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

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	—	ASTRAZENECA PLC	—	14,288	$1.3M	0.55%	SOLD
2	—	TELEFONICA S A	—	153,174	$620K	0.26%	SOLD

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%