MP

MITCHELL & PAHL PRIVATE WEALTH, LLC

13F
MITCHELL & PAHL PRIVATE WEALTH, LLC
Last update 2025-07-12 144 Stocks (0 new)
Value $226.00 Mil Turnover 3 %
Countries:
Top Holdings: MSFT(3.45%)AVGO(2.99%)AAPL(2.74%)LIN(1.63%)WM(1.54%)
Summary Stock Picks Current Portfolio
MITCHELL & PAHL PRIVATE WEALTH... Top Holdings of 2025-06-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
MSFT
Microsoft Corp
15,719
7,818.6
+0.58%
3.450
+0.02%
0.000
+39.39%
+21.87%
3,803,232.7
Software
AVGO
Broadcom Inc
24,544
6,765.6
-1.85%
2.990
-0.04%
0.000
+67.92%
+24.22%
1,347,309.3
Semiconductors
AAPL
Apple Inc
30,245
6,205.3
+1.90%
2.740
+0.05%
0.000
+6.76%
-15.93%
3,136,822.2
Hardware
LIN
Linde PLC
7,888
3,700.9
+0.79%
1.630
+0.01%
0.000
+2.35%
+10.90%
217,140.5
Chemicals
WM
Waste Management Inc
15,234
3,485.9
+0.81%
1.540
+0.01%
0.000
-1.92%
+12.65%
90,823.5
Waste Management
ECL
Ecolab Inc
12,804
3,449.9
+1.07%
1.520
+0.02%
0.000
+12.96%
+15.38%
76,267.7
Chemicals
XOM
Exxon Mobil Corp
31,760
3,423.6
+1.87%
1.510
+0.03%
0.000
+5.40%
+5.70%
481,214.3
Oil & Gas
PG
Procter & Gamble Co
20,878
3,326.3
+1.72%
1.470
+0.02%
0.000
-8.23%
-6.03%
364,857.6
Consumer Packaged Goods
HD
The Home Depot Inc
9,023
3,308.2
+2.26%
1.460
+0.03%
0.000
+1.75%
-6.54%
357,218.9
Retail - Cyclical
MMM
3M Co
21,572
3,284.2
+1.21%
1.450
+0.02%
0.000
+22.74%
+24.41%
85,592.4
Conglomerates

MITCHELL & PAHL PRIVATE WEALTH, LLC's Historical Top Holdings Breakdowns

MITCHELL & PAHL PRIVATE WEALTH, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
SNY
Sanofi SA
2025-06-30
Sold Out
Sold Out
-0.11%
●
47.62 ($51.16) 55.46
$48.65
-4.91%
Sold Out
0
-4,134
NKE
Nike Inc
2025-06-30
Add
Add
+0.09%
●
53.27 ($60.08) 72.04
$72.98
21.47%
Add 13.39%
22,881
2,702
TXN
Texas Instruments Inc
2025-06-30
Add
Add
+0.07%
●
145.61 ($177.56) 207.62
$216.59
21.98%
Add 5.31%
14,456
729
LHX
L3Harris Technologies Inc
2025-06-30
Add
Add
+0.06%
●
200.21 ($229.44) 256.99
$265.51
15.72%
Add 18.49%
3,211
501
AAPL
Apple Inc
2025-06-30
Add
Add
+0.05%
●
172.42 ($202.27) 223.89
$210.02
3.83%
Add 1.9%
30,245
565
CRL
Charles River Laboratories International Inc
Charles River Laboratories International Inc
2025-06-30
Add
Add
+0.05%
●
99.75 ($133.62) 151.89
$156.70
17.27%
Add 18.66%
4,560
717
DIS
The Walt Disney Co
2025-06-30
Add
Add
+0.05%
●
81.72 ($103.82) 124.01
$122.21
17.71%
Add 3.96%
23,043
877
ELAN
Elanco Animal Health Inc
2025-06-30
Add
Add
+0.05%
●
8.1 ($11.67) 14.3
$14.96
28.19%
Add 16.91%
53,180
7,691
EMR
Emerson Electric Co
2025-06-30
Add
Add
+0.05%
●
94.15 ($114.64) 133.33
$144.39
25.95%
Add 3.98%
20,240
774
PSX
Phillips 66
2025-06-30
Add
Add
+0.05%
●
92.87 ($112.21) 125.73
$125.18
11.56%
Add 5.08%
20,377
985

MITCHELL & PAHL PRIVATE WEALTH, LLC Total Holding History ($B)

To

MITCHELL & PAHL PRIVATE WEALTH, LLC's Asset Allocation

To

MITCHELL & PAHL PRIVATE WEALTH, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

MITCHELL & PAHL PRIVATE WEALTH, LLC's Hypothetical Growth since 2025-06-30

MITCHELL & PAHL PRIVATE WEALTH, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

MITCHELL & PAHL PRIVATE WEALTH, LLC's Holdings Heat Map

Size field:

MITCHELL & PAHL PRIVATE WEALTH, LLC's Holdings Bubble Chart

MITCHELL & PAHL PRIVATE WEALTH, LLC News

  • 1

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