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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 4 of 4  ·  65 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 CHE CHEMED CORP NEW Healthcare 1,590.0 $601K 0.24% +148.0 +10.3% $377.74 +15.8%
62 EXPO EXPONENT INC Industrials 9,147.0 $597K 0.24% +593.0 +6.9% $65.25 -10.4%
63 MTN VAIL RESORTS INC Consumer Cyclical 4,342.0 $557K 0.23% +623.0 +16.8% $128.32 +3.8%
64 NOC NORTHROP GRUMMAN CORP Industrials 617.0 $421K 0.17% +99.0 +19.1% $682.24 -18.4%
65 BA BOEING CO Industrials 2,055.0 $409K 0.17% +206.0 +11.1% $199.03 +14.0%
Page 4 of 4  ·  65 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%