Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
MITCHELL MCLEOD PUGH & WILLIAMS INC (CIK 1632105) reported $677.6M across 282 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: VOO ($48.7M, 7.19%), VUG ($45.6M, 6.73%), VTV ($38.5M, 5.68%), VO ($33.4M, 4.93%), AAPL ($31.0M, 4.57%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | $48.7M | 7.19% | 81,582 | Added |
| 2 | VUG | VANGUARD INDEX FDS | $45.6M | 6.73% | 104,357 | Added |
| 3 | VTV | VANGUARD INDEX FDS | $38.5M | 5.68% | 196,004 | Added |
| 4 | VO | VANGUARD INDEX FDS | $33.4M | 4.93% | 116,327 | Added |
| 5 | AAPL | APPLE INC | $31.0M | 4.57% | 122,000 | Added |
| 6 | NVDA | NVIDIA CORPORATION | $16.1M | 2.38% | 92,468 | Trimmed |
| 7 | MSFT | MICROSOFT CORP | $15.9M | 2.35% | 43,050 | Added |
| 8 | VB | VANGUARD INDEX FDS | $13.5M | 1.99% | 51,535 | Trimmed |
| 9 | BIV | VANGUARD BD INDEX FDS | $12.6M | 1.86% | 163,398 | Added |
| 10 | GOOGL | ALPHABET INC | $11.7M | 1.72% | 40,615 | Trimmed |
| 11 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $11.2M | 1.65% | 23,285 | Added |
| 12 | COWZ | PACER FDS TR | $9.5M | 1.40% | 151,159 | Trimmed |
| 13 | VEA | VANGUARD TAX-MANAGED FDS | $9.2M | 1.36% | 144,115 | Added |
| 14 | JPM | JPMORGAN CHASE & CO | $9.0M | 1.33% | 30,725 | Trimmed |
| 15 | AMZN | AMAZON COM INC | $9.0M | 1.33% | 43,194 | Added |
| 16 | FBCG | FIDELITY COVINGTON TRUST | $8.7M | 1.29% | 174,305 | Added |
| 17 | AVGO | BROADCOM INC | $8.6M | 1.26% | 27,675 | Trimmed |
| 18 | CAT | CATERPILLAR INC | $7.4M | 1.08% | 10,377 | Trimmed |
| 19 | JNJ | JOHNSON & JOHNSON | $6.8M | 1.01% | 27,868 | Trimmed |
| 20 | XOM | EXXON MOBIL CORP | $6.8M | 1.00% | 40,100 | Added |
| 21 | SO | SOUTHERN CO | $6.5M | 0.96% | 67,387 | Added |
| 22 | WMT | WALMART INC | $6.3M | 0.93% | 50,964 | Trimmed |
| 23 | VXUS | VANGUARD STAR FDS | $5.8M | 0.86% | 75,169 | Added |
| 24 | SFBS | SERVISFIRST BANCSHARES INC | $5.7M | 0.84% | 78,063 | Hold |
| 25 | LLY | ELI LILLY & CO | $5.7M | 0.84% | 6,224 | Hold |
Source: SEC Form 13F filings · as of 2026-03-31