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Portfolio (Quarterly) Guide ↗

MITCHELL & PAHL PRIVATE WEALTH, LLC

· CIK 0001836506
13F Portfolio $272M AUM 149 positions Filed Jul 13, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 5 New 94 Added 24 Reduced 1 Exited
Page 3 of 5  ·  94 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 XEL XCEL ENERGY INC Utilities 28,886.0 $2.3M 0.85% +1K +4.1% $80.30 -5.7%
42 IP INTERNATIONAL PAPER CO Consumer Cyclical 60,759.0 $2.3M 0.85% +3K +5.8% $38.10 -2.3%
43 ADP AUTOMATIC DATA PROCESSING IN Industrials 10,136.0 $2.3M 0.83% +412.0 +4.2% $223.95 +24.0%
44 SYY SYSCO CORP Consumer Defensive 27,133.0 $2.3M 0.83% +1K +4.2% $83.58 -4.2%
45 HSBC HSBC HLDGS PLC Financial Services 22,722.0 $2.2M 0.79% +244.0 +1.1% $95.09 +12.6%
46 GOOG ALPHABET INC 5,820.0 $2.1M 0.76% +153.0 +2.7% $353.33
47 PEP PEPSICO INC Consumer Defensive 15,026.0 $2.0M 0.75% +635.0 +4.4% $135.40 +1.6%
48 IHG INTERCONTINENTAL HOTELS GROU Consumer Cyclical 11,526.0 $2.0M 0.73% +120.0 +1.1% $173.12 -7.6%
49 T AT&T INC Communication Services 94,675.0 $2.0M 0.72% +3K +3.8% $20.70 +24.0%
50 AWK AMERICAN WTR WKS CO INC NEW Utilities 14,688.0 $1.9M 0.71% +746.0 +5.3% $131.59 +6.9%
51 BTI BRITISH AMERN TOB PLC Consumer Defensive 27,111.0 $1.7M 0.61% +405.0 +1.5% $61.76 -10.4%
52 LII LENNOX INTL INC Industrials 2,814.0 $1.6M 0.59% +44.0 +1.6% $572.96 -31.8%
53 TT TRANE TECHNOLOGIES PLC Industrials 3,224.0 $1.6M 0.58% +21.0 +0.7% $491.19 -8.8%
54 WRB BERKLEY W R CORP Financial Services 22,183.0 $1.6M 0.57% +584.0 +2.7% $70.53 -2.0%
55 NDSN NORDSON CORP Industrials 4,854.0 $1.5M 0.54% +143.0 +3.0% $301.69 +5.5%
56 AZN ASTRAZENECA PLC Healthcare 7,369.0 $1.4M 0.51% +227.0 +3.2% $189.62 -14.2%
57 RIO RIO TINTO PLC Basic Materials 14,494.0 $1.4M 0.51% +254.0 +1.8% $94.93 +8.8%
58 TMUS T-MOBILE US INC Communication Services 7,910.0 $1.3M 0.49% +461.0 +6.2% $167.73 +8.2%
59 SU SUNCOR ENERGY INC NEW Energy 24,692.0 $1.3M 0.49% +414.0 +1.7% $53.68 +25.4%
60 ELAN ELANCO ANIMAL HEALTH INC Healthcare 51,314.0 $1.3M 0.46% +2K +3.6% $24.61 -0.4%
Page 3 of 5  ·  94 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 22.1%
Industrials 14.0%
Financial Services 13.6%
Healthcare 10.7%
Energy 7.6%
Basic Materials 7.3%
Consumer Defensive 7.2%
Consumer Cyclical 6.4%
Utilities 6.2%
Communication Services 4.7%