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
$8.68B
$802,000 0.35% of portfolio
5,128
Q3 2025 Added 12.46%
$23.2B
$798,000 0.35% of portfolio
7,598
Q2 2025 Reduced 1.77%
$3.56B
$810,000 0.35% of portfolio
13,947
Q3 2025 Added 3.08%
$28.5B
$794,000 0.35% of portfolio
156,394
Q3 2025 Added 1.0%
$32.4B
$771,000 0.34% of portfolio
13,146
Q3 2025 Added 1.54%
$64.5B
$782,000 0.34% of portfolio
9,499
Q3 2025 Reduced 0.99%
$139B
$748,000 0.33% of portfolio
3,167
Q3 2025 Reduced 0.19%
$5.41B
$746,000 0.32% of portfolio
5,797
Q3 2025 Added 1.84%
$22.1B
$687,000 0.3% of portfolio
29,404
Q3 2025 Added 0.41%
$3.07B
$677,000 0.29% of portfolio
11,890
Q3 2025 Added 1.3%
$54.5B
$653,000 0.28% of portfolio
6,849
Q3 2025 Added 1.11%
$10.9B
$617,000 0.27% of portfolio
2,155
Q3 2025 Added 4.11%
$636B
$616,000 0.27% of portfolio
1,226
Q3 2024 New
$6.4B
$605,000 0.26% of portfolio
1,352
Q3 2025 Added 5.05%
$53.1B
$581,000 0.25% of portfolio
2,366
Q1 2025 Reduced 0.34%
$2.24T
$558,000 0.24% of portfolio
2,542
Q3 2025 Reduced 0.7%
$6.15B
$556,000 0.24% of portfolio
3,722
Q3 2025 Added 2.39%
$66.6B
$546,000 0.24% of portfolio
3,737
Q3 2025 Reduced 1.35%
$61.1B
$546,000 0.24% of portfolio
13,934
Q1 2025 Reduced 0.35%
$3.37B
$556,000 0.24% of portfolio
8,003
Q3 2025 Added 4.4%
$35.2B
$525,000 0.23% of portfolio
3,879
Q4 2024 Reduced 1.12%
$85.3B
$500,000 0.22% of portfolio
2,604
Q3 2025 Reduced 1.4%
$75.5B
$504,000 0.22% of portfolio
2,513
Q3 2025 Reduced 1.14%
$96.7B
$479,000 0.21% of portfolio
9,497
Q3 2025 Reduced 1.31%
$903B
$477,000 0.21% of portfolio
1,514
Q3 2025 Reduced 1.37%
$0
$458,000 0.2% of portfolio
3,256
Q1 2022 Added 12.43%
$61.5B
$394,000 0.17% of portfolio
13,949
Q3 2025 Reduced 2.21%
$128B
$399,000 0.17% of portfolio
1,849
Q3 2024 New
$248B
$371,000 0.16% of portfolio
1,318
Q2 2025 Added 1.15%
$173B
$301,000 0.13% of portfolio
4,394
Q3 2025 Reduced 2.14%
$25.1B
$298,000 0.13% of portfolio
26,951
Q3 2025 Reduced 2.09%
$95.3B
$288,000 0.13% of portfolio
474
Q3 2025 Reduced 1.04%
$47.6B
$296,000 0.13% of portfolio
4,973
Q3 2025 Reduced 1.25%
$40.8B
$293,000 0.13% of portfolio
3,513
Q3 2025 Reduced 3.89%
$1.41T
$242,000 0.11% of portfolio
996
Q3 2025 New
$60.6B
$221,000 0.1% of portfolio
7,114
Q3 2025 Reduced 3.32%
$10B
$233,000 0.1% of portfolio
3,572
Q3 2025 New
$139B
$206,000 0.09% of portfolio
8,097
Q3 2025 Reduced 3.56%
$102B
$202,000 0.09% of portfolio
1,006
Q3 2025 Reduced 2.33%
Linde PLC
-
$0 0.0% of portfolio
-
Q3 2025 Reduced 0.43%
Blackrock Inc
-
$0 0.0% of portfolio
-
Q3 2025 Reduced 0.75%
Cooper Cos Inc
-
$0 0.0% of portfolio
-
Q3 2025 Added 3.77%
Te Connectivity PLC
-
$0 0.0% of portfolio
-
Q1 2025 Reduced 0.35%

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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