13F Insight
DOSSIER · 13F-HR · Q3 2026

MITCHELL & PAHL PRIVATE WEALTH, LLC

$277M in tracked AUM across 147 positions as of Q3 2026.

M&
CIK 0001836506 · last filed Sep 30, 2026
Total AUM
$277M
as of Q3 2026
Holdings
147
—
positions
Whale Score
50
50
tracked
Activity
—
no data
changes this Q
AI Analysis · Q3 2026

MITCHELL & PAHL PRIVATE WEALTH, LLC filed its latest 13F-HR for Q3 2026. See the latest holdings and position changes below.

Quarter at a glance — Q3 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q3 2026.

#HoldingValueSharesWeight
01
AAPL
APPLE INC
$9M26K3.2%02
MSFT
MICROSOFT CORP
$8M15K2.8%03
G7997R103
SEAGATE TECHNOLOGY HLDNGS PL
$7M8K2.6%04
AVGO
BROADCOM INC
$6M17K2.2%05
VLO
VALERO ENERGY CORP
$6M15K2.1%06
PSX
PHILLIPS 66
$5M21K1.9%07
XOM
EXXONMOBIL HOLDINGS CORP
$5M32K1.9%08
JNJ
JOHNSON & JOHNSON
$5M19K1.8%09
CSCO
CISCO SYS INC
$4M42K1.6%10
TXN
TEXAS INSTRS INC
$4M15K1.5%

Filing history

2026Q3Sep 30
$277M▲ 1.8%
147 positionsView →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 positionsLocked2025Q2Jun 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 positionsLocked
Showing 12 of 24