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
$20.9B
$1.67 Million 0.73% of portfolio
21,740
Q3 2025 Added 0.41%
$61.3B
$1.67 Million 0.73% of portfolio
20,040
Q3 2025 Added 5.44%
$93.1B
$1.69 Million 0.73% of portfolio
19,939
Q3 2025 Added 2.75%
$267B
$1.66 Million 0.72% of portfolio
23,336
Q3 2025 Reduced 0.35%
$85.2B
$1.61 Million 0.7% of portfolio
23,098
Q3 2025 Added 0.95%
$13.7B
$1.54 Million 0.67% of portfolio
21,422
Q3 2025 Added 0.7%
$21.7B
$1.41 Million 0.62% of portfolio
11,654
Q3 2025 Reduced 0.54%
$115B
$1.44 Million 0.62% of portfolio
27,044
Q3 2025 Reduced 0.56%
$21.5B
$1.42 Million 0.62% of portfolio
10,286
Q3 2025 Added 8.56%
$18.8B
$1.42 Million 0.62% of portfolio
2,681
Q3 2025 Added 0.19%
$41.7B
$1.4 Million 0.61% of portfolio
938
Q3 2025 Added 2.51%
$98.3B
$1.39 Million 0.6% of portfolio
3,290
Q3 2025 Reduced 1.05%
$1.5T
$1.38 Million 0.6% of portfolio
5,658
Q3 2025 Added 212.08%
$402B
$1.36 Million 0.59% of portfolio
26,325
Q3 2025 Reduced 1.92%
$391B
$1.35 Million 0.59% of portfolio
1,398
Q3 2025 Reduced 0.57%
$40.9B
$1.35 Million 0.59% of portfolio
15,088
Q3 2025 Added 8.16%
$285B
$1.32 Million 0.57% of portfolio
5,504
Q3 2025 Added 2.1%
$76.6B
$1.26 Million 0.55% of portfolio
9,473
Q3 2025 Reduced 7.47%
$570B
$1.23 Million 0.54% of portfolio
3,617
Q3 2025 Reduced 1.23%
$4.26B
$1.14 Million 0.5% of portfolio
15,733
Q3 2025 Added 1.09%
$35.7B
$1.15 Million 0.5% of portfolio
39,902
Q3 2025 Reduced 0.05%
$262B
$1.12 Million 0.49% of portfolio
5,878
Q3 2025 Added 0.19%
$155B
$1.13 Million 0.49% of portfolio
19,117
Q3 2025 Added 0.1%
$264B
$1.1 Million 0.48% of portfolio
14,371
Q3 2025 Added 0.03%
$13.4B
$1.08 Million 0.47% of portfolio
4,770
Q3 2025 Added 0.91%
$9.59B
$1.08 Million 0.47% of portfolio
53,431
Q3 2025 Added 0.47%
$26.8B
$1.09 Million 0.47% of portfolio
1,857
Q3 2025 Added 1.36%
$24B
$1.05 Million 0.46% of portfolio
38,432
Q3 2025 Added 4.05%
$76B
$1.07 Million 0.46% of portfolio
16,842
Q3 2025 Reduced 1.53%
$292B
$1.02 Million 0.45% of portfolio
15,431
Q3 2025 Reduced 0.72%
$11.7B
$1 Million 0.44% of portfolio
3,228
Q3 2025 Added 1.45%
$53.7B
$1.02 Million 0.44% of portfolio
24,329
Q3 2025 Reduced 0.06%
$57.4B
$980,000 0.43% of portfolio
3,211
Q2 2025 Added 18.49%
$87.1B
$960,000 0.42% of portfolio
20,113
Q3 2025 Added 0.58%
$542B
$941,000 0.41% of portfolio
1,655
Q3 2025 Reduced 1.49%
$111B
$950,000 0.41% of portfolio
14,402
Q3 2025 Added 0.27%
$10.7B
$946,000 0.41% of portfolio
21,046
Q3 2025 Added 1.65%
$28B
$890,000 0.39% of portfolio
3,472
Q3 2025 Added 2.27%
$24.4B
$899,000 0.39% of portfolio
17,729
Q3 2025 Added 0.94%
$64.6B
$900,000 0.39% of portfolio
3,224
Q3 2025 Reduced 1.23%
$74.3B
$874,000 0.38% of portfolio
7,953
Q1 2025 Reduced 0.33%
$54.4B
$883,000 0.38% of portfolio
12,161
Q3 2025 Added 1.32%
$215B
$866,000 0.38% of portfolio
10,322
Q3 2025 Reduced 0.74%
$101B
$859,000 0.37% of portfolio
24,943
Q3 2025 Reduced 0.06%
$106B
$839,000 0.37% of portfolio
2,144
Q2 2025 Reduced 0.23%
$11.2B
$843,000 0.37% of portfolio
5,661
Q3 2025 Added 3.1%
$128B
$829,000 0.36% of portfolio
14,957
Q3 2025 Added 8.56%
$5.07B
$799,000 0.35% of portfolio
17,790
Q3 2025 Added 0.37%
$132B
$793,000 0.35% of portfolio
1,589
Q2 2025 Added 2.12%

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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