Mitchell & Pahl Private Wealth, LLC Portfolio Holdings

Mitchell & Pahl Private Wealth, LLC

  • $230 Million
  • Q3 2025

Mitchell & Pahl Private Wealth, LLC has filed its 13F form on October 09, 2025 for Q3 2025 where it was disclosed a total value porftolio of $230 Million distributed in 144 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $8.03M, Broadcom Inc. with a value of $7.99M, Apple Inc. with a value of $7.64M, Abb Vie Inc. with a value of $3.77M, and Home Depot, Inc. with a value of $3.65M.

Examining the 13F form we can see an increase of $11.8M in the current position value, from $218M to 230M.

Below you can find more details about Mitchell & Pahl Private Wealth, LLC portfolio as well as his latest detailed transactions.

Portfolio value $230 Million
Technology: $45.2 Million
Industrials: $34.2 Million
Financial Services: $30.3 Million
Healthcare: $23.6 Million
Consumer Defensive: $17.9 Million
Consumer Cyclical: $17.8 Million
Energy: $16 Million
Communication Services: $15.9 Million
Other: $28.7 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.85T
$8.03 Million 3.5% of portfolio
15,497
Q3 2025 Reduced 1.41%
$147B
$7.99 Million 3.48% of portfolio
24,205
Q3 2025 Reduced 1.38%
$4.32T
$7.64 Million 3.33% of portfolio
29,989
Q3 2025 Reduced 0.85%
$375B
$3.77 Million 1.64% of portfolio
16,289
Q3 2025 Reduced 0.51%
$387B
$3.65 Million 1.59% of portfolio
9,017
Q3 2025 Reduced 0.07%
$268B
$3.63 Million 1.58% of portfolio
4,556
Q3 2025 Reduced 1.04%
$474B
$3.57 Million 1.55% of portfolio
31,657
Q3 2025 Reduced 0.32%
$73.4B
$3.49 Million 1.52% of portfolio
12,749
Q3 2025 Reduced 0.43%
$487B
$3.49 Million 1.52% of portfolio
18,805
Q3 2025 Reduced 0.06%
$312B
$3.45 Million 1.5% of portfolio
10,001
Q3 2025 Added 8.13%
$80.8B
$3.36 Million 1.46% of portfolio
15,194
Q3 2025 Reduced 0.26%
$89.6B
$3.33 Million 1.45% of portfolio
21,447
Q3 2025 Reduced 0.58%
$93.9B
$3.34 Million 1.45% of portfolio
9,794
Q3 2025 Reduced 0.74%
$351B
$3.22 Million 1.4% of portfolio
20,960
Q3 2025 Added 0.39%
$34.9B
$3.07 Million 1.34% of portfolio
26,783
Q3 2025 Reduced 0.1%
$218B
$3.04 Million 1.32% of portfolio
9,991
Q3 2025 Added 0.27%
$67.6B
$2.94 Million 1.28% of portfolio
26,334
Q3 2025 Reduced 0.54%
$306B
$2.89 Million 1.26% of portfolio
42,232
Q3 2025 Reduced 0.64%
$266B
$2.88 Million 1.25% of portfolio
22,421
Q3 2025 Reduced 0.55%
$119B
$2.85 Million 1.24% of portfolio
90,568
Q3 2025 Added 0.81%
$177B
$2.85 Million 1.24% of portfolio
14,621
Q3 2025 Added 1.14%
$66.3B
$2.75 Million 1.2% of portfolio
20,252
Q3 2025 Reduced 0.61%
$29.1B
$2.74 Million 1.19% of portfolio
30,427
Q3 2025 Added 0.25%
$77.6B
$2.68 Million 1.17% of portfolio
42,953
Q3 2025 Added 0.22%
$53.1B
$2.64 Million 1.15% of portfolio
9,672
Q3 2025 Reduced 0.09%
$204B
$2.64 Million 1.15% of portfolio
23,016
Q3 2025 Reduced 0.12%
$89.6B
$2.65 Million 1.15% of portfolio
7,657
Q3 2025 Reduced 0.03%
$82.8B
$2.62 Million 1.14% of portfolio
20,006
Q3 2025 Reduced 1.16%
$411B
$2.62 Million 1.14% of portfolio
2,833
Q3 2025 Reduced 0.18%
$175B
$2.57 Million 1.12% of portfolio
91,063
Q3 2025 Reduced 0.5%
$260B
$2.53 Million 1.1% of portfolio
15,114
Q3 2025 Reduced 0.65%
$66.2B
$2.54 Million 1.1% of portfolio
14,900
Q3 2025 Reduced 1.16%
$107B
$2.51 Million 1.09% of portfolio
8,545
Q3 2025 Added 0.09%
$166B
$2.51 Million 1.09% of portfolio
57,129
Q3 2025 Added 0.57%
$13.1B
$2.42 Million 1.05% of portfolio
52,090
Q3 2025 Added 0.12%
$69.3B
$2.38 Million 1.04% of portfolio
49,224
Q3 2025 Reduced 0.1%
$54.8B
$2.28 Million 0.99% of portfolio
9,655
Q2 2025 Reduced 0.11%
$121B
$2.2 Million 0.96% of portfolio
53,659
Q3 2025 Reduced 1.86%
$74.7B
$2.21 Million 0.96% of portfolio
8,472
Q3 2025 Added 0.41%
$1.58T
$2.21 Million 0.96% of portfolio
7,923
Q3 2025 Reduced 1.64%
$302B
$2.19 Million 0.95% of portfolio
14,094
Q3 2025 Added 0.02%
$6.64B
$2.13 Million 0.93% of portfolio
31,012
Q3 2025 Reduced 0.76%
$44.4B
$2.09 Million 0.91% of portfolio
25,855
Q3 2025 Added 0.81%
$115B
$2.08 Million 0.91% of portfolio
7,381
Q3 2025 Added 0.48%
$36.9B
$2 Million 0.87% of portfolio
24,298
Q3 2025 Added 0.63%
$102B
$1.98 Million 0.86% of portfolio
11,607
Q3 2025 Reduced 8.8%
$159B
$1.88 Million 0.82% of portfolio
6,655
Q3 2025 Added 0.64%
$198B
$1.76 Million 0.77% of portfolio
12,564
Q3 2025 Added 0.82%
$22.9B
$1.74 Million 0.76% of portfolio
12,529
Q3 2025 Added 1.33%

Summary

  • Portfolio
  • No. of Stocks 144
  • Current Value $230 Million
  • Prior Value $218 Million
  • Filing
  • Period Q3 2025
  • Filing Date October 09, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 2 stocks
  • Additional Purchases 61 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 67 stocks
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