Mitchell Mcleod Pugh & Williams Inc has filed its 13F form on July 28, 2025 for Q2 2025 where it was disclosed a total value porftolio of $531 Million distributed in 325 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Index Fds S&P 500 ETF with a value of $36.3M, Vanguard Growth ETF with a value of $35.7M, Vanguard Value ETF with a value of $24.4M, Apple Inc. with a value of $24.3M, and Vanguard Mid Cap ETF with a value of $23.1M.

Examining the 13F form we can see an increase of $52M in the current position value, from $479M to 531M.

Below you can find more details about Mitchell Mcleod Pugh & Williams Inc portfolio as well as his latest detailed transactions.

Portfolio value $531 Million
ETFs: $216 Million
Technology: $93 Million
Financial Services: $55.5 Million
Industrials: $31.9 Million
Consumer Cyclical: $27.9 Million
Healthcare: $27 Million
Consumer Defensive: $23.6 Million
Communication Services: $21.4 Million
Other: $34.5 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 325
  • Current Value $531 Million
  • Prior Value $479 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 28, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 12 stocks
  • Additional Purchases 129 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 53 stocks
Track This Portfolio

Track Mitchell Mcleod Pugh & Williams Inc Portfolio

Follow Mitchell Mcleod Pugh & Williams Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Mitchell Mcleod Pugh & Williams Inc, based on Form 13F filings with the SEC.

News

Stay updated on Mitchell Mcleod Pugh & Williams Inc with notifications on news.