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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 4 of 8  ·  145 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 TMUS T-MOBILE US INC Communication Services 7,449.0 $1.6M 0.64% +1K +23.6% $210.03 -10.0%
62 BTI BRITISH AMERN TOB PLC Consumer Defensive 26,706.0 $1.6M 0.63% $58.47 +7.6%
63 IHG INTERCONTINENTAL HOTELS GROU Consumer Cyclical 11,406.0 $1.5M 0.62% -59.0 -0.5% $133.46 +18.4%
64 NKE NIKE INC Consumer Cyclical 28,343.0 $1.5M 0.61% +6K +24.3% $52.82 -10.3%
65 MTDR MATADOR RES CO Energy 23,240.0 $1.5M 0.60% +304.0 +1.3% $63.18 -14.8%
66 WRB BERKLEY W R CORP Financial Services 21,599.0 $1.4M 0.58% $66.28 -3.0%
67 AZN ASTRAZENECA PLC Healthcare 7,142.0 $1.4M 0.57% NEW $197.22 -6.0%
68 TT TRANE TECHNOLOGIES PLC Industrials 3,203.0 $1.3M 0.54% $416.77 +8.5%
69 RIO RIO TINTO PLC Basic Materials 14,240.0 $1.3M 0.54% $93.29 +14.1%
70 BX BLACKSTONE INC Financial Services 11,363.0 $1.3M 0.53% -219.0 -1.9% $114.99 +1.0%
71 LII LENNOX INTL INC Industrials 2,770.0 $1.3M 0.52% +41.0 +1.5% $464.14 +7.1%
72 NDSN NORDSON CORP Industrials 4,711.0 $1.3M 0.51% $266.06 +8.3%
73 BP BP PLC Energy 26,275.0 $1.2M 0.50% +1K +5.6% $47.00 -11.5%
74 MRK MERCK & CO INC Healthcare 10,061.0 $1.2M 0.49% -90.0 -0.9% $120.29 -0.3%
75 WMB WILLIAMS COS INC Energy 16,499.0 $1.2M 0.49% -343.0 -2.0% $72.78 +0.5%
76 TM TOYOTA MOTOR CORP Consumer Cyclical 5,815.0 $1.2M 0.49% $206.10 -6.9%
77 ELAN ELANCO ANIMAL HEALTH INC Healthcare 49,519.0 $1.2M 0.48% -2K -3.7% $23.93 +0.2%
78 KO COCA COLA CO Consumer Defensive 15,111.0 $1.1M 0.47% -111.0 -0.7% $76.05 +5.7%
79 TDY TELEDYNE TECHNOLOGIES INC Technology 1,831.0 $1.1M 0.45% $605.00 +4.8%
80 LMT LOCKHEED MARTIN CORP Industrials 1,741.0 $1.1M 0.43% +100.0 +6.1% $604.39 -11.1%
Page 4 of 8  ·  145 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%