Holdings
Mitchell & Pahl Private Wealth, LLC
As of Sep 30, 2026, Mitchell & Pahl Private Wealth, LLC reported 135 positions worth US$250M. Largest: Apple Inc, Microsoft Corp. and Broadcom Inc. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Apple Inc | 26,476 | US$8.82M | −1,549 | Sep 30, 2026 |
| Microsoft Corp. | 14,969 | US$7.68M | +199 | Sep 30, 2026 |
| Broadcom Inc. | 16,986 | US$5.97M | −128 | Sep 30, 2026 |
| Valero Energy Corporation | 15,145 | US$5.87M | −225 | Sep 30, 2026 |
| Phillips 66 | 20,797 | US$5.31M | −213 | Sep 30, 2026 |
| Johnson & Johnson | 18,703 | US$4.95M | −1 | Sep 30, 2026 |
| Cisco Systems, Inc. | 41,618 | US$4.48M | −271 | Sep 30, 2026 |
| Texas Instruments Incorporated | 15,315 | US$4.29M | +139 | Sep 30, 2026 |
| Abbvie Inc. | 15,897 | US$4.16M | +299 | Sep 30, 2026 |
| Goldman Sachs Group, Inc. (the) | 4,484 | US$4.04M | +30 | Sep 30, 2026 |