MITCHELL & PAHL PRIVATE WEALTH, LLC
CIK 0001836506 · OKLAHOMA CITY, OK · Quarter end: 2026-06-30 · Filed on: 2026-07-13 · Open the SEC source ↗
Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$272.2M
2026 Q2
Positions
149
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
20.3%
Est. Net Flow (Q)
—
2026 Q2
Top Holdings
AAPL
APPLE INC
3.0%
STX
SEAGATE TECHNOLOGY HLDNGS PL
2.8%
AVGO
BROADCOM INC
2.4%
MSFT
MICROSOFT CORP
2.0%
CSCO
CISCO SYS INC
1.8%
JNJ
JOHNSON & JOHNSON
1.7%
TER
TERADYNE INC
1.7%
TXN
TEXAS INSTRS INC
1.7%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.