MITCHELL & PAHL PRIVATE WEALTH, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 14, 2026, for the 2025 Q4 period, MITCHELL & PAHL PRIVATE WEALTH, LLC held in its portfolio 143 assets valued at $240,928,205 (i.e. $240.93M).
The most valuable assets in the portfolio included: BROADCOM INC ($8.10M), APPLE INC ($8.07M), and MICROSOFT CORP ($7.29M).
The chart below shows the top 10 valuable assets, and the table below shows the top 143 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
MITCHELL & PAHL PRIVATE WEALTH, LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| BROADCOM INC | 23389 | 8094956 | COM |
| APPLE INC | 29672 | 8066551 | COM |
| MICROSOFT CORP | 15070 | 7287964 | COM |
| GOLDMAN SACHS GROUP INC | 4480 | 3938058 | COM |
| EXXON MOBIL CORP | 32025 | 3853761 | COM |
| JOHNSON & JOHNSON | 18548 | 3838623 | COM |
| ABBVIE INC | 16065 | 3670831 | COM |
| 3M CO | 21455 | 3435029 | COM |
| LINDE PLC | 7956 | 3392383 | SHS |
| WASTE MGMT INC DEL | 15368 | 3376530 | COM |
| ECOLAB INC | 12737 | 3343693 | COM |
| GENERAL DYNAMICS CORP | 9751 | 3282516 | COM |
| UNITEDHEALTH GROUP INC | 9813 | 3239392 | COM |
| CISCO SYS INC | 41843 | 3223086 | COM |
| NEXTERA ENERGY INC | 39215 | 3148163 | COM |
| HOME DEPOT INC | 9040 | 3110719 | COM |
| NOVARTIS AG | 22349 | 3081364 | SPONSORED ADR |
| PROCTER AND GAMBLE CO | 21473 | 3077344 | COM |
| MCDONALDS CORP | 10032 | 3066216 | COM |
| BANK AMERICA CORP | 54530 | 2999150 | COM |
| BLACKROCK INC | 2730 | 2922015 | COM |
| AFLAC INC | 26277 | 2897528 | COM |
| WEC ENERGY GROUP INC | 26751 | 2821074 | COM |
| COMCAST CORP NEW | 91878 | 2746251 | CL A |
| RTX CORPORATION | 14940 | 2739917 | COM |
| PHILLIPS 66 | 20681 | 2668680 | COM |
| SEMPRA | 30200 | 2666322 | COM |
| EMERSON ELEC CO | 19998 | 2654161 | COM |
| US BANCORP DEL | 49711 | 2652559 | COM NEW |
| DISNEY WALT CO | 23221 | 2641858 | COM |
| TEXAS INSTRS INC | 14896 | 2584311 | COM |
| SEAGATE TECHNOLOGY HLDNGS PL | 9255 | 2548735 | ORD SHS |
| SHERWIN WILLIAMS CO | 7779 | 2520656 | COM |
| COSTCO WHSL CORP NEW | 2861 | 2467432 | COM |
| VALERO ENERGY CORP | 14826 | 2413370 | COM |
| VERIZON COMMUNICATIONS INC | 59070 | 2405891 | COM |
| UBS GROUP AG | 51749 | 2396462 | SHS |
| AIR PRODS & CHEMS INC | 9504 | 2347878 | COM |
| MONDELEZ INTL INC | 43472 | 2340072 | CL A |
| CHUBB LIMITED | 7470 | 2331738 | COM |
| TAIWAN SEMICONDUCTOR MFG LTD | 7553 | 2295373 | SPONSORED ADS |
| AT&T INC | 92321 | 2293242 | COM |
| AUTOMATIC DATA PROCESSING IN | 8867 | 2280860 | COM |
| AMGEN INC | 6691 | 2190057 | COM |
| CHEVRON CORP NEW | 14172 | 2159814 | COM |
| ILLINOIS TOOL WKS INC | 8765 | 2158908 | COM |
| INTERNATIONAL PAPER CO | 54229 | 2136067 | COM |
| UNITED PARCEL SERVICE INC | 20341 | 2017669 | CL B |
| TERADYNE INC | 9992 | 1934061 | COM |
| XCEL ENERGY INC | 25958 | 1917235 | COM |
| INTERACTIVE BROKERS GROUP IN | 29792 | 1915952 | COM CL A |
| PEPSICO INC | 13257 | 1902716 | COM |
| SYSCO CORP | 24855 | 1831533 | COM |
| HSBC HLDGS PLC | 22893 | 1800996 | SPON ADR NEW |
| BLACKSTONE INC | 11582 | 1785241 | COM |
| STARBUCKS CORP | 20614 | 1735911 | COM |
| ALPHABET INC | 5516 | 1730917 | CAP STK CL C |
| INTERCONTINENTAL HOTELS GROU | 11465 | 1614616 | SPONSORED ADS |
| AMERICAN WTR WKS CO INC NEW | 12328 | 1608926 | COM |
| FAIR ISAAC CORP | 933 | 1577347 | COM |
| TARGET CORP | 15783 | 1542883 | COM |
| BRITISH AMERN TOB PLC | 26765 | 1515438 | SPONSORED ADR |
| BERKLEY W R CORP | 21598 | 1514468 | COM |
| DOCUSIGN INC | 21410 | 1464443 | COM |
| NIKE INC | 22796 | 1452358 | CL B |
| ASML HOLDING N V | 1355 | 1449664 | N Y REGISTRY SHS |
| APOLLO GLOBAL MGMT INC | 9553 | 1382893 | COM |
| LENNOX INTL INC | 2729 | 1325164 | COM |
| ASTRAZENECA PLC | 14288 | 1313496 | SPONSORED ADR |
| TRANE TECHNOLOGIES PLC | 3200 | 1245519 | SHS |
| TOYOTA MOTOR CORP | 5806 | 1242875 | ADS |
| VISA INC | 3539 | 1241160 | COM CL A |
| T-MOBILE US INC | 6028 | 1223910 | COM |
| SAP SE | 4845 | 1176896 | SPON ADR |
| ELANCO ANIMAL HEALTH INC | 51429 | 1163839 | COM |
| RIO TINTO PLC | 14217 | 1137784 | SPONSORED ADR |
| NORDSON CORP | 4729 | 1137007 | COM |
| TE CONNECTIVITY PLC | 4985 | 1134137 | ORD SHS |
| UNILEVER PLC | 17093 | 1117886 | SPON ADR NEW |
| SUNCOR ENERGY INC NEW | 24088 | 1068539 | COM |
| MERCK & CO INC | 10151 | 1068507 | COM |
| COCA COLA CO | 15222 | 1064190 | COM |
| BANCFIRST CORP | 9801 | 1039102 | COM |
| SONY GROUP CORP | 40335 | 1032572 | SPONSORED ADR |
| KONINKLIJKE PHILIPS N V | 38054 | 1030505 | NY REGIS SHS NEW |
| HENRY JACK & ASSOC INC | 5645 | 1030113 | COM |
| CHARLES RIV LABS INTL INC | 5102 | 1017743 | COM |
| WILLIAMS COS INC | 16842 | 1012370 | COM |
| DOLBY LABORATORIES INC | 15655 | 1005373 | COM CL A |
| MATADOR RES CO | 22936 | 973406 | COM |
| TELEDYNE TECHNOLOGIES INC | 1840 | 939745 | COM |
| NATIONAL GRID PLC | 12016 | 929444 | SPONSORED ADR NE |
| VERTEX PHARMACEUTICALS INC | 2049 | 928937 | COM |
| JOHNSON CTLS INTL PLC | 7721 | 924637 | SHS |
| MASTERCARD INCORPORATED | 1619 | 924283 | CL A |
| TRAVELERS COMPANIES INC | 3176 | 921231 | COM |
| FORTIS INC | 17513 | 909627 | COM |
| L3HARRIS TECHNOLOGIES INC | 3098 | 909566 | COM |
| POLARIS INC | 13804 | 873119 | COM |
| COPART INC | 22133 | 866507 | COM |
| BP PLC | 24879 | 864033 | SPONSORED ADR |
| COOPER COS INC | 10464 | 857630 | COM |
| NUTRIEN LTD | 13077 | 807101 | COM |
| RELX PLC | 19853 | 802459 | SPONSORED ADR |
| LOCKHEED MARTIN CORP | 1641 | 793702 | COM |
| EQUIFAX INC | 3632 | 788093 | COM |
| PPG INDS INC | 7487 | 767117 | COM |
| METLIFE INC | 9499 | 749853 | COM |
| NOVO-NORDISK A S | 14729 | 749413 | ADR |
| SITEONE LANDSCAPE SUPPLY INC | 5915 | 736769 | COM |
| SCOTTS MIRACLE-GRO CO | 12548 | 732187 | CL A |
| POOL CORP | 3171 | 725386 | COM |
| BCE INC | 30350 | 722939 | COM NEW |
| UNION PAC CORP | 3118 | 721258 | COM |
| AUTODESK INC | 2264 | 670166 | COM |
| FREEPORT-MCMORAN INC | 13146 | 667683 | CL B |
| FACTSET RESH SYS INC | 2231 | 647420 | COM |
| TELEFONICA S A | 153174 | 620356 | SPONSORED ADR |
| CHEMED CORP NEW | 1442 | 616976 | COM |
| BERKSHIRE HATHAWAY INC DEL | 1226 | 616249 | CL B NEW |
| NUCOR CORP | 3756 | 612679 | COM |
| AMERICAN INTL GROUP INC | 7145 | 611257 | COM NEW |
| DIAGEO PLC | 6888 | 594231 | SPON ADR NEW |
| EXPONENT INC | 8554 | 594165 | COM |
| AMAZON COM INC | 2453 | 566203 | COM |
| PNC FINL SVCS GROUP INC | 2513 | 524541 | COM |
| VAIL RESORTS INC | 3719 | 493883 | COM |
| JPMORGAN CHASE & CO. | 1511 | 486874 | COM |
| VANGUARD WHITEHALL FDS | 3256 | 467301 | HIGH DIV YLD |
| ZOETIS INC | 3663 | 460880 | CL A |
| AMERICAN TOWER CORP NEW | 2542 | 446305 | COM |
| ENBRIDGE INC | 9198 | 439939 | COM |
| ASE TECHNOLOGY HLDG CO LTD | 26898 | 433058 | SPONSORED ADS |
| BOEING CO | 1849 | 401455 | COM |
| INTERNATIONAL BUSINESS MACHS | 1318 | 390405 | COM |
| KINDER MORGAN INC DEL | 13949 | 383459 | COM |
| NORTHROP GRUMMAN CORP | 518 | 295368 | COM |
| TOTALENERGIES SE | 4394 | 287456 | ACT |
| ALPHABET INC | 915 | 286395 | CAP STK CL A |
| PUBLIC SVC ENTERPRISE GRP IN | 3513 | 282098 | COM |
| IONIS PHARMACEUTICALS INC | 3379 | 267313 | COM |
| MANULIFE FINL CORP | 7114 | 258096 | COM |
| CARRIER GLOBAL CORPORATION | 4845 | 256038 | COM |
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