM
Shares15.18K
TypeSH
Market value$4.52M
1.66%
Sole
15.18K
Shared
0.00
None
0.00

GOLDMAN SACHS GROUP INC

SOLE
COM
Shares4.45K
TypeSH
Market value$4.50M
1.65%
Sole
4.45K
Shared
0.00
None
0.00

EXXON MOBIL CORP

SOLE
COM
Shares31.96K
TypeSH
Market value$4.37M
1.60%
Sole
31.96K
Shared
0.00
None
0.00

LINDE PLC

SOLE
SHS
Shares8.04K
TypeSH
Market value$4.17M
1.53%
Sole
8.04K
Shared
0.00
None
0.00

UNITEDHEALTH GROUP INC

SOLE
COM
Shares9.65K
TypeSH
Market value$4.01M
1.47%
Sole
9.65K
Shared
0.00
None
0.00

VALERO ENERGY CORP

SOLE
COM
Shares15.37K
TypeSH
Market value$4.00M
1.47%
Sole
15.37K
Shared
0.00
None
0.00

ABBVIE INC

SOLE
COM
Shares15.60K
TypeSH
Market value$3.93M
1.44%
Sole
15.60K
Shared
0.00
None
0.00

NOVARTIS AG

SOLE
SPONSORED ADR
Shares23.28K
TypeSH
Market value$3.65M
1.34%
Sole
23.28K
Shared
0.00
None
0.00

ECOLAB INC

SOLE
COM
Shares13.05K
TypeSH
Market value$3.64M
1.34%
Sole
13.05K
Shared
0.00
None
0.00

PHILLIPS 66

SOLE
COM
Shares21.01K
TypeSH
Market value$3.55M
1.30%
Sole
21.01K
Shared
0.00
None
0.00

GENERAL DYNAMICS CORP

SOLE
COM
Shares9.93K
TypeSH
Market value$3.52M
1.29%
Sole
9.93K
Shared
0.00
None
0.00

WASTE MGMT INC DEL

SOLE
COM
Shares15.69K
TypeSH
Market value$3.50M
1.28%
Sole
15.69K
Shared
0.00
None
0.00

NEXTERA ENERGY INC

SOLE
COM
Shares39.83K
TypeSH
Market value$3.50M
1.28%
Sole
39.83K
Shared
0.00
None
0.00

3M CO

SOLE
COM
Shares21.50K
TypeSH
Market value$3.48M
1.28%
Sole
21.50K
Shared
0.00
None
0.00

TAIWAN SEMICONDUCTOR MANUFAC

SOLE
SPONSORED ADS
Shares7.13K
TypeSH
Market value$3.40M
1.25%
Sole
7.13K
Shared
0.00
None
0.00

HOME DEPOT INC

SOLE
COM
Shares9.50K
TypeSH
Market value$3.35M
1.23%
Sole
9.50K
Shared
0.00
None
0.00

PROCTER & GAMBLE CO

SOLE
COM
Shares22.41K
TypeSH
Market value$3.29M
1.21%
Sole
22.41K
Shared
0.00
None
0.00

WEC ENERGY GROUP INC

SOLE
COM
Shares27.72K
TypeSH
Market value$3.24M
1.19%
Sole
27.72K
Shared
0.00
None
0.00
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