Institutional Manager · CIK 0001836506
MITCHELL & PAHL PRIVATE WEALTH, LLC
OKLAHOMA CITY, OK · File #028-20626
Latest AUM
$240.9M
Positions
143
Top-10 Concentration
31.9%
Filings
12
Sector Allocation
Filing History
View all filings →- 13F HOLDINGS REPORTQ/E Dec 2025143 pos · $240.9M
- 13F HOLDINGS REPORTQ/E Sep 2025144 pos · $238.5M
- 13F HOLDINGS REPORTQ/E Jun 2025144 pos · $226.4M
- 13F HOLDINGS REPORTQ/E Mar 2025145 pos · $214.5M
- 13F HOLDINGS REPORTQ/E Dec 2024146 pos · $214.1M
- 13F HOLDINGS REPORTQ/E Sep 2024145 pos · $214.8M
- 13F HOLDINGS REPORTQ/E Jun 2024142 pos · $189.5M
- 13F HOLDINGS REPORTQ/E Mar 2024142 pos · $190.4M
- 13F HOLDINGS REPORTQ/E Dec 2023149 pos · $168.5M
- 13F HOLDINGS REPORTQ/E Sep 2023152 pos · $165.7M
- 13F HOLDINGS REPORTQ/E Jun 2023150 pos · $159.7M
- 13F HOLDINGS REPORTQ/E Mar 2023150 pos · $152.4M
Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | BROADCOM INC | AVGO | 23,389 | $8.1M | 5.27% |
| 2 | APPLE INC | AAPL | 29,672 | $8.1M | 5.25% |
| 3 | MICROSOFT CORP | MSFT | 15,070 | $7.3M | 4.74% |
| 4 | GOLDMAN SACHS GROUP INC | GSCE | 4,480 | $3.9M | 2.56% |
| 5 | EXXON MOBIL CORP | XOM | 32,025 | $3.9M | 2.51% |
| 6 | JOHNSON & JOHNSON | JNJ | 18,548 | $3.8M | 2.50% |
| 7 | ABBVIE INC | ABBV | 16,065 | $3.7M | 2.39% |
| 8 | 3M CO | MMM | 21,455 | $3.4M | 2.24% |
| 9 | LINDE PLC | LIN | 7,956 | $3.4M | 2.21% |
| 10 | WASTE MGMT INC DEL | 94106L109 | 15,368 | $3.4M | 2.20% |
| 11 | ECOLAB INC | ECL | 12,737 | $3.3M | 2.18% |
| 12 | GENERAL DYNAMICS CORP | GD | 9,751 | $3.3M | 2.14% |
| 13 | UNITEDHEALTH GROUP INC | UNH | 9,813 | $3.2M | 2.11% |
| 14 | CISCO SYS INC | CSCO | 41,843 | $3.2M | 2.10% |
| 15 | NEXTERA ENERGY INC | NEE-PW | 39,215 | $3.1M | 2.05% |
| 16 | HOME DEPOT INC | HD | 9,040 | $3.1M | 2.02% |
| 17 | NOVARTIS AG | NVSEF | 22,349 | $3.1M | 2.01% |
| 18 | PROCTER AND GAMBLE CO | 742718109 | 21,473 | $3.1M | 2.00% |
| 19 | MCDONALDS CORP | MCD | 10,032 | $3.1M | 2.00% |
| 20 | BANK AMERICA CORP | 060505104 | 54,530 | $3.0M | 1.95% |