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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
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 SNDK SANDISK CORP Technology 252.0 $573K 0.21% NEW $2273.73 -23.5%
2 KLAC KLA CORP Technology 1,250.0 $377K 0.14% NEW $301.71 -38.5%
3 EPD ENTERPRISE PRODS PARTNERS L 7,222.0 $265K 0.10% NEW $36.76
4 JBHT HUNT J B TRANS SVCS INC Industrials 874.0 $253K 0.09% NEW $289.43 -5.4%
5 LLY ELI LILLY & CO Healthcare 180.0 $216K 0.08% NEW $1199.43 -4.3%

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%