Mitchell & Pahl Private Wealth, LLC Top Holdings and 13F Report (2026) About Mitchell & Pahl Private Wealth, LLCInvestment ActivityMitchell & Pahl Private Wealth, LLC has $277.20 million in total holdings as of September 30, 2026.Mitchell & Pahl Private Wealth, LLC owns shares of 147 different stocks, but just 73 companies or ETFs make up 80% of its holdings.Approximately 4.66% of the portfolio was purchased this quarter.About 2.28% of the portfolio was sold this quarter.This quarter, Mitchell & Pahl Private Wealth, LLC has purchased 149 new stocks and bought additional shares in 91 stocks.Mitchell & Pahl Private Wealth, LLC sold shares of 39 stocks and completely divested from 3 stocks this quarter.Largest Holdings Apple $8,816,934Microsoft $7,677,414Seagate Technology $7,123,232Broadcom $5,965,336Valero Energy $5,869,991 Largest New Holdings this Quarter 30233Q108 - EXXONMOBIL HOLDINGS CORP $5,177,765 Holding Largest Purchases this Quarter EXXONMOBIL HOLDINGS CORP 31,814 shares (about $5.18M)AT&T 7,796 shares (about $190.22K)NIKE 5,075 shares (about $179.66K)McDonald's 777 shares (about $179.45K)Comcast 8,143 shares (about $177.19K) Largest Sales this Quarter Apple 1,549 shares (about $515.84K)ASE Technology 8,451 shares (about $375.73K)Bank of America 1,840 shares (about $100.15K)Valero Energy 225 shares (about $87.21K)Seagate Technology 59 shares (about $54.42K) Sector Allocation Over TimeMap of 500 Largest Holdings ofMitchell & Pahl Private Wealth, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorAAPLApple$8,816,934$515,842 ▼-5.5%26,4763.2%TechnologyMSFTMicrosoft$7,677,414$102,065 ▲1.3%14,9692.8%TechnologySTXSeagate Technology$7,123,232$54,418 ▼-0.8%7,7232.6%TechnologyAVGOBroadcom$5,965,336$44,952 ▼-0.7%16,9862.2%TechnologyVLOValero Energy$5,869,991$87,207 ▼-1.5%15,1452.1%EnergyPSXPhillips 66$5,309,694$54,381 ▼-1.0%20,7971.9%EnergyEXXONMOBIL HOLDINGS CORP$5,177,765$5,177,765 ▲New Holding31,8141.9%COM SHSJNJJohnson & Johnson$4,951,574$265 ▼0.0%18,7031.8%HealthcareCSCOCisco Systems$4,479,231$29,167 ▼-0.6%41,6181.6%TechnologyTXNTexas Instruments$4,289,607$38,933 ▲0.9%15,3151.5%TechnologyABBVAbbVie$4,158,656$78,218 ▲1.9%15,8971.5%HealthcareGSThe Goldman Sachs Group$4,037,361$27,012 ▲0.7%4,4841.5%FinanceLINDE PLC$3,904,986$87,337 ▲2.3%8,2271.4%SHSTERTeradyne$3,757,353$27,262 ▼-0.7%9,3721.4%TechnologyUNHUnitedHealth Group$3,685,876$143,162 ▲4.0%10,0411.3%HealthcareMMM3M$3,669,663$139,531 ▲4.0%22,3551.3%IndustrialsECLEcolab$3,661,490$77,156 ▲2.2%13,3351.3%MaterialsGDGeneral Dynamics$3,419,906$126,749 ▲3.8%10,3071.2%IndustrialsNVSNovartis$3,389,002$70,147 ▲2.1%23,7701.2%HealthcarePGProcter & Gamble$3,364,434$108,235 ▲3.3%23,1581.2%Consumer StaplesWMWaste Management$3,314,743$114,808 ▲3.6%16,2551.2%IndustrialsCVXChevron$3,290,655$124,357 ▲3.9%16,1151.2%EnergyEMREmerson Electric$3,285,672$45,910 ▲1.4%21,1841.2%IndustrialsTSMTaiwan Semiconductor Manufacturing$3,246,382$5,475 ▼-0.2%7,1161.2%TechnologyAFLAflac$3,137,523$53,654 ▲1.7%28,0691.1%FinanceUSBU.S. Bancorp$3,107,411$69,658 ▲2.3%53,7991.1%FinanceAMGNAmgen$3,100,259$75,873 ▲2.5%7,3551.1%HealthcareNEENextEra Energy$3,086,846$70,211 ▲2.3%40,7561.1%UtilitiesBLACKROCK INC$3,082,801$83,605 ▲2.8%2,9131.1%COMAPDAir Products and Chemicals$2,978,416$136,900 ▲4.8%10,7041.1%MaterialsTGTTarget$2,940,403$68,946 ▲2.4%18,7651.1%Consumer StaplesCOSTCostco Wholesale$2,903,375$126,550 ▲4.6%3,1891.0%Consumer StaplesVZVerizon Communications$2,897,523$164,442 ▲6.0%63,1691.0%Communication ServicesWECWEC Energy Group$2,889,990$96,847 ▲3.5%28,6771.0%UtilitiesHDHome Depot$2,840,667$138,548 ▲5.1%9,9851.0%Consumer DiscretionarySHWSherwin-Williams$2,824,111$121,874 ▲4.5%8,7361.0%MaterialsMDLZMondelez International$2,808,293$92,627 ▲3.4%48,5701.0%Consumer StaplesRTXRTX$2,761,094$22,277 ▼-0.8%14,8731.0%IndustrialsDISWalt Disney$2,714,334$152,737 ▲6.0%25,8751.0%Communication ServicesBACBank of America$2,712,739$100,151 ▼-3.6%49,8391.0%FinanceADPAutomatic Data Processing$2,684,086$68,386 ▲2.6%10,4011.0%IndustrialsCBChubb$2,659,477$79,043 ▲3.1%8,1761.0%FinanceSRESempra Energy$2,638,290$117,328 ▲4.7%33,8421.0%UtilitiesITWIllinois Tool Works$2,549,726$160,548 ▲6.7%9,9100.9%IndustrialsTAT&T$2,500,274$190,221 ▲8.2%102,4710.9%Communication ServicesUBSUBS Group$2,459,916$1,396 ▲0.1%51,1100.9%FinanceIBKRInteractive Brokers Group$2,433,745$2,136 ▼-0.1%28,4910.9%FinanceASMLASML$2,425,823$28,987 ▲1.2%1,3390.9%TechnologyMCDMcDonald's$2,410,898$179,449 ▲8.0%10,4390.9%Consumer DiscretionaryCMCSAComcast$2,368,907$177,192 ▲8.1%108,8650.9%Communication ServicesHSBCHSBC$2,282,838$26,317 ▲1.2%22,9870.8%FinanceUPSUnited Parcel Service$2,239,886$105,869 ▲5.0%23,9710.8%IndustrialsSBUXStarbucks$2,238,327$91,987 ▲4.3%23,8220.8%Consumer DiscretionarySYYSysco$2,206,065$90,821 ▲4.3%28,2980.8%Consumer StaplesXELXcel Energy$2,138,898$103,040 ▲5.1%30,3480.8%UtilitiesIPInternational Paper$2,121,574$106,210 ▲5.3%63,9610.8%MaterialsGOOGAlphabet$2,060,107$77,007 ▲3.9%6,0460.7%Communication ServicesPEPPepsiCo$2,048,360$144,211 ▲7.6%16,1640.7%Consumer StaplesAWKAmerican Water Works$2,005,177$103,450 ▲5.4%15,4870.7%UtilitiesIHGIntercontinental Hotels Group$1,894,867$41,486 ▲2.2%11,7840.7%Consumer DiscretionarySUSuncor Energy$1,711,872$36,039 ▲2.2%25,2230.6%EnergyCRLCharles River Laboratories International$1,662,371$33,041 ▲2.0%5,6350.6%HealthcareNDSNNordson$1,650,420$59,014 ▲3.7%5,0340.6%IndustrialsWRBW.R. Berkley$1,587,948$89,694 ▲6.0%23,5110.6%FinanceDOCUDocusign$1,547,411$61,845 ▲4.2%23,0440.6%TechnologyBTIBritish American Tobacco$1,532,825$57,990 ▲3.9%28,1770.6%Consumer StaplesTTTrane Technologies$1,506,551$49,269 ▲3.4%3,3330.5%IndustrialsTMUST-Mobile US$1,465,438$175,474 ▲13.6%8,9860.5%Communication ServicesMRKMerck & Co., Inc.$1,432,624$3,923 ▼-0.3%9,8590.5%HealthcareRIORio Tinto$1,423,848$58,950 ▲4.3%15,1200.5%MaterialsKOCoca-Cola$1,279,432$6,714 ▼-0.5%14,8630.5%Consumer StaplesMTDRMatador Resources$1,270,724$50,290 ▲4.1%24,6360.5%EnergyNKENIKE$1,262,971$179,656 ▲16.6%35,6770.5%Consumer DiscretionaryAZNCFAstraZeneca$1,262,860$72,985 ▲6.1%7,8210.5%HealthcareBPBP$1,250,438$59,385 ▲5.0%28,4260.5%EnergyBXBlackstone$1,241,842$7,286 ▼-0.6%11,0790.4%FinanceELANElanco Animal Health$1,207,673$58,751 ▲5.1%53,9380.4%HealthcareTDYTeledyne Technologies$1,200,876$63,108 ▲5.5%1,9790.4%TechnologyTMToyota Motor$1,198,249$88,257 ▲8.0%6,5440.4%Consumer DiscretionarySAPSAP$1,163,527$64,629 ▲5.9%5,5810.4%TechnologyUNILEVER PLC$1,161,756$60,122 ▲5.5%19,1300.4%SPON ADR NEWVVisa$1,156,686$6,827 ▼-0.6%3,2190.4%FinanceJCIJohnson Controls International$1,109,873$2,676 ▼-0.2%7,4660.4%IndustrialsLIILennox International$1,099,855$100,826 ▲10.1%3,0980.4%IndustrialsWMBWilliams Companies$1,084,873$9,652 ▼-0.9%15,9610.4%EnergyDLBDolby Laboratories$1,080,960$83,219 ▲8.3%18,3930.4%TechnologySONYSony$1,073,089$64,331 ▲6.4%45,6050.4%Consumer DiscretionaryAPOApollo Global Management$1,069,3740.0%9,2140.4%FinanceFTSFortis$1,054,393$63,754 ▲6.4%19,9620.4%UtilitiesVRTXVertex Pharmaceuticals$1,050,3240.0%2,0090.4%HealthcareNGGNational Grid Transco$1,039,788$69,147 ▲7.1%13,7140.4%UtilitiesNTRNutrien$1,037,171$52,828 ▲5.4%14,7640.4%MaterialsPHGKoninklijke Philips$1,034,495$69,137 ▲7.2%42,3450.4%HealthcareTRVTravelers Companies$1,027,818$7,487 ▼-0.7%2,8830.4%FinanceTE CONNECTIVITY PLC$1,015,930$1,266 ▼-0.1%4,8130.4%ORD SHSJKHYJack Henry & Associates$978,336$62,740 ▲6.9%6,8300.4%FinanceLMTLockheed Martin$886,6040.0%1,7410.3%IndustrialsCHEChemed$883,872$43,436 ▲5.2%1,7500.3%HealthcareFCXFreeport-McMoRan$877,660$2,660 ▼-0.3%12,5380.3%MaterialsMETMetLife$867,589$4,049 ▼-0.5%9,2140.3%FinanceShowing largest 100 holdings. 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