MITCHELL & PAHL PRIVATE WEALTH, LLC
•CIK: 1836506•Filing: Q4 2025
**MITCHELL & PAHL PRIVATE WEALTH, LLC** manages $241M across a diversified portfolio of 143 positions. The firm maintains significant exposure to mega-cap technology and industrials, highlighted by top holdings including AVGO and AAPL, each representing an $8.1M allocation. Further concentration is evident in core names such as MSFT ($7.3M), GS ($3.9M), and XOM ($3.9M). This structure suggests a disciplined, large-cap growth and value orientation within its private wealth mandate.
Total AUM
$240.9M
QoQ Performance
+1.0%
Positions
142
Top 10 Concentration
20.3%
Latest Filing
Q4 2025
Top Holdings Allocation
AVGO3.4%
AAPL3.3%
MSFT3.0%
GS1.6%
XOM1.6%
JNJ1.6%
ABBV1.5%
MMM1.4%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other48.1%
Technology13.1%
Financial7.4%
Healthcare5.8%
Consumer5.4%
Materials5.3%
Industrial4.6%
Communication3.7%
🚪 Exited Positionssold since Q3 2025
Changes from Q3 2025
NEW3 new positions
↑47 increased
↓83 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023