Fund HoldingsMITCHELL & PAHL PRIVATE WEALTH, LLC

Total Portfolio Value
$272.21M
Total Bought
$25.93M
Total Sold
$12.42M
Net Transaction
+$13.51M
Filing Period:
Securities
SharesValue ($K)
Q1 2026
Q2 2026
Change
Q1 2026
Q2 2026
Weight (%)
Change
SEAGATE TECHNOLOGY HLDNGS PL
ORD SHS
7,9057,782-1233,0977,5102.76%+4,413
TERADYNE INC(TER)9,4909,440-502,8134,5671.68%+1,754
CISCO SYS INC(CSCO)41,60241,889+2873,2284,9201.81%+1,692
TEXAS INSTRS INC(TXN)15,03915,176+1372,9204,5241.66%+1,604
UNITEDHEALTH GROUP INC(UNH)09,651+9,65104,0111.47%+4,011
BROADCOM INC(AVGO)017,114+17,11406,4652.37%+6,465
TAIWAN SEMICONDUCTOR MANUFAC(TSM)7,1807,128-522,4273,4041.25%+978
APPLE INC(AAPL)028,025+28,02508,1092.98%+8,109
ASML HLDG NV
N Y REGISTRY SHS
1,3181,323+51,7412,6320.97%+891
GOLDMAN SACHS GROUP INC(GS)04,454+4,45404,5051.65%+4,505
ASE TECHNOLOGY HLDG CO LTD(ASX)26,78126,531-2505811,1970.44%+616
ABBVIE INC(ABBV)015,598+15,59803,9251.44%+3,925
SANDISK CORP(SNDK)0252+25205730.21%+573
INTERACTIVE BROKERS GROUP IN(IBKR)28,57928,516-631,9172,4820.91%+565
UBS GROUP AG(UBS)051,081+51,08102,5320.93%+2,532
US BANCORP(USB)51,22252,593+1,3712,6643,1771.17%+513
INTERCONTINENTAL HOTELS GROU(IHG)011,526+11,52601,9950.73%+1,995
ALPHABET INC(GOOG)05,820+5,82002,0560.76%+2,056
3M CO(MMM)021,505+21,50503,4821.28%+3,482
BANK OF AMER CORP051,679+51,67902,9451.08%+2,945
SYSCO CORP(SYY)26,05027,133+1,0831,8582,2680.83%+410
KLA CORP(KLAC)01,250+1,25003770.14%+377
STARBUCKS CORP(SBUX)22,14022,843+7031,9842,3340.86%+351
CHARLES RIV LABS INTL INC(CRL)05,523+5,52301,2530.46%+1,253
LENNOX INTL INC(LII)2,7702,814+441,2861,6120.59%+327
EMERSON ELEC CO(EMR)20,43520,888+4532,6772,9901.10%+313
HOME DEPOT INC(HD)09,498+9,49803,3501.23%+3,350
HSBC HLDGS PLC(HSBC)22,47822,722+2441,8542,1610.79%+306
AUTOMATIC DATA PROCESSING IN010,136+10,13602,2700.83%+2,270
WESTERN DIGITAL CORP(WDC)76876802084910.18%+283
SHERWIN WILLIAMS CO(SHW)8,1118,359+2482,6002,8781.06%+278
UNITED PARCEL SVCS INC(UPS)22,12922,838+7092,1772,4550.90%+278
ENTERPRISE PRODS PARTNERS L(EPD)07,222+7,22202650.10%+265
AFLAC INC(AFL)27,07227,589+5172,9703,2351.19%+265
INTERNATIONAL PAPER CO(IP)060,759+60,75902,3150.85%+2,315
JOHNSON & JOHNSON(JNJ)18,38818,704+3164,4954,7501.75%+255
ECOLAB INC(ECL)12,71613,054+3383,3833,6371.34%+254
HUNT J B TRANS SVCS INC(JBHT)0874+87402530.09%+253
TRANE TECHNOLOGIES PLC(TT)3,2033,224+211,3351,5840.58%+249
VALERO ENERGY CORP(VLO)15,19615,370+1743,7544,0031.47%+248
TARGET CORP(TGT)17,78418,325+5412,1552,3940.88%+238
POLARIS INC(PII)014,763+14,76301,0100.37%+1,010
LINDE PLC(LIN)7,9548,043+893,9434,1741.53%+231
NOVO-NORDISK A S(NVO)017,814+17,81408540.31%+854
ELI LILLY & CO(LLY)0180+18002160.08%+216
NORDSON CORP(NDSN)4,7114,854+1431,2531,4640.54%+211
NUCOR CORP(NUE)3,6773,67706228190.30%+197
CHUBB LIMITED
COM
7,7177,933+2162,5152,7030.99%+188
ILLINOIS TOOL WKS INC(ITW)8,9499,286+3372,3292,5120.92%+182
CHEMED CORP NEW(CHE)1,5901,664+746017750.28%+174
FAIR ISAAC CORP(FICO)01,018+1,01801,2160.45%+1,216
GENERAL DYNAMICS CORP(GD)9,7369,925+1893,3413,5161.29%+174
AMGEN INC(AMGN)6,8957,175+2802,4262,5980.95%+172
NOVARTIS AG(NVS)22,93123,278+3473,5033,6481.34%+145
TELEDYNE TECHNOLOGIES INC(TDY)1,8311,875+441,1081,2500.46%+143
PROCTER & GAMBLE CO(PG)21,78322,413+6303,1463,2871.21%+140
BERKLEY W R CORP022,183+22,18301,5650.57%+1,565
SCOTTS MIRACLE-GRO CO(SMG)12,62013,151+5317678960.33%+128
METLIFE INC(MET)09,257+9,25707830.29%+783
VISA INC(V)03,238+3,23801,1110.41%+1,111
XCEL ENERGY INC(XEL)27,75128,886+1,1352,2052,3200.85%+115
JOHNSON CONTROLS INTERNATION
SHS
7,4847,48409801,0940.40%+113
BRITISH AMERN TOB PLC(BTI)26,70627,111+4051,5621,6740.62%+113
WEC ENERGY GROUP INC(WEC)27,07027,716+6463,1343,2361.19%+103
POOL CORP(POOL)3,6553,914+2597408410.31%+102
VERTEX PHARMACEUTICALS INC(VRTX)2,0092,00908979980.37%+101
TRAVELERS COMPANIES INC(TRV)02,904+2,90409590.35%+959
PPG INDS INC(PPG)7,4377,337-1007958900.33%+95
UNILEVER PLC(UL)018,140+18,14001,0910.40%+1,091
AIR PRODUCTS AND CHEMICALS I9,99010,212+2222,9022,9941.10%+92
MICROSOFT CORP(MSFT)014,770+14,77005,5092.02%+5,509
BOEING CO(BA)2,0552,307+2524094990.18%+90
PNC FINL SVCS GROUP INC(PNC)2,4792,440-395166010.22%+85
ELANCO ANIMAL HEALTH INC(ELAN)49,51951,314+1,7951,1851,2630.46%+78
DIAGEO PLC(DEO)8,1118,476+3656046810.25%+77
CARRIER GLOBAL CORPORATION(CARR)4,8014,714-872703460.13%+75
FACTSET RESH SYS INC(FDS)2,7922,958+1666066810.25%+75
VAIL RESORTS INC(MTN)4,3424,641+2995576320.23%+75
UNION PAC CORP(UNP)3,0963,036-607518260.30%+75
AMAZON COM INC(AMZN)02,450+2,45005840.21%+584
DISNEY WALT CO(DIS)024,419+24,41902,3500.86%+2,350
MONDELEZ INTL INC(MDLZ)45,97346,968+9952,6502,7171.00%+67
FORTIS INC(FTS)18,04618,755+7091,0071,0730.39%+67
BLACKROCK INC(BLK)02,834+2,83402,7251.00%+2,725
COCA COLA CO(KO)15,11114,941-1701,1491,2140.45%+65
ALPHABET INC(GOOG)91591502633270.12%+64
MERCK & CO INC(MRK)10,0619,886-1751,2101,2700.47%+60
COOPER COS INC(COO)011,747+11,74708420.31%+842
FREEPORT MCMORAN INC(FCX)12,57612,57607397910.29%+52
INTERNATIONAL BUSINESS MACHS(IBM)01,318+1,31803710.14%+371
JPMORGAN CHASE & CO(JPM)01,498+1,49804900.18%+490
RIO TINTO PLC(RIO)14,24014,494+2541,3281,3760.51%+47
APOLLO GLOBAL MGMT INC(APO)09,214+9,21401,0900.40%+1,090
MANULIFE FINL CORP(MFC)7,1007,10002452880.11%+43
AMERICAN WTR WKS CO INC NEW13,94214,688+7461,8971,9330.71%+35
VANGUARD WHITEHALL FDS3,2563,25604825150.19%+32
KONINKLIJKE PHILIPS N V(PHG)38,10839,515+1,4071,0441,0740.39%+30
BERKSHIRE HATHAWAY INC DEL1,2261,22605886130.23%+26
NATIONAL GRID PLC(NGG)12,29712,802+5051,0401,0610.39%+21
BANCFIRST CORP(BANF)05,701+5,70106340.23%+634
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