MITCHELL & PAHL PRIVATE WEALTH, LLC

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

Import this data to Google Sheets with:

=jivedata("mitchell-pahl-private-wealth-llc","13f")

Uses this filer's slug. Install the Jive Data add-on first; the second argument is "13f".

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: $238.5M144 positionsView on SEC.gov

			% of Portfolio
3M CO	COM	$3.3M	1.4%Prev: 1.3%	21,447 SH	Decreased-58 SH
ABBVIE INC	COM	$3.8M	1.6%Prev: 1.4%	16,289 SH	Decreased+691 SH
AFLAC INC	COM	$2.9M	1.2%Prev: 1.2%	26,334 SH	Decreased-1,255 SH
AIR PRODS & CHEMS INC	COM	$2.6M	1.1%	9,672 SH	New
ALPHABET INC	CAP STK CL A	$242K	0.1%Prev: 0.1%	996 SH	Decreased+81 SH
ALPHABET INC	CAP STK CL C	$1.4M	0.6%Prev: 0.8%	5,658 SH	Decreased-162 SH
AMAZON COM INC	COM	$558K	0.2%Prev: 0.2%	2,542 SH	Decreased+92 SH
AMERICAN INTL GROUP INC	COM NEW	$561K	0.2%Prev: 0.2%	7,146 SH	Increased+277 SH
AMERICAN TOWER CORP NEW	COM	$501K	0.2%	2,604 SH	New
AMERICAN WTR WKS CO INC NEW	COM	$1.7M	0.7%Prev: 0.7%	12,529 SH	Decreased-2,159 SH
AMGEN INC	COM	$1.9M	0.8%Prev: 1.0%	6,655 SH	Decreased-520 SH
APOLLO GLOBAL MGMT INC	COM	$1.3M	0.5%Prev: 0.4%	9,473 SH	Increased+259 SH
APPLE INC	COM	$7.6M	3.2%Prev: 3.0%	29,989 SH	Decreased+1,964 SH
ASE TECHNOLOGY HLDG CO LTD	SPONSORED ADS	$299K	0.1%Prev: 0.4%	26,951 SH	Decreased+420 SH
ASML HOLDING N V	N Y REGISTRY SHS	$1.4M	0.6%	1,398 SH	New
ASTRAZENECA PLC	SPONSORED ADR	$1.1M	0.5%	14,371 SH	New
AT&T INC	COM	$2.6M	1.1%Prev: 0.7%	91,063 SH	Increased-3,612 SH
AUTODESK INC	COM	$752K	0.3%Prev: 0.1%	2,366 SH	Increased+1,057 SH
AUTOMATIC DATA PROCESSING IN	COM	$2.5M	1.1%Prev: 0.8%	8,545 SH	Increased-1,591 SH
BANK AMERICA CORP	COM	$1.4M	0.6%	26,325 SH	New
BCE INC	COM NEW	$688K	0.3%Prev: 0.3%	29,404 SH	Decreased-3,763 SH
BERKLEY W R CORP	COM	$1.7M	0.7%Prev: 0.6%	21,740 SH	Increased-443 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$616K	0.3%Prev: 0.2%	1,226 SH	Increased
BLACKROCK INC	COM	$3.2M	1.4%Prev: 1.0%	2,769 SH	Increased-65 SH
BLACKSTONE INC	COM	$2.0M	0.8%Prev: 0.5%	11,607 SH	Increased+463 SH
BOEING CO	COM	$399K	0.2%Prev: 0.2%	1,849 SH	Decreased-458 SH
BP PLC	SPONSORED ADR	$860K	0.4%Prev: 0.4%	24,943 SH	Decreased-2,133 SH
BRITISH AMERN TOB PLC	SPONSORED ADR	$1.4M	0.6%Prev: 0.6%	27,044 SH	Decreased-67 SH
BROADCOM INC	COM	$8.0M	3.3%Prev: 2.4%	24,205 SH	Increased+7,091 SH
CARRIER GLOBAL CORPORATION	COM	$297K	0.1%Prev: 0.1%	4,973 SH	Decreased+259 SH
CHARLES RIV LABS INTL INC	COM	$802K	0.3%Prev: 0.5%	5,128 SH	Decreased-395 SH
CHEMED CORP NEW	COM	$605K	0.3%Prev: 0.3%	1,352 SH	Decreased-312 SH
CHEVRON CORP NEW	COM	$2.2M	0.9%	14,094 SH	New
CHUBB LIMITED	COM	$2.1M	0.9%Prev: 1.0%	7,381 SH	Decreased-552 SH
CISCO SYS INC	COM	$2.9M	1.2%Prev: 1.8%	42,232 SH	Decreased+343 SH
COCA COLA CO	COM	$1.0M	0.4%Prev: 0.4%	15,431 SH	Decreased+490 SH
COMCAST CORP NEW	CL A	$2.8M	1.2%Prev: 0.9%	90,568 SH	Increased-10,154 SH
COOPER COS INC	COM	$691K	0.3%Prev: 0.3%	10,082 SH	Decreased-1,665 SH
COPART INC	COM	$946K	0.4%Prev: 0.3%	21,046 SH	Increased-4,118 SH
COSTCO WHSL CORP NEW	COM	$2.6M	1.1%	2,833 SH	New
DIAGEO PLC	SPON ADR NEW	$654K	0.3%Prev: 0.3%	6,849 SH	Decreased-1,627 SH
DISNEY WALT CO	COM	$2.6M	1.1%Prev: 0.9%	23,016 SH	Increased-1,403 SH
DOCUSIGN INC	COM	$1.5M	0.6%Prev: 0.4%	21,422 SH	Increased-701 SH
DOLBY LABORATORIES INC	COM CL A	$1.1M	0.5%Prev: 0.3%	15,733 SH	Increased-1,244 SH
ECOLAB INC	COM	$3.5M	1.5%Prev: 1.3%	12,749 SH	Decreased-305 SH
ELANCO ANIMAL HEALTH INC	COM	$1.1M	0.5%Prev: 0.5%	53,431 SH	Decreased+2,117 SH
EMERSON ELEC CO	COM	$2.6M	1.1%Prev: 1.1%	20,006 SH	Decreased-882 SH
ENBRIDGE INC	COM	$479K	0.2%Prev: 0.2%	9,497 SH	Decreased+560 SH
EQUIFAX INC	COM	$891K	0.4%Prev: 0.2%	3,472 SH	Increased-737 SH
EXPONENT INC	COM	$556K	0.2%Prev: 0.2%	8,003 SH	Decreased-2,181 SH
EXXON MOBIL CORP	COM	$3.6M	1.5%Prev: 1.6%	31,657 SH	Decreased-299 SH
FACTSET RESH SYS INC	COM	$617K	0.3%Prev: 0.3%	2,155 SH	Decreased-803 SH
FAIR ISAAC CORP	COM	$1.4M	0.6%Prev: 0.4%	938 SH	Increased-80 SH
FORTIS INC	COM	$900K	0.4%Prev: 0.4%	17,729 SH	Decreased-1,026 SH
FREEPORT-MCMORAN INC	CL B	$546K	0.2%	13,934 SH	New
GENERAL DYNAMICS CORP	COM	$3.3M	1.4%Prev: 1.3%	9,794 SH	Decreased-131 SH
GOLDMAN SACHS GROUP INC	COM	$3.6M	1.5%Prev: 1.7%	4,556 SH	Decreased+102 SH
HENRY JACK & ASSOC INC	COM	$843K	0.4%Prev: 0.3%	5,661 SH	Decreased-731 SH
HOME DEPOT INC	COM	$3.7M	1.5%Prev: 1.2%	9,017 SH	Increased-481 SH
HSBC HLDGS PLC	SPON ADR NEW	$1.7M	0.7%Prev: 0.8%	23,336 SH	Decreased+614 SH
ILLINOIS TOOL WKS INC	COM	$2.2M	0.9%Prev: 0.9%	8,472 SH	Decreased-814 SH
INTERACTIVE BROKERS GROUP IN	COM CL A	$2.1M	0.9%Prev: 0.9%	31,012 SH	Decreased+2,496 SH
INTERCONTINENTAL HOTELS GROU	SPONSORED ADS	$1.4M	0.6%Prev: 0.7%	11,654 SH	Decreased+128 SH
INTERNATIONAL BUSINESS MACHS	COM	$372K	0.2%Prev: 0.1%	1,318 SH	Increased
INTERNATIONAL PAPER CO	COM	$2.4M	1.0%Prev: 0.9%	52,090 SH	Increased-8,669 SH
IONIS PHARMACEUTICALS INC	COM	$234K	0.1%Prev: 0.1%	3,572 SH	Decreased+311 SH
JOHNSON & JOHNSON	COM	$3.5M	1.5%Prev: 1.7%	18,805 SH	Decreased+101 SH
JOHNSON CTLS INTL PLC	SHS	$874K	0.4%	7,953 SH	New
JPMORGAN CHASE & CO.	COM	$478K	0.2%	1,514 SH	New
KINDER MORGAN INC DEL	COM	$395K	0.2%Prev: 0.2%	13,949 SH	Decreased+642 SH
KONINKLIJKE PHILIPS N V	NY REGIS SHS NEW	$1.0M	0.4%Prev: 0.4%	38,432 SH	Decreased-1,083 SH
L3HARRIS TECHNOLOGIES INC	COM	$981K	0.4%Prev: 0.3%	3,211 SH	Increased+36 SH
LENNOX INTL INC	COM	$1.4M	0.6%Prev: 0.6%	2,681 SH	Decreased-133 SH
LINDE PLC	SHS	$3.7M	1.6%Prev: 1.5%	7,854 SH	Decreased-189 SH
LOCKHEED MARTIN CORP	COM	$793K	0.3%Prev: 0.3%	1,589 SH	Decreased-152 SH
MANULIFE FINL CORP	COM	$222K	0.1%Prev: 0.1%	7,114 SH	Decreased+14 SH
MARSH & MCLENNAN COS INC	COM	$203K	0.1%	1,006 SH	New
MASTERCARD INCORPORATED	CL A	$941K	0.4%Prev: 0.3%	1,655 SH	Increased+218 SH
MATADOR RES CO	COM	$799K	0.3%Prev: 0.4%	17,790 SH	Decreased-5,871 SH
MCDONALDS CORP	COM	$3.0M	1.3%Prev: 1.0%	9,991 SH	Increased+329 SH
MERCK & CO INC	COM	$866K	0.4%Prev: 0.5%	10,322 SH	Decreased+436 SH
METLIFE INC	COM	$782K	0.3%Prev: 0.3%	9,499 SH	Decreased+242 SH
MICROSOFT CORP	COM	$8.0M	3.4%Prev: 2.0%	15,497 SH	Increased+727 SH
MONDELEZ INTL INC	CL A	$2.7M	1.1%Prev: 1.0%	42,953 SH	Decreased-4,015 SH
NATIONAL GRID PLC	SPONSORED ADR NE	$884K	0.4%Prev: 0.4%	12,161 SH	Decreased-641 SH
NEXTERA ENERGY INC	COM	$3.0M	1.2%Prev: 1.3%	39,321 SH	Decreased-508 SH
NIKE INC	CL B	$1.6M	0.7%Prev: 0.5%	23,098 SH	Increased-7,504 SH
NORDSON CORP	COM	$1.1M	0.5%Prev: 0.5%	4,770 SH	Decreased-84 SH
NORTHROP GRUMMAN CORP	COM	$289K	0.1%Prev: 0.1%	474 SH	Decreased-143 SH
NOVARTIS AG	SPONSORED ADR	$2.9M	1.2%Prev: 1.3%	22,421 SH	Decreased-857 SH
NOVO-NORDISK A S	ADR	$830K	0.3%Prev: 0.3%	14,957 SH	Decreased-2,857 SH
NUCOR CORP	COM	$525K	0.2%Prev: 0.3%	3,879 SH	Decreased+202 SH
NUTRIEN LTD	COM	$772K	0.3%Prev: 0.3%	13,146 SH	Decreased-866 SH
PEPSICO INC	COM	$1.8M	0.7%Prev: 0.7%	12,564 SH	Decreased-2,462 SH
PFIZER INC	COM	$206K	0.1%	8,097 SH	New
PHILLIPS 66	COM	$2.8M	1.2%Prev: 1.3%	20,252 SH	Decreased-758 SH
PNC FINL SVCS GROUP INC	COM	$505K	0.2%Prev: 0.2%	2,513 SH	Decreased+73 SH
POLARIS INC	COM	$811K	0.3%Prev: 0.4%	13,947 SH	Decreased-816 SH
POOL CORP	COM	$1.0M	0.4%Prev: 0.3%	3,228 SH	Increased-686 SH
PPG INDS INC	COM	$799K	0.3%Prev: 0.3%	7,598 SH	Decreased+261 SH
PROCTER AND GAMBLE CO	COM	$3.2M	1.4%	20,960 SH	New
PUBLIC SVC ENTERPRISE GRP IN	COM	$293K	0.1%	3,513 SH	New
RELX PLC	SPONSORED ADR	$961K	0.4%Prev: 0.3%	20,113 SH	Increased-2,770 SH
RIO TINTO PLC	SPONSORED ADR	$951K	0.4%Prev: 0.5%	14,402 SH	Decreased-92 SH
RTX CORPORATION	COM	$2.5M	1.1%Prev: 1.0%	15,114 SH	Decreased+121 SH
SAP SE	SPON ADR	$1.3M	0.6%Prev: 0.3%	4,920 SH	Increased-351 SH
SCOTTS MIRACLE-GRO CO	CL A	$677K	0.3%Prev: 0.3%	11,890 SH	Decreased-1,261 SH
SEAGATE TECHNOLOGY HLDNGS PL	ORD SHS	$2.3M	1.0%Prev: 2.8%	9,655 SH	Decreased+1,873 SH
SEMPRA	COM	$2.7M	1.1%Prev: 1.1%	30,427 SH	Decreased-1,910 SH
SHERWIN WILLIAMS CO	COM	$2.7M	1.1%Prev: 1.1%	7,657 SH	Decreased-702 SH
SITEONE LANDSCAPE SUPPLY INC	COM	$747K	0.3%Prev: 0.3%	5,797 SH	Decreased-887 SH
SONY GROUP CORP	SPONSORED ADR	$1.1M	0.5%Prev: 0.3%	39,902 SH	Increased-2,969 SH
STARBUCKS CORP	COM	$1.7M	0.7%Prev: 0.9%	19,939 SH	Decreased-2,904 SH
SUNCOR ENERGY INC NEW	COM	$1.0M	0.4%Prev: 0.5%	24,329 SH	Decreased-363 SH
SYSCO CORP	COM	$2.0M	0.8%Prev: 0.8%	24,298 SH	Decreased-2,835 SH
T-MOBILE US INC	COM	$1.3M	0.6%Prev: 0.5%	5,504 SH	Decreased-2,406 SH
TAIWAN SEMICONDUCTOR MFG LTD	SPONSORED ADS	$2.2M	0.9%	7,923 SH	New
TARGET CORP	COM	$1.4M	0.6%Prev: 0.9%	15,088 SH	Decreased-3,237 SH
TE CONNECTIVITY PLC	ORD SHS	$1.1M	0.5%Prev: 0.4%	5,190 SH	Increased+371 SH
TELEDYNE TECHNOLOGIES INC	COM	$1.1M	0.5%Prev: 0.5%	1,857 SH	Decreased-18 SH
TELEFONICA S A	SPONSORED ADR	$794K	0.3%	156,394 SH	New
TERADYNE INC	COM	$1.4M	0.6%Prev: 1.7%	10,286 SH	Decreased+846 SH
TEXAS INSTRS INC	COM	$2.7M	1.1%Prev: 1.7%	14,621 SH	Decreased-555 SH
TOTALENERGIES SE	SPONSORED ADS	$262K	0.1%	4,394 SH	New
TOYOTA MOTOR CORP	ADS	$1.1M	0.5%Prev: 0.4%	5,878 SH	Increased-184 SH
TRANE TECHNOLOGIES PLC	SHS	$1.4M	0.6%Prev: 0.6%	3,290 SH	Decreased+66 SH
TRAVELERS COMPANIES INC	COM	$900K	0.4%Prev: 0.4%	3,224 SH	Decreased+320 SH
UBS GROUP AG	SHS	$2.2M	0.9%Prev: 0.9%	53,659 SH	Decreased+2,578 SH
UNILEVER PLC	SPON ADR NEW	$1.1M	0.5%Prev: 0.4%	19,117 SH	Increased+977 SH
UNION PAC CORP	COM	$749K	0.3%Prev: 0.3%	3,167 SH	Decreased+131 SH
UNITED PARCEL SERVICE INC	CL B	$1.7M	0.7%	20,040 SH	New
UNITEDHEALTH GROUP INC	COM	$3.5M	1.4%Prev: 1.5%	10,001 SH	Decreased+350 SH
US BANCORP DEL	COM NEW	$2.4M	1.0%	49,224 SH	New
VAIL RESORTS INC	COM	$557K	0.2%Prev: 0.2%	3,722 SH	Decreased-919 SH
VALERO ENERGY CORP	COM	$2.5M	1.1%Prev: 1.5%	14,900 SH	Decreased-470 SH
VANGUARD WHITEHALL FDS	HIGH DIV YLD	$459K	0.2%Prev: 0.2%	3,256 SH	Decreased
VERIZON COMMUNICATIONS INC	COM	$2.5M	1.1%Prev: 0.9%	57,129 SH	Decreased-2,455 SH
VERTEX PHARMACEUTICALS INC	COM	$840K	0.4%Prev: 0.4%	2,144 SH	Decreased+135 SH
VISA INC	COM CL A	$1.2M	0.5%Prev: 0.4%	3,617 SH	Increased+379 SH
WASTE MGMT INC DEL	COM	$3.4M	1.4%Prev: 1.3%	15,194 SH	Decreased-498 SH
WEC ENERGY GROUP INC	COM	$3.1M	1.3%Prev: 1.2%	26,783 SH	Decreased-933 SH
WILLIAMS COS INC	COM	$1.1M	0.4%Prev: 0.4%	16,842 SH	Decreased+739 SH
XCEL ENERGY INC	COM	$2.1M	0.9%Prev: 0.9%	25,855 SH	Decreased-3,031 SH
ZOETIS INC	CL A	$547K	0.2%Prev: 0.1%	3,737 SH	Increased+463 SH

Sold (vs prior filing)

AIR PRODUCTS AND CHEMICALS I — $3.0M
AMERICAN TOWER CORP — $409K
AMPRIUS TECHNOLOGIES INC — $139K
ASML HLDG NV — $2.6M
ASTRAZENECA PLC — $1.4M
BANCFIRST CORP — $634K
BANK OF AMER CORP — $2.9M
CHEVRON CORPORATION — $2.6M
COSTCO WHOLESALE CORPORATION — $2.9M
ELI LILLY & CO — $216K
ENTERPRISE PRODS PARTNERS L — $265K
FREEPORT MCMORAN INC — $791K
HUNT J B TRANS SVCS INC — $253K
JOHNSON CONTROLS INTERNATION — $1.1M
JPMORGAN CHASE & CO — $490K
KLA CORP — $377K
PROCTER & GAMBLE CO — $3.3M
PUBLIC SVC ENTERPRISE GROUP — $278K
SANDISK CORP — $573K
TAIWAN SEMICONDUCTOR MANUFAC — $3.4M
… and 4 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