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: $246.3M145 positionsView on SEC.gov

			% of Portfolio
3M CO	COM	$3.1M	1.2%Prev: 1.5%	21,032 SH	Decreased-282 SH
ABBVIE INC	COM	$3.3M	1.4%Prev: 1.6%	15,289 SH	Decreased-674 SH
AFLAC INC	COM	$3.0M	1.2%Prev: 1.3%	27,072 SH	Increased+1,047 SH
AIR PRODUCTS AND CHEMICALS I	COM	$2.9M	1.2%	9,990 SH	New
ALPHABET INC	CAP STK CL A	$263K	0.1%	915 SH	New
ALPHABET INC	CAP STK CL C	$1.6M	0.7%Prev: 0.1%	5,667 SH	Increased+3,867 SH
AMAZON COM INC	COM	$510K	0.2%Prev: 0.2%	2,450 SH	Decreased-249 SH
AMERICAN INTL GROUP INC	COM NEW	$529K	0.2%Prev: 0.3%	7,033 SH	Decreased-457 SH
AMERICAN TOWER CORP	COM	$436K	0.2%	2,529 SH	New
AMERICAN WTR WKS CO INC NEW	COM	$1.9M	0.8%Prev: 0.8%	13,942 SH	Increased+2,017 SH
AMGEN INC	COM	$2.4M	1.0%Prev: 0.9%	6,895 SH	Increased+578 SH
AMPRIUS TECHNOLOGIES INC	COMMON STOCK	$169K	0.1%	10,000 SH	New
APOLLO GLOBAL MGMT INC	COM	$1.0M	0.4%Prev: 0.7%	9,390 SH	Decreased-1,089 SH
APPLE INC	COM	$7.1M	2.9%Prev: 3.1%	28,156 SH	Increased-1,524 SH
ASE TECHNOLOGY HLDG CO LTD	SPONSORED ADS	$581K	0.2%Prev: 0.1%	26,781 SH	Increased-1,759 SH
ASML HLDG NV	N Y REGISTRY SHS	$1.7M	0.7%	1,318 SH	New
ASTRAZENECA PLC	ORD	$1.4M	0.6%	7,142 SH	New
AT&T INC	COM	$2.6M	1.1%Prev: 1.2%	91,200 SH	Increased+1,717 SH
AUTODESK INC	COM	$313K	0.1%Prev: 0.3%	1,309 SH	Decreased-1,057 SH
AUTOMATIC DATA PROCESSING IN	COM	$2.0M	0.8%Prev: 1.2%	9,724 SH	Decreased+1,331 SH
BANCFIRST CORP	COM	$619K	0.3%	5,701 SH	New
BANK AMERICA CORP	COM	$2.5M	1.0%Prev: 0.5%	51,800 SH	Increased+24,369 SH
BCE INC	COM NEW	$800K	0.3%Prev: 0.3%	31,698 SH	Increased+4,777 SH
BERKLEY W R CORP	COM	$1.4M	0.6%Prev: 0.7%	21,599 SH	Decreased+425 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$588K	0.2%Prev: 0.3%	1,226 SH	Decreased
BLACKROCK INC	COM	$2.7M	1.1%Prev: 1.2%	2,765 SH	Increased+70 SH
BLACKSTONE INC	COM	$1.3M	0.5%Prev: 0.8%	11,363 SH	Decreased-1,579 SH
BOEING CO	COM	$409K	0.2%Prev: 0.1%	2,055 SH	Increased+206 SH
BP PLC	SPONSORED ADR	$1.2M	0.5%Prev: 0.4%	26,275 SH	Increased+3,385 SH
BRITISH AMERN TOB PLC	SPONSORED ADR	$1.6M	0.6%Prev: 0.5%	26,706 SH	Increased-34 SH
BROADCOM INC	COM	$5.5M	2.2%Prev: 2.0%	17,700 SH	Increased-7,306 SH
CARRIER GLOBAL CORPORATION	COM	$270K	0.1%Prev: 0.1%	4,801 SH	Decreased-235 SH
CHARLES RIV LABS INTL INC	COM	$914K	0.4%Prev: 0.3%	5,296 SH	Increased+1,453 SH
CHEMED CORP NEW	COM	$601K	0.2%Prev: 0.3%	1,590 SH	Decreased+395 SH
CHEVRON CORPORATION	COM	$3.1M	1.2%	14,826 SH	New
CHUBB LTD SWITZ	COM	$2.5M	1.0%	7,717 SH	New
CISCO SYS INC	COM	$3.2M	1.3%Prev: 1.2%	41,602 SH	Increased+37 SH
COCA COLA CO	COM	$1.1M	0.5%Prev: 0.5%	15,111 SH	Increased-558 SH
COMCAST CORP NEW	CL A	$2.8M	1.1%Prev: 1.5%	96,327 SH	Decreased+8,552 SH
COOPER COS INC	COM	$785K	0.3%Prev: 0.3%	10,974 SH	Increased+2,299 SH
COPART INC	COM	$788K	0.3%Prev: 0.5%	23,745 SH	Decreased+3,896 SH
COSTCO WHOLESALE CORPORATION	COM	$3.0M	1.2%	2,991 SH	New
DIAGEO PLC	SPON ADR NEW	$604K	0.2%Prev: 0.3%	8,111 SH	Decreased+1,664 SH
DISNEY WALT CO	COM	$2.3M	0.9%Prev: 1.0%	23,663 SH	Increased+1,497 SH
DOCUSIGN INC	COM	$1.0M	0.4%Prev: 0.8%	21,299 SH	Decreased+582 SH
DOLBY LABORATORIES INC	COM CL A	$968K	0.4%Prev: 0.6%	16,114 SH	Decreased+1,317 SH
ECOLAB INC	COM	$3.4M	1.4%Prev: 1.5%	12,716 SH	Increased+47 SH
ELANCO ANIMAL HEALTH INC	COM	$1.2M	0.5%Prev: 0.2%	49,519 SH	Increased+4,030 SH
ELEDON PHARMACEUTICALS INC	COM	$92K	0.0%	30,000 SH	New
EMERSON ELEC CO	COM	$2.7M	1.1%Prev: 1.0%	20,435 SH	Increased+969 SH
ENBRIDGE INC	COM	$492K	0.2%Prev: 0.2%	9,095 SH	Increased-1,048 SH
EQUIFAX INC	COM	$708K	0.3%Prev: 0.4%	3,933 SH	Decreased+802 SH
EXPONENT INC	COM	$597K	0.2%Prev: 0.3%	9,147 SH	Increased+2,438 SH
EXXON MOBIL CORP	COM	$5.4M	2.2%Prev: 1.7%	31,716 SH	Increased+538 SH
FACTSET RESH SYS INC	COM	$606K	0.2%Prev: 0.4%	2,792 SH	Decreased+826 SH
FAIR ISAAC CORP	COM	$1.0M	0.4%Prev: 0.8%	976 SH	Decreased+84 SH
FORTIS INC	COM	$1.0M	0.4%Prev: 0.4%	18,046 SH	Increased+1,265 SH
FREEPORT MCMORAN INC	CL B	$739K	0.3%	12,576 SH	New
GENERAL DYNAMICS CORP	COM	$3.3M	1.4%Prev: 1.2%	9,736 SH	Increased+64 SH
GOLDMAN SACHS GROUP INC	COM	$3.7M	1.5%Prev: 1.1%	4,418 SH	Increased-61 SH
HENRY JACK & ASSOC INC	COM	$945K	0.4%Prev: 0.5%	5,979 SH	Decreased+674 SH
HOME DEPOT INC	COM	$3.0M	1.2%Prev: 1.5%	9,242 SH	Decreased+418 SH
HSBC HLDGS PLC	SPON ADR NEW	$1.9M	0.8%Prev: 0.6%	22,478 SH	Increased-478 SH
ILLINOIS TOOL WKS INC	COM	$2.3M	0.9%Prev: 0.9%	8,949 SH	Increased+754 SH
INTERACTIVE BROKERS GROUP IN	COM CL A	$1.9M	0.8%Prev: 0.6%	28,579 SH	Increased+21,101 SH
INTERCONTINENTAL HOTELS GROU	SPONSORED ADS	$1.5M	0.6%Prev: 0.6%	11,406 SH	Increased+45 SH
INTERNATIONAL BUSINESS MACHS	COM	$319K	0.1%Prev: 0.2%	1,318 SH	Decreased+15 SH
INTERNATIONAL PAPER CO	COM	$2.1M	0.8%Prev: 1.3%	57,455 SH	Decreased+6,976 SH
IONIS PHARMACEUTICALS INC	COM	$245K	0.1%	3,261 SH	New
JOHNSON & JOHNSON	COM	$4.5M	1.8%Prev: 1.4%	18,388 SH	Increased-44 SH
JOHNSON CONTROLS INTERNATION	SHS	$980K	0.4%	7,484 SH	New
JPMORGAN CHASE & CO	COM	$441K	0.2%	1,498 SH	New
KINDER MORGAN INC DEL	COM	$459K	0.2%Prev: 0.2%	13,704 SH	Increased-560 SH
KONINKLIJKE PHILIPS N V	NY REGIS SHS NEW	$1.0M	0.4%Prev: 0.4%	38,108 SH	Increased+3,130 SH
L3HARRIS TECHNOLOGIES INC	COM	$1.0M	0.4%Prev: 0.3%	3,030 SH	Increased+320 SH
LENNOX INTL INC	COM	$1.3M	0.5%Prev: 0.7%	2,770 SH	Decreased+184 SH
LINDE PLC	SHS	$3.9M	1.6%Prev: 1.7%	7,954 SH	Increased+128 SH
LOCKHEED MARTIN CORP	COM	$1.1M	0.4%Prev: 0.3%	1,741 SH	Increased+185 SH
MANULIFE FINL CORP	COM	$245K	0.1%Prev: 0.1%	7,100 SH	Increased-258 SH
MASTERCARD INCORPORATED	CL A	$734K	0.3%Prev: 0.4%	1,468 SH	Decreased-244 SH
MATADOR RES CO	COM	$1.5M	0.6%Prev: 0.4%	23,240 SH	Increased+7,272 SH
MCDONALDS CORP	COM	$2.9M	1.2%Prev: 1.4%	9,300 SH	Decreased-474 SH
MERCK & CO INC	COM	$1.2M	0.5%Prev: 0.4%	10,061 SH	Increased-402 SH
METLIFE INC	COM	$665K	0.3%Prev: 0.4%	9,409 SH	Decreased-378 SH
MICROSOFT CORP	COM	$5.4M	2.2%Prev: 2.7%	14,638 SH	Decreased-991 SH
MONDELEZ INTL INC	CL A	$2.6M	1.1%Prev: 1.3%	45,973 SH	Decreased+3,707 SH
NATIONAL GRID PLC	SPONSORED ADR NE	$1.0M	0.4%Prev: 0.4%	12,297 SH	Increased+810 SH
NEXTERA ENERGY INC	COM	$3.6M	1.5%Prev: 1.3%	39,222 SH	Increased+996 SH
NIKE INC	CL B	$1.5M	0.6%Prev: 0.6%	28,343 SH	Increased+8,164 SH
NORDSON CORP	COM	$1.3M	0.5%Prev: 0.4%	4,711 SH	Increased+330 SH
NORTHROP GRUMMAN CORP	COM	$421K	0.2%Prev: 0.1%	617 SH	Increased+138 SH
NOVARTIS AG	SPONSORED ADR	$3.5M	1.4%Prev: 1.2%	22,931 SH	Increased+706 SH
NOVO-NORDISK A S	ADR	$629K	0.3%Prev: 0.4%	17,103 SH	Decreased+4,135 SH
NUCOR CORP	COM	$622K	0.3%Prev: 0.2%	3,677 SH	Increased-202 SH
NUTRIEN LTD	COM	$1.0M	0.4%Prev: 0.3%	13,347 SH	Increased+1,044 SH
PEPSICO INC	COM	$2.2M	0.9%Prev: 0.8%	14,391 SH	Increased+2,690 SH
PHILLIPS 66	COM	$3.8M	1.5%Prev: 1.1%	20,687 SH	Increased+1,295 SH
PNC FINL SVCS GROUP INC	COM	$516K	0.2%Prev: 0.2%	2,479 SH	Increased-114 SH
POLARIS INC	COM	$779K	0.3%Prev: 0.2%	14,285 SH	Increased+3,125 SH
POOL CORP	COM	$740K	0.3%Prev: 0.4%	3,655 SH	Decreased+672 SH
PPG INDS INC	COM	$795K	0.3%Prev: 0.4%	7,437 SH	Decreased-298 SH
PROCTER & GAMBLE CO	COM	$3.1M	1.3%	21,783 SH	New
PUBLIC SVC ENTERPRISE GROUP	COM	$284K	0.1%	3,513 SH	New
RELX PLC	SPONSORED ADR	$734K	0.3%Prev: 0.5%	22,141 SH	Decreased+2,678 SH
RIO TINTO PLC	SPONSORED ADR	$1.3M	0.5%Prev: 0.4%	14,240 SH	Increased+618 SH
RTX CORPORATION	COM	$2.9M	1.2%Prev: 1.0%	14,929 SH	Increased-523 SH
SAP SE	SPON ADR	$866K	0.4%Prev: 0.6%	5,056 SH	Decreased+181 SH
SCOTTS MIRACLE-GRO CO	CL A	$767K	0.3%Prev: 0.3%	12,620 SH	Increased+2,325 SH
SEAGATE TECHNOLOGY HLDNGS PL	ORD SHS	$3.1M	1.3%Prev: 0.4%	7,905 SH	Increased-1,761 SH
SEMPRA	COM	$3.1M	1.2%Prev: 1.0%	31,595 SH	Increased+2,364 SH
SHERWIN WILLIAMS CO	COM	$2.6M	1.1%Prev: 1.2%	8,111 SH	Decreased+577 SH
SITEONE LANDSCAPE SUPPLY INC	COM	$811K	0.3%Prev: 0.3%	6,091 SH	Increased+1,055 SH
SONY GROUP CORP	SPONSORED ADR	$860K	0.3%Prev: 0.5%	41,568 SH	Decreased+2,983 SH
STARBUCKS CORP	COM	$2.0M	0.8%Prev: 0.8%	22,140 SH	Increased+3,841 SH
SUNCOR ENERGY INC NEW	COM	$1.6M	0.7%Prev: 0.4%	24,278 SH	Increased+935 SH
SYSCO CORP	COM	$1.9M	0.8%Prev: 0.8%	26,050 SH	Increased+2,759 SH
T-MOBILE US INC	COM	$1.6M	0.6%Prev: 0.6%	7,449 SH	Increased+2,347 SH
TAIWAN SEMICONDUCTOR MANUFAC	SPONSORED ADS	$2.4M	1.0%	7,180 SH	New
TARGET CORP	COM	$2.2M	0.9%Prev: 0.6%	17,784 SH	Increased+4,991 SH
TE CONNECTIVITY PLC	ORD SHS	$1.0M	0.4%Prev: 0.3%	4,819 SH	Increased-371 SH
TELEDYNE TECHNOLOGIES INC	COM	$1.1M	0.4%Prev: 0.4%	1,831 SH	Increased+81 SH
TERADYNE INC	COM	$2.8M	1.1%Prev: 0.3%	9,490 SH	Increased+1,134 SH
TEXAS INSTRS INC	COM	$2.9M	1.2%Prev: 1.1%	15,039 SH	Increased+1,312 SH
TOTALENERGIES SE	ACT	$398K	0.2%	4,380 SH	New
TOYOTA MOTOR CORP	ADS	$1.2M	0.5%Prev: 0.5%	5,815 SH	Increased+141 SH
TRANE TECHNOLOGIES PLC	SHS	$1.3M	0.5%Prev: 0.5%	3,203 SH	Increased-44 SH
TRAVELERS COMPANIES INC	COM	$860K	0.3%Prev: 0.4%	2,947 SH	Decreased-375 SH
UBS GROUP AG	SHS	$2.0M	0.8%Prev: 0.8%	51,200 SH	Increased-2,556 SH
UNILEVER PLC	SPON ADR NEW	$996K	0.4%Prev: 0.5%	17,485 SH	Decreased-1,315 SH
UNION PAC CORP	COM	$751K	0.3%Prev: 0.4%	3,096 SH	Decreased-98 SH
UNITED PARCEL SVCS INC	CL B	$2.2M	0.9%	22,129 SH	New
UNITEDHEALTH GROUP INC	COM	$2.6M	1.0%Prev: 2.2%	9,476 SH	Decreased+565 SH
US BANCORP	COM NEW	$2.7M	1.1%	51,222 SH	New
VAIL RESORTS INC	COM	$557K	0.2%Prev: 0.2%	4,342 SH	Increased+1,231 SH
VALERO ENERGY CORP	COM	$3.8M	1.5%Prev: 0.9%	15,196 SH	Increased+968 SH
VANGUARD WHITEHALL FDS	HIGH DIV YLD	$482K	0.2%Prev: 0.2%	3,256 SH	Increased
VERIZON COMMUNICATIONS INC	COM	$2.9M	1.2%Prev: 1.2%	58,216 SH	Increased+2,504 SH
VERTEX PHARMACEUTICALS INC	COM	$897K	0.4%Prev: 0.5%	2,009 SH	Decreased-140 SH
VISA INC	COM CL A	$994K	0.4%Prev: 0.6%	3,288 SH	Decreased-407 SH
WASTE MGMT INC DEL	COM	$3.5M	1.4%Prev: 1.6%	15,368 SH	Increased+257 SH
WEC ENERGY GROUP INC	COM	$3.1M	1.3%Prev: 1.3%	27,070 SH	Increased+623 SH
WESTERN DIGITAL CORP	COM	$208K	0.1%	768 SH	New
WILLIAMS COS INC	COM	$1.2M	0.5%Prev: 0.5%	16,499 SH	Increased-1,668 SH
XCEL ENERGY INC	COM	$2.2M	0.9%Prev: 0.8%	27,751 SH	Increased+2,935 SH
ZOETIS INC	CL A	$395K	0.2%Prev: 0.3%	3,339 SH	Decreased-505 SH

Sold (vs prior filing)

AIR PRODS & CHEMS INC — $2.8M
AMERICAN TOWER CORP NEW — $605K
ASML HOLDING N V — $888K
ASTRAZENECA PLC — $1.0M
BECTON DICKINSON & CO — $299K
CHEVRON CORP NEW — $2.2M
CHUBB LIMITED — $2.2M
COSTCO WHSL CORP NEW — $2.7M
FREEPORT-MCMORAN INC — $528K
JOHNSON CTLS INTL PLC — $637K
JPMORGAN CHASE & CO. — $356K
MARSH & MCLENNAN COS INC — $291K
PARAMOUNT GLOBAL — $621K
PFIZER INC — $223K
PROCTER AND GAMBLE CO — $3.5M
PUBLIC SVC ENTERPRISE GRP IN — $310K
SANOFI — $229K
TAIWAN SEMICONDUCTOR MFG LTD — $1.3M
TELEFONICA S A — $689K
TOTALENERGIES SE — $301K
… 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