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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

MITCHELL & PAHL PRIVATE WEALTH, LLC

Quarter ended Q4 2025 · Filed January 14, 2026 · Accession 0001836506-26-000001

Total Value
$240.9M
Positions
143
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (143)

#IssuerTicker / CUSIPSharesValue% of Filing
1BROADCOM INCAVGO23,389$8.1M3.36%
2APPLE INCAAPL29,672$8.1M3.35%
3MICROSOFT CORPMSFT15,070$7.3M3.02%
4GOLDMAN SACHS GROUP INCGSCE4,480$3.9M1.63%
5EXXON MOBIL CORPXOM32,025$3.9M1.60%
6JOHNSON & JOHNSONJNJ18,548$3.8M1.59%
7ABBVIE INCABBV16,065$3.7M1.52%
83M COMMM21,455$3.4M1.43%
9LINDE PLCLIN7,956$3.4M1.41%
10WASTE MGMT INC DEL94106L10915,368$3.4M1.40%
11ECOLAB INCECL12,737$3.3M1.39%
12GENERAL DYNAMICS CORPGD9,751$3.3M1.36%
13UNITEDHEALTH GROUP INCUNH9,813$3.2M1.34%
14CISCO SYS INCCSCO41,843$3.2M1.34%
15NEXTERA ENERGY INCNEE-PW39,215$3.1M1.31%
16HOME DEPOT INCHD9,040$3.1M1.29%
17NOVARTIS AGNVSEF22,349$3.1M1.28%
18PROCTER AND GAMBLE CO74271810921,473$3.1M1.28%
19MCDONALDS CORPMCD10,032$3.1M1.27%
20BANK AMERICA CORP06050510454,530$3.0M1.24%
21BLACKROCK INCBLK2,730$2.9M1.21%
22AFLAC INCAFL26,277$2.9M1.20%
23WEC ENERGY GROUP INCWEC26,751$2.8M1.17%
24COMCAST CORP NEWCCZ91,878$2.7M1.14%
25RTX CORPORATIONRTX14,940$2.7M1.14%
26PHILLIPS 66PSX20,681$2.7M1.11%
27SEMPRASREA30,200$2.7M1.11%
28EMERSON ELEC COEMR19,998$2.7M1.10%
29US BANCORP DELUSB-PS49,711$2.7M1.10%
30DISNEY WALT CO25468710623,221$2.6M1.10%
31TEXAS INSTRS INC88250810414,896$2.6M1.07%
32SEAGATE TECHNOLOGY HLDNGS PLSE9,255$2.5M1.06%
33SHERWIN WILLIAMS COSHW7,779$2.5M1.05%
34COSTCO WHSL CORP NEW22160K1052,861$2.5M1.02%
35VALERO ENERGY CORPVLO14,826$2.4M1.00%
36VERIZON COMMUNICATIONS INCVZ59,070$2.4M1.00%
37UBS GROUP AGUBS51,749$2.4M0.99%
38AIR PRODS & CHEMS INCAIIR9,504$2.3M0.97%
39MONDELEZ INTL INC60920710543,472$2.3M0.97%
40CHUBB LIMITEDCB7,470$2.3M0.97%
41TAIWAN SEMICONDUCTOR MFG LTD8740391007,553$2.3M0.95%
42AT&T INCT-PC92,321$2.3M0.95%
43AUTOMATIC DATA PROCESSING INADP8,867$2.3M0.95%
44AMGEN INCAMGN6,691$2.2M0.91%
45CHEVRON CORP NEWCVX14,172$2.2M0.90%
46ILLINOIS TOOL WKS INC4523081098,765$2.2M0.90%
47INTERNATIONAL PAPER CO46014610354,229$2.1M0.89%
48UNITED PARCEL SERVICE INCUPS20,341$2.0M0.84%
49TERADYNE INCTER9,992$1.9M0.80%
50XCEL ENERGY INCXELLL25,958$1.9M0.80%
51INTERACTIVE BROKERS GROUP IN45841N10729,792$1.9M0.80%
52PEPSICO INCPEP13,257$1.9M0.79%
53SYSCO CORPSYY24,855$1.8M0.76%
54HSBC HLDGS PLCHBCYF22,893$1.8M0.75%
55BLACKSTONE INCBX11,582$1.8M0.74%
56STARBUCKS CORPSBUX20,614$1.7M0.72%
57ALPHABET INCGOOG5,516$1.7M0.72%
58INTERCONTINENTAL HOTELS GROU45857P80611,465$1.6M0.67%
59AMERICAN WTR WKS CO INC NEW03042010312,328$1.6M0.67%
60FAIR ISAAC CORPFICO933$1.6M0.65%
61TARGET CORPTGT15,783$1.5M0.64%
62BRITISH AMERN TOB PLC11044810726,765$1.5M0.63%
63BERKLEY W R CORPWRB-PH21,598$1.5M0.63%
64DOCUSIGN INCDOCU21,410$1.5M0.61%
65NIKE INCNKE22,796$1.5M0.60%
66ASML HOLDING N VASMLF1,355$1.4M0.60%
67APOLLO GLOBAL MGMT INC03769M1069,553$1.4M0.57%
68LENNOX INTL INC5261071072,729$1.3M0.55%
69ASTRAZENECA PLCAZN14,288$1.3M0.55%
70TRANE TECHNOLOGIES PLCTT3,200$1.2M0.52%
71TOYOTA MOTOR CORPTOYOF5,806$1.2M0.52%
72VISA INCV3,539$1.2M0.52%
73T-MOBILE US INCTMUSZ6,028$1.2M0.51%
74SAP SESAPGF4,845$1.2M0.49%
75ELANCO ANIMAL HEALTH INCELAN51,429$1.2M0.48%
76RIO TINTO PLCRTNTF14,217$1.1M0.47%
77NORDSON CORPNDSN4,729$1.1M0.47%
78TE CONNECTIVITY PLCTEL4,985$1.1M0.47%
79UNILEVER PLCUNLYF17,093$1.1M0.46%
80SUNCOR ENERGY INC NEWSU24,088$1.1M0.44%
81MERCK & CO INCMRK10,151$1.1M0.44%
82COCA COLA COKO15,222$1.1M0.44%
83BANCFIRST CORPBANFP9,801$1.0M0.43%
84SONY GROUP CORPSNEJF40,335$1.0M0.43%
85KONINKLIJKE PHILIPS N VRYLPF38,054$1.0M0.43%
86HENRY JACK & ASSOC INC4262811015,645$1.0M0.43%
87CHARLES RIV LABS INTL INC1598641075,102$1.0M0.42%
88WILLIAMS COS INC96945710016,842$1.0M0.42%
89DOLBY LABORATORIES INCDLB15,655$1.0M0.42%
90MATADOR RES COMTDR22,936$973,4060.40%
91TELEDYNE TECHNOLOGIES INCTDY1,840$939,7450.39%
92NATIONAL GRID PLCNMPWP12,016$929,4440.39%
93VERTEX PHARMACEUTICALS INCVRTX2,049$928,9370.39%
94JOHNSON CTLS INTL PLCG515021057,721$924,6370.38%
95MASTERCARD INCORPORATEDMA1,619$924,2830.38%
96TRAVELERS COMPANIES INCTRV3,176$921,2310.38%
97FORTIS INCFTRSF17,513$909,6270.38%
98L3HARRIS TECHNOLOGIES INCLHX3,098$909,5660.38%
99POLARIS INCPII13,804$873,1190.36%
100COPART INCCPRT22,133$866,5070.36%
101BP PLCBPPFF24,879$864,0330.36%
102COOPER COS INC21664850110,464$857,6300.36%
103NUTRIEN LTDNTR13,077$807,1010.33%
104RELX PLCRLXXF19,853$802,4590.33%
105LOCKHEED MARTIN CORPLMT1,641$793,7020.33%
106EQUIFAX INCEFX3,632$788,0930.33%
107PPG INDS INC6935061077,487$767,1170.32%
108METLIFE INCMET-PF9,499$749,8530.31%
109NOVO-NORDISK A SNONOF14,729$749,4130.31%
110SITEONE LANDSCAPE SUPPLY INCSITE5,915$736,7690.31%
111SCOTTS MIRACLE-GRO COSMG12,548$732,1870.30%
112POOL CORPPOOL3,171$725,3860.30%
113BCE INCBCPPF30,350$722,9390.30%
114UNION PAC CORPUNP3,118$721,2580.30%
115AUTODESK INCADSK2,264$670,1660.28%
116FREEPORT-MCMORAN INCFCX13,146$667,6830.28%
117FACTSET RESH SYS INC3030751052,231$647,4200.27%
118TELEFONICA S ATELFY153,174$620,3560.26%
119CHEMED CORP NEWCHE1,442$616,9760.26%
120BERKSHIRE HATHAWAY INC DELBRK-A1,226$616,2490.26%
121NUCOR CORPNUE3,756$612,6790.25%
122AMERICAN INTL GROUP INC0268747847,145$611,2570.25%
123DIAGEO PLCDGEAF6,888$594,2310.25%
124EXPONENT INCEXPO8,554$594,1650.25%
125AMAZON COM INCAMZN2,453$566,2030.24%
126PNC FINL SVCS GROUP INC6934751052,513$524,5410.22%
127VAIL RESORTS INCMTN3,719$493,8830.20%
128JPMORGAN CHASE & CO.VYLD1,511$486,8740.20%
129VANGUARD WHITEHALL FDS9219464063,256$467,3010.19%
130ZOETIS INCZTS3,663$460,8800.19%
131AMERICAN TOWER CORP NEW03027X1002,542$446,3050.19%
132ENBRIDGE INCENNPF9,198$439,9390.18%
133ASE TECHNOLOGY HLDG CO LTDASX26,898$433,0580.18%
134BOEING COBA-PA1,849$401,4550.17%
135INTERNATIONAL BUSINESS MACHSINTR1,318$390,4050.16%
136KINDER MORGAN INC DELEP-PC13,949$383,4590.16%
137NORTHROP GRUMMAN CORPNOC518$295,3680.12%
138TOTALENERGIES SETTE4,394$287,4560.12%
139ALPHABET INCGOOG915$286,3950.12%
140PUBLIC SVC ENTERPRISE GRP IN7445731063,513$282,0980.12%
141IONIS PHARMACEUTICALS INCIONS3,379$267,3130.11%
142MANULIFE FINL CORP56501R1067,114$258,0960.11%
143CARRIER GLOBAL CORPORATIONCARR4,845$256,0380.11%