StockDriftsStockDriftsTop 50 Mitchell & Pahl Private Wealth LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | 3.18% | 26.5K | $8.8M | -5.53%(-1.55K) | $126.50(+171.09%) | 2026-09-30 | |
| MSFT | MICROSOFT CORP | 2.77% | 15.0K | $7.7M | +1.35%(+199) | $239.29(+122.96%) | 2026-09-30 | |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | 2.57% | 7.7K | $7.1M | -0.76%(-59) | $69.45(+851.42%) | 2026-09-30 | |
| AVGO | BROADCOM INC | 2.15% | 17.0K | $6.0M | -0.75%(-128) | $40.11(+734.21%) | 2026-09-30 | |
| VLO | VALERO ENERGY CORP | 2.12% | 15.1K | $5.9M | -1.46%(-225) | $91.37(+374.21%) | 2026-09-30 | |
| PSX | PHILLIPS 66 | 1.92% | 20.8K | $5.3M | -1.01%(-213) | $88.23(+229.31%) | 2026-09-30 | |
| JNJ | JOHNSON & JOHNSON | 1.79% | 18.7K | $5.0M | -0.01%(-1) | $156.16(+62.52%) | 2026-09-30 | |
| CSCO | CISCO SYS INC | 1.62% | 41.6K | $4.5M | -0.65%(-271) | $50.04(+112.81%) | 2026-09-30 | |
| TXN | TEXAS INSTRS INC | 1.55% | 15.3K | $4.3M | +0.92%(+139) | $165.81(+66.54%) | 2026-09-30 | |
| ABBV | ABBVIE INC | 1.5% | 15.9K | $4.2M | +1.92%(+299) | $123.15(+129.55%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +12.68% | +43.06% | +7.62% | +44.38% |
| Top 20 Holdings Unweighted | +13.34% | +45.61% | +7.86% | +45.99% |
Mitchell & Pahl Private Wealth LLC reports $277.20M in US-listed equity holdings across 147 positions in its most recent 13F filing. Its largest disclosed positions are AAPL (3.2%), MSFT (2.8%) and STX (2.6%). The top 20 holdings account for 34.23% of reported assets. Its disclosed equity book has returned +43.06% on a three-year cumulative basis. Figures reflect the Q3 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Mitchell & Pahl Private Wealth LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1836506). View Mitchell & Pahl Private Wealth LLC’s 13F filings on SEC