MITCHELL MCLEOD PUGH & WILLIAMS INC
•CIK: 1632105•Filing: Q4 2025
**MITCHELL MCLEOD PUGH & WILLIAMS INC** manages $700M across a diversified portfolio of 287 positions. The strategy shows a significant tilt toward broad market exposure, evidenced by top holdings including VOO ($51.8M), VUG ($45.9M), and VTV ($38.4M). Core technology and mega-cap names anchor the portfolio, with substantial allocations to AAPL ($33.9M), VO ($32.8M), and NVDA ($17.9M). This structure suggests a conviction in established growth sectors within the current market cycle.
Total AUM
$700.4M
QoQ Performance
+12.6%
Positions
242
Top 10 Concentration
41.3%
Latest Filing
Q4 2025
Top Holdings Allocation
VOO
VUG
VTV
VOO7.4%
VUG6.6%
VTV5.5%
AAPL4.8%
VO4.7%
NVDA2.6%
MSFT2.4%
VB2.1%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other49.7%
Technology17.2%
ETF8.4%
Financial6.2%
Consumer5.1%
Healthcare4.3%
Industrial3.6%
Utilities1.4%
🚪 Exited Positionssold since Q3 2025
+80 more exited positions
Changes from Q3 2025
NEW4 new positions
↑102 increased
↓63 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023