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Portfolio (Quarterly) Guide ↗

MITCHELL & PAHL PRIVATE WEALTH, LLC

· CIK 0001836506
13F Portfolio $246M AUM 145 positions Filed Apr 24, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 4 New 65 Added 52 Reduced 2 Exited
Page 7 of 8  ·  145 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 BERKSHIRE HATHAWAY INC DEL 1,226.0 $588K 0.24% $479.20
122 ASX ASE TECHNOLOGY HLDG CO LTD Technology 26,781.0 $581K 0.24% $21.68 +87.2%
123 MTN VAIL RESORTS INC Consumer Cyclical 4,342.0 $557K 0.23% +623.0 +16.8% $128.32 +4.5%
124 AIG AMERICAN INTL GROUP INC Financial Services 7,033.0 $529K 0.21% -112.0 -1.6% $75.25 -1.1%
125 PNC PNC FINL SVCS GROUP INC Financial Services 2,479.0 $516K 0.21% -34.0 -1.4% $208.09 +5.6%
126 AMZN AMAZON COM INC Consumer Cyclical 2,450.0 $510K 0.21% $208.27 +31.5%
127 ENB ENBRIDGE INC Energy 9,095.0 $492K 0.20% -103.0 -1.1% $54.14 +2.6%
128 VYM VANGUARD WHITEHALL FDS 3,256.0 $482K 0.20% $148.10 +6.9%
129 KMI KINDER MORGAN INC DEL Energy 13,704.0 $459K 0.19% -245.0 -1.8% $33.53 -4.8%
130 JPM JPMORGAN CHASE & CO Financial Services 1,498.0 $441K 0.18% -13.0 -0.9% $294.16 +0.8%
131 AMT AMERICAN TOWER CORP Real Estate 2,529.0 $436K 0.18% -13.0 -0.5% $172.58 +8.2%
132 NOC NORTHROP GRUMMAN CORP Industrials 617.0 $421K 0.17% +99.0 +19.1% $682.24 -18.0%
133 BA BOEING CO Industrials 2,055.0 $409K 0.17% +206.0 +11.1% $199.03 +14.9%
134 TOTALENERGIES SE 4,380.0 $398K 0.16% $90.98
135 ZTS ZOETIS INC Healthcare 3,339.0 $395K 0.16% -324.0 -8.8% $118.21 -33.8%
136 IBM INTERNATIONAL BUSINESS MACHS Technology 1,318.0 $319K 0.13% $242.39 +9.0%
137 ADSK AUTODESK INC Technology 1,309.0 $313K 0.13% -955.0 -42.2% $239.40 +0.8%
138 PEG PUBLIC SVC ENTERPRISE GROUP Utilities 3,513.0 $284K 0.12% $80.95 -2.2%
139 CARR CARRIER GLOBAL CORPORATION Industrials 4,801.0 $270K 0.11% -44.0 -0.9% $56.32 +13.3%
140 GOOGL ALPHABET INC Communication Services 915.0 $263K 0.11% $287.56 +35.7%
Page 7 of 8  ·  145 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 17.9%
Industrials 14.2%
Financial Services 13.5%
Healthcare 10.3%
Energy 9.2%
Consumer Defensive 7.5%
Basic Materials 7.4%
Utilities 6.7%
Consumer Cyclical 6.6%
Communication Services 6.4%