MITCHELL & PAHL PRIVATE WEALTH, LLC: 13F holdings
CIK 18365062026Q2
| Positions | 149 |
|---|
| Reported value | $272.2m |
|---|
| Filed | 2026-07-13 |
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Change since last quarter
| Positions | 149 (+4 vs prior quarter) |
|---|
| Reported value | $272.2m (+10.5%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| AAPL APPLE INC | 28,025 | $8.1m | 3.0% |
| SEAGATE TECHNOLOGY HLDNGS PL | 7,782 | $7.5m | 2.8% |
| AVGO BROADCOM INC | 17,114 | $6.5m | 2.4% |
| MSFT MICROSOFT CORP | 14,770 | $5.5m | 2.0% |
| CSCO CISCO SYS INC | 41,889 | $4.9m | 1.8% |
| JNJ JOHNSON & JOHNSON | 18,704 | $4.8m | 1.7% |
| TER TERADYNE INC | 9,440 | $4.6m | 1.7% |
| TXN TEXAS INSTRS INC | 15,176 | $4.5m | 1.7% |
| GS GOLDMAN SACHS GROUP INC | 4,454 | $4.5m | 1.7% |
| EXXON MOBIL CORP | 31,956 | $4.4m | 1.6% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1836506")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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