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: $240.9M143 positionsView on SEC.gov

			% of Portfolio
3M CO	COM	$3.4M	1.4%Prev: 1.4%	21,455 SH	Increased+8 SH
ABBVIE INC	COM	$3.7M	1.5%Prev: 1.6%	16,065 SH	Decreased-224 SH
AFLAC INC	COM	$2.9M	1.2%Prev: 1.2%	26,277 SH	Decreased-57 SH
AIR PRODS & CHEMS INC	COM	$2.3M	1.0%Prev: 1.1%	9,504 SH	Decreased-168 SH
ALPHABET INC	CAP STK CL A	$286K	0.1%Prev: 0.1%	915 SH	Increased-81 SH
ALPHABET INC	CAP STK CL C	$1.7M	0.7%Prev: 0.6%	5,516 SH	Increased-142 SH
AMAZON COM INC	COM	$566K	0.2%Prev: 0.2%	2,453 SH	Increased-89 SH
AMERICAN INTL GROUP INC	COM NEW	$611K	0.3%Prev: 0.2%	7,145 SH	Increased-1 SH
AMERICAN TOWER CORP NEW	COM	$446K	0.2%Prev: 0.2%	2,542 SH	Decreased-62 SH
AMERICAN WTR WKS CO INC NEW	COM	$1.6M	0.7%Prev: 0.7%	12,328 SH	Decreased-201 SH
AMGEN INC	COM	$2.2M	0.9%Prev: 0.8%	6,691 SH	Increased+36 SH
APOLLO GLOBAL MGMT INC	COM	$1.4M	0.6%Prev: 0.5%	9,553 SH	Increased+80 SH
APPLE INC	COM	$8.1M	3.3%Prev: 3.2%	29,672 SH	Increased-317 SH
ASE TECHNOLOGY HLDG CO LTD	SPONSORED ADS	$433K	0.2%Prev: 0.1%	26,898 SH	Increased-53 SH
ASML HOLDING N V	N Y REGISTRY SHS	$1.4M	0.6%Prev: 0.6%	1,355 SH	Increased-43 SH
ASTRAZENECA PLC	SPONSORED ADR	$1.3M	0.5%Prev: 0.5%	14,288 SH	Increased-83 SH
AT&T INC	COM	$2.3M	1.0%Prev: 1.1%	92,321 SH	Decreased+1,258 SH
AUTODESK INC	COM	$670K	0.3%Prev: 0.3%	2,264 SH	Decreased-102 SH
AUTOMATIC DATA PROCESSING IN	COM	$2.3M	0.9%Prev: 1.1%	8,867 SH	Decreased+322 SH
BANCFIRST CORP	COM	$1.0M	0.4%	9,801 SH	New
BANK AMERICA CORP	COM	$3.0M	1.2%Prev: 0.6%	54,530 SH	Increased+28,205 SH
BCE INC	COM NEW	$723K	0.3%Prev: 0.3%	30,350 SH	Increased+946 SH
BERKLEY W R CORP	COM	$1.5M	0.6%Prev: 0.7%	21,598 SH	Decreased-142 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$616K	0.3%Prev: 0.3%	1,226 SH	Decreased
BLACKROCK INC	COM	$2.9M	1.2%Prev: 1.4%	2,730 SH	Decreased-39 SH
BLACKSTONE INC	COM	$1.8M	0.7%Prev: 0.8%	11,582 SH	Decreased-25 SH
BOEING CO	COM	$401K	0.2%Prev: 0.2%	1,849 SH	Increased
BP PLC	SPONSORED ADR	$864K	0.4%Prev: 0.4%	24,879 SH	Increased-64 SH
BRITISH AMERN TOB PLC	SPONSORED ADR	$1.5M	0.6%Prev: 0.6%	26,765 SH	Increased-279 SH
BROADCOM INC	COM	$8.1M	3.4%Prev: 3.3%	23,389 SH	Increased-816 SH
CARRIER GLOBAL CORPORATION	COM	$256K	0.1%Prev: 0.1%	4,845 SH	Decreased-128 SH
CHARLES RIV LABS INTL INC	COM	$1.0M	0.4%Prev: 0.3%	5,102 SH	Increased-26 SH
CHEMED CORP NEW	COM	$617K	0.3%Prev: 0.3%	1,442 SH	Increased+90 SH
CHEVRON CORP NEW	COM	$2.2M	0.9%Prev: 0.9%	14,172 SH	Decreased+78 SH
CHUBB LIMITED	COM	$2.3M	1.0%Prev: 0.9%	7,470 SH	Increased+89 SH
CISCO SYS INC	COM	$3.2M	1.3%Prev: 1.2%	41,843 SH	Increased-389 SH
COCA COLA CO	COM	$1.1M	0.4%Prev: 0.4%	15,222 SH	Increased-209 SH
COMCAST CORP NEW	CL A	$2.7M	1.1%Prev: 1.2%	91,878 SH	Decreased+1,310 SH
COOPER COS INC	COM	$858K	0.4%Prev: 0.3%	10,464 SH	Increased+382 SH
COPART INC	COM	$867K	0.4%Prev: 0.4%	22,133 SH	Decreased+1,087 SH
COSTCO WHSL CORP NEW	COM	$2.5M	1.0%Prev: 1.1%	2,861 SH	Decreased+28 SH
DIAGEO PLC	SPON ADR NEW	$594K	0.2%Prev: 0.3%	6,888 SH	Decreased+39 SH
DISNEY WALT CO	COM	$2.6M	1.1%Prev: 1.1%	23,221 SH	Increased+205 SH
DOCUSIGN INC	COM	$1.5M	0.6%Prev: 0.6%	21,410 SH	Decreased-12 SH
DOLBY LABORATORIES INC	COM CL A	$1.0M	0.4%Prev: 0.5%	15,655 SH	Decreased-78 SH
ECOLAB INC	COM	$3.3M	1.4%Prev: 1.5%	12,737 SH	Decreased-12 SH
ELANCO ANIMAL HEALTH INC	COM	$1.2M	0.5%Prev: 0.5%	51,429 SH	Increased-2,002 SH
EMERSON ELEC CO	COM	$2.7M	1.1%Prev: 1.1%	19,998 SH	Increased-8 SH
ENBRIDGE INC	COM	$440K	0.2%Prev: 0.2%	9,198 SH	Decreased-299 SH
EQUIFAX INC	COM	$788K	0.3%Prev: 0.4%	3,632 SH	Decreased+160 SH
EXPONENT INC	COM	$594K	0.2%Prev: 0.2%	8,554 SH	Increased+551 SH
EXXON MOBIL CORP	COM	$3.9M	1.6%Prev: 1.5%	32,025 SH	Increased+368 SH
FACTSET RESH SYS INC	COM	$647K	0.3%Prev: 0.3%	2,231 SH	Increased+76 SH
FAIR ISAAC CORP	COM	$1.6M	0.7%Prev: 0.6%	933 SH	Increased-5 SH
FORTIS INC	COM	$910K	0.4%Prev: 0.4%	17,513 SH	Increased-216 SH
FREEPORT-MCMORAN INC	CL B	$668K	0.3%Prev: 0.2%	13,146 SH	Increased-788 SH
GENERAL DYNAMICS CORP	COM	$3.3M	1.4%Prev: 1.4%	9,751 SH	Decreased-43 SH
GOLDMAN SACHS GROUP INC	COM	$3.9M	1.6%Prev: 1.5%	4,480 SH	Increased-76 SH
HENRY JACK & ASSOC INC	COM	$1.0M	0.4%Prev: 0.4%	5,645 SH	Increased-16 SH
HOME DEPOT INC	COM	$3.1M	1.3%Prev: 1.5%	9,040 SH	Decreased+23 SH
HSBC HLDGS PLC	SPON ADR NEW	$1.8M	0.7%Prev: 0.7%	22,893 SH	Increased-443 SH
ILLINOIS TOOL WKS INC	COM	$2.2M	0.9%Prev: 0.9%	8,765 SH	Decreased+293 SH
INTERACTIVE BROKERS GROUP IN	COM CL A	$1.9M	0.8%Prev: 0.9%	29,792 SH	Decreased-1,220 SH
INTERCONTINENTAL HOTELS GROU	SPONSORED ADS	$1.6M	0.7%Prev: 0.6%	11,465 SH	Increased-189 SH
INTERNATIONAL BUSINESS MACHS	COM	$390K	0.2%Prev: 0.2%	1,318 SH	Increased
INTERNATIONAL PAPER CO	COM	$2.1M	0.9%Prev: 1.0%	54,229 SH	Decreased+2,139 SH
IONIS PHARMACEUTICALS INC	COM	$267K	0.1%Prev: 0.1%	3,379 SH	Increased-193 SH
JOHNSON & JOHNSON	COM	$3.8M	1.6%Prev: 1.5%	18,548 SH	Increased-257 SH
JOHNSON CTLS INTL PLC	SHS	$925K	0.4%Prev: 0.4%	7,721 SH	Increased-232 SH
JPMORGAN CHASE & CO.	COM	$487K	0.2%Prev: 0.2%	1,511 SH	Increased-3 SH
KINDER MORGAN INC DEL	COM	$383K	0.2%Prev: 0.2%	13,949 SH	Decreased
KONINKLIJKE PHILIPS N V	NY REGIS SHS NEW	$1.0M	0.4%Prev: 0.4%	38,054 SH	Decreased-378 SH
L3HARRIS TECHNOLOGIES INC	COM	$910K	0.4%Prev: 0.4%	3,098 SH	Decreased-113 SH
LENNOX INTL INC	COM	$1.3M	0.6%Prev: 0.6%	2,729 SH	Decreased+48 SH
LINDE PLC	SHS	$3.4M	1.4%Prev: 1.6%	7,956 SH	Decreased+102 SH
LOCKHEED MARTIN CORP	COM	$794K	0.3%Prev: 0.3%	1,641 SH	Increased+52 SH
MANULIFE FINL CORP	COM	$258K	0.1%Prev: 0.1%	7,114 SH	Increased
MASTERCARD INCORPORATED	CL A	$924K	0.4%Prev: 0.4%	1,619 SH	Decreased-36 SH
MATADOR RES CO	COM	$973K	0.4%Prev: 0.3%	22,936 SH	Increased+5,146 SH
MCDONALDS CORP	COM	$3.1M	1.3%Prev: 1.3%	10,032 SH	Increased+41 SH
MERCK & CO INC	COM	$1.1M	0.4%Prev: 0.4%	10,151 SH	Increased-171 SH
METLIFE INC	COM	$750K	0.3%Prev: 0.3%	9,499 SH	Decreased
MICROSOFT CORP	COM	$7.3M	3.0%Prev: 3.4%	15,070 SH	Decreased-427 SH
MONDELEZ INTL INC	CL A	$2.3M	1.0%Prev: 1.1%	43,472 SH	Decreased+519 SH
NATIONAL GRID PLC	SPONSORED ADR NE	$929K	0.4%Prev: 0.4%	12,016 SH	Increased-145 SH
NEXTERA ENERGY INC	COM	$3.1M	1.3%Prev: 1.2%	39,215 SH	Increased-106 SH
NIKE INC	CL B	$1.5M	0.6%Prev: 0.7%	22,796 SH	Decreased-302 SH
NORDSON CORP	COM	$1.1M	0.5%Prev: 0.5%	4,729 SH	Increased-41 SH
NORTHROP GRUMMAN CORP	COM	$295K	0.1%Prev: 0.1%	518 SH	Increased+44 SH
NOVARTIS AG	SPONSORED ADR	$3.1M	1.3%Prev: 1.2%	22,349 SH	Increased-72 SH
NOVO-NORDISK A S	ADR	$749K	0.3%Prev: 0.3%	14,729 SH	Decreased-228 SH
NUCOR CORP	COM	$613K	0.3%Prev: 0.2%	3,756 SH	Increased-123 SH
NUTRIEN LTD	COM	$807K	0.3%Prev: 0.3%	13,077 SH	Increased-69 SH
PEPSICO INC	COM	$1.9M	0.8%Prev: 0.7%	13,257 SH	Increased+693 SH
PHILLIPS 66	COM	$2.7M	1.1%Prev: 1.2%	20,681 SH	Decreased+429 SH
PNC FINL SVCS GROUP INC	COM	$525K	0.2%Prev: 0.2%	2,513 SH	Increased
POLARIS INC	COM	$873K	0.4%Prev: 0.3%	13,804 SH	Increased-143 SH
POOL CORP	COM	$725K	0.3%Prev: 0.4%	3,171 SH	Decreased-57 SH
PPG INDS INC	COM	$767K	0.3%Prev: 0.3%	7,487 SH	Decreased-111 SH
PROCTER AND GAMBLE CO	COM	$3.1M	1.3%Prev: 1.4%	21,473 SH	Decreased+513 SH
PUBLIC SVC ENTERPRISE GRP IN	COM	$282K	0.1%Prev: 0.1%	3,513 SH	Decreased
RELX PLC	SPONSORED ADR	$802K	0.3%Prev: 0.4%	19,853 SH	Decreased-260 SH
RIO TINTO PLC	SPONSORED ADR	$1.1M	0.5%Prev: 0.4%	14,217 SH	Increased-185 SH
RTX CORPORATION	COM	$2.7M	1.1%Prev: 1.1%	14,940 SH	Increased-174 SH
SAP SE	SPON ADR	$1.2M	0.5%Prev: 0.6%	4,845 SH	Decreased-75 SH
SCOTTS MIRACLE-GRO CO	CL A	$732K	0.3%Prev: 0.3%	12,548 SH	Increased+658 SH
SEAGATE TECHNOLOGY HLDNGS PL	ORD SHS	$2.5M	1.1%Prev: 1.0%	9,255 SH	Increased-400 SH
SEMPRA	COM	$2.7M	1.1%Prev: 1.1%	30,200 SH	Decreased-227 SH
SHERWIN WILLIAMS CO	COM	$2.5M	1.0%Prev: 1.1%	7,779 SH	Decreased+122 SH
SITEONE LANDSCAPE SUPPLY INC	COM	$737K	0.3%Prev: 0.3%	5,915 SH	Decreased+118 SH
SONY GROUP CORP	SPONSORED ADR	$1.0M	0.4%Prev: 0.5%	40,335 SH	Decreased+433 SH
STARBUCKS CORP	COM	$1.7M	0.7%Prev: 0.7%	20,614 SH	Increased+675 SH
SUNCOR ENERGY INC NEW	COM	$1.1M	0.4%Prev: 0.4%	24,088 SH	Increased-241 SH
SYSCO CORP	COM	$1.8M	0.8%Prev: 0.8%	24,855 SH	Decreased+557 SH
T-MOBILE US INC	COM	$1.2M	0.5%Prev: 0.6%	6,028 SH	Decreased+524 SH
TAIWAN SEMICONDUCTOR MFG LTD	SPONSORED ADS	$2.3M	1.0%Prev: 0.9%	7,553 SH	Increased-370 SH
TARGET CORP	COM	$1.5M	0.6%Prev: 0.6%	15,783 SH	Increased+695 SH
TE CONNECTIVITY PLC	ORD SHS	$1.1M	0.5%Prev: 0.5%	4,985 SH	Decreased-205 SH
TELEDYNE TECHNOLOGIES INC	COM	$940K	0.4%Prev: 0.5%	1,840 SH	Decreased-17 SH
TELEFONICA S A	SPONSORED ADR	$620K	0.3%Prev: 0.3%	153,174 SH	Decreased-3,220 SH
TERADYNE INC	COM	$1.9M	0.8%Prev: 0.6%	9,992 SH	Increased-294 SH
TEXAS INSTRS INC	COM	$2.6M	1.1%Prev: 1.1%	14,896 SH	Decreased+275 SH
TOTALENERGIES SE	ACT	$287K	0.1%	4,394 SH	New
TOYOTA MOTOR CORP	ADS	$1.2M	0.5%Prev: 0.5%	5,806 SH	Increased-72 SH
TRANE TECHNOLOGIES PLC	SHS	$1.2M	0.5%Prev: 0.6%	3,200 SH	Decreased-90 SH
TRAVELERS COMPANIES INC	COM	$921K	0.4%Prev: 0.4%	3,176 SH	Increased-48 SH
UBS GROUP AG	SHS	$2.4M	1.0%Prev: 0.9%	51,749 SH	Increased-1,910 SH
UNILEVER PLC	SPON ADR NEW	$1.1M	0.5%Prev: 0.5%	17,093 SH	Decreased-2,024 SH
UNION PAC CORP	COM	$721K	0.3%Prev: 0.3%	3,118 SH	Decreased-49 SH
UNITED PARCEL SERVICE INC	CL B	$2.0M	0.8%Prev: 0.7%	20,341 SH	Increased+301 SH
UNITEDHEALTH GROUP INC	COM	$3.2M	1.3%Prev: 1.4%	9,813 SH	Decreased-188 SH
US BANCORP DEL	COM NEW	$2.7M	1.1%Prev: 1.0%	49,711 SH	Increased+487 SH
VAIL RESORTS INC	COM	$494K	0.2%Prev: 0.2%	3,719 SH	Decreased-3 SH
VALERO ENERGY CORP	COM	$2.4M	1.0%Prev: 1.1%	14,826 SH	Decreased-74 SH
VANGUARD WHITEHALL FDS	HIGH DIV YLD	$467K	0.2%Prev: 0.2%	3,256 SH	Increased
VERIZON COMMUNICATIONS INC	COM	$2.4M	1.0%Prev: 1.1%	59,070 SH	Decreased+1,941 SH
VERTEX PHARMACEUTICALS INC	COM	$929K	0.4%Prev: 0.4%	2,049 SH	Increased-95 SH
VISA INC	COM CL A	$1.2M	0.5%Prev: 0.5%	3,539 SH	Increased-78 SH
WASTE MGMT INC DEL	COM	$3.4M	1.4%Prev: 1.4%	15,368 SH	Increased+174 SH
WEC ENERGY GROUP INC	COM	$2.8M	1.2%Prev: 1.3%	26,751 SH	Decreased-32 SH
WILLIAMS COS INC	COM	$1.0M	0.4%Prev: 0.4%	16,842 SH	Decreased
XCEL ENERGY INC	COM	$1.9M	0.8%Prev: 0.9%	25,958 SH	Decreased+103 SH
ZOETIS INC	CL A	$461K	0.2%Prev: 0.2%	3,663 SH	Decreased-74 SH

Sold (vs prior filing)

MARSH & MCLENNAN COS INC — $203K
PFIZER INC — $206K
TOTALENERGIES SE — $262K

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