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: $226.4M144 positionsView on SEC.gov

			% of Portfolio
3M CO	COM	$3.3M	1.5%Prev: 1.2%	21,572 SH	Increased+540 SH
ABBVIE INC	COM	$3.0M	1.3%Prev: 1.4%	16,373 SH	Decreased+1,084 SH
AFLAC INC	COM	$2.8M	1.2%Prev: 1.2%	26,477 SH	Decreased-595 SH
AIR PRODS & CHEMS INC	COM	$2.7M	1.2%	9,681 SH	New
ALPHABET INC	CAP STK CL C	$322K	0.1%Prev: 0.7%	1,813 SH	Decreased-3,854 SH
AMAZON COM INC	COM	$562K	0.2%Prev: 0.2%	2,560 SH	Increased+110 SH
AMERICAN INTL GROUP INC	COM NEW	$622K	0.3%Prev: 0.2%	7,263 SH	Increased+230 SH
AMERICAN TOWER CORP NEW	COM	$584K	0.3%	2,641 SH	New
AMERICAN WTR WKS CO INC NEW	COM	$1.7M	0.8%Prev: 0.8%	12,364 SH	Decreased-1,578 SH
AMGEN INC	COM	$1.8M	0.8%Prev: 1.0%	6,613 SH	Decreased-282 SH
APOLLO GLOBAL MGMT INC	COM	$1.5M	0.6%Prev: 0.4%	10,238 SH	Increased+848 SH
APPLE INC	COM	$6.2M	2.7%Prev: 2.9%	30,245 SH	Decreased+2,089 SH
ASE TECHNOLOGY HLDG CO LTD	SPONSORED ADS	$284K	0.1%Prev: 0.2%	27,526 SH	Decreased+745 SH
ASML HOLDING N V	N Y REGISTRY SHS	$1.1M	0.5%	1,406 SH	New
ASTRAZENECA PLC	SPONSORED ADR	$1.0M	0.4%	14,366 SH	New
AT&T INC	COM	$2.6M	1.2%Prev: 1.1%	91,523 SH	Increased+323 SH
AUTODESK INC	COM	$732K	0.3%Prev: 0.1%	2,366 SH	Increased+1,057 SH
AUTOMATIC DATA PROCESSING IN	COM	$2.6M	1.2%Prev: 0.8%	8,537 SH	Increased-1,187 SH
BANK AMERICA CORP	COM	$1.3M	0.6%Prev: 1.0%	26,839 SH	Decreased-24,961 SH
BCE INC	COM NEW	$649K	0.3%Prev: 0.3%	29,284 SH	Decreased-2,414 SH
BECTON DICKINSON & CO	COM	$219K	0.1%	1,269 SH	New
BERKLEY W R CORP	COM	$1.6M	0.7%Prev: 0.6%	21,652 SH	Increased+53 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$596K	0.3%Prev: 0.2%	1,226 SH	Increased
BLACKROCK INC	COM	$2.9M	1.3%Prev: 1.1%	2,790 SH	Increased+25 SH
BLACKSTONE INC	COM	$1.9M	0.8%Prev: 0.5%	12,727 SH	Increased+1,364 SH
BOEING CO	COM	$387K	0.2%Prev: 0.2%	1,849 SH	Decreased-206 SH
BP PLC	SPONSORED ADR	$747K	0.3%Prev: 0.5%	24,958 SH	Decreased-1,317 SH
BRITISH AMERN TOB PLC	SPONSORED ADR	$1.3M	0.6%Prev: 0.6%	27,197 SH	Decreased+491 SH
BROADCOM INC	COM	$6.8M	3.0%Prev: 2.2%	24,544 SH	Increased+6,844 SH
CARRIER GLOBAL CORPORATION	COM	$369K	0.2%Prev: 0.1%	5,036 SH	Increased+235 SH
CHARLES RIV LABS INTL INC	COM	$692K	0.3%Prev: 0.4%	4,560 SH	Decreased-736 SH
CHEMED CORP NEW	COM	$627K	0.3%Prev: 0.2%	1,287 SH	Increased-303 SH
CHEVRON CORP NEW	COM	$2.0M	0.9%	14,091 SH	New
CHUBB LIMITED	COM	$2.1M	0.9%	7,346 SH	New
CISCO SYS INC	COM	$2.9M	1.3%Prev: 1.3%	42,502 SH	Decreased+900 SH
COCA COLA CO	COM	$1.1M	0.5%Prev: 0.5%	15,543 SH	Decreased+432 SH
COMCAST CORP NEW	CL A	$3.2M	1.4%Prev: 1.1%	89,842 SH	Increased-6,485 SH
COOPER COS INC	COM	$691K	0.3%Prev: 0.3%	9,716 SH	Decreased-1,258 SH
COPART INC	COM	$1.0M	0.4%Prev: 0.3%	20,704 SH	Increased-3,041 SH
COSTCO WHSL CORP NEW	COM	$2.8M	1.2%	2,838 SH	New
DIAGEO PLC	SPON ADR NEW	$683K	0.3%Prev: 0.2%	6,774 SH	Increased-1,337 SH
DISNEY WALT CO	COM	$2.9M	1.3%Prev: 0.9%	23,043 SH	Increased-620 SH
DOCUSIGN INC	COM	$1.7M	0.7%Prev: 0.4%	21,273 SH	Increased-26 SH
DOLBY LABORATORIES INC	COM CL A	$1.2M	0.5%Prev: 0.4%	15,563 SH	Increased-551 SH
ECOLAB INC	COM	$3.4M	1.5%Prev: 1.4%	12,804 SH	Increased+88 SH
ELANCO ANIMAL HEALTH INC	COM	$759K	0.3%Prev: 0.5%	53,180 SH	Decreased+3,661 SH
EMERSON ELEC CO	COM	$2.7M	1.2%Prev: 1.1%	20,240 SH	Increased-195 SH
ENBRIDGE INC	COM	$436K	0.2%Prev: 0.2%	9,623 SH	Decreased+528 SH
EQUIFAX INC	COM	$881K	0.4%Prev: 0.3%	3,395 SH	Increased-538 SH
EXPONENT INC	COM	$573K	0.3%Prev: 0.2%	7,666 SH	Decreased-1,481 SH
EXXON MOBIL CORP	COM	$3.4M	1.5%Prev: 2.2%	31,760 SH	Decreased+44 SH
FACTSET RESH SYS INC	COM	$926K	0.4%Prev: 0.2%	2,070 SH	Increased-722 SH
FAIR ISAAC CORP	COM	$1.7M	0.7%Prev: 0.4%	915 SH	Increased-61 SH
FORTIS INC	COM	$838K	0.4%Prev: 0.4%	17,564 SH	Decreased-482 SH
FREEPORT-MCMORAN INC	CL B	$604K	0.3%	13,934 SH	New
GENERAL DYNAMICS CORP	COM	$2.9M	1.3%Prev: 1.4%	9,867 SH	Decreased+131 SH
GOLDMAN SACHS GROUP INC	COM	$3.3M	1.4%Prev: 1.5%	4,604 SH	Decreased+186 SH
HENRY JACK & ASSOC INC	COM	$989K	0.4%Prev: 0.4%	5,491 SH	Increased-488 SH
HOME DEPOT INC	COM	$3.3M	1.5%Prev: 1.2%	9,023 SH	Increased-219 SH
HSBC HLDGS PLC	SPON ADR NEW	$1.4M	0.6%Prev: 0.8%	23,418 SH	Decreased+940 SH
ILLINOIS TOOL WKS INC	COM	$2.1M	0.9%Prev: 0.9%	8,437 SH	Decreased-512 SH
INTERACTIVE BROKERS GROUP IN	COM CL A	$1.7M	0.8%Prev: 0.8%	31,248 SH	Decreased+2,669 SH
INTERCONTINENTAL HOTELS GROU	SPONSORED ADS	$1.4M	0.6%Prev: 0.6%	11,717 SH	Decreased+311 SH
INTERNATIONAL BUSINESS MACHS	COM	$389K	0.2%Prev: 0.1%	1,318 SH	Increased
INTERNATIONAL PAPER CO	COM	$2.4M	1.1%Prev: 0.8%	52,030 SH	Increased-5,425 SH
JOHNSON & JOHNSON	COM	$2.9M	1.3%Prev: 1.8%	18,817 SH	Decreased+429 SH
JOHNSON CTLS INTL PLC	SHS	$840K	0.4%	7,953 SH	New
JPMORGAN CHASE & CO.	COM	$445K	0.2%	1,535 SH	New
KINDER MORGAN INC DEL	COM	$419K	0.2%Prev: 0.2%	14,264 SH	Decreased+560 SH
KONINKLIJKE PHILIPS N V	NY REGIS SHS NEW	$886K	0.4%Prev: 0.4%	36,935 SH	Decreased-1,173 SH
L3HARRIS TECHNOLOGIES INC	COM	$806K	0.4%Prev: 0.4%	3,211 SH	Decreased+181 SH
LENNOX INTL INC	COM	$1.5M	0.7%Prev: 0.5%	2,676 SH	Increased-94 SH
LINDE PLC	SHS	$3.7M	1.6%Prev: 1.6%	7,888 SH	Decreased-66 SH
LOCKHEED MARTIN CORP	COM	$736K	0.3%Prev: 0.4%	1,589 SH	Decreased-152 SH
MANULIFE FINL CORP	COM	$235K	0.1%Prev: 0.1%	7,358 SH	Decreased+258 SH
MARSH & MCLENNAN COS INC	COM	$225K	0.1%	1,030 SH	New
MASTERCARD INCORPORATED	CL A	$944K	0.4%Prev: 0.3%	1,680 SH	Increased+212 SH
MATADOR RES CO	COM	$846K	0.4%Prev: 0.6%	17,724 SH	Decreased-5,516 SH
MCDONALDS CORP	COM	$2.9M	1.3%Prev: 1.2%	9,964 SH	Increased+664 SH
MERCK & CO INC	COM	$823K	0.4%Prev: 0.5%	10,399 SH	Decreased+338 SH
METLIFE INC	COM	$772K	0.3%Prev: 0.3%	9,594 SH	Increased+185 SH
MICROSOFT CORP	COM	$7.8M	3.5%Prev: 2.2%	15,719 SH	Increased+1,081 SH
MONDELEZ INTL INC	CL A	$2.9M	1.3%Prev: 1.1%	42,859 SH	Increased-3,114 SH
NATIONAL GRID PLC	SPONSORED ADR NE	$893K	0.4%Prev: 0.4%	12,002 SH	Decreased-295 SH
NEXTERA ENERGY INC	COM	$2.7M	1.2%Prev: 1.5%	39,291 SH	Decreased+69 SH
NIKE INC	CL B	$1.6M	0.7%Prev: 0.6%	22,881 SH	Increased-5,462 SH
NORDSON CORP	COM	$1.0M	0.4%Prev: 0.5%	4,727 SH	Decreased+16 SH
NORTHROP GRUMMAN CORP	COM	$239K	0.1%Prev: 0.2%	479 SH	Decreased-138 SH
NOVARTIS AG	SPONSORED ADR	$2.7M	1.2%Prev: 1.4%	22,544 SH	Decreased-387 SH
NOVO-NORDISK A S	ADR	$951K	0.4%Prev: 0.3%	13,777 SH	Increased-3,326 SH
NUCOR CORP	COM	$503K	0.2%Prev: 0.3%	3,879 SH	Decreased+202 SH
NUTRIEN LTD	COM	$754K	0.3%Prev: 0.4%	12,946 SH	Decreased-401 SH
PARAMOUNT GLOBAL	CLASS B COM	$737K	0.3%	57,111 SH	New
PEPSICO INC	COM	$1.6M	0.7%Prev: 0.9%	12,462 SH	Decreased-1,929 SH
PFIZER INC	COM	$204K	0.1%	8,396 SH	New
PHILLIPS 66	COM	$2.4M	1.1%Prev: 1.5%	20,377 SH	Decreased-310 SH
PNC FINL SVCS GROUP INC	COM	$474K	0.2%Prev: 0.2%	2,542 SH	Decreased+63 SH
POLARIS INC	COM	$550K	0.2%Prev: 0.3%	13,530 SH	Decreased-755 SH
POOL CORP	COM	$927K	0.4%Prev: 0.3%	3,182 SH	Increased-473 SH
PPG INDS INC	COM	$864K	0.4%Prev: 0.3%	7,598 SH	Increased+161 SH
PROCTER AND GAMBLE CO	COM	$3.3M	1.5%	20,878 SH	New
PUBLIC SVC ENTERPRISE GRP IN	COM	$308K	0.1%	3,655 SH	New
RELX PLC	SPONSORED ADR	$1.1M	0.5%Prev: 0.3%	19,997 SH	Increased-2,144 SH
RIO TINTO PLC	SPONSORED ADR	$838K	0.4%Prev: 0.5%	14,363 SH	Decreased+123 SH
RTX CORPORATION	COM	$2.2M	1.0%Prev: 1.2%	15,213 SH	Decreased+284 SH
SAP SE	SPON ADR	$1.5M	0.7%Prev: 0.4%	4,926 SH	Increased-130 SH
SCOTTS MIRACLE-GRO CO	CL A	$774K	0.3%Prev: 0.3%	11,737 SH	Increased-883 SH
SEAGATE TECHNOLOGY HLDNGS PL	ORD SHS	$1.4M	0.6%Prev: 1.3%	9,655 SH	Decreased+1,750 SH
SEMPRA	COM	$2.3M	1.0%Prev: 1.2%	30,352 SH	Decreased-1,243 SH
SHERWIN WILLIAMS CO	COM	$2.6M	1.2%Prev: 1.1%	7,659 SH	Increased-452 SH
SITEONE LANDSCAPE SUPPLY INC	COM	$688K	0.3%Prev: 0.3%	5,692 SH	Decreased-399 SH
SONY GROUP CORP	SPONSORED ADR	$1.0M	0.5%Prev: 0.3%	39,923 SH	Increased-1,645 SH
STARBUCKS CORP	COM	$1.8M	0.8%Prev: 0.8%	19,405 SH	Decreased-2,735 SH
SUNCOR ENERGY INC NEW	COM	$912K	0.4%Prev: 0.7%	24,343 SH	Decreased+65 SH
SYSCO CORP	COM	$1.8M	0.8%Prev: 0.8%	24,146 SH	Decreased-1,904 SH
T-MOBILE US INC	COM	$1.3M	0.6%Prev: 0.6%	5,391 SH	Decreased-2,058 SH
TAIWAN SEMICONDUCTOR MFG LTD	SPONSORED ADS	$1.8M	0.8%	8,055 SH	New
TARGET CORP	COM	$1.4M	0.6%Prev: 0.9%	13,950 SH	Decreased-3,834 SH
TE CONNECTIVITY PLC	ORD SHS	$875K	0.4%Prev: 0.4%	5,190 SH	Decreased+371 SH
TELEDYNE TECHNOLOGIES INC	COM	$939K	0.4%Prev: 0.4%	1,832 SH	Decreased+1 SH
TELEFONICA S A	SPONSORED ADR	$810K	0.4%	154,853 SH	New
TERADYNE INC	COM	$852K	0.4%Prev: 1.1%	9,475 SH	Decreased-15 SH
TEXAS INSTRS INC	COM	$3.0M	1.3%Prev: 1.2%	14,456 SH	Increased-583 SH
TOTALENERGIES SE	SPONSORED ADS	$276K	0.1%	4,490 SH	New
TOYOTA MOTOR CORP	ADS	$1.0M	0.4%Prev: 0.5%	5,867 SH	Decreased+52 SH
TRANE TECHNOLOGIES PLC	SHS	$1.5M	0.6%Prev: 0.5%	3,325 SH	Increased+122 SH
TRAVELERS COMPANIES INC	COM	$873K	0.4%Prev: 0.3%	3,264 SH	Increased+317 SH
UBS GROUP AG	SHS	$1.8M	0.8%Prev: 0.8%	54,675 SH	Decreased+3,475 SH
UNILEVER PLC	SPON ADR NEW	$1.2M	0.5%Prev: 0.4%	19,097 SH	Increased+1,612 SH
UNION PAC CORP	COM	$730K	0.3%Prev: 0.3%	3,173 SH	Decreased+77 SH
UNITED PARCEL SERVICE INC	CL B	$1.9M	0.8%	19,006 SH	New
UNITEDHEALTH GROUP INC	COM	$2.9M	1.3%Prev: 1.0%	9,249 SH	Increased-227 SH
US BANCORP DEL	COM NEW	$2.2M	1.0%	49,271 SH	New
VAIL RESORTS INC	COM	$571K	0.3%Prev: 0.2%	3,635 SH	Increased-707 SH
VALERO ENERGY CORP	COM	$2.0M	0.9%Prev: 1.5%	15,075 SH	Decreased-121 SH
VANGUARD WHITEHALL FDS	HIGH DIV YLD	$434K	0.2%Prev: 0.2%	3,256 SH	Decreased
VERIZON COMMUNICATIONS INC	COM	$2.5M	1.1%Prev: 1.2%	56,807 SH	Decreased-1,409 SH
VERTEX PHARMACEUTICALS INC	COM	$955K	0.4%Prev: 0.4%	2,144 SH	Increased+135 SH
VISA INC	COM CL A	$1.3M	0.6%Prev: 0.4%	3,662 SH	Increased+374 SH
WASTE MGMT INC DEL	COM	$3.5M	1.5%Prev: 1.4%	15,234 SH	Decreased-134 SH
WEC ENERGY GROUP INC	COM	$2.8M	1.2%Prev: 1.3%	26,811 SH	Decreased-259 SH
WILLIAMS COS INC	COM	$1.1M	0.5%Prev: 0.5%	17,104 SH	Decreased+605 SH
XCEL ENERGY INC	COM	$1.7M	0.8%Prev: 0.9%	25,647 SH	Decreased-2,104 SH
ZOETIS INC	CL A	$591K	0.3%Prev: 0.2%	3,788 SH	Increased+449 SH

Sold (vs prior filing)

AIR PRODUCTS AND CHEMICALS I — $2.9M
ALPHABET INC — $263K
AMERICAN TOWER CORP — $436K
AMPRIUS TECHNOLOGIES INC — $169K
ASML HLDG NV — $1.7M
ASTRAZENECA PLC — $1.4M
BANCFIRST CORP — $619K
CHEVRON CORPORATION — $3.1M
CHUBB LTD SWITZ — $2.5M
COSTCO WHOLESALE CORPORATION — $3.0M
ELEDON PHARMACEUTICALS INC — $92K
FREEPORT MCMORAN INC — $739K
IONIS PHARMACEUTICALS INC — $245K
JOHNSON CONTROLS INTERNATION — $980K
JPMORGAN CHASE & CO — $441K
PROCTER & GAMBLE CO — $3.1M
PUBLIC SVC ENTERPRISE GROUP — $284K
TAIWAN SEMICONDUCTOR MANUFAC — $2.4M
TOTALENERGIES SE — $398K
UNITED PARCEL SVCS INC — $2.2M
… and 2 more

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