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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 3 of 3  ·  52 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 NUE NUCOR CORP Basic Materials 3,677.0 $622K 0.25% -79.0 -2.1% $169.11 +47.1%
42 BANF BANCFIRST CORP Financial Services 5,701.0 $619K 0.25% -4K -41.8% $108.50 +1.1%
43 AIG AMERICAN INTL GROUP INC Financial Services 7,033.0 $529K 0.21% -112.0 -1.6% $75.25 -0.1%
44 PNC PNC FINL SVCS GROUP INC Financial Services 2,479.0 $516K 0.21% -34.0 -1.4% $208.09 +5.3%
45 ENB ENBRIDGE INC Energy 9,095.0 $492K 0.20% -103.0 -1.1% $54.14 +3.6%
46 KMI KINDER MORGAN INC DEL Energy 13,704.0 $459K 0.19% -245.0 -1.8% $33.53 -4.2%
47 JPM JPMORGAN CHASE & CO Financial Services 1,498.0 $441K 0.18% -13.0 -0.9% $294.16 +0.8%
48 AMT AMERICAN TOWER CORP Real Estate 2,529.0 $436K 0.18% -13.0 -0.5% $172.58 +8.7%
49 ZTS ZOETIS INC Healthcare 3,339.0 $395K 0.16% -324.0 -8.8% $118.21 -32.9%
50 ADSK AUTODESK INC Technology 1,309.0 $313K 0.13% -955.0 -42.2% $239.40 +0.6%
51 CARR CARRIER GLOBAL CORPORATION Industrials 4,801.0 $270K 0.11% -44.0 -0.9% $56.32 +13.8%
52 IONS IONIS PHARMACEUTICALS INC Healthcare 3,261.0 $245K 0.10% -118.0 -3.5% $75.09 +3.5%
Page 3 of 3  ·  52 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%