DOSSIER · 13F-HR · Q2 2026

MITCHELL MCLEOD PUGH & WILLIAMS INC

$815M in tracked AUM across 387 positions as of Q2 2026.

MM
CIK 0001632105 · last filed Jun 30, 2026
Total AUM
$815M
as of Q2 2026
Holdings
387
positions
Whale Score
52
52
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

MITCHELL MCLEOD PUGH & WILLIAMS INC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
VOO
VANGUARD INDEX FDS
$56M82K6.9%
02
VUG
VANGUARD INDEX FDS
$56M650K6.9%
03
VTV
VANGUARD INDEX FDS
$47M215K5.8%
04
VO
VANGUARD INDEX FDS
$40M499K4.9%
05
AAPL
APPLE INC
$37M127K4.5%
06
NVDA
NVIDIA CORPORATION
$20M99K2.4%
07
MSFT
MICROSOFT CORP
$17M46K2.1%
08
VB
VANGUARD INDEX FDS
$16M53K2.0%
09
GOOGL
ALPHABET INC
$16M44K1.9%
10
BIV
VANGUARD BD INDEX FDS
$14M183K1.7%

Filing history

2026Q2Jun 30
$815M 20.2%
387 positionsView →
2026Q1Mar 31
$678M 3.3%
360 positionsView →
2025Q4Dec 31
$700M 12.6%
370 positionsView →
2025Q3Sep 30
$622M 15.8%
360 positionsView →
2025Q2Jun 30
$537M 11.0%
325 positionsLocked
2025Q1Mar 31
$483M 1.5%
318 positionsLocked
2024Q4Dec 31
$476M 0.6%
302 positionsLocked
2024Q3Sep 30
$479M 9.4%
313 positionsLocked
2024Q2Jun 30
$438M 5.4%
308 positionsLocked
2024Q1Mar 31
$416M 10.0%
304 positionsLocked
2023Q4Dec 31
$378M 11.3%
295 positionsLocked
2023Q3Sep 30
$340M 1.8%
295 positionsLocked
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