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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 3 of 8  ·  149 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 CVX CHEVRON CORPORATION Energy 15,506.0 $2.6M 0.94% +680.0 +4.6% $165.75 +25.8%
42 UBS UBS GROUP AG Financial Services 51,081.0 $2.5M 0.93% $49.56 +11.7%
43 VZ VERIZON COMMUNICATIONS INC Communication Services 59,584.0 $2.5M 0.93% +1K +2.4% $42.34 +18.4%
44 ITW ILLINOIS TOOL WKS INC Industrials 9,286.0 $2.5M 0.92% +337.0 +3.8% $270.48 -0.1%
45 IBKR INTERACTIVE BROKERS GROUP IN Financial Services 28,516.0 $2.5M 0.91% $87.04 +6.4%
46 CMCSA COMCAST CORP NEW Communication Services 100,722.0 $2.5M 0.91% +4K +4.6% $24.55 +7.9%
47 UPS UNITED PARCEL SVCS INC Industrials 22,838.0 $2.5M 0.90% +709.0 +3.2% $107.50 -4.8%
48 TGT TARGET CORP Consumer Defensive 18,325.0 $2.4M 0.88% +541.0 +3.0% $130.61 +25.9%
49 DIS DISNEY WALT CO Communication Services 24,419.0 $2.4M 0.86% +756.0 +3.2% $96.25 +9.4%
50 SBUX STARBUCKS CORP Consumer Cyclical 22,843.0 $2.3M 0.86% +703.0 +3.2% $102.19 +2.2%
51 XEL XCEL ENERGY INC Utilities 28,886.0 $2.3M 0.85% +1K +4.1% $80.30 -5.7%
52 IP INTERNATIONAL PAPER CO Consumer Cyclical 60,759.0 $2.3M 0.85% +3K +5.8% $38.10 -2.3%
53 ADP AUTOMATIC DATA PROCESSING IN Industrials 10,136.0 $2.3M 0.83% +412.0 +4.2% $223.95 +24.0%
54 SYY SYSCO CORP Consumer Defensive 27,133.0 $2.3M 0.83% +1K +4.2% $83.58 -4.2%
55 HSBC HSBC HLDGS PLC Financial Services 22,722.0 $2.2M 0.79% +244.0 +1.1% $95.09 +12.6%
56 GOOG ALPHABET INC 5,820.0 $2.1M 0.76% +153.0 +2.7% $353.33
57 PEP PEPSICO INC Consumer Defensive 15,026.0 $2.0M 0.75% +635.0 +4.4% $135.40 +1.6%
58 IHG INTERCONTINENTAL HOTELS GROU Consumer Cyclical 11,526.0 $2.0M 0.73% +120.0 +1.1% $173.12 -7.6%
59 T AT&T INC Communication Services 94,675.0 $2.0M 0.72% +3K +3.8% $20.70 +24.0%
60 AWK AMERICAN WTR WKS CO INC NEW Utilities 14,688.0 $1.9M 0.71% +746.0 +5.3% $131.59 +6.9%
Page 3 of 8  ·  149 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%