Fund Holdings — MITCHELL & PAHL PRIVATE WEALTH, LLC

Total Portfolio Value
$238.45M
Total Bought
$9.38M
Total Sold
$13.15M
Net Transaction
-$3.77M
Filing Period:
Securities
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SharesValue ($K)
Q2 2025
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Q3 2025
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Change
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Q2 2025
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Q3 2025
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Weight (%)
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Change
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APPLE INC(AAPL)30,24529,989-2566,2057,6363.20%+1,431
BROADCOM INC(AVGO)24,54424,205-3396,7667,9853.35%+1,220
ALPHABET INC(GOOG)1,8135,658+3,8453221,3780.58%+1,056
SEAGATE TECHNOLOGY HLDNGS PL
ORD SHS
9,6559,65501,3942,2790.96%+886
ABBVIE INC(ABBV)16,37316,289-843,0393,7721.58%+732
JOHNSON & JOHNSON(JNJ)18,81718,805-122,8743,4871.46%+613
UNITEDHEALTH GROUP INC(UNH)9,24910,001+7522,8853,4531.45%+568
TERADYNE INC(TER)9,47510,286+8118521,4160.59%+564
VALERO ENERGY CORP(VLO)15,07514,900-1752,0262,5371.06%+510
GENERAL DYNAMICS CORP(GD)9,8679,794-732,8783,3391.40%+462
SEMPRA(SRE)30,35230,427+752,3002,7381.15%+438
INTERACTIVE BROKERS GROUP IN(IBKR)31,24831,012-2361,7312,1340.89%+402
TAIWAN SEMICONDUCTOR MFG LTD(TSM)8,0557,923-1321,8242,2130.93%+388
GOLDMAN SACHS GROUP INC(GS)4,6044,556-483,2593,6281.52%+370
UBS GROUP AG(UBS)54,67553,659-1,0161,8492,2000.92%+351
HOME DEPOT INC(HD)9,0239,017-63,3083,6541.53%+345
XCEL ENERGY INC(XEL)25,64725,855+2081,7472,0850.87%+339
PHILLIPS 66(PSX)20,37720,252-1252,4312,7551.16%+324
ELANCO ANIMAL HEALTH INC(ELAN)53,18053,431+2517591,0760.45%+317
RTX CORPORATION(RTX)15,21315,114-992,2212,5291.06%+308
BLACKROCK INC(BLK)2,7902,769-212,9273,2281.35%+301
WEC ENERGY GROUP INC(WEC)26,81126,783-282,7943,0691.29%+275
TE CONNECTIVITY PLC(TEL)5,1905,19008751,1390.48%+264
POLARIS INC(PII)13,53013,947+4175508110.34%+261
ALPHABET INC(GOOG)0996+99602420.10%+242
NEXTERA ENERGY INC(NEE)39,29139,321+302,7282,9681.24%+241
IONIS PHARMACEUTICALS INC(IONS)03,572+3,57202340.10%+234
HSBC HLDGS PLC(HSBC)23,41823,336-821,4241,6560.69%+233
ASML HOLDING N V
N Y REGISTRY SHS
1,4061,398-81,1271,3530.57%+227
MICROSOFT CORP(MSFT)15,71915,497-2227,8198,0263.37%+208
L3HARRIS TECHNOLOGIES INC(LHX)3,2113,21108069810.41%+175
SYSCO CORP(SYY)24,14624,298+1521,8292,0010.84%+172
CHEVRON CORP NEW(CVX)14,09114,094+32,0182,1890.92%+171
KONINKLIJKE PHILIPS N V(PHG)36,93538,432+1,4978861,0480.44%+162
TELEDYNE TECHNOLOGIES INC(TDY)1,8321,857+259391,0880.46%+150
US BANCORP DEL(USB)49,27149,224-472,2302,3791.00%+149
AFLAC INC(AFL)26,47726,334-1432,7922,9411.23%+149
BRITISH AMERN TOB PLC(BTI)27,19727,044-1531,2871,4350.60%+148
NOVARTIS AG(NVS)22,54422,421-1232,7282,8751.21%+147
EXXON MOBIL CORP31,76031,657-1033,4243,5691.50%+146
MCDONALDS CORP(MCD)9,9649,991+272,9113,0361.27%+125
ILLINOIS TOOL WKS INC(ITW)8,4378,472+352,0862,2090.93%+123
PEPSICO INC(PEP)12,46212,564+1021,6461,7650.74%+119
RIO TINTO PLC(RIO)14,36314,402+398389510.40%+113
TOYOTA MOTOR CORP(TM)5,8675,878+111,0111,1230.47%+113
BP PLC(BP)24,95824,943-157478600.36%+113
CHARLES RIV LABS INTL INC(CRL)4,5605,128+5686928020.34%+110
SONY GROUP CORP(SONY)39,92339,902-211,0391,1490.48%+110
SUNCOR ENERGY INC NEW(SU)24,34324,329-149121,0170.43%+106
ASTRAZENECA PLC(AZN)14,36614,371+51,0041,1030.46%+99
BANK AMERICA CORP26,83926,325-5141,2701,3580.57%+88
BLACKSTONE INC(BX)12,72711,607-1,1201,9041,9830.83%+79
BERKLEY W R CORP21,65221,740+881,5911,6660.70%+75
POOL CORP(POOL)3,1823,228+469271,0010.42%+73
NORDSON CORP(NDSN)4,7274,770+431,0131,0830.45%+69
INTERCONTINENTAL HOTELS GROU(IHG)11,71711,654-631,3511,4130.59%+62
FORTIS INC(FTS)17,56417,729+1658389000.38%+61
SITEONE LANDSCAPE SUPPLY INC(SITE)5,6925,797+1056887470.31%+58
LOCKHEED MARTIN CORP(LMT)1,5891,58907367930.33%+57
VERIZON COMMUNICATIONS INC(VZ)56,80757,129+3222,4582,5111.05%+53
NORTHROP GRUMMAN CORP(NOC)479474-52392890.12%+49
3M CO(MMM)21,57221,447-1253,2843,3281.40%+44
MERCK & CO INC(MRK)10,39910,322-778238660.36%+43
ENBRIDGE INC(ENB)9,6239,497-1264364790.20%+43
ECOLAB INC(ECL)12,80412,749-553,4503,4911.46%+42
BCE INC(BCE)29,28429,404+1206496880.29%+39
JOHNSON CTLS INTL PLC
SHS
7,9537,95308408740.37%+34
T-MOBILE US INC(TMUS)5,3915,504+1131,2841,3180.55%+33
JPMORGAN CHASE & CO.(JPM)1,5351,514-214454780.20%+33
AMGEN INC(AMGN)6,6136,655+421,8461,8780.79%+32
PNC FINL SVCS GROUP INC(PNC)2,5422,513-294745050.21%+31
LINDE PLC(LIN)7,8887,854-343,7013,7311.56%+30
TRAVELERS COMPANIES INC(TRV)3,2643,224-408739000.38%+27
VANGUARD WHITEHALL FDS3,2563,25604344590.19%+25
AMERICAN WTR WKS CO INC NEW12,36412,529+1651,7201,7440.73%+24
NUCOR CORP(NUE)3,8793,87905035250.22%+23
SHERWIN WILLIAMS CO(SHW)7,6597,657-22,6302,6511.11%+22
BERKSHIRE HATHAWAY INC DEL1,2261,22605966160.26%+21
AUTODESK INC2,3662,36607327520.32%+19
UNION PAC CORP(UNP)3,1733,167-67307490.31%+19
NUTRIEN LTD(NTR)12,94613,146+2007547720.32%+18
ASE TECHNOLOGY HLDG CO LTD(ASX)27,52626,951-5752842990.13%+15
BOEING CO(BA)1,8491,84903873990.17%+12
METLIFE INC(MET)9,5949,499-957727820.33%+11
EQUIFAX INC(EFX)3,3953,472+778818910.37%+10
PFIZER INC(PFE)8,3968,097-2992042060.09%+3
COOPER COS INC(COO)9,71610,082+3666916910.29%-0
MASTERCARD INCORPORATED(MA)1,6801,655-259449410.39%-3
AMAZON COM INC(AMZN)2,5602,542-185625580.23%-3
WILLIAMS COS INC(WMB)17,10416,842-2621,0741,0670.45%-7
NATIONAL GRID PLC(NGG)12,00212,161+1598938840.37%-9
TOTALENERGIES SE(TTE)4,4904,394-962762620.11%-13
MANULIFE FINL CORP(MFC)7,3587,114-2442352220.09%-14
VAIL RESORTS INC(MTN)3,6353,722+875715570.23%-14
PUBLIC SVC ENTERPRISE GRP IN(PEG)3,6553,513-1423082930.12%-14
NIKE INC(NKE)22,88123,098+2171,6251,6110.68%-15
TELEFONICA S A(TEFOF)154,853156,394+1,5418107940.33%-15
INTERNATIONAL BUSINESS MACHS(IBM)1,3181,31803893720.16%-17
EXPONENT INC(EXPO)7,6668,003+3375735560.23%-17
DOLBY LABORATORIES INC(DLB)15,56315,733+1701,1561,1390.48%-17
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MITCHELL & PAHL PRIVATE WEALTH, LLC — 13F Holdings — Q3 2025 | TickerTrail