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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 2 of 2  ·  24 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 AMT AMERICAN TOWER CORP Real Estate 2,498.0 $409K 0.15% -31.0 -1.2% $163.57 +7.5%
22 CARR CARRIER GLOBAL CORPORATION Industrials 4,714.0 $346K 0.13% -87.0 -1.8% $73.36 -18.6%
23 PEG PUBLIC SVC ENTERPRISE GROUP Utilities 3,427.0 $278K 0.10% -86.0 -2.5% $81.16 -9.2%
24 ZTS ZOETIS INC Healthcare 3,274.0 $235K 0.09% -65.0 -1.9% $71.86 +5.5%
Page 2 of 2  ·  24 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%