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 & PAHL PRIVATE WEALTH, LLC (CIK 1836506) reported $246.3M across 145 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: AAPL ($7.1M, 2.90%), AVGO ($5.5M, 2.22%), MSFT ($5.4M, 2.20%), XOM ($5.4M, 2.18%), JNJ ($4.5M, 1.82%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | $7.1M | 2.90% | 28,156 | Trimmed |
| 2 | AVGO | BROADCOM INC | $5.5M | 2.22% | 17,700 | Trimmed |
| 3 | MSFT | MICROSOFT CORP | $5.4M | 2.20% | 14,638 | Trimmed |
| 4 | XOM | EXXON MOBIL CORP | $5.4M | 2.18% | 31,716 | Trimmed |
| 5 | JNJ | JOHNSON & JOHNSON | $4.5M | 1.82% | 18,388 | Trimmed |
| 6 | LIN | LINDE PLC | $3.9M | 1.60% | 7,954 | Trimmed |
| 7 | PSX | PHILLIPS 66 | $3.8M | 1.53% | 20,687 | Added |
| 8 | GS | GOLDMAN SACHS GROUP INC | $3.7M | 1.52% | 4,418 | Trimmed |
| 9 | VLO | VALERO ENERGY CORP | $3.8M | 1.52% | 15,196 | Added |
| 10 | NEE | NEXTERA ENERGY INC | $3.6M | 1.48% | 39,222 | Added |
| 11 | WM | WASTE MGMT INC DEL | $3.5M | 1.43% | 15,368 | Hold |
| 12 | NVS | NOVARTIS AG | $3.5M | 1.42% | 22,931 | Added |
| 13 | ECL | ECOLAB INC | $3.4M | 1.37% | 12,716 | Trimmed |
| 14 | GD | GENERAL DYNAMICS CORP | $3.3M | 1.36% | 9,736 | Trimmed |
| 15 | ABBV | ABBVIE INC | $3.3M | 1.35% | 15,289 | Trimmed |
| 16 | CSCO | CISCO SYS INC | $3.2M | 1.31% | 41,602 | Trimmed |
| 17 | PG | PROCTER & GAMBLE CO | $3.1M | 1.28% | 21,783 | Added |
| 18 | WEC | WEC ENERGY GROUP INC | $3.1M | 1.27% | 27,070 | Added |
| 19 | STX | SEAGATE TECHNOLOGY HLDNGS PL | $3.1M | 1.26% | 7,905 | Trimmed |
| 20 | SRE | SEMPRA | $3.1M | 1.25% | 31,595 | Added |
| 21 | CVX | CHEVRON CORPORATION | $3.1M | 1.25% | 14,826 | Added |
| 22 | MMM | 3M CO | $3.1M | 1.24% | 21,032 | Trimmed |
| 23 | HD | HOME DEPOT INC | $3.0M | 1.23% | 9,242 | Added |
| 24 | COST | COSTCO WHOLESALE CORPORATION | $3.0M | 1.21% | 2,991 | Added |
| 25 | AFL | AFLAC INC | $3.0M | 1.21% | 27,072 | Added |
Source: SEC Form 13F filings · as of 2026-03-31