Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
MITCHELL & PAHL PRIVATE WEALTH, LLC (CIK 1836506) reported $272.2M across 149 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: AAPL ($8.1M, 2.98%), STX ($7.5M, 2.76%), AVGO ($6.5M, 2.37%), MSFT ($5.5M, 2.02%), CSCO ($4.9M, 1.81%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | $8.1M | 2.98% | 28,025 | Trimmed |
| 2 | STX | SEAGATE TECHNOLOGY HLDNGS PL | $7.5M | 2.76% | 7,782 | Trimmed |
| 3 | AVGO | BROADCOM INC | $6.5M | 2.37% | 17,114 | Trimmed |
| 4 | MSFT | MICROSOFT CORP | $5.5M | 2.02% | 14,770 | Added |
| 5 | CSCO | CISCO SYS INC | $4.9M | 1.81% | 41,889 | Added |
| 6 | JNJ | JOHNSON & JOHNSON | $4.8M | 1.75% | 18,704 | Added |
| 7 | TER | TERADYNE INC | $4.6M | 1.68% | 9,440 | Trimmed |
| 8 | TXN | TEXAS INSTRS INC | $4.5M | 1.66% | 15,176 | Added |
| 9 | GS | GOLDMAN SACHS GROUP INC | $4.5M | 1.65% | 4,454 | Added |
| 10 | XOM | EXXON MOBIL CORP | $4.4M | 1.60% | 31,956 | Added |
| 11 | LIN | LINDE PLC | $4.2M | 1.53% | 8,043 | Added |
| 12 | VLO | VALERO ENERGY CORP | $4.0M | 1.47% | 15,370 | Added |
| 13 | UNH | UNITEDHEALTH GROUP INC | $4.0M | 1.47% | 9,651 | Added |
| 14 | ABBV | ABBVIE INC | $3.9M | 1.44% | 15,598 | Added |
| 15 | NVS | NOVARTIS AG | $3.6M | 1.34% | 23,278 | Added |
| 16 | ECL | ECOLAB INC | $3.6M | 1.34% | 13,054 | Added |
| 17 | PSX | PHILLIPS 66 | $3.6M | 1.30% | 21,010 | Added |
| 18 | GD | GENERAL DYNAMICS CORP | $3.5M | 1.29% | 9,925 | Added |
| 19 | MMM | 3M CO | $3.5M | 1.28% | 21,505 | Added |
| 20 | WM | WASTE MGMT INC DEL | $3.5M | 1.28% | 15,692 | Added |
| 21 | NEE | NEXTERA ENERGY INC | $3.5M | 1.28% | 39,829 | Added |
| 22 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $3.4M | 1.25% | 7,128 | Trimmed |
| 23 | HD | HOME DEPOT INC | $3.3M | 1.23% | 9,498 | Added |
| 24 | PG | PROCTER & GAMBLE CO | $3.3M | 1.21% | 22,413 | Added |
| 25 | WEC | WEC ENERGY GROUP INC | $3.2M | 1.19% | 27,716 | Added |
Source: SEC Form 13F filings · as of 2026-06-30