MITCHELL & PAHL PRIVATE WEALTH, LLC - Portfolio Stock Holdings
MITCHELL & PAHL PRIVATE WEALTH, LLC disclosed 149 stock positions in a recent SEC 13F filing. $277,195,518 of stock holdings were filed, with the largest holdings including AAPL, MSFT, and STX. This filing represented positions held on Sept. 30, 2026, and was filed yesterday.We estimate the fund has a total AUM of $449,942,478 and has 4 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
Sept. 30, 2026No. of Stocks:
149Est. Stock Holding Value:
$277,195,518Top Stock Holdings By Sector
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Portfolio Stock Holdings - MITCHELL & PAHL PRIVATE WEALTH, LLC
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% of Portfolio
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