13F Insight
DOSSIER · 13F-HR · Q2 2026

MITCHELL & PAHL PRIVATE WEALTH, LLC

$272M in tracked AUM across 149 positions as of Q2 2026.

M&
CIK 0001836506 · last filed Jun 30, 2026
Total AUM
$272M
as of Q2 2026
Holdings
149
—
positions
Whale Score
48
48
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

MITCHELL & PAHL PRIVATE WEALTH, LLC 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
AAPL
APPLE INC
$8M28K3.0%02
G7997R103
SEAGATE TECHNOLOGY HLDNGS PL
$8M8K2.8%03
AVGO
BROADCOM INC
$6M17K2.4%04
MSFT
MICROSOFT CORP
$6M15K2.0%05
CSCO
CISCO SYS INC
$5M42K1.8%06
JNJ
JOHNSON & JOHNSON
$5M19K1.7%07
TER
TERADYNE INC
$5M9K1.7%08
TXN
TEXAS INSTRS INC
$5M15K1.7%09
GS
GOLDMAN SACHS GROUP INC
$5M4K1.7%10
XOM
EXXON MOBIL CORP
$4M32K1.6%

Filing history

2026Q2Jun 30
$272M▲ 10.5%
149 positionsView →2026Q1Mar 31
$246M▲ 2.2%
145 positionsView →2025Q4Dec 31
$241M▲ 1.0%
143 positionsView →2025Q3Sep 30
$238M▲ 5.3%
144 positionsView →2025Q2Jun 30
$226M▲ 5.5%
144 positionsLocked2025Q1Mar 31
$215M▲ 0.2%
145 positionsLocked2024Q4Dec 31
$214M▼ 0.3%
146 positionsLocked2024Q3Sep 30
$215M▲ 13.4%
145 positionsLocked2024Q2Jun 30
$189M▼ 0.5%
142 positionsLocked2024Q1Mar 31
$190M▲ 8.1%
142 positionsLocked2023Q4Dec 31
$176M▲ 4.5%
142 positionsLocked2023Q3Sep 30
$168M▲ 1.7%
149 positionsLocked
Showing 12 of 23