Mitchell & Pahl Private Wealth, LLC
150 holdingsFiling period: 2026-06-30Current AUM: $289.6Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | 28.0K | $8.1M | $9.5M | 3.29% | -131 | 2026-06-30 |
| 2 | — | Seagate Technology Hldngs PL | 7.8K | $7.5M | $7.5M | 2.59% | -123 | 2026-06-30 |
| 3 | AVGO | Broadcom Inc | 17.1K | $6.5M | $5.7M | 1.98% | -586 | 2026-06-30 |
| 4 | MSFT | Microsoft Corp | 14.8K | $5.5M | $7.9M | 2.71% | +132 | 2026-06-30 |
| 5 | CSCO | Cisco Sys Inc | 41.9K | $4.9M | $4.5M | 1.54% | +287 | 2026-06-30 |
| 6 | JNJ | Johnson & Johnson | 18.7K | $4.8M | $4.9M | 1.68% | +316 | 2026-06-30 |
| 7 | TER | Teradyne Inc | 9.4K | $4.6M | $3.2M | 1.10% | -50 | 2026-06-30 |
| 8 | TXN | Texas Instrs Inc | 15.2K | $4.5M | $4.2M | 1.46% | +137 | 2026-06-30 |
| 9 | GS | Goldman Sachs Group Inc | 4.5K | $4.5M | $3.9M | 1.36% | +36 | 2026-06-30 |
| 10 | XOM | Exxon Mobil Corp | 32.0K | $4.4M | $5.7M | 1.96% | +240 | 2026-06-30 |
| 11 | XOM | Exxon Mobil Corp | 32.0K | $4.4M | $5.7M | 1.96% | +240 | 2026-06-30 |
| 12 | — | Linde PLC | 8.0K | $4.2M | $4.2M | 1.44% | +89 | 2026-06-30 |
| 13 | UNH | Unitedhealth Group Inc | 9.7K | $4.0M | $4.0M | 1.40% | +175 | 2026-06-30 |
| 14 | VLO | Valero Energy Corp | 15.4K | $4.0M | $6.7M | 2.30% | +174 | 2026-06-30 |
| 15 | ABBV | Abbvie Inc | 15.6K | $3.9M | $4.5M | 1.56% | +309 | 2026-06-30 |
| 16 | NVS | Novartis AG | 23.3K | $3.6M | $3.6M | 1.23% | +347 | 2026-06-30 |
| 17 | ECL | Ecolab Inc | 13.1K | $3.6M | $3.8M | 1.30% | +338 | 2026-06-30 |
| 18 | PSX | Phillips 66 | 21.0K | $3.6M | $6.1M | 2.11% | +323 | 2026-06-30 |
| 19 | GD | General Dynamics Corp | 9.9K | $3.5M | $3.4M | 1.18% | +189 | 2026-06-30 |
| 20 | WM | Waste Mgmt Inc Del | 15.7K | $3.5M | $3.6M | 1.26% | +324 | 2026-06-30 |
| 21 | NEE | Nextera Energy Inc | 39.8K | $3.5M | $3.1M | 1.08% | +607 | 2026-06-30 |
| 22 | MMM | 3M Co | 21.5K | $3.5M | $3.7M | 1.27% | +473 | 2026-06-30 |
| 23 | TSM | Taiwan Semiconductor Manufac | 7.1K | $3.4M | $3.0M | 1.05% | -52 | 2026-06-30 |
| 24 | HD | Home Depot Inc | 9.5K | $3.3M | $3.0M | 1.03% | +256 | 2026-06-30 |
| 25 | PG | Procter & Gamble Co | 22.4K | $3.3M | $3.6M | 1.23% | +630 | 2026-06-30 |
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