Mitchell & Pahl Private Wealth, LLC Portfolio Holdings
Mitchell & Pahl Private Wealth, LLC
- $218 Million
- Q2 2025
Mitchell & Pahl Private Wealth, LLC has filed its 13F form on July 11, 2025 for Q2 2025 where it was disclosed a total value porftolio of $218 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 $7.82M, Broadcom Inc. with a value of $6.77M, Apple Inc. with a value of $6.21M, Waste Management Inc with a value of $3.49M, and Ecolab Inc. with a value of $3.45M.
Examining the 13F form we can see an increase of $10.9M in the current position value, from $207M to 218M.
Below you can find more details about Mitchell & Pahl Private Wealth, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$218 Million
Technology: $40.8 Million
Industrials: $33.5 Million
Financial Services: $29 Million
Healthcare: $21.1 Million
Consumer Defensive: $18.1 Million
Consumer Cyclical: $17.1 Million
Communication Services: $16.1 Million
Energy: $14.6 Million
Other: $27.5 Million
Stock Holdings Table Market Cap. of Under $50 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
|---|
Summary
- Portfolio
- No. of Stocks 144
- Current Value $218 Million
- Prior Value $207 Million
- Filing
- Period Q2 2025
- Filing Date July 11, 2025
- Form Type 13F-HR
- Activity in Q2 2025
- New Purchases 0 stocks
- Additional Purchases 104 stocks
- Sold out of 0 stocks
- Reduced holdings in 28 stocks