Universe · entity

MITCHELL & PAHL PRIVATE WEALTH, LLC

Institutional manager (13F) · CIK 1836506
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $159M
#IssuerValueShares
1APPLE INC$7M28,156
2BROADCOM INC$5M17,700
3MICROSOFT CORP$5M14,638
4EXXON MOBIL CORP$5M31,716
5JOHNSON & JOHNSON$4M18,388
6LINDE PLC$4M7,954
7PHILLIPS 66$4M20,687
8VALERO ENERGY CORP$4M15,196
9GOLDMAN SACHS GROUP INC$4M4,418
10NEXTERA ENERGY INC$4M39,222
11WASTE MGMT INC DEL$4M15,368
12NOVARTIS AG$4M22,931
13ECOLAB INC$3M12,716
14GENERAL DYNAMICS CORP$3M9,736
15ABBVIE INC$3M15,289
16CISCO SYS INC$3M41,602
17PROCTER & GAMBLE CO$3M21,783
18WEC ENERGY GROUP INC$3M27,070
19SEAGATE TECHNOLOGY HLDNGS PL$3M7,905
20SEMPRA$3M31,595
21CHEVRON CORPORATION$3M14,826
223M CO$3M21,032
23HOME DEPOT INC$3M9,242
24COSTCO WHOLESALE CORPORATION$3M2,991
25AFLAC INC$3M27,072
26VERIZON COMMUNICATIONS INC$3M58,216
27TEXAS INSTRS INC$3M15,039
28AIR PRODUCTS AND CHEMICALS I$3M9,990
29MCDONALDS CORP$3M9,300
30RTX CORPORATION$3M14,929
31TERADYNE INC$3M9,490
32COMCAST CORP NEW$3M96,327
33EMERSON ELEC CO$3M20,435
34US BANCORP$3M51,222
35BLACKROCK INC$3M2,765
36MONDELEZ INTL INC$3M45,973
37AT&T INC$3M91,200
38SHERWIN WILLIAMS CO$3M8,111
39UNITEDHEALTH GROUP INC$3M9,476
40BANK AMERICA CORP$3M51,800
41CHUBB LTD SWITZ$3M7,717
42TAIWAN SEMICONDUCTOR MANUFAC$2M7,180
43AMGEN INC$2M6,895
44ILLINOIS TOOL WKS INC$2M8,949
45DISNEY WALT CO$2M23,663
46PEPSICO INC$2M14,391
47XCEL ENERGY INC$2M27,751
48UNITED PARCEL SVCS INC$2M22,129
49TARGET CORP$2M17,784
50INTERNATIONAL PAPER CO$2M57,455
All filings on EDGAR ↗

Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.