Mitchell & Pahl Private Wealth, LLC holds a diversified book of 149 stocks worth $272.2M as of Q2 2026 (disclosed Jul 13, 2026, a ~45-day 13F lag). This quarter they opened Sandisk Corp and trimmed Apple Inc. Their largest long position is Apple Inc at 3% of the equity book.
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1836506/holdings"
Use Arkolith to show MITCHELL & PAHL PRIVATE WEALTH, LLC's latest holdings, largest changes, and filing provenance.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
100% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Apple Inc COM | $8.1M | 28.0K | 3.0% | ▼−0.5% Reduced · −131 sh | |
| 2 | Seagate Technology HLDNGS PL ORD SHS | $7.5M | 7.8K | 2.8% | ▼−1.6% Reduced · −123 sh | |
| 3 | Broadcom Inc COM | $6.5M | 17.1K | 2.4% | ▼−3.3% Reduced · −586 sh | |
| 4 | Microsoft Corp COM | $5.5M | 14.8K | 2.0% | ▲+0.9% Added · +132 sh | |
| 5 | Cisco Sys Inc COM | $4.9M | 41.9K | 1.8% | ▲+0.7% Added · +287 sh | |
| 6 | Johnson & Johnson COM | $4.8M | 18.7K | 1.7% | ▲+1.7% Added · +316 sh | |
| 7 | Teradyne Inc COM | $4.6M | 9.4K | 1.7% | ▼−0.5% Reduced · −50 sh | |
| 8 | Texas Instrs Inc COM | $4.5M | 15.2K | 1.7% | ▲+0.9% Added · +137 sh | |
| 9 | Goldman Sachs Group Inc COM | $4.5M | 4.5K | 1.7% | ▲+0.8% Added · +36 sh | |
| 10 | Exxon Mobil Corp COM | $4.4M | 32.0K | 1.6% | ▲+0.8% Added · +240 sh | |
| 11 | Linde PLC SHS | $4.2M | 8.0K | 1.5% | ▲+1.1% Added · +89 sh | |
| 12 | Unitedhealth Group Inc COM | $4.0M | 9.7K | 1.5% | ▲+1.8% Added · +175 sh | |
| 13 | Valero Energy Corp COM | $4.0M | 15.4K | 1.5% | ▲+1.1% Added · +174 sh | |
| 14 | Abbvie Inc COM | $3.9M | 15.6K | 1.4% | ▲+2.0% Added · +309 sh | |
| 15 | Novartis AG SPONSORED ADR | $3.6M | 23.3K | 1.3% | ▲+1.5% Added · +347 sh | |
| 16 | Ecolab Inc COM | $3.6M | 13.1K | 1.3% | ▲+2.6% Added · +338 sh | |
| 17 | Phillips 66 COM | $3.6M | 21.0K | 1.3% | ▲+1.6% Added · +323 sh | |
| 18 | General Dynamics Corp COM | $3.5M | 9.9K | 1.3% | ▲+1.9% Added · +189 sh | |
| 19 | Waste Mgmt Inc Del COM | $3.5M | 15.7K | 1.3% | ▲+2.1% Added · +324 sh | |
| 20 | NextEra Energy Inc COM | $3.5M | 39.8K | 1.3% | ▲+1.5% Added · +607 sh | |
| 21 | 3M Co COM | $3.5M | 21.5K | 1.3% | ▲+2.2% Added · +473 sh | |
| 22 | Taiwan Semiconductor Manufac SPONSORED ADS | $3.4M | 7.1K | 1.3% | ▼−0.7% Reduced · −52 sh | |
| 23 | Home Depot Inc COM | $3.3M | 9.5K | 1.2% | ▲+2.8% Added · +256 sh | |
| 24 | Procter & Gamble Co COM | $3.3M | 22.4K | 1.2% | ▲+2.9% Added · +630 sh | |
| 25 | Wec Energy Group Inc COM | $3.2M | 27.7K | 1.2% | ▲+2.4% Added · +646 sh | |
| 26 | Aflac Inc COM | $3.2M | 27.6K | 1.2% | ▲+1.9% Added · +517 sh | |
| 27 | US Bancorp COM NEW | $3.2M | 52.6K | 1.2% | ▲+2.7% Added · +1K sh | |
| 28 | Sempra COM | $3.0M | 32.3K | 1.1% | ▲+2.3% Added · +742 sh | |
| 29 | Air Products And Chemicals I COM | $3.0M | 10.2K | 1.1% | ▲+2.2% Added · +222 sh | |
| 30 | Emerson Elec Co COM | $3.0M | 20.9K | 1.1% | ▲+2.2% Added · +453 sh | |
| 31 | Bank Of Amer Corp COM | $2.9M | 51.7K | 1.1% | ▼−0.2% Reduced · −121 sh | |
| 32 | Sherwin Williams Co COM | $2.9M | 8.4K | 1.1% | ▲+3.0% Added · +248 sh | |
| 33 | Costco Wholesale Corporation COM | $2.9M | 3.0K | 1.0% | ▲+2.0% Added · +59 sh | |
| 34 | RTX Corporation COM | $2.8M | 15.0K | 1.0% | ▲+0.4% Added · +64 sh | |
| 35 | BlackRock Inc COM | $2.7M | 2.8K | 1.0% | ▲+2.5% Added · +69 sh | |
| 36 | Mondelez Intl Inc CL A | $2.7M | 47.0K | 1.0% | ▲+2.2% Added · +995 sh | |
| 37 | Chubb Limited COM | $2.7M | 7.9K | 1.0% | ▲+2.8% Added · +216 sh | |
| 38 | ASML Hldg NV N Y REGISTRY SHS | $2.6M | 1.3K | 1.0% | ▲+0.4% Added · +5 sh | |
| 39 | McDonalds Corp COM | $2.6M | 9.7K | 1.0% | ▲+3.9% Added · +362 sh | |
| 40 | Amgen Inc COM | $2.6M | 7.2K | 1.0% | ▲+4.1% Added · +280 sh | |
| 41 | Chevron Corporation COM | $2.6M | 15.5K | 0.9% | ▲+4.6% Added · +680 sh | |
| 42 | UBS Group AG SHS | $2.5M | 51.1K | 0.9% | ▼−0.2% Reduced · −119 sh | |
| 43 | Verizon Communications Inc COM | $2.5M | 59.6K | 0.9% | ▲+2.3% Added · +1K sh | |
| 44 | Illinois Tool WKS Inc COM | $2.5M | 9.3K | 0.9% | ▲+3.8% Added · +337 sh | |
| 45 | Interactive Brokers Group In COM CL A | $2.5M | 28.5K | 0.9% | ▼−0.2% Reduced · −63 sh | |
| 46 | Comcast Corp New CL A | $2.5M | 100.7K | 0.9% | ▲+4.6% Added · +4K sh | |
| 47 | United Parcel Svcs Inc CL B | $2.5M | 22.8K | 0.9% | ▲+3.2% Added · +709 sh | |
| 48 | Target Corp COM | $2.4M | 18.3K | 0.9% | ▲+3.0% Added · +541 sh | |
| 49 | Disney Walt Co COM | $2.4M | 24.4K | 0.9% | ▲+3.2% Added · +756 sh | |
| 50 | Starbucks Corp COM | $2.3M | 22.8K | 0.9% | ▲+3.2% Added · +703 sh |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 13, 2026 | 149 | $272.2M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 24, 2026 | 145 | $246.3M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 14, 2026 | 143 | $240.9M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 9, 2025 | 144 | $238.5M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 11, 2025 | 144 | $226.4M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 9, 2025 | 145 | $214.5M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 16, 2025 | 146 | $214.1M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 16, 2024 | 145 | $214.8M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.