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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 7 of 8  ·  149 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 MTN VAIL RESORTS INC Consumer Cyclical 4,641.0 $632K 0.23% +299.0 +6.9% $136.15 -0.9%
122 BERKSHIRE HATHAWAY INC DEL 1,226.0 $613K 0.23% $500.39
123 PNC PNC FINL SVCS GROUP INC Financial Services 2,440.0 $601K 0.22% -39.0 -1.6% $246.22 -0.3%
124 EXPO EXPONENT INC Industrials 10,184.0 $598K 0.22% +1K +11.3% $58.76 +16.3%
125 AMZN AMAZON COM INC Consumer Cyclical 2,450.0 $584K 0.21% $238.34 +8.5%
126 SNDK SANDISK CORP Technology 252.0 $573K 0.21% NEW $2273.73 -23.5%
127 VYM VANGUARD WHITEHALL FDS 3,256.0 $515K 0.19% $158.03 +3.9%
128 AIG AMERICAN INTL GROUP INC Financial Services 6,869.0 $512K 0.19% -164.0 -2.3% $74.53 +2.3%
129 BA BOEING CO Industrials 2,307.0 $499K 0.18% +252.0 +12.3% $216.47 -1.9%
130 WDC WESTERN DIGITAL CORP Technology 768.0 $491K 0.18% $638.72 -26.8%
131 JPM JPMORGAN CHASE & CO Financial Services 1,498.0 $490K 0.18% $327.33 +9.6%
132 ENB ENBRIDGE INC Energy 8,937.0 $484K 0.18% -158.0 -1.7% $54.21 -7.6%
133 KMI KINDER MORGAN INC DEL Energy 13,307.0 $425K 0.16% -397.0 -2.9% $31.97 -1.8%
134 AMT AMERICAN TOWER CORP Real Estate 2,498.0 $409K 0.15% -31.0 -1.2% $163.57 +7.5%
135 KLAC KLA CORP Technology 1,250.0 $377K 0.14% NEW $301.71 -38.5%
136 IBM INTERNATIONAL BUSINESS MACHS Technology 1,318.0 $371K 0.14% $281.21 -16.5%
137 CARR CARRIER GLOBAL CORPORATION Industrials 4,714.0 $346K 0.13% -87.0 -1.8% $73.36 -18.6%
138 TOTALENERGIES SE 4,380.0 $341K 0.12% $77.76
139 GOOGL ALPHABET INC Communication Services 915.0 $327K 0.12% $357.37 -5.3%
140 NOC NORTHROP GRUMMAN CORP Industrials 617.0 $314K 0.12% $509.31 +1.1%
Page 7 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%