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: $272.2M149 positionsView on SEC.gov

			% of Portfolio
3M CO	COM	$3.5M	1.3%Prev: 1.5%	21,505 SH	Increased-67 SH
ABBVIE INC	COM	$3.9M	1.4%Prev: 1.3%	15,598 SH	Increased-775 SH
AFLAC INC	COM	$3.2M	1.2%Prev: 1.2%	27,589 SH	Increased+1,112 SH
AIR PRODUCTS AND CHEMICALS I	COM	$3.0M	1.1%	10,212 SH	New
ALPHABET INC	CAP STK CL A	$327K	0.1%	915 SH	New
ALPHABET INC	CAP STK CL C	$2.1M	0.8%Prev: 0.1%	5,820 SH	Increased+4,007 SH
AMAZON COM INC	COM	$584K	0.2%Prev: 0.2%	2,450 SH	Increased-110 SH
AMERICAN INTL GROUP INC	COM NEW	$512K	0.2%Prev: 0.3%	6,869 SH	Decreased-394 SH
AMERICAN TOWER CORP	COM	$409K	0.2%	2,498 SH	New
AMERICAN WTR WKS CO INC NEW	COM	$1.9M	0.7%Prev: 0.8%	14,688 SH	Increased+2,324 SH
AMGEN INC	COM	$2.6M	1.0%Prev: 0.8%	7,175 SH	Increased+562 SH
AMPRIUS TECHNOLOGIES INC	COMMON STOCK	$139K	0.1%	10,000 SH	New
APOLLO GLOBAL MGMT INC	COM	$1.1M	0.4%Prev: 0.6%	9,214 SH	Decreased-1,024 SH
APPLE INC	COM	$8.1M	3.0%Prev: 2.7%	28,025 SH	Increased-2,220 SH
ASE TECHNOLOGY HLDG CO LTD	SPONSORED ADS	$1.2M	0.4%Prev: 0.1%	26,531 SH	Increased-995 SH
ASML HLDG NV	N Y REGISTRY SHS	$2.6M	1.0%	1,323 SH	New
ASTRAZENECA PLC	ORD	$1.4M	0.5%	7,369 SH	New
AT&T INC	COM	$2.0M	0.7%Prev: 1.2%	94,675 SH	Decreased+3,152 SH
AUTODESK INC	COM	$254K	0.1%Prev: 0.3%	1,309 SH	Decreased-1,057 SH
AUTOMATIC DATA PROCESSING IN	COM	$2.3M	0.8%Prev: 1.2%	10,136 SH	Decreased+1,599 SH
BANCFIRST CORP	COM	$634K	0.2%	5,701 SH	New
BANK OF AMER CORP	COM	$2.9M	1.1%	51,679 SH	New
BCE INC	COM NEW	$713K	0.3%Prev: 0.3%	33,167 SH	Increased+3,883 SH
BERKLEY W R CORP	COM	$1.6M	0.6%Prev: 0.7%	22,183 SH	Decreased+531 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$613K	0.2%Prev: 0.3%	1,226 SH	Increased
BLACKROCK INC	COM	$2.7M	1.0%Prev: 1.3%	2,834 SH	Decreased+44 SH
BLACKSTONE INC	COM	$1.3M	0.5%Prev: 0.8%	11,144 SH	Decreased-1,583 SH
BOEING CO	COM	$499K	0.2%Prev: 0.2%	2,307 SH	Increased+458 SH
BP PLC	SPONSORED ADR	$1.0M	0.4%Prev: 0.3%	27,076 SH	Increased+2,118 SH
BRITISH AMERN TOB PLC	SPONSORED ADR	$1.7M	0.6%Prev: 0.6%	27,111 SH	Increased-86 SH
BROADCOM INC	COM	$6.5M	2.4%Prev: 3.0%	17,114 SH	Decreased-7,430 SH
CARRIER GLOBAL CORPORATION	COM	$346K	0.1%Prev: 0.2%	4,714 SH	Decreased-322 SH
CHARLES RIV LABS INTL INC	COM	$1.3M	0.5%Prev: 0.3%	5,523 SH	Increased+963 SH
CHEMED CORP NEW	COM	$775K	0.3%Prev: 0.3%	1,664 SH	Increased+377 SH
CHEVRON CORPORATION	COM	$2.6M	0.9%	15,506 SH	New
CHUBB LIMITED	COM	$2.7M	1.0%Prev: 0.9%	7,933 SH	Increased+587 SH
CISCO SYS INC	COM	$4.9M	1.8%Prev: 1.3%	41,889 SH	Increased-613 SH
COCA COLA CO	COM	$1.2M	0.4%Prev: 0.5%	14,941 SH	Increased-602 SH
COMCAST CORP NEW	CL A	$2.5M	0.9%Prev: 1.4%	100,722 SH	Decreased+10,880 SH
COOPER COS INC	COM	$842K	0.3%Prev: 0.3%	11,747 SH	Increased+2,031 SH
COPART INC	COM	$709K	0.3%Prev: 0.4%	25,164 SH	Decreased+4,460 SH
COSTCO WHOLESALE CORPORATION	COM	$2.9M	1.0%	3,050 SH	New
DIAGEO PLC	SPON ADR NEW	$681K	0.3%Prev: 0.3%	8,476 SH	Decreased+1,702 SH
DISNEY WALT CO	COM	$2.4M	0.9%Prev: 1.3%	24,419 SH	Decreased+1,376 SH
DOCUSIGN INC	COM	$983K	0.4%Prev: 0.7%	22,123 SH	Decreased+850 SH
DOLBY LABORATORIES INC	COM CL A	$893K	0.3%Prev: 0.5%	16,977 SH	Decreased+1,414 SH
ECOLAB INC	COM	$3.6M	1.3%Prev: 1.5%	13,054 SH	Increased+250 SH
ELANCO ANIMAL HEALTH INC	COM	$1.3M	0.5%Prev: 0.3%	51,314 SH	Increased-1,866 SH
ELI LILLY & CO	COM	$216K	0.1%	180 SH	New
EMERSON ELEC CO	COM	$3.0M	1.1%Prev: 1.2%	20,888 SH	Increased+648 SH
ENBRIDGE INC	COM	$484K	0.2%Prev: 0.2%	8,937 SH	Increased-686 SH
ENTERPRISE PRODS PARTNERS L	COM	$265K	0.1%	7,222 SH	New
EQUIFAX INC	COM	$668K	0.2%Prev: 0.4%	4,209 SH	Decreased+814 SH
EXPONENT INC	COM	$598K	0.2%Prev: 0.3%	10,184 SH	Increased+2,518 SH
EXXON MOBIL CORP	COM	$4.4M	1.6%Prev: 1.5%	31,956 SH	Increased+196 SH
FACTSET RESH SYS INC	COM	$681K	0.3%Prev: 0.4%	2,958 SH	Decreased+888 SH
FAIR ISAAC CORP	COM	$1.2M	0.4%Prev: 0.7%	1,018 SH	Decreased+103 SH
FORTIS INC	COM	$1.1M	0.4%Prev: 0.4%	18,755 SH	Increased+1,191 SH
FREEPORT MCMORAN INC	CL B	$791K	0.3%	12,576 SH	New
GENERAL DYNAMICS CORP	COM	$3.5M	1.3%Prev: 1.3%	9,925 SH	Increased+58 SH
GOLDMAN SACHS GROUP INC	COM	$4.5M	1.7%Prev: 1.4%	4,454 SH	Increased-150 SH
HENRY JACK & ASSOC INC	COM	$880K	0.3%Prev: 0.4%	6,392 SH	Decreased+901 SH
HOME DEPOT INC	COM	$3.3M	1.2%Prev: 1.5%	9,498 SH	Increased+475 SH
HSBC HLDGS PLC	SPON ADR NEW	$2.2M	0.8%Prev: 0.6%	22,722 SH	Increased-696 SH
HUNT J B TRANS SVCS INC	COM	$253K	0.1%	874 SH	New
ILLINOIS TOOL WKS INC	COM	$2.5M	0.9%Prev: 0.9%	9,286 SH	Increased+849 SH
INTERACTIVE BROKERS GROUP IN	COM CL A	$2.5M	0.9%Prev: 0.8%	28,516 SH	Increased-2,732 SH
INTERCONTINENTAL HOTELS GROU	SPONSORED ADS	$2.0M	0.7%Prev: 0.6%	11,526 SH	Increased-191 SH
INTERNATIONAL BUSINESS MACHS	COM	$371K	0.1%Prev: 0.2%	1,318 SH	Decreased
INTERNATIONAL PAPER CO	COM	$2.3M	0.9%Prev: 1.1%	60,759 SH	Decreased+8,729 SH
IONIS PHARMACEUTICALS INC	COM	$259K	0.1%	3,261 SH	New
JOHNSON & JOHNSON	COM	$4.8M	1.7%Prev: 1.3%	18,704 SH	Increased-113 SH
JOHNSON CONTROLS INTERNATION	SHS	$1.1M	0.4%	7,484 SH	New
JPMORGAN CHASE & CO	COM	$490K	0.2%	1,498 SH	New
KINDER MORGAN INC DEL	COM	$425K	0.2%Prev: 0.2%	13,307 SH	Increased-957 SH
KLA CORP	COM NEW	$377K	0.1%	1,250 SH	New
KONINKLIJKE PHILIPS N V	NY REGIS SHS NEW	$1.1M	0.4%Prev: 0.4%	39,515 SH	Increased+2,580 SH
L3HARRIS TECHNOLOGIES INC	COM	$923K	0.3%Prev: 0.4%	3,175 SH	Increased-36 SH
LENNOX INTL INC	COM	$1.6M	0.6%Prev: 0.7%	2,814 SH	Increased+138 SH
LINDE PLC	SHS	$4.2M	1.5%Prev: 1.6%	8,043 SH	Increased+155 SH
LOCKHEED MARTIN CORP	COM	$887K	0.3%Prev: 0.3%	1,741 SH	Increased+152 SH
MANULIFE FINL CORP	COM	$288K	0.1%Prev: 0.1%	7,100 SH	Increased-258 SH
MASTERCARD INCORPORATED	CL A	$738K	0.3%Prev: 0.4%	1,437 SH	Decreased-243 SH
MATADOR RES CO	COM	$1.2M	0.4%Prev: 0.4%	23,661 SH	Increased+5,937 SH
MCDONALDS CORP	COM	$2.6M	1.0%Prev: 1.3%	9,662 SH	Decreased-302 SH
MERCK & CO INC	COM	$1.3M	0.5%Prev: 0.4%	9,886 SH	Increased-513 SH
METLIFE INC	COM	$783K	0.3%Prev: 0.3%	9,257 SH	Increased-337 SH
MICROSOFT CORP	COM	$5.5M	2.0%Prev: 3.5%	14,770 SH	Decreased-949 SH
MONDELEZ INTL INC	CL A	$2.7M	1.0%Prev: 1.3%	46,968 SH	Decreased+4,109 SH
NATIONAL GRID PLC	SPONSORED ADR NE	$1.1M	0.4%Prev: 0.4%	12,802 SH	Increased+800 SH
NEXTERA ENERGY INC	COM	$3.5M	1.3%Prev: 1.2%	39,829 SH	Increased+538 SH
NIKE INC	CL B	$1.3M	0.5%Prev: 0.7%	30,602 SH	Decreased+7,721 SH
NORDSON CORP	COM	$1.5M	0.5%Prev: 0.4%	4,854 SH	Increased+127 SH
NORTHROP GRUMMAN CORP	COM	$314K	0.1%Prev: 0.1%	617 SH	Increased+138 SH
NOVARTIS AG	SPONSORED ADR	$3.6M	1.3%Prev: 1.2%	23,278 SH	Increased+734 SH
NOVO-NORDISK A S	ADR	$854K	0.3%Prev: 0.4%	17,814 SH	Decreased+4,037 SH
NUCOR CORP	COM	$819K	0.3%Prev: 0.2%	3,677 SH	Increased-202 SH
NUTRIEN LTD	COM	$882K	0.3%Prev: 0.3%	14,012 SH	Increased+1,066 SH
PEPSICO INC	COM	$2.0M	0.7%Prev: 0.7%	15,026 SH	Increased+2,564 SH
PHILLIPS 66	COM	$3.6M	1.3%Prev: 1.1%	21,010 SH	Increased+633 SH
PNC FINL SVCS GROUP INC	COM	$601K	0.2%Prev: 0.2%	2,440 SH	Increased-102 SH
POLARIS INC	COM	$1.0M	0.4%Prev: 0.2%	14,763 SH	Increased+1,233 SH
POOL CORP	COM	$841K	0.3%Prev: 0.4%	3,914 SH	Decreased+732 SH
PPG INDS INC	COM	$890K	0.3%Prev: 0.4%	7,337 SH	Increased-261 SH
PROCTER & GAMBLE CO	COM	$3.3M	1.2%	22,413 SH	New
PUBLIC SVC ENTERPRISE GROUP	COM	$278K	0.1%	3,427 SH	New
RELX PLC	SPONSORED ADR	$725K	0.3%Prev: 0.5%	22,883 SH	Decreased+2,886 SH
RIO TINTO PLC	SPONSORED ADR	$1.4M	0.5%Prev: 0.4%	14,494 SH	Increased+131 SH
RTX CORPORATION	COM	$2.8M	1.0%Prev: 1.0%	14,993 SH	Increased-220 SH
SANDISK CORP	COM	$573K	0.2%	252 SH	New
SAP SE	SPON ADR	$812K	0.3%Prev: 0.7%	5,271 SH	Decreased+345 SH
SCOTTS MIRACLE-GRO CO	CL A	$896K	0.3%Prev: 0.3%	13,151 SH	Increased+1,414 SH
SEAGATE TECHNOLOGY HLDNGS PL	ORD SHS	$7.5M	2.8%Prev: 0.6%	7,782 SH	Increased-1,873 SH
SEMPRA	COM	$3.0M	1.1%Prev: 1.0%	32,337 SH	Increased+1,985 SH
SHERWIN WILLIAMS CO	COM	$2.9M	1.1%Prev: 1.2%	8,359 SH	Increased+700 SH
SITEONE LANDSCAPE SUPPLY INC	COM	$765K	0.3%Prev: 0.3%	6,684 SH	Increased+992 SH
SONY GROUP CORP	SPONSORED ADR	$860K	0.3%Prev: 0.5%	42,871 SH	Decreased+2,948 SH
STARBUCKS CORP	COM	$2.3M	0.9%Prev: 0.8%	22,843 SH	Increased+3,438 SH
SUNCOR ENERGY INC NEW	COM	$1.3M	0.5%Prev: 0.4%	24,692 SH	Increased+349 SH
SYSCO CORP	COM	$2.3M	0.8%Prev: 0.8%	27,133 SH	Increased+2,987 SH
T-MOBILE US INC	COM	$1.3M	0.5%Prev: 0.6%	7,910 SH	Increased+2,519 SH
TAIWAN SEMICONDUCTOR MANUFAC	SPONSORED ADS	$3.4M	1.3%	7,128 SH	New
TARGET CORP	COM	$2.4M	0.9%Prev: 0.6%	18,325 SH	Increased+4,375 SH
TE CONNECTIVITY PLC	ORD SHS	$972K	0.4%Prev: 0.4%	4,819 SH	Increased-371 SH
TELEDYNE TECHNOLOGIES INC	COM	$1.3M	0.5%Prev: 0.4%	1,875 SH	Increased+43 SH
TERADYNE INC	COM	$4.6M	1.7%Prev: 0.4%	9,440 SH	Increased-35 SH
TEXAS INSTRS INC	COM	$4.5M	1.7%Prev: 1.3%	15,176 SH	Increased+720 SH
TOTALENERGIES SE	ACT	$341K	0.1%	4,380 SH	New
TOYOTA MOTOR CORP	ADS	$1.0M	0.4%Prev: 0.4%	6,062 SH	Increased+195 SH
TRANE TECHNOLOGIES PLC	SHS	$1.6M	0.6%Prev: 0.6%	3,224 SH	Increased-101 SH
TRAVELERS COMPANIES INC	COM	$959K	0.4%Prev: 0.4%	2,904 SH	Increased-360 SH
UBS GROUP AG	SHS	$2.5M	0.9%Prev: 0.8%	51,081 SH	Increased-3,594 SH
UNILEVER PLC	SPON ADR NEW	$1.1M	0.4%Prev: 0.5%	18,140 SH	Decreased-957 SH
UNION PAC CORP	COM	$826K	0.3%Prev: 0.3%	3,036 SH	Increased-137 SH
UNITED PARCEL SVCS INC	CL B	$2.5M	0.9%	22,838 SH	New
UNITEDHEALTH GROUP INC	COM	$4.0M	1.5%Prev: 1.3%	9,651 SH	Increased+402 SH
US BANCORP	COM NEW	$3.2M	1.2%	52,593 SH	New
VAIL RESORTS INC	COM	$632K	0.2%Prev: 0.3%	4,641 SH	Increased+1,006 SH
VALERO ENERGY CORP	COM	$4.0M	1.5%Prev: 0.9%	15,370 SH	Increased+295 SH
VANGUARD WHITEHALL FDS	HIGH DIV YLD	$515K	0.2%Prev: 0.2%	3,256 SH	Increased
VERIZON COMMUNICATIONS INC	COM	$2.5M	0.9%Prev: 1.1%	59,584 SH	Increased+2,777 SH
VERTEX PHARMACEUTICALS INC	COM	$998K	0.4%Prev: 0.4%	2,009 SH	Increased-135 SH
VISA INC	COM CL A	$1.1M	0.4%Prev: 0.6%	3,238 SH	Decreased-424 SH
WASTE MGMT INC DEL	COM	$3.5M	1.3%Prev: 1.5%	15,692 SH	Increased+458 SH
WEC ENERGY GROUP INC	COM	$3.2M	1.2%Prev: 1.2%	27,716 SH	Increased+905 SH
WESTERN DIGITAL CORP	COM	$491K	0.2%	768 SH	New
WILLIAMS COS INC	COM	$1.2M	0.4%Prev: 0.5%	16,103 SH	Increased-1,001 SH
XCEL ENERGY INC	COM	$2.3M	0.9%Prev: 0.8%	28,886 SH	Increased+3,239 SH
ZOETIS INC	CL A	$235K	0.1%Prev: 0.3%	3,274 SH	Decreased-514 SH

Sold (vs prior filing)

AIR PRODS & CHEMS INC — $2.7M
AMERICAN TOWER CORP NEW — $584K
ASML HOLDING N V — $1.1M
ASTRAZENECA PLC — $1.0M
BANK AMERICA CORP — $1.3M
BECTON DICKINSON & CO — $219K
CHEVRON CORP NEW — $2.0M
COSTCO WHSL CORP NEW — $2.8M
FREEPORT-MCMORAN INC — $604K
JOHNSON CTLS INTL PLC — $840K
JPMORGAN CHASE & CO. — $445K
MARSH & MCLENNAN COS INC — $225K
PARAMOUNT GLOBAL — $737K
PFIZER INC — $204K
PROCTER AND GAMBLE CO — $3.3M
PUBLIC SVC ENTERPRISE GRP IN — $308K
TAIWAN SEMICONDUCTOR MFG LTD — $1.8M
TELEFONICA S A — $810K
TOTALENERGIES SE — $276K
UNITED PARCEL SERVICE INC — $1.9M
… and 1 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