Fund HoldingsMITCHELL & PAHL PRIVATE WEALTH, LLC

Total Portfolio Value
$226.39M
Total Bought
$18.19M
Total Sold
$4.50M
Net Transaction
+$13.69M
Filing Period:
Securities
SharesValue ($K)
Q1 2025
Q2 2025
Change
Q1 2025
Q2 2025
Weight (%)
Change
BROADCOM INC(AVGO)024,544+24,54406,7662.99%+6,766
MICROSOFT CORP(MSFT)015,719+15,71907,8193.45%+7,819
GOLDMAN SACHS GROUP INC(GS)04,604+4,60403,2591.44%+3,259
DISNEY WALT CO(DIS)023,043+23,04302,8581.26%+2,858
SEAGATE TECHNOLOGY HLDNGS PL
ORD SHS
9,6669,655-118211,3940.62%+572
EMERSON ELEC CO(EMR)020,240+20,24002,6991.19%+2,699
TEXAS INSTRS INC(TXN)13,72714,456+7292,4673,0011.33%+535
TAIWAN SEMICONDUCTOR MFG LTD(TSM)08,055+8,05501,8240.81%+1,824
INTERACTIVE BROKERS GROUP IN(IBKR)031,248+31,24801,7310.76%+1,731
CISCO SYS INC(CSCO)41,56542,502+9372,5652,9491.30%+384
BLACKROCK INC(BLK)02,790+2,79002,9271.29%+2,927
TRANE TECHNOLOGIES PLC(TT)03,325+3,32501,4540.64%+1,454
NIKE INC(NKE)20,17922,881+2,7021,2811,6250.72%+345
ELANCO ANIMAL HEALTH INC(ELAN)053,180+53,18007590.34%+759
NOVARTIS AG(NVS)22,22522,544+3192,4782,7281.21%+250
GENERAL DYNAMICS CORP(GD)9,6729,867+1952,6362,8781.27%+241
ASML HOLDING N V
N Y REGISTRY SHS
01,406+1,40601,1270.50%+1,127
L3HARRIS TECHNOLOGIES INC(LHX)2,7103,211+5015678060.36%+238
ECOLAB INC(ECL)12,66912,804+1353,2123,4501.52%+238
US BANCORP DEL(USB)049,271+49,27102,2300.98%+2,230
SEMPRA(SRE)030,352+30,35202,3001.02%+2,300
SCOTTS MIRACLE-GRO CO(SMG)011,737+11,73707740.34%+774
JOHNSON CTLS INTL PLC
SHS
7,9537,95306378400.37%+203
UBS GROUP AG(UBS)53,75654,675+9191,6471,8490.82%+203
SAP SE(SAP)4,8754,926+511,3091,4980.66%+189
BRITISH AMERN TOB PLC(BTI)26,74027,197+4571,1061,2870.57%+181
RTX CORPORATION(RTX)15,45215,213-2392,0472,2210.98%+175
TERADYNE INC(TER)09,475+9,47508520.38%+852
3M CO(MMM)21,31421,572+2583,1303,2841.45%+154
COSTCO WHSL CORP NEW(COST)2,8102,838+282,6582,8101.24%+152
VALERO ENERGY CORP(VLO)14,22815,075+8471,8792,0260.90%+147
NUTRIEN LTD(NTR)12,30312,946+6436117540.33%+143
TE CONNECTIVITY PLC(TEL)5,1905,19007338750.39%+142
NATIONAL GRID PLC(NGG)11,48712,002+5157548930.39%+139
NORDSON CORP(NDSN)4,3814,727+3468841,0130.45%+130
BANK AMERICA CORP026,839+26,83901,2700.56%+1,270
TELEFONICA S A(TEFOF)147,791154,853+7,0626898100.36%+121
AT&T INC(T)89,48391,523+2,0402,5312,6491.17%+118
EQUIFAX INC(EFX)3,1313,395+2647638810.39%+118
PARAMOUNT GLOBAL51,91357,111+5,1986217370.33%+116
CHARLES RIV LABS INTL INC(CRL)04,560+4,56006920.31%+692
AUTODESK INC02,366+2,36607320.32%+732
INTERCONTINENTAL HOTELS GROU(IHG)011,717+11,71701,3510.60%+1,351
RELX PLC(RELX)19,46319,997+5349811,0870.48%+106
HSBC HLDGS PLC(HSBC)22,95623,418+4621,3181,4240.63%+105
BLACKSTONE INC(BX)012,727+12,72701,9040.84%+1,904
POLARIS INC(PII)013,530+13,53005500.24%+550
JPMORGAN CHASE & CO.(JPM)1,4531,535+823564450.20%+89
BERKLEY W R CORP21,17421,652+4781,5071,5910.70%+84
LENNOX INTL INC(LII)02,676+2,67601,5340.68%+1,534
SYSCO CORP(SYY)23,29124,146+8551,7481,8290.81%+81
SITEONE LANDSCAPE SUPPLY INC(SITE)05,692+5,69206880.30%+688
FREEPORT-MCMORAN INC(FCX)13,93413,93405286040.27%+77
HOME DEPOT INC(HD)09,023+9,02303,3081.46%+3,308
FORTIS INC(FTS)16,78117,564+7837658380.37%+73
VAIL RESORTS INC(MTN)03,635+3,63505710.25%+571
BOEING CO(BA)1,8491,84903153870.17%+72
AUTOMATIC DATA PROCESSING IN8,3938,537+1442,5642,6331.16%+68
TELEDYNE TECHNOLOGIES INC(TDY)1,7501,832+828719390.41%+68
INTERNATIONAL BUSINESS MACHS(IBM)1,3031,318+153243890.17%+65
SONY GROUP CORP(SONY)38,58539,923+1,3389801,0390.46%+60
LINDE PLC(LIN)7,8267,888+623,6443,7011.63%+57
ILLINOIS TOOL WKS INC(ITW)8,1958,437+2422,0322,0860.92%+54
NOVO-NORDISK A S(NVO)013,777+13,77709510.42%+951
CARRIER GLOBAL CORPORATION(CARR)5,0365,03603193690.16%+49
UNILEVER PLC(UL)18,80019,097+2971,1201,1680.52%+49
AMAZON COM INC(AMZN)02,560+2,56005620.25%+562
TARGET CORP(TGT)013,950+13,95001,3760.61%+1,376
LOCKHEED MARTIN CORP(LMT)01,589+1,58907360.33%+736
ALPHABET INC(GOOG)01,813+1,81303220.14%+322
PHILLIPS 66(PSX)19,39220,377+9852,3952,4311.07%+36
NUCOR CORP(NUE)3,8793,87904675030.22%+36
ASE TECHNOLOGY HLDG CO LTD(ASX)027,526+27,52602840.13%+284
FACTSET RESH SYS INC(FDS)02,070+2,07009260.41%+926
BCE INC(BCE)26,92129,284+2,3636186490.29%+31
MATADOR RES CO(MTDR)15,96817,724+1,7568168460.37%+30
EXPONENT INC(EXPO)07,666+7,66605730.25%+573
FAIR ISAAC CORP(FICO)0915+91501,6730.74%+1,673
MONDELEZ INTL INC(MDLZ)42,26642,859+5932,8682,8901.28%+23
HENRY JACK & ASSOC INC(JKHY)5,3055,491+1869699890.44%+21
RIO TINTO PLC(RIO)13,62214,363+7418188380.37%+19
PPG INDS INC(PPG)07,598+7,59808640.38%+864
PNC FINL SVCS GROUP INC(PNC)02,542+2,54204740.21%+474
NEXTERA ENERGY INC(NEE)38,22639,291+1,0652,7102,7281.20%+18
APOLLO GLOBAL MGMT INC(APO)010,238+10,23801,4520.64%+1,452
VANGUARD WHITEHALL FDS3,2563,25604204340.19%+14
KINDER MORGAN INC DEL(KMI)14,26414,26404074190.19%+12
TOYOTA MOTOR CORP(TM)05,867+5,86701,0110.45%+1,011
SUNCOR ENERGY INC NEW(SU)23,34324,343+1,0009049120.40%+8
DIAGEO PLC(DEO)06,774+6,77406830.30%+683
MANULIFE FINL CORP(MFC)7,3587,35802292350.10%+6
MASTERCARD INCORPORATED(MA)1,7121,680-329389440.42%+6
VISA INC(V)3,6953,662-331,2951,3000.57%+5
ASTRAZENECA PLC(AZN)13,65114,366+7151,0031,0040.44%+1
SHERWIN WILLIAMS CO(SHW)7,5347,659+1252,6312,6301.16%-1
PUBLIC SVC ENTERPRISE GRP IN(PEG)3,7693,655-1143103080.14%-3
KONINKLIJKE PHILIPS N V(PHG)34,97836,935+1,9578888860.39%-3
TRAVELERS COMPANIES INC(TRV)3,3223,264-588798730.39%-5
NORTHROP GRUMMAN CORP(NOC)47947902452390.11%-6
XCEL ENERGY INC(XEL)24,81625,647+8311,7571,7470.77%-10
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