MITCHELL & PAHL PRIVATE WEALTH, LLC

CIK 0001836506 • 7 13F filings • Apr 9, 2025 – Oct 14, 2026

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Filer information

Filed by, address, phone, and AUM appear here after the 13f-holdings-enricher runs (it reads the SEC cover page for each filing).

AUM over time

$0 latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsCommunicationIndustrialsEnergyReal EstateOther

Holdings by filing

Portfolio value: $214.5M145 positionsView on SEC.gov

			% of Portfolio
3M CO	COM	$3.1M	1.5%	21,314 SH
ABBVIE INC	COM	$3.3M	1.6%	15,963 SH
AFLAC INC	COM	$2.9M	1.3%	26,025 SH
AIR PRODS & CHEMS INC	COM	$2.8M	1.3%	9,422 SH
ALPHABET INC	CAP STK CL C	$281K	0.1%	1,800 SH
AMAZON COM INC	COM	$514K	0.2%	2,699 SH
AMERICAN INTL GROUP INC	COM NEW	$651K	0.3%	7,490 SH
AMERICAN TOWER CORP NEW	COM	$605K	0.3%	2,779 SH
AMERICAN WTR WKS CO INC NEW	COM	$1.8M	0.8%	11,925 SH
AMGEN INC	COM	$2.0M	0.9%	6,317 SH
APOLLO GLOBAL MGMT INC	COM	$1.4M	0.7%	10,479 SH
APPLE INC	COM	$6.6M	3.1%	29,680 SH
ASE TECHNOLOGY HLDG CO LTD	SPONSORED ADS	$250K	0.1%	28,540 SH
ASML HOLDING N V	N Y REGISTRY SHS	$888K	0.4%	1,340 SH
ASTRAZENECA PLC	SPONSORED ADR	$1.0M	0.5%	13,651 SH
AT&T INC	COM	$2.5M	1.2%	89,483 SH
AUTODESK INC	COM	$619K	0.3%	2,366 SH
AUTOMATIC DATA PROCESSING IN	COM	$2.6M	1.2%	8,393 SH
BANK AMERICA CORP	COM	$1.1M	0.5%	27,431 SH
BCE INC	COM NEW	$618K	0.3%	26,921 SH
BECTON DICKINSON & CO	COM	$299K	0.1%	1,305 SH
BERKLEY W R CORP	COM	$1.5M	0.7%	21,174 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$653K	0.3%	1,226 SH
BLACKROCK INC	COM	$2.6M	1.2%	2,695 SH
BLACKSTONE INC	COM	$1.8M	0.8%	12,942 SH
BOEING CO	COM	$315K	0.1%	1,849 SH
BP PLC	SPONSORED ADR	$773K	0.4%	22,890 SH
BRITISH AMERN TOB PLC	SPONSORED ADR	$1.1M	0.5%	26,740 SH
BROADCOM INC	COM	$4.2M	2.0%	25,006 SH
CARRIER GLOBAL CORPORATION	COM	$319K	0.1%	5,036 SH
CHARLES RIV LABS INTL INC	COM	$578K	0.3%	3,843 SH
CHEMED CORP NEW	COM	$735K	0.3%	1,195 SH
CHEVRON CORP NEW	COM	$2.2M	1.0%	13,423 SH
CHUBB LIMITED	COM	$2.2M	1.0%	7,163 SH
CISCO SYS INC	COM	$2.6M	1.2%	41,565 SH
COCA COLA CO	COM	$1.1M	0.5%	15,669 SH
COMCAST CORP NEW	CL A	$3.2M	1.5%	87,775 SH
COOPER COS INC	COM	$732K	0.3%	8,675 SH
COPART INC	COM	$1.1M	0.5%	19,849 SH
COSTCO WHSL CORP NEW	COM	$2.7M	1.2%	2,810 SH
DIAGEO PLC	SPON ADR NEW	$676K	0.3%	6,447 SH
DISNEY WALT CO	COM	$2.2M	1.0%	22,166 SH
DOCUSIGN INC	COM	$1.7M	0.8%	20,717 SH
DOLBY LABORATORIES INC	COM CL A	$1.2M	0.6%	14,797 SH
ECOLAB INC	COM	$3.2M	1.5%	12,669 SH
ELANCO ANIMAL HEALTH INC	COM	$478K	0.2%	45,489 SH
EMERSON ELEC CO	COM	$2.1M	1.0%	19,466 SH
ENBRIDGE INC	COM	$449K	0.2%	10,143 SH
EQUIFAX INC	COM	$763K	0.4%	3,131 SH
EXPONENT INC	COM	$544K	0.3%	6,709 SH
EXXON MOBIL CORP	COM	$3.7M	1.7%	31,178 SH
FACTSET RESH SYS INC	COM	$894K	0.4%	1,966 SH
FAIR ISAAC CORP	COM	$1.6M	0.8%	892 SH
FORTIS INC	COM	$765K	0.4%	16,781 SH
FREEPORT-MCMORAN INC	CL B	$528K	0.2%	13,934 SH
GENERAL DYNAMICS CORP	COM	$2.6M	1.2%	9,672 SH
GOLDMAN SACHS GROUP INC	COM	$2.4M	1.1%	4,479 SH
HENRY JACK & ASSOC INC	COM	$969K	0.5%	5,305 SH
HOME DEPOT INC	COM	$3.2M	1.5%	8,824 SH
HSBC HLDGS PLC	SPON ADR NEW	$1.3M	0.6%	22,956 SH
ILLINOIS TOOL WKS INC	COM	$2.0M	0.9%	8,195 SH
INTERACTIVE BROKERS GROUP IN	COM CL A	$1.2M	0.6%	7,478 SH
INTERCONTINENTAL HOTELS GROU	SPONSORED ADS	$1.2M	0.6%	11,361 SH
INTERNATIONAL BUSINESS MACHS	COM	$324K	0.2%	1,303 SH
INTERNATIONAL PAPER CO	COM	$2.7M	1.3%	50,479 SH
JOHNSON & JOHNSON	COM	$3.1M	1.4%	18,432 SH
JOHNSON CTLS INTL PLC	SHS	$637K	0.3%	7,953 SH
JPMORGAN CHASE & CO.	COM	$356K	0.2%	1,453 SH
KINDER MORGAN INC DEL	COM	$407K	0.2%	14,264 SH
KONINKLIJKE PHILIPS N V	NY REGIS SHS NEW	$888K	0.4%	34,978 SH
L3HARRIS TECHNOLOGIES INC	COM	$567K	0.3%	2,710 SH
LENNOX INTL INC	COM	$1.5M	0.7%	2,586 SH
LINDE PLC	SHS	$3.6M	1.7%	7,826 SH
LOCKHEED MARTIN CORP	COM	$695K	0.3%	1,556 SH
MANULIFE FINL CORP	COM	$229K	0.1%	7,358 SH
MARSH & MCLENNAN COS INC	COM	$291K	0.1%	1,192 SH
MASTERCARD INCORPORATED	CL A	$938K	0.4%	1,712 SH
MATADOR RES CO	COM	$816K	0.4%	15,968 SH
MCDONALDS CORP	COM	$3.1M	1.4%	9,774 SH
MERCK & CO INC	COM	$939K	0.4%	10,463 SH
METLIFE INC	COM	$786K	0.4%	9,787 SH
MICROSOFT CORP	COM	$5.9M	2.7%	15,629 SH
MONDELEZ INTL INC	CL A	$2.9M	1.3%	42,266 SH
NATIONAL GRID PLC	SPONSORED ADR NE	$754K	0.4%	11,487 SH
NEXTERA ENERGY INC	COM	$2.7M	1.3%	38,226 SH
NIKE INC	CL B	$1.3M	0.6%	20,179 SH
NORDSON CORP	COM	$884K	0.4%	4,381 SH
NORTHROP GRUMMAN CORP	COM	$245K	0.1%	479 SH
NOVARTIS AG	SPONSORED ADR	$2.5M	1.2%	22,225 SH
NOVO-NORDISK A S	ADR	$900K	0.4%	12,968 SH
NUCOR CORP	COM	$467K	0.2%	3,879 SH
NUTRIEN LTD	COM	$611K	0.3%	12,303 SH
PARAMOUNT GLOBAL	CLASS B COM	$621K	0.3%	51,913 SH
PEPSICO INC	COM	$1.8M	0.8%	11,701 SH
PFIZER INC	COM	$223K	0.1%	8,789 SH
PHILLIPS 66	COM	$2.4M	1.1%	19,392 SH
PNC FINL SVCS GROUP INC	COM	$456K	0.2%	2,593 SH
POLARIS INC	COM	$457K	0.2%	11,160 SH
POOL CORP	COM	$950K	0.4%	2,983 SH
PPG INDS INC	COM	$846K	0.4%	7,735 SH
PROCTER AND GAMBLE CO	COM	$3.5M	1.6%	20,524 SH
PUBLIC SVC ENTERPRISE GRP IN	COM	$310K	0.1%	3,769 SH
RELX PLC	SPONSORED ADR	$981K	0.5%	19,463 SH
RIO TINTO PLC	SPONSORED ADR	$818K	0.4%	13,622 SH
RTX CORPORATION	COM	$2.0M	1.0%	15,452 SH
SANOFI	SPONSORED ADR	$229K	0.1%	4,134 SH
SAP SE	SPON ADR	$1.3M	0.6%	4,875 SH
SCOTTS MIRACLE-GRO CO	CL A	$565K	0.3%	10,295 SH
SEAGATE TECHNOLOGY HLDNGS PL	ORD SHS	$821K	0.4%	9,666 SH
SEMPRA	COM	$2.1M	1.0%	29,231 SH
SHERWIN WILLIAMS CO	COM	$2.6M	1.2%	7,534 SH
SITEONE LANDSCAPE SUPPLY INC	COM	$612K	0.3%	5,036 SH
SONY GROUP CORP	SPONSORED ADR	$980K	0.5%	38,585 SH
STARBUCKS CORP	COM	$1.8M	0.8%	18,299 SH
SUNCOR ENERGY INC NEW	COM	$904K	0.4%	23,343 SH
SYSCO CORP	COM	$1.7M	0.8%	23,291 SH
T-MOBILE US INC	COM	$1.4M	0.6%	5,102 SH
TAIWAN SEMICONDUCTOR MFG LTD	SPONSORED ADS	$1.3M	0.6%	7,896 SH
TARGET CORP	COM	$1.3M	0.6%	12,793 SH
TE CONNECTIVITY PLC	ORD SHS	$733K	0.3%	5,190 SH
TELEDYNE TECHNOLOGIES INC	COM	$871K	0.4%	1,750 SH
TELEFONICA S A	SPONSORED ADR	$689K	0.3%	147,791 SH
TERADYNE INC	COM	$690K	0.3%	8,356 SH
TEXAS INSTRS INC	COM	$2.5M	1.1%	13,727 SH
TOTALENERGIES SE	SPONSORED ADS	$301K	0.1%	4,659 SH
TOYOTA MOTOR CORP	ADS	$1.0M	0.5%	5,674 SH
TRANE TECHNOLOGIES PLC	SHS	$1.1M	0.5%	3,247 SH
TRAVELERS COMPANIES INC	COM	$879K	0.4%	3,322 SH
UBS GROUP AG	SHS	$1.6M	0.8%	53,756 SH
UNILEVER PLC	SPON ADR NEW	$1.1M	0.5%	18,800 SH
UNION PAC CORP	COM	$755K	0.4%	3,194 SH
UNITED PARCEL SERVICE INC	CL B	$2.0M	0.9%	17,927 SH
UNITEDHEALTH GROUP INC	COM	$4.7M	2.2%	8,911 SH
US BANCORP DEL	COM NEW	$2.0M	0.9%	47,247 SH
VAIL RESORTS INC	COM	$498K	0.2%	3,111 SH
VALERO ENERGY CORP	COM	$1.9M	0.9%	14,228 SH
VANGUARD WHITEHALL FDS	HIGH DIV YLD	$420K	0.2%	3,256 SH
VERIZON COMMUNICATIONS INC	COM	$2.5M	1.2%	55,712 SH
VERTEX PHARMACEUTICALS INC	COM	$1.0M	0.5%	2,149 SH
VISA INC	COM CL A	$1.3M	0.6%	3,695 SH
WASTE MGMT INC DEL	COM	$3.5M	1.6%	15,111 SH
WEC ENERGY GROUP INC	COM	$2.9M	1.3%	26,447 SH
WILLIAMS COS INC	COM	$1.1M	0.5%	18,167 SH
XCEL ENERGY INC	COM	$1.8M	0.8%	24,816 SH
ZOETIS INC	CL A	$633K	0.3%	3,844 SH

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Oct 14, 2026	Q3 2026	13F-HR	0001836506-26-000004	—	View
Jan 14, 2026	Q4 2025	13F-HR	0001836506-26-000001	$240.9M	View
Oct 9, 2025	Q3 2025